From 97378e815a7bf7098e4bbd5ec4061f925583f069 Mon Sep 17 00:00:00 2001 From: Sally Steuterman Date: Tue, 4 Jun 2024 16:17:00 -0500 Subject: [PATCH 1/6] Chapter notes --- content/tableau-part-4/_index.md | 22 ++++ content/tableau-part-4/exercises/_index.md | 10 ++ content/tableau-part-4/next-steps.md | 8 ++ content/tableau-part-4/reading/_index.md | 10 ++ .../tableau-part-4/reading/dates/_index.md | 41 +++++++ .../tableau-part-4/reading/stories/_index.md | 44 +++++++ .../reading/tableau-tips/_index.md | 27 +++++ content/tableau-part-4/studio/_index.md | 111 ++++++++++++++++++ 8 files changed, 273 insertions(+) create mode 100644 content/tableau-part-4/_index.md create mode 100644 content/tableau-part-4/exercises/_index.md create mode 100644 content/tableau-part-4/next-steps.md create mode 100644 content/tableau-part-4/reading/_index.md create mode 100644 content/tableau-part-4/reading/dates/_index.md create mode 100644 content/tableau-part-4/reading/stories/_index.md create mode 100644 content/tableau-part-4/reading/tableau-tips/_index.md create mode 100644 content/tableau-part-4/studio/_index.md diff --git a/content/tableau-part-4/_index.md b/content/tableau-part-4/_index.md new file mode 100644 index 00000000..c0b5d2b4 --- /dev/null +++ b/content/tableau-part-4/_index.md @@ -0,0 +1,22 @@ ++++ +pre = "27. " +chapter = true +title = "Tableau Part 4: Stories and Dates" +date = 2024-06-04T15:10:04-05:00 +draft = false +weight = 27 ++++ + +## Learning Objectives + +Upon completing all the content in this chapter you should be able to do the following: + +1. Work with dates in Tableau +1. Make effective dashboards +1. Combine visualizations to make stories + +## Key Terminology + +## Content Links + +{{% children %}} diff --git a/content/tableau-part-4/exercises/_index.md b/content/tableau-part-4/exercises/_index.md new file mode 100644 index 00000000..dd3cf022 --- /dev/null +++ b/content/tableau-part-4/exercises/_index.md @@ -0,0 +1,10 @@ ++++ +title = "Exercises" +date = 2021-10-01T09:28:27-05:00 +draft = false +weight = 2 ++++ + +Create a Tableau bullet journal + +Use at least 3 dashboards \ No newline at end of file diff --git a/content/tableau-part-4/next-steps.md b/content/tableau-part-4/next-steps.md new file mode 100644 index 00000000..84511e46 --- /dev/null +++ b/content/tableau-part-4/next-steps.md @@ -0,0 +1,8 @@ ++++ +title = "Next Steps" +date = 2021-10-01T09:28:27-05:00 +draft = false +weight = 4 ++++ + +## Next Steps diff --git a/content/tableau-part-4/reading/_index.md b/content/tableau-part-4/reading/_index.md new file mode 100644 index 00000000..16b06c15 --- /dev/null +++ b/content/tableau-part-4/reading/_index.md @@ -0,0 +1,10 @@ ++++ +title = "Reading" +date = 2024-06-04T15:10:04-05:00 +draft = false +weight = 1 ++++ + +## Reading Content + +{{% children %}} diff --git a/content/tableau-part-4/reading/dates/_index.md b/content/tableau-part-4/reading/dates/_index.md new file mode 100644 index 00000000..0a120342 --- /dev/null +++ b/content/tableau-part-4/reading/dates/_index.md @@ -0,0 +1,41 @@ ++++ +title = "Dates" +date = 2024-03-12T15:04:03-05:00 +draft = false +weight = 1 ++++ + +`Dates and Times `__. + +`Continuous Dates `__. + +Additional resource for this page may be on custom dates and on date functions + +## Check Your Understanding + +{{% notice green Question %}} + +Dates cannot be changed once you have connected your data set to Tableau + + a. True + b. False + +{{% /notice %}} + +{{% notice green Question %}} + +When working with a relational data source, Tableau defaults dates as ______? + + a. Dimensions + #. Continuous fields + +{{% /notice %}} + +{{% notice green Question %}} + +Converting a date to a continuous field is very useful when looking at trends. + + a. True + b. False + +{{% /notice %}} \ No newline at end of file diff --git a/content/tableau-part-4/reading/stories/_index.md b/content/tableau-part-4/reading/stories/_index.md new file mode 100644 index 00000000..0937eff5 --- /dev/null +++ b/content/tableau-part-4/reading/stories/_index.md @@ -0,0 +1,44 @@ ++++ +title = "Tableau Stories" +date = 2024-03-12T15:04:03-05:00 +draft = false +weight = 3 ++++ + +`Create a Story `__. + +| Watch Only: `Creating Stories (5:55 min) `__. + +| Watch Only: `Formatting Story Points Links (6:54 min) `__. + +`Best Practices for Telling Great Stories `__. + +* An introduction to why and how to tell stories with Tableau. + +**Story examples to explore:** + +| `Twenty-Two White Orchids by Will Strouse `__.`` + +| `F1 Story by Matt Francis `__. + +| `State Story 5.8 by Center for Employment Equity Embargoed Visualizations `__. + +| `Earthquake Trend Story Example by Tableau Help Content `__. + +## Check Your Understanding + +{{% notice green Question %}} + +Match the following: + + .. list-table:: + :align: left + + * - Dashboard + - is based on different view or dashboard, or different stages of a single viz + * - Story Point + - is a single viz + * - Worksheet + - is collection of several views to compare a variety of data all at once + +{{% /notice %}} \ No newline at end of file diff --git a/content/tableau-part-4/reading/tableau-tips/_index.md b/content/tableau-part-4/reading/tableau-tips/_index.md new file mode 100644 index 00000000..f181f289 --- /dev/null +++ b/content/tableau-part-4/reading/tableau-tips/_index.md @@ -0,0 +1,27 @@ ++++ +title = "Tips for Making the Most of Tableau" +date = 2024-03-12T15:04:03-05:00 +draft = false +weight = 2 ++++ + +Watch Only: `Publishing and Embedding Vizzes (4:01min) `__. + +| `Choose the Right Chart Type for Your Data `__. + +| Watch Only: `Do No Harm Guide (7:08 min video) `__. + +Best Practices for Effective Dashboards `__ + +## Check Your Understanding + +{{% notice green Question %}} + + What type of viz is best for showing correlations? + + a. Line Chart + #. Pie Chart + #. Scatter Plot + #. Flow Chart + +{{% /notice %}} \ No newline at end of file diff --git a/content/tableau-part-4/studio/_index.md b/content/tableau-part-4/studio/_index.md new file mode 100644 index 00000000..4f617471 --- /dev/null +++ b/content/tableau-part-4/studio/_index.md @@ -0,0 +1,111 @@ ++++ +title = "Studio" +date = 2021-10-01T09:28:27-05:00 +draft = false +weight = 3 ++++ + +Getting Started +--------------- + +This is a group studio. Your group has been asked to create a visual for the International Fencing Federation (FIE). Work through the data analysis steps that you have been learning in this program to create your final viz. + +As a group, explore your data and decide upon: + +1. A business issue or a question you want to explore further. +#. Next clean, and manipulate the data to create vizzes that provide insight to your business issue or question. +#. Your final output should be a dashboard that best provides insight on your discoveries. +#. You will present your dashboard at the end of class. +#. Suggested Topics to Explore: + + #. Weapons + #. Handedness + #. Category + #. Ages + #. Location and/or Time Zone + #. What factors predict wins? + +You are not limited to these topics. If you discover something more interesting, explore away! + +Setting Up the Studio: +^^^^^^^^^^^^^^^^^^^^^^ + +Download `FIE Fencing Womens Foil data set `__. There are 4 CSV files. To download all CSV files at once, click on the ``Download`` bubble next to the ``New Notebook`` bubble. An orange arrow is pointing to the ``Download`` bubble in the image below. + +.. figure:: figures/download-multi-files.png + :alt: An orange arrow points to the ``Download`` bubble, highlighting the ``Download`` option of kaggle. + +#. Open the CSV file in Tableau Public. +#. When you open this data set, you may want to create a relationship between the CSV files. + + #. You will explore this in the EDA section below. + +#. Here is more information about the `International Fencing Federation `__. + + + +EDA +^^^ + +1. The dataset contains 4 CSVs. You only need to work with the ones that will provide answers to your questions. + +#. Explore the tables and play with the columns you think you might use. + + #. When you get a viz that you like, ask yourself the following questions: + + A. Why do you like it? What is it showing? + #. Would it work better with a calculation or any manipulation? + #. Would looking at a smaller sample, like the top 100, help? + +Cleaning +^^^^^^^^ + +#. Do you need to clean any of the data you have decided to work with? + + #. Any nulls? + + A. Are they appropriate for the data? + + #. Any discrepancies? + + A. Hint: ages might need some attention. + +Manipulation +^^^^^^^^^^^^ + +#. Do you need to use any calculations to answer the questions? +#. Thinking of your dashboard, how do you think you would like to present your data to your audience? +#. In order to do this, do you need: + + #. Filters? + #. Groups? + #. Parameters? + #. Calculations? + +Dashboard and Finesse +^^^^^^^^^^^^^^^^^^^^^ + +1. Create a final dashboard viz that answers the question(s)/topic(s) you explored. +2. Now is a good time to update labels and colors for an easily digestible report. +3. Hide your worksheets + +Finishing Touches +^^^^^^^^^^^^^^^^^ + +| Before you turn in your vizzes: + +#. Make sure that they are easy to read. +#. Review and edit any axes so that they don't contain any file information. +#. Make sure any filtering, group, or set information is easy to understand. +#. If you want to explore fonts and colors, go right ahead. + +Present Your Dashboard to the class and provide feedback to your classmates. +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +#. Share even if your group dashboard is not complete, we want to see your unique ideas. + +Submitting Your Work +-------------------- + +When finished make sure to save and publish your work to your Tableau Public account. Copy the URL to your published Tableau project and paste it into the submission box in +Canvas for **Studio: Visualization with Tableau Part 4** and click *Submit*. From e2c3e6445d5e24fd70244594d8970fdb733b1196 Mon Sep 17 00:00:00 2001 From: Sally Steuterman Date: Tue, 4 Jun 2024 19:51:04 -0500 Subject: [PATCH 2/6] Initial outline --- .../tableau-part-4/reading/dates/_index.md | 17 +++++++++++ .../tableau-part-4/reading/stories/_index.md | 8 +++-- .../reading/tableau-tips/_index.md | 7 ++++- content/tableau-part-4/studio/_index.md | 29 ++++++------------- 4 files changed, 37 insertions(+), 24 deletions(-) diff --git a/content/tableau-part-4/reading/dates/_index.md b/content/tableau-part-4/reading/dates/_index.md index 0a120342..ce7dc548 100644 --- a/content/tableau-part-4/reading/dates/_index.md +++ b/content/tableau-part-4/reading/dates/_index.md @@ -5,6 +5,23 @@ draft = false weight = 1 +++ +Work with dates in Tableau + +Reminder about date times. Have we seen this data type before? + +## Loading Date Data into Tableau + +What do they need to know about datetime data when it is loaded + +## Continuous versus Discrete + +What is the difference and why does it matter so much when it comes to dates? + +## Date Functions + +How to convert to a date +Convert dates to different formats to help with analysis + `Dates and Times `__. `Continuous Dates `__. diff --git a/content/tableau-part-4/reading/stories/_index.md b/content/tableau-part-4/reading/stories/_index.md index 0937eff5..e20e5836 100644 --- a/content/tableau-part-4/reading/stories/_index.md +++ b/content/tableau-part-4/reading/stories/_index.md @@ -5,6 +5,10 @@ draft = false weight = 3 +++ +## How to Create a Story + +* An introduction to why and how to tell stories with Tableau. + `Create a Story `__. | Watch Only: `Creating Stories (5:55 min) `__. @@ -13,14 +17,12 @@ weight = 3 `Best Practices for Telling Great Stories `__. -* An introduction to why and how to tell stories with Tableau. +## Story Best Practices **Story examples to explore:** | `Twenty-Two White Orchids by Will Strouse `__.`` -| `F1 Story by Matt Francis `__. - | `State Story 5.8 by Center for Employment Equity Embargoed Visualizations `__. | `Earthquake Trend Story Example by Tableau Help Content `__. diff --git a/content/tableau-part-4/reading/tableau-tips/_index.md b/content/tableau-part-4/reading/tableau-tips/_index.md index f181f289..cb82a2e9 100644 --- a/content/tableau-part-4/reading/tableau-tips/_index.md +++ b/content/tableau-part-4/reading/tableau-tips/_index.md @@ -5,11 +5,16 @@ draft = false weight = 2 +++ +## Revisiting Best Practices + +What additional chart types does Tableau have for us Watch Only: `Publishing and Embedding Vizzes (4:01min) `__. | `Choose the Right Chart Type for Your Data `__. -| Watch Only: `Do No Harm Guide (7:08 min video) `__. +Additional resource: `Do No Harm Guide (7:08 min video) `__. + +## What Tools Do We Have At Our Disposal in Tableau Best Practices for Effective Dashboards `__ diff --git a/content/tableau-part-4/studio/_index.md b/content/tableau-part-4/studio/_index.md index 4f617471..b989e63f 100644 --- a/content/tableau-part-4/studio/_index.md +++ b/content/tableau-part-4/studio/_index.md @@ -5,8 +5,7 @@ draft = false weight = 3 +++ -Getting Started ---------------- +## Getting Started This is a group studio. Your group has been asked to create a visual for the International Fencing Federation (FIE). Work through the data analysis steps that you have been learning in this program to create your final viz. @@ -27,8 +26,7 @@ As a group, explore your data and decide upon: You are not limited to these topics. If you discover something more interesting, explore away! -Setting Up the Studio: -^^^^^^^^^^^^^^^^^^^^^^ +### Setting Up the Studio: Download `FIE Fencing Womens Foil data set `__. There are 4 CSV files. To download all CSV files at once, click on the ``Download`` bubble next to the ``New Notebook`` bubble. An orange arrow is pointing to the ``Download`` bubble in the image below. @@ -42,10 +40,7 @@ Download `FIE Fencing Womens Foil data set `__. - - -EDA -^^^ +### EDA 1. The dataset contains 4 CSVs. You only need to work with the ones that will provide answers to your questions. @@ -57,8 +52,7 @@ EDA #. Would it work better with a calculation or any manipulation? #. Would looking at a smaller sample, like the top 100, help? -Cleaning -^^^^^^^^ +### Cleaning #. Do you need to clean any of the data you have decided to work with? @@ -70,8 +64,7 @@ Cleaning A. Hint: ages might need some attention. -Manipulation -^^^^^^^^^^^^ +### Manipulation #. Do you need to use any calculations to answer the questions? #. Thinking of your dashboard, how do you think you would like to present your data to your audience? @@ -82,15 +75,13 @@ Manipulation #. Parameters? #. Calculations? -Dashboard and Finesse -^^^^^^^^^^^^^^^^^^^^^ +### Dashboard and Finesse 1. Create a final dashboard viz that answers the question(s)/topic(s) you explored. 2. Now is a good time to update labels and colors for an easily digestible report. 3. Hide your worksheets -Finishing Touches -^^^^^^^^^^^^^^^^^ +### Finishing Touches | Before you turn in your vizzes: @@ -99,13 +90,11 @@ Finishing Touches #. Make sure any filtering, group, or set information is easy to understand. #. If you want to explore fonts and colors, go right ahead. -Present Your Dashboard to the class and provide feedback to your classmates. -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +### Present Your Dashboard to the class and provide feedback to your classmates. #. Share even if your group dashboard is not complete, we want to see your unique ideas. -Submitting Your Work --------------------- +## Submitting Your Work When finished make sure to save and publish your work to your Tableau Public account. Copy the URL to your published Tableau project and paste it into the submission box in Canvas for **Studio: Visualization with Tableau Part 4** and click *Submit*. From c207f889924260b334b3f36d9bbf5165ba5e2dad Mon Sep 17 00:00:00 2001 From: Sally Steuterman Date: Thu, 13 Jun 2024 15:51:33 -0500 Subject: [PATCH 3/6] Rough draft of chapter --- content/tableau-part-4/exercises/_index.md | 29 ++++++- content/tableau-part-4/next-steps.md | 3 + .../tableau-part-4/reading/dates/_index.md | 45 +++++++--- .../tableau-part-4/reading/stories/_index.md | 30 +++---- .../reading/tableau-tips/_index.md | 54 ++++++++++-- content/tableau-part-4/studio/_index.md | 87 +++++++++---------- 6 files changed, 167 insertions(+), 81 deletions(-) diff --git a/content/tableau-part-4/exercises/_index.md b/content/tableau-part-4/exercises/_index.md index dd3cf022..fa4084c5 100644 --- a/content/tableau-part-4/exercises/_index.md +++ b/content/tableau-part-4/exercises/_index.md @@ -5,6 +5,31 @@ draft = false weight = 2 +++ -Create a Tableau bullet journal +This chapter is