Tableau is an amazing platform for seeing, understanding, and making key decisions based on your data! With it, you will be able to carry out incredible data discovery, analysis, and storytelling. You’ll accomplish these tasks and goals visually using an interface that is designed for a natural and seamless flow of thought and work.
You don’t need to write complex scripts or queries to leverage the power of Tableau. Instead, you will be interacting with your data in a visual environment where everything that you drag and drop will be translated into the necessary queries for you and then displayed visually. You’ll be working in real time, so you will see results immediately, get answers as quickly as you can ask questions, and be able to iterate through potentially dozens of ways to visualize the data in order to find a key insight or tell a piece of the story.
This chapter introduces the foundational principles of Tableau. We’ll go through a series of examples that will introduce you to the basics of connecting to data, exploring and analyzing data visually, and finally putting it all together in a fully interactive dashboard. These concepts will be developed far more extensively in subsequent chapters. However, don’t skip this chapter, as it introduces key terminology and concepts, including the following:
Let’s begin by looking at how you can connect Tableau to your data.
Connecting to data
Tableau connects to data stored in a wide variety of files and databases. This includes flat files, such as Excel documents, spatial files, and text files; relational databases, such as SQL Server and Oracle; cloud-based data sources, such as Snowflake and Amazon Redshift; and Online Analytical Processing (OLAP) data sources, such as Microsoft SQL Server Analysis Services. With very few exceptions, the process of analysis and creating visualizations will be the same, no matter what data source you use.
We’ll cover data connections and related topics more extensively throughout the book. For example, we’ll cover the following:
In this chapter, we’ll connect to a text file derived from one of the sample datasets that ships with Tableau: Superstore.csv
. Superstore is a fictional retail chain that sells various products to customers across the United States and the file contains a record for every line item of every order with details on the customer, location, item, sales amount, and revenue.
Please use the supplied Superstore.csv
data file instead of the Tableau sample data, as there are differences that will change the results. Instructions for downloading all the samples are in the preface.
The Chapter 1
workbooks, included with the code files bundle, already have connections to the file; however, for this example, we’ll walk through the steps of creating a connection in a new workbook:
Learning TableauChapter 01
directory and select the Superstore.csv
file.You will now see the data connection screen, which allows you to visually create connections to data sources. We’ll examine the features of this screen in detail in the Connecting to data section of Chapter 2, Connecting to Data in Tableau. For now, Tableau has already added a preview of the file for the connection:
Figure 1.1: The data connection screen allows you to build a connection to your data
For this connection, no other configuration is required, so simply click on the Sheet 1 tab at the bottom of the Tableau window to start visualizing the data! You should now see the main work area within Tableau, which looks like this:
Figure 1.2: Elements of Tableau’s primary interface, numbered with descriptions below
We’ll refer to elements of the interface throughout the book using specific terminology, so take a moment to familiarize yourself with the terms used for various components numbered in the preceding screenshot:
Data fields in the Data pane are available to add to a view. Fields that have been dropped onto a shelf are called in the view or active fields because they play an active role in the way Tableau draws the visualization.
A Tableau workbook is a collection of data sources, sheets, dashboards, and stories. All of this is saved as a single Tableau workbook file (.twb
or .twbx
). A workbook is organized into a collection of tabs of various types:
Along the bottom of the screen, you’ll notice a few other items. As you work, a status bar at the bottom left will display important information and details about the view, selections, and the user. Although obscured by the Show Me window in Figure 1.1, you’ll find other controls at the bottom right that allow you to navigate between sheets, dashboards, and stories, as well as viewing the tabs with Show Filmstrip or switching to a sheet sorter showing an interactive thumbnail of all sheets in the workbook.
