Learn how to harness the power of data to tell your organization’s story with Tableau! Join Tech Impact's Jordan McCarthy and learn how to use Tableau to collect data in more meaningful ways and understand the science behind data analysis. We show you easy tips to maneuver through this data analytics tool to gain a better understanding of your nonprofit or library’s data.
11. ABOUT US
Providing high impact
services to nonprofits
since 2003
Tech Impact Philosophy & Team
12. • Just like you, we are a 501c(3) Nonprofit
• Technology capacity building
• Workforce development in technology for at-risk-youth
• Providing IT Services to Nonprofits since 2003
• Serving 100+ NGOs with Managed IT Services
• Office365 Assessment & Implementation (Outlook & SharePoint)
• VoIP Phone Services
• Data Management (Cloud backup/Recovery)
• Data Analytics
• Cloud Servers & Hosted Desktops
• Now Introducing: Data Collection & Analysis!
Solutions. Integration. Support.
13. Getting Tableau
• $58, 2-year subscription
• Purchase more than one!
• Not the server version, though
you can contact Tableau for
possible discounts.
14. Getting Help
• Tableau Service Corps
• https://servicecorps.tableaufoundation.org
• Tableau Training
• http://www.tableau.com/learn/training
• Tech Impact
• Additional Training (soon on TechSoup!)
• Flat-rate Data Visualization and Storytelling Projects
• Ongoing Support
15. Tableau Workflow
• Connect to Data
• Choose dimension variable(s)
• Choose measure variable(s)
• Choose mark variable(s) (optional)
• Select a clear & compelling visualization format
• Analyze, summarize, and publish!
22. Independent vs. Dependent variables
• Independent
• A variable that changes in a tightly-
controlled or predictable manner
• A variable used to try to cause
and/or observe a change in
dependent variable(s)
• Dependent
• A variable whose value changes (or
seems likely to change) as a function
of the independent variable
https://www.dreamhost.com/blog/wp-content/uploads/2008/04/plants.jpg
http://www.cals.ncsu.edu/agcomm/news-center/media-releases/in-plants-small-changes-make-big-impact/
23. Dimensions vs. Measures
• Dimension
• Independent variable
• Variable defining the scale/axis to
slice up some other variable against
• Can be numerical or categorical
• Tableau automatically treats any
categorical variable as a dimension
• Measure
• Dependent variable
• Almost always numeric
• Holds the data you expect to change
as a function of your independent
variable
24. Continuous vs. Discrete
A distinction that almost always applies to numeric variables being used as dimensions
• Continuous • Discrete
25. Columns, Rows, and Marks
• For most types bar/line charts, you have to have at least one variable
in the “Column” bar and at least one variable in the “Row” bar.
• Specifying a “Mark” variable causes whatever graph is already on your
screen to be sliced up by that variable – so you can investigate how
differences in one metric (ie age, income etc.) influence changes in
another.
26. Options, carets, and context menus, oh my!
• There are hundreds of them
• Do not be afraid of them
• Do not worry about knowing what all of them do
• DO explore them
• And when something weird happens…
27. Undo is your friend
• If When anything strange happens…
?
28. Tableau ≠ Excel
• Tableau concepts are both somewhat unique and somewhat portable
• Microsoft Power Query and Power Pivot offer many of the same
features – though you’ll have to put in more effort to make them
work the way you want
29. Tableau Key Concepts
• Numerical vs. Categorical
• Dimensions vs. Measures
• Discrete vs. Continuous
• Rows, Columns, and Marks
• There are lots of options
• “Undo” is your friend
• Tableau ≠ Excel*
*except when it does
TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers.
We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.
TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers.
We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.
Our work and our impact are worldwide.
Additional statistics showcasing TechSoup Global’s impact (data as of September 30, 2014):
14.1 million software and hardware donations to date
2,250 social innovation technologists and civil society activists convened monthly in 41 cities (22 countries) through TechSoup Global’s NetSquared Local groups
66,000 social media followers
79%of NGOs have improved organizational efficiency with TechSoup Global's resource offering*
57% of constituents have gained new skills using technology acquired from TechSoup*
* Source = survey conducted among TechSoup members in 2013
Basic introduction to how to start using Tableau, and to the power that it gives you
NOT a comprehensive overview – that could span several full graduate-level courses
Don’t worry about remembering everything; there are tons of resources available on-line – and we’re here to help
Here’s a roadmap of what we’re going to be covering today
There’s some terminology here that will need some explaining – don’t worry; we’ll get to that in a minute
First, let’s actually step through this process
Let’s start out by taking a quick look at where we want to end up
Click for a few static pictures
DO NOT ADVANCE TO NEXT SLIDE. Break here, and go into demo
Because digging into data really is science, at the end of the day
Mythbusters actually found evidence for the plant-talking hypothesis, at least somewhat
Independent variable
Classic plants experiment: pet the plant, sing to the plant. In that case, your dimension/IV is sunlight yes/no. Your dependent variable
If a dimension is being treated as continuous, Tableau will assume that all the data being shown should “flow together,” and any gaps in the dimension variable’s dataset should be visually hidden by best-guess connecting lines.
If a dimensions is being treated as discrete, Tableau will show each distinct value of the dimension variable as an isolated entity, and will not make any guesses about missing data.
Roughly speaking, these terms refer to the difference between line graphs and bar graphs
As strange as it sounds, it is completely valid – and often very useful –for a Column/Row arrangement to include different “slices” of a single variable: one slice that treats the variable as a dimension, and another slice that treats the variable as a measure.
Click to reveal “Keep calm and Ctrl-Z”
Click to reveal picture of pivot table
Basic introduction to how to start using Tableau, and to the power that it gives you
NOT a comprehensive overview – that could span several full graduate-level courses
Don’t worry about remembering everything; there are tons of resources available on-line – and we’re here to help