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Webinar - Harness the Power of Data with Tableau - 2016-02-18


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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.

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Webinar - Harness the Power of Data with Tableau - 2016-02-18

  1. 1. Harness the Power of Data with Tableau With Jordan McCarthy, Tech Impact February 18, 2016
  2. 2. . © TechSoup Global | All rights reserved2 Using ReadyTalk • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • If you lose your phone connection, re-dial the phone number and re-join. • ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers. Hear an echo? You may be logged in twice and will need to close one instance of ReadyTalk.
  3. 3. . © TechSoup Global | All rights reserved3 You Are Being Recorded… • This webinar will be available on the TechSoup website along with past webinars: • • You can also view recorded webinars and videos on our YouTube channel: • You will receive an email with a link to this recorded presentation and any collateral informational materials within a few days. • Tweet us @TechSoup or using hashtag #tswebinars
  4. 4. . © TechSoup Global | All rights reserved4 Presenters Assisting with chat: Ale Bezdikian, TechSoup Jordan McCarthy Data Analyst and Storyteller, Tech Impact Susan Hope Bard Online Training Producer TechSoup
  5. 5. . © TechSoup Global | All rights reserved5 Objectives 1. Overview Tableau program features 2. Demonstrate how to use Tableau to create meaningful visualizations 3. Understand how nonprofits and libraries can use data analysis 4. Answer questions!
  6. 6. 6 About TechSoup
  7. 7. . © TechSoup Global | All rights reserved7 The Need Is Global – And So Are We TechSoup’s mission is to build a dynamic bridge that enables civil society organizations and social change agents around the world to gain effective access to the resources they need to design and implement solutions for a more equitable planet. Countries Served TechSoup Partner Location NetSquared Local Group
  8. 8. . © TechSoup Global | All rights reserved8 www.TechSoup.Global
  9. 9. . © TechSoup Global | All rights reserved9 Our Impact Together, we build a stronger, more resilient civil society. $5.2B in technology products and grants employed by NGOs for the greater good 35 languages used to provide education and support 100+ corporate and foundation partners connected with the causes and communities they care about 6.2M annual visits to our websites 600,000 newsletter subscribers empowered with actionable knowledge 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* *Source: survey conducted among TechSoup members in 2013
  10. 10. Introduction to Data Exploration in Tableau
  11. 11. ABOUT US Providing high impact services to nonprofits since 2003 Tech Impact Philosophy & Team
  12. 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. 13. Getting Tableau • $58, 2-year subscription • Purchase more than one! • Not the server version, though you can contact Tableau for possible discounts.
  14. 14. Getting Help • Tableau Service Corps • • Tableau Training • • Tech Impact • Additional Training (soon on TechSoup!) • Flat-rate Data Visualization and Storytelling Projects • Ongoing Support
  15. 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!
  16. 16. A few examples…
  17. 17. Intermission A brief return to high school science class
  18. 18. Numerical vs. Categorical variables • Numerical • Categorical
  19. 19. 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
  20. 20. 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
  21. 21. Continuous vs. Discrete A distinction that almost always applies to numeric variables being used as dimensions • Continuous • Discrete
  22. 22. 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.
  23. 23. 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…
  24. 24. Undo is your friend • If When anything strange happens… ?
  25. 25. 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
  26. 26. 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
  27. 27. Resources • Tableau Materials • • • vs-measure.html • Sample datasets • •
  28. 28. Thank You! Questions? Comments?
  29. 29. . © TechSoup Global | All rights reserved32 Learn and Share! Chat in one thing that you learned in today’s webinar or will try to implement. Will you share this information with your colleagues and within your network?
  30. 30. . © TechSoup Global | All rights reserved33 Upcoming Webinars and Events 2/23 TechSoup Tour Tuesday 2/25 QuickBooks for New Nonprofit Users 3/3 QuickBooks for Existing Nonprofit Users 3/10 Adobe Photoshop for Advanced Beginners Explore our webinar archives for more!
  31. 31. . © TechSoup Global | All rights reserved34 For more information: Please complete the post-event survey that will pop up once you close this window. Thank You to Our Webinar Sponsor!