Now that you have connected to the data in the text file, we’ll explore some examples that lay the foundation for data visualization and then move on to building some foundational visualization types. To prepare for this, please do the following:
learning TableauChapter 01
directory, open the file Chapter 01 Starter.twbx
. This file contains a connection to the Superstore
data file and is designed to help you walk through the examples in this chapter.The files for each chapter include a Starter
workbook that allows you to work through the examples given in this book. If, at any time, you’d like to see the completed examples, open the Complete
workbook for the chapter.
Having made a connection to the data, you are ready to start visualizing and analyzing it. As you begin to do so, you will take on the role of an analyst at the retail chain. You’ll ask questions of the data, build visualizations to answer those questions, and ultimately design a dashboard to share the results. Let’s start by laying some foundations for understanding how Tableau visualizes data.
When you first connect to a data source such as the Superstore
file, Tableau will display the data connection and the fields in the Data pane. Fields can be dragged from the data pane onto the canvas area or onto various shelves such as Rows, Columns, Color, or Size. As we’ll see, the placement of the fields will result in different encodings of the data based on the type of field.
The fields from the data source are visible in the Data pane and are divided into Measures and Dimensions.
Prior to Tableau 2020.2, these are separate sections in the Data pane. In newer versions, each table will have Measures and Dimensions separated by a line:
Figure 1.3: Each table (this data source only has one) has dimensions listed above the line and measures listed below the line
The difference between Measures and Dimensions is a fundamental concept to understand when using Tableau:
As an example (which you can view in the Chapter 01 Starter
workbook on the Measures and Dimensions sheet), consider a view created using the Region
and Sales
fields from the Superstore
connection:
Figure 1.4: A bar chart demonstrating the use of Measures and Dimensions
The Sales
field is used as a measure in this view. Specifically, it is being aggregated as a sum. When you use a field as a measure in the view, the type aggregation (for example, SUM
, MIN
, MAX
, and AVG
) will be shown on the active field. Note that, in the preceding example, the active field on Rows clearly indicates the sum aggregation of Sales
: SUM(Sales).
The Region
field is a dimension with one of four values for each record of data: Central, East, South, or West. When the field is used as a dimension in the view, it slices the measure. So, instead of an overall sum of sales, the preceding view shows the sum of sales for each region.
Another important distinction to make with fields is whether a field is being used as discrete or continuous. Whether a field is discrete or continuous determines how Tableau visualizes it based on where it is used in the view. Tableau will give a visual indication of the default value for a field (the color of the icon in the Data pane) and how it is being used in the view (the color of the active field on a shelf). Discrete fields, such as Region
in the previous example, are blue. Continuous fields, such as Sales
, are green.
Discrete (blue) fields have values that are shown as distinct and separate from one another. Discrete values can be reordered and still make sense. For example, you could easily rearrange the values of Region
to be East
, South
, West
, and Central
, instead of the default order in Figure 1.4.
When a discrete field is used on the Rows or Columns shelves, the field defines headers. Here, the discrete field Region
defines the column headers:
Figure 1.5: The discrete field on Columns defines column headers
Here, it defines the row headers:
Figure 1.6: The discrete field on Rows defines row headers
When used for Color, a discrete field defines a discrete color palette in which each color aligns with a distinct value of the field:
Figure 1.7: The discrete field on Color defines a discrete color palette
Continuous (green) fields have values that flow from first to last as a continuum. Numeric and date fields are often (though, not always) used as continuous fields in the view. The values of these fields have an order that it would make little sense to change.
When used on Rows or Columns, a continuous field defines an axis:
Figure 1.8: The continuous field on Columns (or Rows) defines an axis
When used for Color, a continuous field defines a gradient:
Figure 1.9: The continuous field on Color defines a gradient color palette
It is very important to note that continuous and discrete are different concepts from measure and dimension. While most dimensions are discrete by default, and most measures are continuous by default, it is possible to use any measure as a discrete field and some dimensions as continuous fields in the view, as shown here:
Figure 1.10: Measures and dimensions can be discrete or continuous
To change the default setting of a field, right-click on the field in the Data pane and select Convert to Discrete or Convert to Continuous.