focused on working with dates and creating beautiful and effective visualizations and stories in Tableau. So when it comes to practicing these functions, we want you to create a bullet journal in Tableau. -Use at least 3 dashboards \ No newline at end of file +A bullet journal is a system designed by Ryder Carroll that has grown in popularity over the past decade with over 10 million posts on Instagram under #bulletjournal and countless Youtubers sharing their latest bullet journal spreads. Many attribute the popularity of the system to its flexibility. Ultimately, us as the journalers can decide to put in our journals whatever we need. We can create spreads to track our progress on financial goals, reading goals, or any other goals that matter to us. We can also be as artistic as we want to be with our bullet journals. + +While you will likely find many posts about the virtues of bullet journals as a creative endeavour, every bullet journal contains a lot of data and a lot of it is time-based, which is why we are asking you to create one in Tableau. + +## Getting Started + +Before you open up Tableau, take some time to brainstorm. You need to create at least three visualizations, representing three spreads in your Tableau bullet journal. If you are already a bullet journal advocate, do you want to recreate three spreads you have already made? Are you struggling to think of what data you could track with Tableau? People have created so many wonderful different spreads in bullet journals, so here are just a few ideas to get you started. + +1. water intake +1. Exercise data, such as: steps and workout trackers +1. hours of sleep +1. screentime +1. mood tracker +1. mealtimes/macros intake +1. goodreads +1. medicine tracker + +In addition, you can also find even more ideas on Pinterest and Instagram. Once you have your three spreads planned, you need the data behind the spreads. If you do not want to share your own data, try to make a bullet journal for a fictional character. Your data can be in whatever form you find helpful whether it starts with a spreadsheet or Pandas DataFrame. If you pull any data from Kaggle to add to your bullet journal, make sure to share the source. + +## Putting together Your Vizzes + +As you work on the exercises, remind yourself of what we said in the reading. In the field of data, no one has found a correlation betweeen artistic and beautiful and effective. In the world of bullet journals, a minimal spread can be just as effective to a user as one decked out with illustrations. + +## Submitting Your Work + +Once your work is complete, publish your story and submit the link on Canvas for the exercises. \ No newline at end of file diff --git a/content/tableau-part-4/next-steps.md b/content/tableau-part-4/next-steps.md index 84511e46..cf7c3c2b 100644 --- a/content/tableau-part-4/next-steps.md +++ b/content/tableau-part-4/next-steps.md @@ -6,3 +6,6 @@ weight = 4 +++ ## Next Steps + +Best Practices for Effective Dashboards `__ +`Do No Harm Guide (7:08 min video) `__. \ No newline at end of file diff --git a/content/tableau-part-4/reading/dates/_index.md b/content/tableau-part-4/reading/dates/_index.md index ce7dc548..93011b0d 100644 --- a/content/tableau-part-4/reading/dates/_index.md +++ b/content/tableau-part-4/reading/dates/_index.md @@ -1,32 +1,55 @@ +++ -title = "Dates" +title = "Dates and Times" date = 2024-03-12T15:04:03-05:00 draft = false weight = 1 +++ -Work with dates in Tableau +The first objective we have to cover is learning about how to work with dates in Tableau. As we have already seen throughout this course, dates and times can be stored in a variety of different ways. Dates and times are vital data points and we do want to make sure that we understand how to work with that data type in Tableau. -Reminder about date times. Have we seen this data type before? +## Loading Datetime Data into Tableau -## Loading Date Data into Tableau +Before you load any datetime data into Tableau, review what you are loading. You may have to convert the data to datetime if Tableau doesn't load it properly so you need to know what you have to properly convert the data. -What do they need to know about datetime data when it is loaded +Once your data is loaded, you should see a calendar icon if the data loaded properly. If you have an icon that looks like "Abc", then the data was loaded as a string. You can convert the data field by clicking on the string icon and selecting *Date & Time* from the resulting menu. If Tableau was unsuccessful in converting the field, then the data will become null values so you may have to try out the [DATEPARSE function](https://help.tableau.com/current/pro/desktop/en-us/data_dateparse.htm?_gl=1*9plr4*_ga*MTY0NDMzMDU4Mi4xNzE1MTE1NDU0*_ga_8YLN0SNXVS*MTcxODIwODU2NS4zOS4xLjE3MTgyMDkxMzAuMC4wLjA.#dateparse). ## Continuous versus Discrete -What is the difference and why does it matter so much when it comes to dates? +Tableau has two different types of date fields: continuous and discrete. **Discrete date fields** are the default in Tableau and can be used to create bar charts or other visualizations where you want to compare the values between dates. **Continuous date fields** are used to measure the changes in values over time. To change a date field from discrete to continuous by right-clicking on the field and clicking *Convert to Continuous*. Continuous date fields are highlighted in green while discrete ones are blue so the color may change after you have selected this option. ## Date Functions -How to convert to a date -Convert dates to different formats to help with analysis +In [SQL Part 2]({{% relref "../../../sql-part-2/reading/date-time-functions" %}}), we saw how we can use functions to perform important calculations related to dates and times. Tableau has a number of similar functions that allow us to perform different analyses. -`Dates and Times `__. +### DATEADD -`Continuous Dates `__. +`DATEADD` has a similar functionality in Tableau where we can add to a start date. For example, if we are visualizing employee start dates and want to find the end of their 90-day probabtionary period, we can do the following: -Additional resource for this page may be on custom dates and on date functions +`DATEADD('day', 90, [start date])` + +### DATEDIFF + +`DATEDIFF` tells us the difference between two dates in either days, weeks, months, or years. For example, we could find out an employee's tenure at the company with the following: + +`DATEDIFF('year', [start date], [end date])` + +### DATENAME + +`DATENAME` returns the name of a component of a date. For example, if we want to return the name of the month an employee started in, we can do the following: + +`DATENAME('month', [start date])` + +### DATEPART + +`DATEPART` returns the numerial value of a component of a date. For example, if we want to return the number of the month an employee started in, we can do the following: + +`DATEPART('month', [start date])` + +{{% notice blue Note %}} + +Additional datetime functions in Tableau can be found in this [article](https://help.tableau.com/current/pro/desktop/en-us/functions_functions_date.htm). + +{{% /notice %}} ## Check Your Understanding diff --git a/content/tableau-part-4/reading/stories/_index.md b/content/tableau-part-4/reading/stories/_index.md index e20e5836..06ae96af 100644 --- a/content/tableau-part-4/reading/stories/_index.md +++ b/content/tableau-part-4/reading/stories/_index.md @@ -5,21 +5,21 @@ draft = false weight = 3 +++ -## How to Create a Story - -* An introduction to why and how to tell stories with Tableau. - -`Create a Story `__. +You won't oftentimes find in your career that one visualization says all that you need it to. You may have to create a series of visualizations to show off your analysis. Connecting a group of visualizations for the purpose of conveying key findings of your analysis is called a **story**. A story can be composed of multiple dashboards but each individual sheet in a story is called a **story point**. -| Watch Only: `Creating Stories (5:55 min) `__. +## How to Create a Story -| Watch Only: `Formatting Story Points Links (6:54 min) `__. +In the upper left-hand corner, you have three buttons for creating a new worksheet, a new dashboard, and a new story. You can start there with creating your first story. You can edit how the viz appears in your stories and add more and more to your stories. As you add to your story, each story point will appear at the top. `Best Practices for Telling Great Stories `__. ## Story Best Practices -**Story examples to explore:** +The same principles that help you make an effective viz will help you make a good story. + +You also want to make sure that you format your story to fit the screen that the story will be shown on. + +Here are some examples of different Tableau stories worth exploring. As you review each one, make note of what you like about each one. | `Twenty-Two White Orchids by Will Strouse `__.