A presentation that provided an overview of basic to intermediate Tableau. Based on Tableau version 8, the topics will include: Tableau product lines Orientation to Tableau workspace Preparing data for Tableau Connecting to and working with data in Tableau Developing views Developing dashboards Ways to share Tableau results Resources

1. An Introduction to Tableau
William O’Shea
Pacific University
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 1

2. Example Data
• Example Profile and Retention (Excel)
– https://vault.pacificu.edu/xythoswfs/webview/_xy-5591154_1?stk=C2814D3775CB092
• Example Profile and Retention (Tableau Data Extract)
– https://vault.pacificu.edu/xythoswfs/webview/_xy-5591156_1?stk=C2814D3775CB092
• Example Survey (Excel)
– https://vault.pacificu.edu/xythoswfs/webview/_xy-5591155_1?stk=C2814D3775CB092
• Tableau Desktop trial download (optional)
– http://www.tableausoftware.com/products/desktop/download?os=windows
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 2

3. Tableau Online Invitation
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 3

4. Tableau Online Registration
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 4

5. Overview
• Tableau product lines
• Resources
• Orientation to Tableau workspace
• Preparing data for Tableau
• Connecting to and working with data in Tableau
• Developing views
• Developing dashboards
• Ways to share Tableau results
• Questions
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 5

6. Product Lines
• Desktop
– Personal
• Windows
• Only opens desktop data files
• Can’t publish to server
– Professional
• Windows
• Opens data files and connects to
databases
• Can publish to server
– Public
• Reader *
– For sharing
– Includes accessible data
• Tableau Mobile
• Server
– Hosted by institution
– Per user
– Core
• Online *
– Hosted by Tableau
– Per user access
• Public
– Hosted by Tableau
– Visualizations and data publically
accessible
• Public Premium
– Hosted by Tableau
– Visualizations publically accessible
– Data access can be controlled
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 6

7. Resources: Tableau
• Learning
• Support
• Quick Start Guides
• Community/Forums
• Tableau Customer
Conference
– In Seattle in 2014
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 7

8. Resources: Regional User Groups
• Seattle
– LinkedIn
• Vancouver
– UBC
• LinkedIn
• MeetUp
• Portland
– LinkedIn
• Calgary
• Chico
• Salt Lake
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 8

9. Resources: Other Sites and Blogs
• LinkedIn
– Tableau Software Fans and Friends
• https://www.linkedin.com/groups?gid=118463
– Tableau Enthusiasts
• https://www.linkedin.com/groups?gid=2940737
• Google+
– Tableau Software
• https://plus.google.com/+tableausoftware/posts
– Tableau Tips and Tricks
• https://plus.google.com/communities/117263035535334364605
• Blogs
– Interworks
• https://www.interworks.com/blog/channel/tableau
– Alan Smithee
• http://www.alansmitheepresents.org/
– Drawing with Numbers
• http://drawingwithnumbers.artisart.org/
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 9

10. Preparing Data for Tableau: Transposing
StudentID Start_Term First_Generation Gender Race Age S1_Q1 S1_Q2 S1_Q3 S1_Q4 S1_Q5 S2_Q1 S2_Q2 S2_Q3 S2_Q4 S2_Q5
0100001 03/FA First Gene Female Asian 19 3 4 1 4 4 2 2 5 2 1
0100002 03/FA First Gene Male Asian 18 4 4 4 4 2 5 3 4 3 2
0100003 03/FA First Gene Male Hawaiian/Pacific Islander 20 2 1 2 5 5 2 2 3 3 4
StudentID Start_TermFirst_GeneGender Race Age Col7 Col8
100001 03/FA First Gene Female Asian 19 S1_Q1 3
100001 03/FA First Gene Female Asian 19 S1_Q2 4
100001 03/FA First Gene Female Asian 19 S1_Q3 1
100001 03/FA First Gene Female Asian 19 S1_Q4 4
100001 03/FA First Gene Female Asian 19 S1_Q5 4
100001 03/FA First Gene Female Asian 19 S2_Q1 2
100001 03/FA First Gene Female Asian 19 S2_Q2 2
100001 03/FA First Gene Female Asian 19 S2_Q3 5
100001 03/FA First Gene Female Asian 19 S2_Q4 2
100001 03/FA First Gene Female Asian 19 S2_Q5 1
100002 03/FA First Gene Male Asian 18 S1_Q1 4
100002 03/FA First Gene Male Asian 18 S1_Q2 4
100002 03/FA First Gene Male Asian 18 S1_Q3 4
100002 03/FA First Gene Male Asian 18 S1_Q4 4
100002 03/FA First Gene Male Asian 18 S1_Q5 2
100002 03/FA First Gene Male Asian 18 S2_Q1 5
100002 03/FA First Gene Male Asian 18 S2_Q2 3
100002 03/FA First Gene Male Asian 18 S2_Q3 4
100002 03/FA First Gene Male Asian 18 S2_Q4 3
100002 03/FA First Gene Male Asian 18 S2_Q5 2
100003 03/FA First Gene Male Hawaiian/P 20 S1_Q1 2
100003 03/FA First Gene Male Hawaiian/P 20 S1_Q2 1
100003 03/FA First Gene Male Hawaiian/P 20 S1_Q3 2
100003 03/FA First Gene Male Hawaiian/P 20 S1_Q4 5
100003 03/FA First Gene Male Hawaiian/P 20 S1_Q5 5
100003 03/FA First Gene Male Hawaiian/P 20 S2_Q1 2
100003 03/FA First Gene Male Hawaiian/P 20 S2_Q2 2
100003 03/FA First Gene Male Hawaiian/P 20 S2_Q3 3
100003 03/FA First Gene Male Hawaiian/P 20 S2_Q4 3
100003 03/FA First Gene Male Hawaiian/P 20 S2_Q5 4
From:
To:
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 10