To change how a field is used in the view, right-click on the field in the view and select Discrete or Continuous. Alternatively, you can drag and drop the fields between Dimensions and Measures in the Data pane, which will automatically convert the field.
In general, you can think of the differences between the types of fields as follows:
As you work through the examples in this book, pay attention to the fields you are using to create the visualizations, whether they are dimensions or measures, and whether they are discrete or continuous. Experiment with changing fields in the view from continuous to discrete, and vice versa, to gain an understanding of the differences in the visualization. We’ll put this understanding into practice as we turn our attention to visualizing data.
A new connection to a data source is an invitation to explore and discover! At times, you may come to the data with very well-defined questions and a strong sense of what you expect to find. Other times, you will come to the data with general questions and very little idea of what you will find. The visual analytics capabilities of Tableau empower you to rapidly and iteratively explore the data, ask new questions, and make new discoveries.
The following visualization examples cover a few of the most foundational visualization types. As you work through the examples, keep in mind that the goal is not simply to learn how to create a specific chart. Rather, the examples are designed to help you think through the process of asking questions of the data and getting answers through iterations of visualization. Tableau is designed to make that process intuitive, rapid, and transparent.
Something that is far more important than memorizing the steps to create a specific chart type is understanding how and why to use Tableau to create a chart and being able to adjust your visualization to gain new insights as you ask new questions.
Bar charts visually represent data in a way that makes the comparison of values across different categories easy. The length of the bar is the primary means by which you will visually understand the data. You may also incorporate color, size, stacking, and order to communicate additional attributes and values.
Creating bar charts in Tableau is very easy. Simply drag and drop the measure you want to see onto either the Rows or Columns shelf and the dimension that defines the categories onto the opposing Rows or Columns shelf.
As an analyst for Superstore, you are ready to begin a discovery process focused on sales (especially the dollar value of sales). As you follow the examples, work your way through the sheets in the Chapter 01 Starter
workbook. The Chapter 01 Complete
workbook contains the complete examples so that you can compare your results at any time:
Sales
field from Measures in the Data pane onto the Columns shelf. You now have a bar chart with a single bar representing the sum of sales for all of the data in the data source.Department
field from Dimensions in the Data pane to the Rows shelf. This slices the data to give you three bars, each having a length that corresponds to the sum of sales for each department:Figure 1.11: The view Sales by Department should look like this when you have completed the preceding steps
You now have a horizontal bar chart. This makes comparing the sales between the departments easy. The type drop-down menu on the Marks card is set to Automatic and indicates that Tableau has determined that bars are the best visualization given the fields you have placed in the view. As a dimension, Department
slices the data. Being discrete, it defines row headers for each department in the data. As a measure, the Sales
field is aggregated. Being continuous, it defines an axis. The mark type of bar causes individual bars for each department to be drawn from 0
to the value of the sum of sales for that department.
Typically, Tableau draws a mark (such as a bar, a circle, or a square) for every combination of dimensional values in the view. In this simple case, Tableau is drawing a single bar mark for each dimensional value (Furniture
, Office Supplies
, and Technology
) of Department
. The type of mark is indicated and can be changed in the drop-down menu on the Marks card. The number of marks drawn in the view can be observed on the lower-left status bar.
Tableau draws different marks in different ways; for example, bars are drawn from 0 (or the end of the previous bar, if stacked) along the axis. Circles and other shapes are drawn at locations defined by the value(s) of the field that is defining the axis. Take a moment to experiment with selecting different mark types from the drop-down menu on the Marks card. A solid grasp of how Tableau draws different mark types will help you to master the tool.