`` @@ -33,14 +33,10 @@ weight = 3 Match the following: - .. list-table:: - :align: left - - * - Dashboard - - is based on different view or dashboard, or different stages of a single viz - * - Story Point - - is a single viz - * - Worksheet - - is collection of several views to compare a variety of data all at once +| | | +|---|---| +| Dashboard | is based on different view or dashboard, or different stages of a single viz | +| Story Point | is a single viz | +| Worksheet | is collection of several views to compare a variety of data all at once | {{% /notice %}} \ No newline at end of file diff --git a/content/tableau-part-4/reading/tableau-tips/_index.md b/content/tableau-part-4/reading/tableau-tips/_index.md index cb82a2e9..b0d0989c 100644 --- a/content/tableau-part-4/reading/tableau-tips/_index.md +++ b/content/tableau-part-4/reading/tableau-tips/_index.md @@ -7,16 +7,58 @@ weight = 2 ## Revisiting Best Practices -What additional chart types does Tableau have for us -Watch Only: `Publishing and Embedding Vizzes (4:01min) `__. +In [Data Visualization with Python](https://education.launchcode.org/data-analysis-curriculum/data-visualization/index.html), we introduced some best practices for building effective visualizations and tips for choosing a chart style. -| `Choose the Right Chart Type for Your Data `__. +To start with creating an effective visualization, we need to follow three simple : -Additional resource: `Do No Harm Guide (7:08 min video) `__. +1. Make sure that we have labels +1. Use a color palette that helps you stand out +1. Keep it simple -## What Tools Do We Have At Our Disposal in Tableau +Let's see how we can ensure that we follow these three rules with Tableau. -Best Practices for Effective Dashboards `__ +### Adding Textual Context + +Beyond labels and titles, we can also add captions to visualizations to give our users additional context. We cannot guarantee that we will get the opportunity to walk every user through our visualizations so we need to add guiding text such as labels, titles, and captions. + +Tableau names the axes of a visualization after the fields that the visualization uses so if you want to rename a label, you need to rename the field itself. If you right-click on the field label, you can click *Format Field* and change the font, font size, and color to better fit your visualization needs. Tableau defaults to field labels being a very dark gray which may not work with the colors chosen for your visualization or be easily readable by members of your team. + +### Picking the Right Color Palette + +Oftentimes your company will dictate the color palette for you, but you can follow a few simple rules to get the right color palette down pat. + +Picking complementary colors with a color wheel can be a good place to start. + +Checking color contrast can also help make sure that your vizzes shine. Accessibility is vital to ensuring that your audience understands your visualizations. + +You can edit your color palette for the marks of your visualization by right-clicking on the legend and selecting *Edit Colors*. If just one item is out of sync with the rest of the color palette, then you can click *Select Data Item* and change it. If the whole color palette needs to be changed, then you select a new color palette in the *Select Color Palette* dropdown menu. + +### Keep It Simple + +The principle of keeping it simple means making sure that all the data on the viz is relevant and that we aren't including too much. The more data we have on one viz, the harder it becomes for the reader to comprehend without you there. This isn't to say that including multiple lines on a line chart is a bad idea. You can however use filters on your Tableau vizzes to help clarify what exactly you need and help users select specific groups. + +## Selecting Chart Styles in Tableau + +Just as before, we want to think about what we are displaying before selecting a chart style. Here is a refresher on the four chart styles: + +1. Comparison +1. Relationship +1. Distribution +1. Composition + +Tableau has many chart styles that fit each of these categories beyond the initial ones introduced to you earlier. When you are changing the chart style in the upper right hand corner of Tableau, some chart styles will be unavailable. This may be due to the chart style you chose. + +{{% notice blue Example %}} + +A spatial chart can only be created with latitude and longitude data and latitude has to be in one location and longitude in the other. Even then your marks won't show up until you add a hierarchy with the city, state, and country. + +{{% /notice %}} + +{{% notice blue Note %}} + +Tableau has a great article on [choosing the right chart type for your data](https://help.tableau.com/current/pro/desktop/en-us/what_chart_example.htm). + +{{% /notice %}} ## Check Your Understanding diff --git a/content/tableau-part-4/studio/_index.md b/content/tableau-part-4/studio/_index.md index b989e63f..37f8c886 100644 --- a/content/tableau-part-4/studio/_index.md +++ b/content/tableau-part-4/studio/_index.md @@ -12,89 +12,86 @@ This is a group studio. Your group has been asked to create a visual for the In As a group, explore your data and decide upon: 1. A business issue or a question you want to explore further. -#. Next clean, and manipulate the data to create vizzes that provide insight to your business issue or question. -#. Your final output should be a dashboard that best provides insight on your discoveries. -#. You will present your dashboard at the end of class. -#. Suggested Topics to Explore: - - #. Weapons - #. Handedness - #. Category - #. Ages - #. Location and/or Time Zone - #. What factors predict wins? +1. Next clean, and manipulate the data to create vizzes that provide insight to your business issue or question. +1. Your final output should be a dashboard that best provides insight on your discoveries. +1. You will present your dashboard at the end of class. +1. Suggested Topics to Explore: + + 1. Weapons + 1. Handedness + 1. Category + 1. Ages + 1. Location and/or Time Zone + 1. What factors predict wins? You are not limited to these topics. If you discover something more interesting, explore away! ### Setting Up the Studio: -Download `FIE Fencing Womens Foil data set `__. There are 4 CSV files. To download all CSV files at once, click on the ``Download`` bubble next to the ``New Notebook`` bubble. An orange arrow is pointing to the ``Download`` bubble in the image below. +Download [FIE Fencing Womens Foil data set](https://www.kaggle.com/datasets/amichaelsen/fie-fencing-womens-foil-data). There are 4 CSV files. -.. figure:: figures/download-multi-files.png - :alt: An orange arrow points to the ``Download`` bubble, highlighting the ``Download`` option of kaggle. +1. Open the CSV file in Tableau Public. +1. When you open this data set, you may want to create a relationship between the CSV files. -#. Open the CSV file in Tableau Public. -#. When you open this data set, you may want to create a relationship between the CSV files. + 1. You will explore this in the EDA section below. - #. You will explore this in the EDA section below. - -#. Here is more information about the `International Fencing Federation `__. +1. Here is more information about the [International Fencing Federation](https://fie.org/). ### EDA 1. The dataset contains 4 CSVs. You only need to work with the ones that will provide answers to your questions. -#. Explore the tables and play with the columns you think you might use. +1. Explore the tables and play with the columns you think you might use. - #. When you get a viz that you like, ask yourself the following