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Five Things I Wish I Knew the First Day I Used Tableau

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Five Things I Wish I Knew the First Day I Used Tableau

  1. 1. Five Things I Wish I Knew the First Day I Used Tableau Presented by: Ryan Sleeper Director, Data Visualization Evolytics
  2. 2. What to Expect • Introduction • Purpose • Audience • Five Things • Q&A 2
  3. 3. 3 Ryan Sleeper Director, Data Visualization Evolytics
  4. 4. 4 My Learning Curve
  5. 5. 5 If I had only known…
  6. 6. 1. Tableau Licenses
  7. 7. Tableau Licenses 7 Which Tableau license is best for me? (and why is this so confusing?!) Your choice depends on: (1) Connectivity (2) Distribution (3) Automation (4) Security
  8. 8. Tableau Public 8 Connectivity • TDE, Access, Excel, Text File Distribution • Cloud Automation • Not available Security • None – your data is accessible by anyone on the Internet Price: Free
  9. 9. Tableau Public 9 Best for • Journalists • Sharing publicly available data (and Tableau know-how) with the world • Practicing Tableau for free • Trying the software
  10. 10. Tableau Desktop: Personal 10 Connectivity • TDE, Access, Excel, Text File Distribution • Offline or Tableau Public Automation • Not available Security • As good as your personal computer / server’s security Price: $1000 for year one; $200 for year two+
  11. 11. Tableau Desktop: Personal Best for • Those that only need to connect to flat data files • Those that need the most cost-effective version that will keep 11 their data private
  12. 12. Tableau Desktop: Professional 12 Connectivity • All possible connections in Tableau Distribution • Offline, Tableau Server, or Tableau Public (all possible distribution options in Tableau) Automation • Not available Security • As good as your personal computer / server’s security Price: $2000 for year one; $400 for year two+
  13. 13. Tableau Desktop: Professional 13 Best for • Those that need to connect to data in databases • Those that need the capability to publish to Tableau Server
  14. 14. Tableau Server (Interactor) 14 Connectivity • Workbooks that have been published to Tableau Server and that you have been granted access to Distribution • Tableau Server (cloud) Automation • Available on schedules or intervals Security • As good as your hosting provider’s Price: $1000 for year one; $200 for year two+; 10 license minimum
  15. 15. Tableau Server (Interactor) Best for • Those that need to access / distribute workbooks in the cloud • Those that want to automate workbook refreshes • Those that want to edit workbooks in the cloud (limited 15 capability)
  16. 16. 2. Shaping Data
  17. 17. Shaping Data 17 Common Data Layout Sweet Excel Table Q1 Q2 Q3 Q4 Total Sales $ $ $ $ $$$ Profit $ $ $ $ $$$ Orders # # # # ###
  18. 18. Shaping Data 18 Ideal Data Layout Quarter Sales Profit Orders Q1 $ $ # Q2 $ $ # Q3 $ $ # Q4 $ $ # Google: “Preparing Excel Files for Analysis”
  19. 19. Shaping Data 19 Ideal Data Layout Date Quarter Sales Profit Orders 1/1/2014 Q1 $ $ # 4/1/2014 Q2 $ $ # 7/1/2014 Q3 $ $ # 10/1/2014 Q4 $ $ # Google: “Preparing Excel Files for Analysis”
  20. 20. 3. Dimension vs. Measure
  21. 21. Dimension vs. Measure Measure: A measure is a field that is a dependent variable; that is, its value is a function of one or more dimensions. Tableau treats any field containing numeric (quantitative) information as a measure. 21 Sales Source: Tableau Knowledge Base
  22. 22. Dimension vs. Measure 22 Dimension: A dimension is a field that can be considered an independent variable. By default, Tableau treats any field containing qualitative, categorical information as a dimension. Sales Source: Tableau Knowledge Base
  23. 23. 4. Discrete vs. Continuous
  24. 24. Discrete vs. Continuous 24
  25. 25. Discrete vs. Continuous 25 Discrete draws headers. Continuous draws axes.
  26. 26. Discrete vs. Continuous 26 Sales by Month: Discrete
  27. 27. Discrete vs. Continuous 27 Sales by Month: Continuous
  28. 28. 5. Corporate Chart Types
  29. 29. Sparklines 29
  30. 30. Small Multiples 30
  31. 31. Bullet Graphs 31
  32. 32. Thank You and Q&A 32 Slides: Evolytics.com/5Things Resources: Evolytics.com/Tableau201 Google: “Tableau 201” Ryan Sleeper @OSMGuy rsleeper@evolytics.com

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