Iterations of bar charts for deeper analysis
Using the preceding bar chart, you can easily see that the Technology department has more total sales than either the Furniture or Office Supplies departments. What if you want to further understand sales amounts for departments across various regions? Follow these two steps:
Region
field from Dimensions in the Data pane to the Rows shelf and drop it to the left of the Department
field already in view.You should now have a view that looks like this:
Figure 1.12: The view, Bar Chart (two levels), should look like this when you have completed the preceding steps
You still have a horizontal bar chart, but now you’ve introduced Region
as another dimension, which changes the level of detail in the view and further slices the aggregate of the sum of sales. By placing Region
before Department
, you can easily compare the sales of each department within a given region.
Now you are starting to make some discoveries. For example, the Technology department has the most sales in every region, except in the East, where Furniture had higher sales. Office Supplies has never had the highest sales in any region.
Consider an alternate view, using the same fields arranged differently:
Region
field from the Rows shelf and drop it onto the Color shelf:Figure 1.13: The Bar Chart (stacked) view should look like this
Instead of a side-by-side bar chart, you now have a stacked bar chart. Each segment of the bar is color-coded by the Region
field. Additionally, a color legend has been added to the workspace. You haven’t changed the level of detail in the view, so sales are still summed for every combination of Region
and Department
.
The view level of detail is a key concept when working with Tableau. In most basic visualizations, the combination of values of all dimensions in the view defines the lowest level of detail for that view. All measures will be aggregated or sliced by the lowest level of detail. In the case of most simple views, the number of marks (indicated in the lower-left status bar) corresponds to the number of unique combinations of dimensional values. That is, there will be one mark for each combination of dimension values.
Consider how the view level of detail changes based on the fields used in the view:
Department
is the only field used as a dimension, you will have a view at the department level of detail, and all measures in the view will be aggregated per department.Region
is the only field used as a dimension, you will have a view at the region level of detail, and all measures in the view will be aggregated per region.Department
and Region
as dimensions in the view, you will have a view at the level of department and region. All measures will be aggregated per unique combination of department and region, and there will be one mark for each combination of department and region.Stacked bars can be useful when you want to understand part-to-whole relationships. It is now easier to see what portion of the total sales of each department is made in each region. However, it is very difficult to compare sales for most of the regions across departments. For example, can you easily tell which department had the highest sales in the East region? It is difficult because, with the exception of the West region, every segment of the bar has a different starting point.
Now take some time to experiment with the bar chart to see what variations you can create:
Region
field from Color to the other various shelves on the Marks card, such as Size, Label, and Detail. Observe that in each case the bars remain stacked but are redrawn based on the visual encoding defined by the Region
field.Figure 1.14: Swap Rows and Columns button
Sales
from the Measures section of the Data pane on top of the Region
field on the Marks card to replace it. Drag the Sales
field to Color if necessary and notice how the color legend is a gradient for the continuous field.If your OS, machine, or Tableau stops unexpectedly, then the Autosave feature should protect your work. The next time you open Tableau, you will be prompted to recover any previously open workbooks that had not been manually saved. You should still develop a habit of saving your work early and often, though, and maintaining appropriate backups.
As you continue to explore various iterations, you’ll gain confidence with the flexibility available to visualize your data.
Line charts connect related marks in a visualization to show movement or a relationship between those connected marks. The position of the marks and the lines that connect them are the primary means of communicating the data. Additionally, you can use size and color to communicate additional information.
The most common kind of line chart is a time series. A time series shows the movement of values over time. Creating one in Tableau requires only a date and a measure.
Continue your analysis of Superstore sales using the Chapter 01 Starter
workbook you just saved:
Sales
field from Measures to Rows. This gives you a single, vertical bar representing the sum of all sales in the data source.Order Date
field from Dimensions in the Data pane on the left and drop it into Columns. Tableau has a built-in date hierarchy, and the default level of Year
has given you a line chart connecting four years. Notice that you can clearly see an increase in sales year after year:Figure 1.15: An interim step in creating the final line chart; this shows the sum of sales by year
Figure 1.16: Select the second Quarter option in the drop-down menu.
Figure 1.17: Your final view shows sales over each quarter for the last several years
Let’s consider some variations of line charts that allow you to ask and answer even deeper questions.