questions: + 1. When you get a viz that you like, ask yourself the following questions: - A. Why do you like it? What is it showing? - #. Would it work better with a calculation or any manipulation? - #. Would looking at a smaller sample, like the top 100, help? + 1. Why do you like it? What is it showing? + 1. Would it work better with a calculation or any manipulation? + 1. Would looking at a smaller sample, like the top 100, help? ### Cleaning -#. Do you need to clean any of the data you have decided to work with? +1. Do you need to clean any of the data you have decided to work with? - #. Any nulls? + 1. Any nulls? - A. Are they appropriate for the data? + 1. Are they appropriate for the data? - #. Any discrepancies? + 1. Any discrepancies? - A. Hint: ages might need some attention. + 1. Hint: ages might need some attention. ### Manipulation -#. Do you need to use any calculations to answer the questions? -#. Thinking of your dashboard, how do you think you would like to present your data to your audience? -#. In order to do this, do you need: +1. Do you need to use any calculations to answer the questions? +1. Thinking of your dashboard, how do you think you would like to present your data to your audience? +1. In order to do this, do you need: - #. Filters? - #. Groups? - #. Parameters? - #. Calculations? + 1. Filters? + 1. Groups? + 1. Parameters? + 1. Calculations? ### Dashboard and Finesse 1. Create a final dashboard viz that answers the question(s)/topic(s) you explored. -2. Now is a good time to update labels and colors for an easily digestible report. -3. Hide your worksheets +1. Now is a good time to update labels and colors for an easily digestible report. +1. Hide your worksheets ### Finishing Touches -| Before you turn in your vizzes: +Before you turn in your vizzes: -#. Make sure that they are easy to read. -#. Review and edit any axes so that they don't contain any file information. -#. Make sure any filtering, group, or set information is easy to understand. -#. If you want to explore fonts and colors, go right ahead. +1. Make sure that they are easy to read. +1. Review and edit any axes so that they don't contain any file information. +1. Make sure any filtering, group, or set information is easy to understand. +1. If you want to explore fonts and colors, go right ahead. ### Present Your Dashboard to the class and provide feedback to your classmates. -#. Share even if your group dashboard is not complete, we want to see your unique ideas. +1. Share even if your group dashboard is not complete, we want to see your unique ideas. ## Submitting Your Work -When finished make sure to save and publish your work to your Tableau Public account. Copy the URL to your published Tableau project and paste it into the submission box in +When finished, make sure to save and publish your work to your Tableau Public account. Copy the URL to your published Tableau project and paste it into the submission box in Canvas for **Studio: Visualization with Tableau Part 4** and click *Submit*. From 81ce628482447979db2597b4ba5a0a827351dbee Mon Sep 17 00:00:00 2001 From: Sally Steuterman Date: Mon, 17 Jun 2024 10:10:11 -0500 Subject: [PATCH 4/6] Saving progress on final draft --- content/tableau-part-4/_index.md | 13 +++- .../tableau-part-4/reading/dates/_index.md | 78 ++++++++++++++----- .../reading/tableau-tips/_index.md | 16 ++-- 3 files changed, 78 insertions(+), 29 deletions(-) diff --git a/content/tableau-part-4/_index.md b/content/tableau-part-4/_index.md index c0b5d2b4..815b2a80 100644 --- a/content/tableau-part-4/_index.md +++ b/content/tableau-part-4/_index.md @@ -11,12 +11,19 @@ weight = 27 Upon completing all the content in this chapter you should be able to do the following: -1. Work with dates in Tableau -1. Make effective dashboards -1. Combine visualizations to make stories +1. Effectively handle datetime data in Tableau and use it in your visualizations +1. Implement the best practices introduced earlier in the textbook with Tableau +1. Combine visualizations to make dashboards and stories ## Key Terminology +Here is a list of key terms for this chapter broken down by the page upon which the term first appears. Make note of each term and its meaning. + +### Dates and Times + +1. discrete date fields +1. continuous date fields + ## Content Links {{% children %}} diff --git a/content/tableau-part-4/reading/dates/_index.md b/content/tableau-part-4/reading/dates/_index.md index 93011b0d..50e5fa62 100644 --- a/content/tableau-part-4/reading/dates/_index.md +++ b/content/tableau-part-4/reading/dates/_index.md @@ -5,46 +5,90 @@ draft = false weight = 1 +++ -The first objective we have to cover is learning about how to work with dates in Tableau. As we have already seen throughout this course, dates and times can be stored in a variety of different ways. Dates and times are vital data points and we do want to make sure that we understand how to work with that data type in Tableau. +The first objective we want to cover is learning about how to work with datetime data in Tableau. As we have already seen throughout this course, SQL and Python handle datetime data so we want to take a look at how Tableau handles it. Datetime data can be tricky, but vital in an analysis, so we want to prepare you to tackle it. ## Loading Datetime Data into Tableau -Before you load any datetime data into Tableau, review what you are loading. You may have to convert the data to datetime if Tableau doesn't load it properly so you need to know what you have to properly convert the data. +The first step in working with datetime data is to review your data before loading it into Tableau. You may have to convert the data from strings to datetime manually if Tableau doesn't load it properly. -Once your data is loaded, you should see a calendar icon if the data loaded properly. If you have an icon that looks like "Abc", then the data was loaded as a string. You can convert the data field by clicking on the string icon and selecting *Date & Time* from the resulting menu. If Tableau was unsuccessful in converting the field, then the data will become null values so you may have to try out the [DATEPARSE function](https://help.tableau.com/current/pro/desktop/en-us/data_dateparse.htm?_gl=1*9plr4*_ga*MTY0NDMzMDU4Mi4xNzE1MTE1NDU0*_ga_8YLN0SNXVS*MTcxODIwODU2NS4zOS4xLjE3MTgyMDkxMzAuMC4wLjA.#dateparse). +Once your data is loaded, you should see a calendar icon if the data loaded as datetime data. If you don't, then the data was loaded as a string. You can convert the data field by clicking on the string icon and selecting *Date & Time* from the resulting menu. + +{{% notice blue Note %}} + +If Tableau was unsuccessful in converting the field, then the data will become null values so you may have to try out the [DATEPARSE function](https://help.tableau.com/current/pro/desktop/en-us/data_dateparse.htm?_gl=1*9plr4*_ga*MTY0NDMzMDU4Mi4xNzE1MTE1NDU0*_ga_8YLN0SNXVS*MTcxODIwODU2NS4zOS4xLjE3MTgyMDkxMzAuMC4wLjA.#dateparse). + +{{% /notice %}} ## Continuous versus Discrete -Tableau has two different types of date fields: continuous and discrete. **Discrete date fields** are the default in Tableau and can be used to create bar charts or other visualizations where you want to compare the values between dates. **Continuous date fields** are used to measure the changes in values over time. To change a date field from discrete to continuous by right-clicking on the field and clicking *Convert to Continuous*. Continuous date fields are highlighted in green while discrete ones are blue so the color may change after you have selected this option. +Tableau has two different types of date fields: continuous and discrete. **Discrete date fields** are the default in Tableau and can be used to create bar charts or other visualizations where you want to compare the values between dates. You will notice that means that all dates immediately become dimensions and are blue. **Continuous date fields** are used to measure the changes in values over time and are under measures making them green. To change a date field from discrete to continuous, right-click on the field and click *Convert to Continuous*. You will know the change was successful when the field moves from dimensions to measures and changes color. + +{{% notice blue Note %}} + +Always