Getting started with Tableau presented by Maria Koumandraki

1. DATA VISUALISATION & ANALYTICS WITH TABLEAU
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2. Agenda
 What is Tableau?
 Why use Tableau for Data Analytics & Visualisation
 Getting insights from your data quickly: 7 steps
 Connect with data sources
 Data Management
 Create Visualisations (aka vizzes)
 Interactive Dashboards
 Sharing Visualisations
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3. 60 shades of blue... 3

4. Gramvousa
Beach
Chanea
Crete
Greece
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5. About me
 Maria Koumandraki
 From Chania, Crete/Greece
 Studies-Work: UK, Belgium, Greece
 Campaign Manager @GTB
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6. Data Analytics & Data Visualisation
 Data analytics is the process of examining data to
identify the patterns. It is the discovery,
interpretation, and communication of meaningful
information to draw conclusions and inform business
decisions usually with the help of specialized
software.
 “Data visualization is the presentation of data in a
pictorial or graphical format. It enables decision
makers to see analytics presented visually, so they
can grasp difficult concepts or identify new
patterns.” Simon Samuel
Communication-Presentation
Analytics
Identify new patterns
Business decisions
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7. Why is data visualization important?
 We are visual creatures
 We are 90% visual beings
 We can understand visual information in an instant
 We remember visually
 Charts or graphs can be processed by the human brain
easier than spread sheets or reports.
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8. Is Data Visualisation a new thing?
 The concept of using pictures to understand data is not new
 It has been around for centuries, from maps and graphs in the
17th century
 The pie chart was invented in the early 1800s
 One of the most cited examples of statistical graphics dates
back in 1869 when the Parisian engineer Charles Minard
mapped Napoleon’s invasion of Russia
 Minard’s viz is considered one of the most influential data
visualisations and one of the world’s best infographics
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9. Napoleon’s March on Moscow - C. Minard 9

10. Viz shows the size of the army and path
of Napoleon’s retreat from Moscow.
Maps in 2 dimensions 6 types of data:
Number of troops, Distance,
Temperature, Latitude, Longitude
direction of travel and location relative
to specific dates.
Using simple temperature line below the
viz shows how cold ultimately defeated
Napoleon’s army.
Still relevant and very inspirational
Static
Created manually
Time & effort to collect the data
Time to design and perfect it
Skill
Napoleon’s March on Moscow - C. Minard 10