Right now, you are looking at the overall sales over time. Let’s do some analysis at a slightly deeper level:
Region
field from Dimensions to Color. Now you have a line per region, with each line a different color, and a legend indicating which color is used for which region. As with the bars, adding a dimension to Color splits the marks. However, unlike the bars, where the segments were stacked, the lines are not stacked. Instead, the lines are drawn at the exact value for the sum of sales for each region and quarter. This allows easy and accurate comparison. It is interesting to note that the cyclical pattern can be observed for each region:Figure 1.18: This line chart shows the sum of sales by quarter with different colored lines for each region
With only four regions, it’s relatively easy to keep the lines separate. But what about dimensions that have even more distinct values? Let’s consider that case in the following example:
Category
field from Dimensions and drop it directly on top of the Region
field currently on the Marks card. This replaces the Region
field with Category
. You now have 17 overlapping lines. Often, you’ll want to avoid more than two or three overlapping lines. But you might also consider using color or size to showcase an important line in the context of the others. Also, note that clicking on an item in the Color legend will highlight the associated line in the view. Highlighting is an effective way to pick out a single item and compare it to all the others.Category
field from Color on the Marks card and drop it into Rows. You now have a line chart for each category. Now you have a way of comparing each product over time without an overwhelming overlap, and you can still compare trends and patterns over time. This is the start of a spark-lines visualization that will be developed more fully in Chapter 10, Advanced Visualizations:Figure 1.19: Your final view should be a series of line charts for each category
The variations in lines for each Category
allow you to notice variations in the trends, extremes, and rate of change.
In Tableau, the built-in geographic database recognizes geographic roles for fields such as Country
, State
, City
, Airport
, Congressional District
, or Zip Code
. Even if your data does not contain latitude and longitude values, you can simply use geographic fields to plot locations on a map. If your data does contain latitude and longitude fields, you may use those instead of the generated values.
Tableau will automatically assign geographic roles to some fields based on a field name and a sampling of values in the data. You can assign or reassign geographic roles to any field by right-clicking on the field in the Data pane and using the Geographic Role option. This is also a good way to see what built-in geographic roles are available.
Geographic visualization is incredibly valuable when you need to understand where things happen and whether there are any spatial relationships within the data. Tableau offers several types of geographic visualization:
Additionally, Tableau can read spatial files and geometries from some databases and render spatial objects, polygons, and more. We’ll take a look at these and other geospatial capabilities in Chapter 12, Exploring Mapping and Advanced Geospatial Features. For now, we’ll consider some foundational principles for geographic visualization.
Filled maps fill areas such as countries, states, or ZIP codes to show a location. The color that fills the area can be used to communicate measures such as average sales or population as well as dimensions such as region. These maps are also called choropleth maps.
Let’s say you want to understand sales for Superstore and see whether there are any patterns geographically.
Note: If your regional settings are not set to the US, you may need to use the Edit Locations option to set the country to the United States.
You might take an approach like the following:
State
field in the Data pane. Tableau automatically creates a geographic visualization using the Latitude (generated)
, Longitude (generated)
, and State
fields.Sales
field from the Data pane and drop it on the Color shelf on the Marks card. Based on the fields and shelves you’ve used, Tableau has switched the automatic mark type to Map:Figure 1.20: A filled map showing the sum of sales per state
The filled map fills each state with a single color to indicate the relative sum of sales for that state. The color legend, now visible in the view, gives the range of values and indicates that the state with the least sales had a total of 3,543 and the state with the most sales had a total of 1,090,616.
When you look at the number of marks displayed in the bottom status bar, you’ll see that it is 49. Careful examination reveals that the marks consist of the lower 48 states and Washington DC; Hawaii and Alaska are not shown. Tableau will only draw a geographic mark, such as a filled state, if it exists in the data and is not excluded by a filter.
