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Week 6, Day 1: Tableau Lab, where you will learn to load and integrate datasets into Tableau, create insightful visualizations like barplots and treeplots, and assemble interactive dashboards. The project guides you through analyzing customer data, including gender distribution, employment status, and state breakdowns.

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Lab | Tableau

Learning Outcomes

Upon completion of this lab, you will be able to:

  • Load and integrate datasets into Tableau for analysis.
  • Differentiate between and appropriately assign measurements and dimensions within Tableau.
  • Construct insightful barplots to compare categorical data.
  • Design a treeplot to visualize hierarchical data.
  • Synthesize cross tables to examine relationships between two categorical variables.
  • Assemble a comprehensive dashboard that encapsulates multiple facets of the dataset.
  • Save your Tableau workbook for future reference and sharing.

Instructions

  1. Data Import: Begin by loading the dataset we_fn_use_c_marketing_customer_value_analysis.csv available here into Tableau.

  2. Gender Barplot: Create a barplot to visualize the distribution of customers by Gender.

  3. Employment and Gender Barplot: Construct a barplot that represents the number of customers by EmploymentStatus segmented by Gender.

  4. Measurements vs. Dimensions: Review the Measurements and Dimensions identified by Tableau. Adjust them if necessary to ensure they match your data structure and analysis needs.

  5. Gender Barplot Sheet: Develop a sheet dedicated to displaying the barplot of customer counts by Gender.

  6. Employment and Gender Barplot Sheet: Prepare a separate sheet to showcase the barplot of customer counts by EmploymentStatus and Gender.

  7. State Treeplot Sheet: Create a sheet with a treeplot (also known as a treemap) illustrating the number of customers in each State.

  8. Marital Status and Gender Cross Table: Generate a cross table that breaks down the customers by Marital status and Gender.

  9. Dashboard Assembly: Compile all the created sheets into a single, interactive dashboard for an integrated view of the data insights.

  10. Save Your Work: Preserve your Tableau workbook by saving it as tableau-lab.tbwx.

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Week 6, Day 1: Tableau Lab, where you will learn to load and integrate datasets into Tableau, create insightful visualizations like barplots and treeplots, and assemble interactive dashboards. The project guides you through analyzing customer data, including gender distribution, employment status, and state breakdowns.

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