make sure you converted the field to datetime data before attempting to convert it to continuous! + +{{% /notice %}} ## Date Functions -In [SQL Part 2]({{% relref "../../../sql-part-2/reading/date-time-functions" %}}), we saw how we can use functions to perform important calculations related to dates and times. Tableau has a number of similar functions that allow us to perform different analyses. +In [SQL Part 2]({{% relref "../../../sql-part-2/reading/date-time-functions" %}}), we saw how we can use functions to perform important calculations related to dates and times. Tableau has a number of similar functions that allow us to perform different analyses. For all the examples below, we are working for a major corporation analyzing their hiring and employment data. ### DATEADD -`DATEADD` has a similar functionality in Tableau where we can add to a start date. For example, if we are visualizing employee start dates and want to find the end of their 90-day probabtionary period, we can do the following: +`DATEADD` has a similar functionality in Tableau where we can add to a start date. If we are visualizing employee start dates and want to find the end of the 90-day probabtionary period, we can do the following: + +{{% notice blue Example %}} `DATEADD('day', 90, [start date])` +If the start date was 6/1/2024, the value returned would be: + +`8/29/2024` + +{{% /notice %}} + ### DATEDIFF `DATEDIFF` tells us the difference between two dates in either days, weeks, months, or years. For example, we could find out an employee's tenure at the company with the following: +{{% notice blue Example %}} + `DATEDIFF('year', [start date], [end date])` +If the start date was 6/1/2019 and the end date was 6/15/2024, the value returned would be: + +`4` + +{{% /notice %}} + ### DATENAME `DATENAME` returns the name of a component of a date. For example, if we want to return the name of the month an employee started in, we can do the following: +{{% notice blue Example %}} + `DATENAME('month', [start date])` +If the employee started on 6/1/2024, the value returned would be: + +`June` + +{{% /notice %}} + ### DATEPART `DATEPART` returns the numerial value of a component of a date. For example, if we want to return the number of the month an employee started in, we can do the following: +{{% notice blue Example %}} + `DATEPART('month', [start date])` +If the employee started 6/1/2024, then the value returned would be: + +`6` + +{{% /notice %}} + {{% notice blue Note %}} Additional datetime functions in Tableau can be found in this [article](https://help.tableau.com/current/pro/desktop/en-us/functions_functions_date.htm). @@ -55,27 +99,19 @@ Additional datetime functions in Tableau can be found in this [article](https:// {{% notice green Question %}} -Dates cannot be changed once you have connected your data set to Tableau +When working with a relational data source, Tableau defaults dates as ______? - a. True - b. False +1. Discrete fields +1. Continuous fields {{% /notice %}} -{{% notice green Question %}} + -When working with a relational data source, Tableau defaults dates as ______? +{{% notice green Question %}} - a. Dimensions - #. Continuous fields +True or False: Converting a date to a continuous field is very useful when looking at trends. {{% /notice %}} -{{% notice green Question %}} - -Converting a date to a continuous field is very useful when looking at trends. - - a. True - b. False - -{{% /notice %}} \ No newline at end of file + \ No newline at end of file diff --git a/content/tableau-part-4/reading/tableau-tips/_index.md b/content/tableau-part-4/reading/tableau-tips/_index.md index b0d0989c..52bfa4ec 100644 --- a/content/tableau-part-4/reading/tableau-tips/_index.md +++ b/content/tableau-part-4/reading/tableau-tips/_index.md @@ -5,23 +5,29 @@ draft = false weight = 2 +++ +Our second objective is to revisit the best practices we have already seen and learn how to implement these best practices in Tableau. + ## Revisiting Best Practices In [Data Visualization with Python](https://education.launchcode.org/data-analysis-curriculum/data-visualization/index.html), we introduced some best practices for building effective visualizations and tips for choosing a chart style. -To start with creating an effective visualization, we need to follow three simple : +To start with creating an effective visualization, we need to follow three rules: -1. Make sure that we have labels -1. Use a color palette that helps you stand out +1. Make sure that we have textual context +1. Use a color palette that helps us stand out 1. Keep it simple Let's see how we can ensure that we follow these three rules with Tableau. ### Adding Textual Context -Beyond labels and titles, we can also add captions to visualizations to give our users additional context. We cannot guarantee that we will get the opportunity to walk every user through our visualizations so we need to add guiding text such as labels, titles, and captions. +We cannot guarantee that we will get the opportunity to walk every user through our visualizations so we need to add guiding text such as labels, titles, and captions. + +Tableau names the axes of a visualization after the fields that the visualization uses so you may not have the label you really want. To change it, right-click on the axis and select *Edit Axis*. In the resulting menu, you can change a number of characteristics of the axis such as the range, including the actual label text. Remember to add the dimensions of your axis in parantheses after the label text to make sure that the dimensions are clear to your users. If you right-click on the field label, you can click *Format Field* and change the font, font size, and color to better fit your visualization needs. Tableau defaults to field labels being a very dark gray which may not work with the colors chosen for your visualization or be easily readable by members of your team. + +To edit the title, right-click on the title and select *Edit*. The resulting dialog box will also have lots of options for re-formatting the title if you are already satisfied with the text. -Tableau names the axes of a visualization after the fields that the visualization uses so if you want to rename a label, you need to rename the field itself. If you right-click on the field label, you can click *Format Field* and change the font, font size, and color to better fit your visualization needs. Tableau defaults to field labels being a very dark gray which may not work with the colors chosen for your visualization or be easily readable by members of your team. +To edit a caption, you can find the *Edit Caption* option under the context menu that appears when you select the arrow on the right-hand side of the title. ### Picking the Right Color Palette From d17e3241f4ab6a32578ffc8b2f0c89c69d7ae8b4 Mon Sep 17 00:00:00 2001 From: Sally Steuterman Date: Mon, 17 Jun 2024 15:27:04 -0500 Subject: [PATCH 5/6] Final draft of Tableau 4 chapter --- content/tableau-part-4/_index.md | 7 +++ content/tableau-part-4/exercises/_index.md | 10 +++-- content/tableau-part-4/next-steps.md | 9 ++-- .../tableau-part-4/reading/stories/_index.md | 43 ++++++++++++++----- .../reading/tableau-tips/_index.md | 17 +++----- 5 files changed, 59 insertions(+), 27 deletions(-) diff --git a/content/tableau-part-4/_index.md b/content/tableau-part-4/_index.md index 815b2a80..33ada85a 100644 --- a/content/tableau-part-4/_index.md +++ b/content/tableau-part-4/_index.md @@ -24,6 +24,13 @@ Here is a list of key terms for this chapter broken down by the page upon which 1. discrete date fields 1. continuous date fields +### Tableau Stories and Dashboards + +1. story +1. dashboard +1. story point +1. worksheet + ## Content Links {{% children %}} diff --git a/content/tableau-part-4/exercises/_index.md b/content/tableau-part-4/exercises/_index.md index fa4084c5..f49fbf32 100644 --- a/content/tableau-part-4/exercises/_index.md +++ b/content/tableau-part-4/exercises/_index.md @@ -16,7 +16,7 @@ While you will likely find many posts about the virtues of bullet journals as a Before you open up Tableau, take some time to brainstorm. You need to create at least three visualizations, representing three spreads in your Tableau bullet journal. If you are already a bullet journal advocate, do you want to recreate three spreads you have already made? Are you struggling to think of what data you could track with Tableau? People have created so many wonderful different spreads in bullet journals, so here are just a few ideas to get you started. 