Observe that the map does display Canada, Mexico, and other locations not included in the data. These are part of a background image retrieved from an online map service. The state marks are then drawn on top of the background image. We’ll look at how you can customize the map and even use other map services in the Mapping techniques section of Chapter 12, Exploring Mapping and Advanced Geospatial Features.
Filled maps can work well in interactive dashboards and have quite a bit of aesthetic value. However, certain kinds of analyses are very difficult with filled maps. Unlike other visualization types, where size can be used to communicate facets of the data, the size of a filled geographic region only relates to the geographic size and can make comparisons difficult. For example, which state has the highest sales? You might be tempted to say Texas or California because the larger size influences your perception, but would you have guessed Massachusetts? Some locations may be small enough that they won’t even show up compared to larger areas.
Use filled maps with caution and consider pairing them with other visualizations on dashboards for clear communication.
With symbol maps, marks on the map are not drawn as filled regions; rather, marks are shapes or symbols placed at specific geographic locations. The size, color, and shape may also be used to encode additional dimensions and measures.
Continue your analysis of Superstore sales by following these steps:
Postal Code
under Dimensions. Tableau automatically adds Postal Code
to Detail on the Marks card and Longitude (generated)
and Latitude (generated)
to Columns and Rows. The mark type is set to a circle by default, and a single circle is drawn for each postal code at the correct latitude and longitude.Sales
from Measures to the Size shelf on the Marks card. This causes each circle to be sized according to the sum of sales for that postal code.Profit
from Measures to the Color shelf on the Marks card. This encodes the mark color to correspond to the sum of profit. You can now see the geographic location of profit and sales at the same time. This is useful because you will see some locations with high sales and low profit, which may require some action.The final view should look like this, after making some fine-tuned adjustments to the size and color:
Figure 1.21: A symbol map showing the sum of profit (encoded with color) and the sum of sales (encoded with size) per postal code
Sometimes, you’ll want to adjust the marks on a symbol map to make them more visible. Some options include the following:
A combination of tweaking the size and using Stepped Color and Use Full Color Range, as shown here, produced the result for this example:
Figure 1.22: The Edit Colors dialog includes options for changing the number of steps, reversing, using the full color range, including totals, and advanced options for adjusting the range and center point
Unlike filled maps, symbol maps allow you to use size to visually encode aspects of the data. Symbol maps also allow greater precision. In fact, if you have latitude and longitude in your data, you can very precisely plot marks at a street address-level of detail. This type of visualization also allows you to map locations that do not have clearly defined boundaries.
Sometimes, when you manually select Map in the Marks card drop-down menu, you will get an error message indicating that filled maps are not supported at the level of detail in the view. In those cases, Tableau is rendering a geographic location that does not have built-in shapes.
Other than cases where filled maps are not possible, you will need to decide which type best meets your needs. We’ll also consider the possibility of combining filled maps and symbol maps in a single view in later chapters.
Density maps show the spread and concentration of values within a geographic area. Instead of individual points or symbols, the marks blend together, showing greater intensity in areas with a high concentration. You can control the Color, Size, and Intensity.
Let’s say you want to understand the geographic concentration of orders. You might create a density map using the following steps:
Postal Code
field in the Data pane. Just as before, Tableau automatically creates a symbol map geographic visualization using the Latitude (generated)
, Longitude (generated)
, and State
fields.Figure 1.23: A density map showing concentration by postal code
Try experimenting with the Color and Size options. Clicking on Color, for example, reveals some options specific to the Density mark type:
Figure 1.24: Options for adjusting the Color, Intensity, Opacity, and Effects for Density marks
Several color palettes are available that work well for density marks (the default ones work well with light color backgrounds, but there are others designed to work with dark color backgrounds). The Intensity slider allows you to determine how intensely the marks should be drawn based on concentrations. The Opacity slider lets you decide how transparent the marks should be.