11. Data landscape
 Variety of data sources - stored at different
platforms or created by different software
 Big data- the amount of data being created each
year grows
 Web and/or mobile apps
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12. Business needs
 Appealing Visuals
 Manipulate and interact
directly & easily with the data
 Dynamic visuals that can
update automatically
 Facilitate data analytics &
data discovery
 Identify trends & patterns
 Act on emerging trends fast
 Inform business decisions
Businesses realize that
a visual can
communicate more
information than a
table and in a much
smaller place
Data visualisation
leads to better
understanding and
allows for better
business decisions
accurately and
quickly.
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13. Tableau word
Source: Collins online dictionary
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14. What is Tableau?
 A business intelligence software focused on data
visualisation and data analytics.
 It can analyse and transform data into visually
interactive visualisations in a few seconds or
minutes!
 American computer software company founded
in January, 2003 by Chris Stolte.
 Tableau queries a range of data including
relational databases, OLAP cubes, cloud
databases, and spread sheets to generate a
number of graph types.
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15. Ticks all the boxes?
Visual
Analysis
Any Data
Source
Big Data Insights
Fast
Performance
Business
Integration
Easy to learn
Web &
Mobile
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16. Tableau vs. other BI vendors
Source: https://www.tableau.com/asset/gartner-magic-quadrant-2016
https://www.tableau.com/about/press-releases/2017/tableau-recognized-leader-2017-gartner-magic-quadrant-business
Tableau is an industry
leader in Business
Intelligence and Analytics
Tableau is recognized as
a Leader in Gartner Magic
Quadrant for Business
Intelligence and Analytics
Platforms for Fifth
Consecutive Year
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17. Data Analytics using Tableau
7 steps
Step 1
•Connect to
the data
source
Step 2
•Data
Management
•Rename fields,
change data
type, hide,
add new fields
etc.)
Step 3
•Select the
fields/variabl
es and click
on Show me
the required
viz
•OR drag and
drop them in
the
row/column
shelves
Step 4
•Edit your viz -
add colours,
labels,
names, hide
fields, sort,
group, add
data labels,
name your
worksheet
•Add a filter
Step 5
•Create more
vizzes to get
more insights
from the
data
Step 6
•Create a
dashboard
to show your
insights
Step7
•Save your viz
on Tableau
Desktop OR
share it with
Tableau
Server/
Tableau
Online
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18. Let’s get started
Topic: Cell phone subscribers
Dataset Name: WHS9_CS cell phone subscriberscsvlist
Data file: .csv
Description: Number of cell phone subscribers (per 100
population) recorded by Region and Country.
Period: 2010-2013
Coverage: 6 regions and 184 countries
Collection: World Health Organisation
Available: Public
Source: http://apps.who.int/gho/data/node.main.CELL107?lang=en
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19. Step 1: Connect to the data source
Tableau can connect natively with a
wide range of data sources:
Flat files (excel, text, csv)
Relational databases (e.g., SQL
Server, )
Online data sources (Adobe,
Google analytics)
And many others (olap cubes)
Choose to Connect to:
 - New data
 - Saved data sources/connections
 - Recently opened workbooks
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20. Step 2: Data Cleaning, Management
 Rename the data connection
 Hide field(s)
 Rename field(s)
 Assign a geographical role to a field
 Create hierarchies for drill down capability
 Create folders
 Group fields
 Change the data type (convert a numerical field to
discrete and can add it to dimensions) or vice versa
 Create extra fields
 Split a field (that has different parts) into separate
variables
 Use the data interpreter
 Pivot
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21. Step 3: Create your first viz
You don’t know how you can best visualise the data.
Tableau provides a simple tool called “Show Me”
Show Me contains a list of common chart types that can help
you start your analysis
Select different dimensions and measures while holding down
the control key.
If you know how you want to view the data
Simply drag and drop fields from the data window into the
canvas directly, or onto the Columns and row shelf
Or type into the Columns or Rows shelf if you know the name
of the field you want to use
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22. Step 4: Edit your viz
 Colours
 Data labels
 Sort
 Format
 Edit aliases
 Add extra fields
 Add a filter
 So much more
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23. Step 5:
Analyze data & get more insights
Create more vizzes
Maps, bar charts, tree maps, area charts, bubble charts,
line charts, heat maps, histograms, etc.
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24. Step 6: Create an Interactive Dashboard
Want to show your insights to
your team and/or Manager?
 Drag views into the dashboard
 Adjust graphs to fit more cleanly.
 Right-click on the dashboard’s tab and name it
 Add a title
 Add an interactive filter
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25. Step 7: Share your vizzes & findings
 Workbooks can be shared in
any number of ways
 Most effective way to share a
workbook is to publish it with
Tableau Server or Tableau
online.
 Published workbooks are up-to-
date, secure, fully interactive,
and viewable by web browser
or on a mobile device.
 Tableau Reader can view and
interact with workbooks
.
.
.
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26. Step 1
Connect to
the data
Step 2
Data
Management
Step 3
Use Show me
or drag/drop
to create viz
Step 4
Edit your viz
Step 5
Create more
vizzes to get
more insights
from the data
Step 6
Place
selected
vizzes in the
interactive
dashboard
Step7
Save your viz
and share it
Tableau offers a quick & easy way to convey insights and data trends in just 7 steps!
What we’ve learnt so far 26

27.  Spread sheet
 Static dashboards
 Can be made dynamic, but time
consuming to create & update
 Visual
 Interactive- dynamic
visualisations
 Fast & easy to update data
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28. Want to learn more?
Data Visualisation using Tableau:
Learn to Create Interactive Dashboards
Tuesday 9th May
Organiser: Outreach Digital
Venue: Innovation Warehouse,
1 East Poultry Avenue , #1st Floor, London
EC1A 9PT
Looking forward to seeing you all there!
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29. Want to experience Tableau?
Benefits for Participants
 Get the opportunity to work with a public available dataset to create your own vizzes!
 Gain practical data visualisation skills which you can apply on your own data.
 Use the latest public version of Tableau 10.2 (free to download)
 Learn how to import data into Tableau, familiarise with the interface, manipulate data,
create views and interactive Dashboards.
Requirements
 No prior knowledge or practice with Tableau is needed.
 Just bring your laptop!
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30. Tableau sources
Free Online Tableau sources
tableau.com
http://onlinehelp.tableau.com/
https://www.tableau.com/learn/starter-kits
http://onlinehelp.tableau.com/current/guid
es/get-started-tutorial/en-us/get-started-
tutorial-connect.html
Tableau Public:
https://public.tableau.com/en-
us/s/download
Free trial version of Tableau Desktop:
https://www.tableau.com/products/trial
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31. “The greatest value of a picture
is when it forces us to notice
what we never expected to
see.”
John Tukey, 1977
Thank you 31