1. water intake -1. Exercise data, such as: steps and workout trackers +1. exercise data, such as steps and workout trackers 1. hours of sleep 1. screentime 1. mood tracker @@ -24,11 +24,13 @@ Before you open up Tableau, take some time to brainstorm. You need to create at 1. goodreads 1. medicine tracker -In addition, you can also find even more ideas on Pinterest and Instagram. Once you have your three spreads planned, you need the data behind the spreads. If you do not want to share your own data, try to make a bullet journal for a fictional character. Your data can be in whatever form you find helpful whether it starts with a spreadsheet or Pandas DataFrame. If you pull any data from Kaggle to add to your bullet journal, make sure to share the source. +In addition, you can also find even more ideas on Pinterest and Instagram. Once you have your three spreads planned, you need the data behind the spreads. If you do not want to share your own data, try to make a bullet journal for a fictional character. Your data can be in whatever form you find helpful whether it starts with a spreadsheet or pandas DataFrame. If you pull any data from Kaggle to add to your bullet journal, make sure to share the source. -## Putting together Your Vizzes +## Putting together Your Visualizations -As you work on the exercises, remind yourself of what we said in the reading. In the field of data, no one has found a correlation betweeen artistic and beautiful and effective. In the world of bullet journals, a minimal spread can be just as effective to a user as one decked out with illustrations. +As you assemble your three visualizations, recall the best practices we shared in the reading. How can you employ best practices to make your bullet journal stand out? + +Once you have three visualizations, you need to assemble your work in EITHER a dashboard or a story. Recall that dashboards can help users compare related visualizations while storys can combine visualizations that may seem unrelated to effectively relay our work. ## Submitting Your Work diff --git a/content/tableau-part-4/next-steps.md b/content/tableau-part-4/next-steps.md index cf7c3c2b..11680468 100644 --- a/content/tableau-part-4/next-steps.md +++ b/content/tableau-part-4/next-steps.md @@ -5,7 +5,10 @@ draft = false weight = 4 +++ -## Next Steps +That brings an end to our work on Tableau! Before you dive into mathematical modeling, if you feel that you need some additional resources on Tableau, here are a few of our favorites on the topics covered in this chapter. + +1. [Best Practices for Effective Dashboards](https://help.tableau.com/current/pro/desktop/en-us/dashboards_best_practices.htm) +1. [Do No Harm Guide (7:08 min video)](https://www.tableau.com/foundation/data-equity/do-no-harm) + +In addition, we recognize that many of these topics can feel somewhat nebulous so if you want some additional practice, we recommend you check out this [great resume activity](https://www.tableau.com/blog/how-create-interactive-resume-tableau) from Tableau! -Best Practices for Effective Dashboards `__ -`Do No Harm Guide (7:08 min video) `__. \ No newline at end of file diff --git a/content/tableau-part-4/reading/stories/_index.md b/content/tableau-part-4/reading/stories/_index.md index 06ae96af..60f5edd1 100644 --- a/content/tableau-part-4/reading/stories/_index.md +++ b/content/tableau-part-4/reading/stories/_index.md @@ -1,31 +1,54 @@ +++ -title = "Tableau Stories" +title = "Tableau Stories and Dashboards" date = 2024-03-12T15:04:03-05:00 draft = false weight = 3 +++ -You won't oftentimes find in your career that one visualization says all that you need it to. You may have to create a series of visualizations to show off your analysis. Connecting a group of visualizations for the purpose of conveying key findings of your analysis is called a **story**. A story can be composed of multiple dashboards but each individual sheet in a story is called a **story point**. +Finally, we want to cover how to combine individual charts in Tableau to make stories and dashboards. + +You won't oftentimes find in your career that one visualization says all that you need it to. You may have to create a series of visualizations to show off your analysis. A **worksheet** holds one chart. Tableau has two different ways to combine worksheets to convey your findings: **stories** and **dashboards**. Stories look like presentations in that each chart is on its own slide. Dashboards are one page where you can add as many visualizations as you want. + +## How to Create a Dashboard + +In the bottom left-hand corner, you have three buttons for creating a new worksheet, a new dashboard, and a new story. The button to create a new dashboard looks like a grid with a plus sign. Click on it to make a new blank dashboard. You can drag available worksheets into your dashboard. Before you start adding any visualizations, you might find it helpful to sketch out what you want to put in your dashboard. A dashboard works best when the visualizations put together are meant to be viewed all at once. For example, if you used Tableau for your personal budgeting, you might want to combine a visualization for your monthly expenses and your annual spending into a dashboard. Such a dashboard might help you more easily spot discrepancies in your spending on car maintenance. + +Another benefit of Tableau dashboards is that you can add interactivity for the user. You can add filters and navigation to help users seamlessly transition between dashboards or between a dashbord and a story. + +{{% notice blue Note %}} + +For a comprehensive list of every feature you can add to a dashboard, check out the [documentation](https://help.tableau.com/current/pro/desktop/en-us/dashboards_create.htm). + +{{% /notice %}} ## How to Create a Story -In the upper left-hand corner, you have three buttons for creating a new worksheet, a new dashboard, and a new story. You can start there with creating your first story. You can edit how the viz appears in your stories and add more and more to your stories. As you add to your story, each story point will appear at the top. +Unlike dashboards, stories help us group together related visualizations that we want to include in the same conversation, but do not want to directly compare. Just as with dashboards, you can start in the bottom left-hand corner with creating your first story by clicking the icon that looks like an open book with a plus sign. Your first story point is blank. However, on the left-hand side, you will find all the available worksheets and dashboards you can add. To add an item to your first story point, drag it inside the story point window. + +For each story point, your captions will appear above the visualization. Click on the gray box labeled *Add a caption* to enter your caption text. Remember you might not get a chance to explain all the details of your analysis so a caption can support your visualization if you do not get a chance to talk about it with your viewers. -`Best Practices for Telling Great Stories `__. +To add a new story point, you will want to redirect your attention back to the left-hand side and select *Blank* under *New Storypoint*. You can add as many story points as you need to convey your findings to your audience! ## Story Best Practices -The same principles that help you make an effective viz will help you make a good story. +While much of what we have already covered will serve you well when making effective stories, we want you to consider two new items when making your work shine: + +1. The order of your visualizations +1. The screen size of the story + +For the order of your visualizations, there is no right and wrong we can summarize here. The most effective order depends on your audience and what you want to share. All we can say is that you may find it helpful to sketch out the order before you start assembling your story and as you make note of each viz, ask yourself "What is this visualization revealing to my audience and do the visualizations that come before it help enhance that point?". You want your story points to support each other and build up to your conclusions. -You also want to make sure that you format your story to fit the screen that the story will be shown on. +Your story may not be shown on the screen that you are working on and if you do not size it accordingly, your visualizations may end up getting re-sized in a way that makes the legends and axes difficult to read. Below the listing of available worksheets and dashboards, you will find the list of available sizes so you can choose a standard size or set a custom size. -Here are some examples of different Tableau stories worth exploring. As you review each one, make note of what you like about each one. +{{% notice blue Example %}} -| `Twenty-Two White Orchids by Will Strouse `__.