This density map displays a high concentration of orders from the east coast. Sometimes, you’ll see patterns that merely reflect population density. In such cases, your analysis may not be particularly meaningful. In this case, the concentration on the east coast compared to the lack of density on the west coast is intriguing.
With an understanding of how to use Tableau to visualize your data, let’s turn our attention to a feature that generates some visualizations automatically, Show Me!
Show Me is a powerful component of Tableau that arranges selected and active fields into the places required for the selected visualization type. The Show Me toolbar displays small thumbnail images of different types of visualizations, allowing you to create visualizations with a single click. Based on the fields you select in the Data pane and the fields that are already in view, Show Me will enable possible visualizations and highlight a recommended visualization.
It does this with visual analytics best practices built in, giving you the ability to quickly see a variety of visualizations that might answer your questions.
Explore the features of Show Me by following these steps:
Postal Code
, State
, and Profit
fields in the Data pane to select each of those fields. With those fields highlighted, Show Me should look like this:Figure 1.25: The Show Me interface
Notice that the Show Me window has enabled certain visualization types such as text tables, heat maps, symbol maps, filled maps, and bar charts. These are the visualizations that are possible given the fields already in the view, in addition to any selected in the Data pane.
Show Me highlights the recommended visualization for the selected fields and gives a description of what fields are required as you hover over each visualization type. Symbol maps, for example, require one geographic dimension and 0 to 2 measures.
Other visualizations are grayed out, such as lines, area charts, and histograms. Show Me will not create these visualization types with the fields that are currently in the view and are selected in the Data pane. Hover over the grayed-out line charts option in Show Me. It indicates that line charts require one or more measures (which you have selected) but also require a date field (which you have not selected).
Tableau will draw line charts with fields other than dates. Show Me gives you options for what is typically considered good practice for visualizations. However, there may be times when you know that a line chart would represent your data better. Understanding how Tableau renders visualizations based on fields and shelves instead of always relying on Show Me will give you much greater flexibility in your visualizations and will allow you to rearrange things when Show Me doesn’t give you the exact results you want. At the same time, you will need to cultivate an awareness of good visualization practices.
Show Me can be a powerful way in which to quickly iterate through different visualization types as you search for insights into the data. But as a data explorer, analyst, and storyteller, you should consider Show Me as a helpful guide that gives suggestions. You may know that a certain visualization type will answer your questions more effectively than the suggestions of Show Me. You also may have a plan for a visualization type that will work well as part of a dashboard but isn’t even included in Show Me.
You will be well on your way to learning and mastering Tableau when you can use Show Me effectively but feel just as comfortable building visualizations without it. Show Me is powerful for quickly iterating through visualizations as you look for insights and raise new questions. It is useful for starting with a standard visualization that you will further customize. It is wonderful as a teaching and learning tool.
However, be careful to not use it as a crutch without understanding how visualizations are actually built from the data. Take the time to evaluate why certain visualizations are or are not possible. Pause to see what fields and shelves were used when you selected a certain visualization type.
End the example by experimenting with Show Me by clicking on various visualization types, looking for insights into the data that may be more or less obvious based on the visualization type. Circle views and box-and-whisker plots show the distribution of postal codes for each state. Bar charts easily expose several postal codes with negative profit.
Now that you have become familiar with creating individual views of the data, let’s turn our attention to putting it all together in a dashboard.
Often, you’ll need more than a single visualization to communicate the full story of the data. In these cases, Tableau makes it very easy for you to use multiple visualizations together on a dashboard. In Tableau, a dashboard is a collection of views, filters, parameters, images, and other objects that work together to communicate a data story. Dashboards are often interactive and allow end users to explore different facets of the data.
Dashboards serve a wide variety of purposes and can be tailored to suit a wide variety of audiences. Consider the following possible dashboards:
Considerations for different audiences and advanced techniques will be covered in detail in Chapter 8, Telling a Data Story with Dashboards.
You can create a new dashboard by clicking the New Dashboard button next to the tabs at the bottom of the Tableau window or by selecting Dashboard | New Dashboard from the menu.
