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Tableau Trainning Internal

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15 views70 pages

Tableau Trainning Internal

Uploaded by

kumar gaurav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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TABLEAU

Agenda
Introduction Column Formatting
Tableau Desktop Download & Drill Down & Hierarchies
Installation Sorting And Grouping
Connecting with Different DB Discrete vs Continuous
Tableau Vs Excel Parameter, Combine and Set
Tableau Live Vs Extract Chart Type
Data Type
Introduction

Tableau is Intelligence tool. Which helps us to analyse the data in


visual manner in graph report….etc.
Some Tableau competitors include Microsoft Power BI, IBM, SAP,
SAS, Qlik Sense, Looker, Sisense, Oracle Analytics Cloud .
The Creative Process
The Creative Process
What question are you trying to answer?
Chart Type
Do I have the right chart?
Choosing a Chart Type
Comparison
Composition
Distribution
Relationship
Dashboard Flow
What is a dashboard?
“A dashboard is a visual
“A dashboard is a visual display of the most
display of data used to monitor
important information needed to achieve
conditions and/or facilitate
one or more objectives; consolidated and
understanding”
arranged on a single screen so the
information can be monitored at a glance.”
Big Book of Dashboards
Stephen Few (2017)
(2004)
TO R
O R A
X PL
E Y
NE UT R A L
na t or y
PL A
EX
OPINIONAT
ED
Poojah Gandhi
https://public.tableau.com/profile/poojagandhi#!/vizhome/IronViz-PhiladelphiaCrimeScene/PhiladelphiaCrimeScene
What makes a good dashboard?
Answers a set of questions
Follows a flow and invites interactivity
Condensed; primarily in the form of summaries and
exceptions
Specific to and customized for the dashboard’s audience
and objectives
Provides appropriate text for clarity and direction, if
needed
Makes strategic use of color
Layout
Layout Top Left:
What are you emphasizing?
Inverted Pyramid
Most Newsworthy Info
Who? What? When? Where? Why? How?

Important Details

Other General
Info
Filters at the top, so user knows when
and how to start interacting

Most important information at the top


and centered

Starts with the highest level and


works down to more precise details

No more than 4-5 worksheets


Using BANs
Does your dashboard pass the 5 second test?

Most important view is on top or top left


Legends are near their views
Avoid multiple color schemes
Uses 5 or fewer views (charts)
Chart Type & Dashboard Flow Hands-on
What dashboard changes did you make?
Did anyone change a chart type?
Pre-Attentive Processing
Length Width Orientation Size Shape

Enclosure 2D Position Grouping Color (Hue) Color


(Intensity)
COLOR
Hue Saturation
Tone

Shade Tint
Using Hue
Qualitative / Categorical
Using Saturation
Relationship /Sequence Quantitative / Numerical
Maintain Color Identities

Once a color is assigned to an attribute,


be consistent with the usage of that color.

This eliminates confusion and establishes


identity throughout a workbook.
Use Hot Colors Sparingly
What are we supposed to be looking at?

'HOT' colors, like RED, are attention


grabbers.

They carry heavy visual weight and


will draw the eye of the reader.

Save them for elements truly


deserving of your reader's attention.
Be Careful Not To Become The Next
Vincent van Gogh
DONT BE AFRAID...
WHITE SPACE
Style Guide - Custom Color Palette
Title
A concise, descriptive title can make a huge
difference in garnering attention and making a
chart more memorable
Which title is more impactful?
Do your titles capture attention?
Context is not just in the title
Adding additional context
Tooltip
Tooltips can make the difference between a user loving
your visualization and not understanding it.
Tips for improving the basic tooltip
Use a proper font
Identify the most important part of the tool tip and make it your title
Change measure names/values to make them specific and understandable
Include proper units
Remove command prompts

Default
vs
Modified
Viz in Tooltips
What are they good for?

Highlighting trends
Describing the distribution of data
Layering different levels of time or geography
String aggregations – getting rid of that *
Pre-Attentive Attributes, Title, and Tooltips
Hands On
Share and Tell
Next steps…
You learned a lot today. Want to keep learning?

Visual Best Practices (classroom training)


Learning Paths (eLearning)
Public Gallery (inspiration)
TC19 on-demand (virtual)
TC20 (October 5– 8th 2020)
Want to read more about visualization?

The Big Book of Dashboards


Visual Reporting and Analysis: Seeing is Knowing Whitepaper
Visual Analysis Best Practices: A Guidebook Whitepaper
Data Storytelling: Using visualization to share the human impact of
numbers Whitepaper
Beautiful Evidence – Edward Tufte
Information Dashboard Design – Stephen Few
Information Visualization – Colin Ware
One last thing that is guaranteed to make
your dashboards amazing…
THANK YOU!

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