`` +Before you start creating your own stories, check out these stories on Tableau public. As you study each one, make a note of what you like about each one and what you are struggling with on each one. -| `State Story 5.8 by Center for Employment Equity Embargoed Visualizations `__. +1. [Twenty-Two White Orchids by Will Strouse](https://public.tableau.com/app/profile/william.strouse/viz/Twenty-TwoWhiteOrchids/Twenty-TwoWhiteOrchids) +1. [State Story 5.8 by Center for Employment Equity Embargoed Visualizations](https://public.tableau.com/app/profile/carly6373/viz/StateStory_5_8/StateStory) +1. [Earthquake Trend Story Example by Tableau Help Content](https://public.tableau.com/app/profile/tableau.docs.team/viz/EarthquakeTrendStoryExample/Earthquakestory) -| `Earthquake Trend Story Example by Tableau Help Content `__. +{{% /notice %}} ## Check Your Understanding diff --git a/content/tableau-part-4/reading/tableau-tips/_index.md b/content/tableau-part-4/reading/tableau-tips/_index.md index 52bfa4ec..3d8f9a8e 100644 --- a/content/tableau-part-4/reading/tableau-tips/_index.md +++ b/content/tableau-part-4/reading/tableau-tips/_index.md @@ -45,18 +45,18 @@ The principle of keeping it simple means making sure that all the data on the vi ## Selecting Chart Styles in Tableau -Just as before, we want to think about what we are displaying before selecting a chart style. Here is a refresher on the four chart styles: +Finally, we want to think about what we are displaying before selecting a chart style. Here is a refresher on the four chart styles we introduced in [Data Visualization in Python]({{% relref "../../../data-visualization/reading/chart-styles/" %}}): 1. Comparison 1. Relationship 1. Distribution 1. Composition -Tableau has many chart styles that fit each of these categories beyond the initial ones introduced to you earlier. When you are changing the chart style in the upper right hand corner of Tableau, some chart styles will be unavailable. This may be due to the chart style you chose. +Tableau has many chart styles that fit each of these categories beyond the initial ones introduced to you earlier. When you are changing the chart style in the upper right hand corner of Tableau, some chart styles will be unavailable. Tableau marks some chart styles as unavailable due to what is in the columns and rows to help narrow down your chart style choices. {{% notice blue Example %}} -A spatial chart can only be created with latitude and longitude data and latitude has to be in one location and longitude in the other. Even then your marks won't show up until you add a hierarchy with the city, state, and country. +A spatial chart can only be created with latitude and longitude data and latitude has to be in rows and longitude in columns. Until you have the data in this configuration, Tableau will not assemble a spatial chart for you. {{% /notice %}} @@ -70,11 +70,8 @@ Tableau has a great article on [choosing the right chart type for your data](htt {{% notice green Question %}} - What type of viz is best for showing correlations? - - a. Line Chart - #. Pie Chart - #. Scatter Plot - #. Flow Chart + Based on your explorations of Tableau, is there a chart style you have not previously encountered throughout this course? -{{% /notice %}} \ No newline at end of file +{{% /notice %}} + + \ No newline at end of file From 8f77fd5f36a29250528294db21442f7f104426b9 Mon Sep 17 00:00:00 2001 From: John Woolbright Date: Tue, 25 Jun 2024 13:57:21 -0500 Subject: [PATCH 6/6] copy/edit --- content/tableau-part-4/reading/dates/_index.md | 6 +++--- content/tableau-part-4/reading/tableau-tips/_index.md | 4 ++-- 2 files changed, 5 insertions(+), 5 deletions(-) diff --git a/content/tableau-part-4/reading/dates/_index.md b/content/tableau-part-4/reading/dates/_index.md index 50e5fa62..7cf3fd5c 100644 --- a/content/tableau-part-4/reading/dates/_index.md +++ b/content/tableau-part-4/reading/dates/_index.md @@ -35,7 +35,7 @@ In [SQL Part 2]({{% relref "../../../sql-part-2/reading/date-time-functions" %}} ### DATEADD -`DATEADD` has a similar functionality in Tableau where we can add to a start date. If we are visualizing employee start dates and want to find the end of the 90-day probabtionary period, we can do the following: +`DATEADD` has a similar functionality in Tableau where we can add to a start date. If we are visualizing employee start dates and want to find the end of the 90-day probationary period, we can do the following: {{% notice blue Example %}} @@ -77,7 +77,7 @@ If the employee started on 6/1/2024, the value returned would be: ### DATEPART -`DATEPART` returns the numerial value of a component of a date. For example, if we want to return the number of the month an employee started in, we can do the following: +`DATEPART` returns the numerical value of a component of a date. For example, if we want to return the number of the month an employee started in, we can do the following: {{% notice blue Example %}} @@ -114,4 +114,4 @@ True or False: Converting a date to a continuous field is very useful when looki {{% /notice %}} - \ No newline at end of file + diff --git a/content/tableau-part-4/reading/tableau-tips/_index.md b/content/tableau-part-4/reading/tableau-tips/_index.md index 3d8f9a8e..df61b807 100644 --- a/content/tableau-part-4/reading/tableau-tips/_index.md +++ b/content/tableau-part-4/reading/tableau-tips/_index.md @@ -23,7 +23,7 @@ Let's see how we can ensure that we follow these three rules with Tableau. We cannot guarantee that we will get the opportunity to walk every user through our visualizations so we need to add guiding text such as labels, titles, and captions. -Tableau names the axes of a visualization after the fields that the visualization uses so you may not have the label you really want. To change it, right-click on the axis and select *Edit Axis*. In the resulting menu, you can change a number of characteristics of the axis such as the range, including the actual label text. Remember to add the dimensions of your axis in parantheses after the label text to make sure that the dimensions are clear to your users. If you right-click on the field label, you can click *Format Field* and change the font, font size, and color to better fit your visualization needs. Tableau defaults to field labels being a very dark gray which may not work with the colors chosen for your visualization or be easily readable by members of your team. +Tableau names the axes of a visualization after the fields that the visualization uses so you may not have the label you really want. To change it, right-click on the axis and select *Edit Axis*. In the resulting menu, you can change a number of characteristics of the axis such as the range, including the actual label text. Remember to add the dimensions of your axis in parentheses after the label text to make sure that the dimensions are clear to your users. If you right-click on the field label, you can click *Format Field* and change the font, font size, and color to better fit your visualization needs. Tableau defaults to field labels being a very dark gray which may not work with the colors chosen for your visualization or be easily readable by members of your team. To edit the title, right-click on the title and select *Edit*. The resulting dialog box will also have lots of options for re-formatting the title if you are already satisfied with the text. @@ -74,4 +74,4 @@ Tableau has a great article on [choosing the right chart type for your data](htt {{% /notice %}} - \ No newline at end of file +