When you create a new dashboard, the interface will be slightly different than it is when designing a single view. We’ll start designing your first dashboard after a brief look at the interface. You might navigate to the Superstore Sales sheet and take a quick look at it yourself.
The dashboard window consists of several key components. Techniques for using these objects will be detailed in Chapter 8, Telling a Data Story with Dashboards. For now, focus on gaining some familiarity with the options that are available.
One thing you’ll notice is that the left sidebar has been replaced with dashboard-specific content:
Figure 1.26: The sidebar for dashboards
The left sidebar contains two tabs:
The Dashboard pane contains options for previewing based on the target device along with several sections:
You can add sheets and objects to a dashboard by dragging and dropping. As you drag the view, a light-gray shading will indicate the location of the sheet in the dashboard once it is dropped. You can also double-click on any sheet and it will be added automatically.
In addition to adding sheets, the following objects may be added to the dashboard:
Using the toggle, you can select whether new objects will be added as Tiled or Floating. Tiled objects will snap into a tiled layout next to other tiled objects or within layout containers. Floating objects will float on top of the dashboard in successive layers. Benefits and scenarios for why you would use either tiled or floating design methods are covered in detail in Chapter 8, Telling a Data Story with Dashboards. In this chapter, we’ll leave the default of Tiled selected, allowing views to easily “snap into” the dashboard.
When a worksheet is first added to a dashboard, any legends, filters, or parameters that were visible in the worksheet view will be added to the dashboard. If you wish to add them at a later point, select the sheet in the dashboard and click on the little drop-down caret on the upper-right side. Nearly every object has the drop-down caret, providing many options for fine-tuning the appearance of the object and controlling behavior.
Take note of the various controls that become visible for selected objects on the dashboard:
Figure 1.27: Various controls and UI elements become visible when selecting an object on a dashboard
You can resize an object on the dashboard using the border. The Grip, labeled in Figure 1.27, allows you to move the object once it has been placed. We’ll consider other options as we go.
With an overview of the interface, you are now ready to build a dashboard by following these steps:
Be careful when using various fit options. If you are using a dashboard with a size that has not been fixed, or if your view dynamically changes the number of items displayed based on interactivity, then what might have once looked good might not fit the view nearly as well.
Figure 1.28: Select the legend by clicking on it, then click the X to remove it from the dashboard
Figure 1.29: Click on the Use as Filter button to use a view as a filter in a dashboard
Your dashboard should look like this:
Figure 1.30: The final dashboard consisting of three views
Congratulations! You have now created a dashboard that allows you to carry out interactive analysis!
As an analyst for the Superstore chain, your visualizations allowed you to explore and analyze the data. The dashboard you created can be shared with members of management, and it can be used as a tool to help them see and understand the data to make better decisions. When a manager selects the furniture department, it immediately becomes obvious that there are locations where sales are quite high, but the profit is actually very low. This may lead to decisions such as a change in marketing or a new sales focus for that location. Most likely, this will require additional analysis to determine the best course of action. In this case, Tableau will empower you to continue the cycle of discovery, analysis, and storytelling.
Tableau’s visual environment allows a rapid and iterative process of exploring and analyzing data visually. You’ve taken your first steps toward understanding how to use the platform. You connected to data and then explored and analyzed the data using some key visualization types such as bar charts, line charts, and geographic visualizations. Along the way, you focused on learning the techniques and understanding key concepts such as the difference between measures and dimensions, and discrete and continuous fields. Finally, you put all of the pieces together to create a fully functional dashboard that allows an end user to understand your analysis and make discoveries of their own.
In the next chapter, we’ll explore how Tableau works with data. You will be exposed to fundamental concepts and practical examples of how to connect to various data sources. Combined with the key concepts you just learned about building visualizations, you will be well equipped to move on to more advanced visualizations, deeper analysis, and telling fully interactive data stories.
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