11. Preparing Data for Tableau: Tools
• Tableau Add-In for Reshaping Data in Excel
– Preparing Excel Files for Analysis (KB)
• OpenRefine
– Was Google Refine
• SQL
– Good in cases with fewer variables to transpose
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 11

12. Preparing Data for Tableau: SQL
SELECT
studentid,
start_term,
first_generation,
gender,
race,
age,
‘Scale 1’ AS scale
‘Question 1’ AS question,
s1_q1 AS response
FROM pnairp.example_survey
UNION
SELECT
studentid,
start_term,
first_generation,
gender,
race,
age,
‘Scale 1’ AS scale
‘Question 2’ AS question,
s1_q2 AS response
FROM pnairp.example_survey
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 12

13. Tableau Workspace
Data
Window
View
Cards
View
Sheet Tabs
Workspace Controls
Column and Row Shelves
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 13

14. Connecting to data: Source Types
• Desktop Personal & Professional
– Excel
– CSV
– Access
– Windows Azure/OData
– Tableau Extract
• Desktop Professional
– Databases (e.g., SQL Server, Oracle)
– Cloud (e.g., Google Analytics)
• Online *
– Tableau Extract
– Google Big Query
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 14

15. Connecting to data: Methods
• Excel Connection *
– Menu
– Drag and drop
– Cut and paste
• CSV Connection *
• Select table
– Single Table
– Multiple Table
– Custom SQL
• Extracts
– Faster
– Enables unique counts
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 15

16. Working with data
• Data Connections
– SQL
• Calculations
• Merge tables
• Transpose
• Data Manipulations
– Groups
– Calculations
– Hierarchies
– Edit aliases
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 16

17. Working with data: Two-Pass Operations
• Example:
– Scale score calculated as the sum of items
– Present average scale scores
• Can’t currently sum then average
• Solutions include pre-process or use SQL
SELECT ['pnairp#example_survey-Tableau 1$'].[Age] AS [Age],
left(['pnairp#example_survey-Tableau 1$'].[Col7],2) AS [Scale],
sum(['pnairp#example_survey-Tableau 1$'].[Col8]) AS [Response],
['pnairp#example_survey-Tableau 1$'].[First_Generation] AS [First_Generation],
['pnairp#example_survey-Tableau 1$'].[Gender] AS [Gender],
['pnairp#example_survey-Tableau 1$'].[Race] AS [Race],
['pnairp#example_survey-Tableau 1$'].[Start_Term] AS [Start_Term],
['pnairp#example_survey-Tableau 1$'].[StudentID] AS [StudentID]
FROM ['pnairp#example_survey-Tableau 1$']
group by [Age],
left(['pnairp#example_survey-Tableau 1$'].[Col7],2),
[First_Generation],
[Gender],
[Race],
[Start_Term],
[StudentID]
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 17

18. Developing views
• Drag and drop
• Show Me
• Annotation
• Tooltips
• Formatting
• Maps
03/FA 04/FA 05/FA 06/FA 07/FA 08/FA 09/FA 10/FA 11/FA 12/FA
0
100
200
300
400
500
600
Nu
20%
21%
19%
21%
20%
21%
23%
18%
23%
21%
80%
79%
81%
79% 80% 79%
77%
82%
77% 79%
505
595
588
578
547
603
514
560562
501
Retention Rates of Freshmen Cohorts
Sophomore_Retention
Withdrawn
Retained
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 18

19. Developing dashboards
• Layouts
• Annotation
• Filters
• Actions
Start_Term
08/FA
09/FA
10/FA
11/FA
12/FA
Sociology
Sociology
Sociology
Sociology
Psychology
Psychology
Psychology
History
History
History
History
Business
Business
Business
Business
Business
Physics
Physics
Physics
Physics
Physics
Chemistry
Chemistry
Biology
Biology
Biology
Biology
Music
Music
Music
Music
Media Arts
Media Arts
Media Arts
Media
Arts
Media Arts
Japanese
Japanese
Japanese
English
English
English
Psychology
0.0 0.5 1.0 1.5 2.0 2.5 3.0
Avg. Y1_GPA
08/FA
09/FA
10/FA
11/FA
12/FA
Psychology Year 1 GPA
0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9
Avg. Retention Rate
08/FA
09/FA
10/FA
11/FA
12/FA
Psychology Freshmen to Sophomore Retention
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Year
40
45
50
55
Num
3.60%
Psychology Compound Percent Change
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Year
-10%
0%
10%
20%
%D
Psychology Year Over Year Percent Change
Start_Term
03/FA
04/FA
05/FA
06/FA
07/FA
08/FA
09/FA
10/FA
11/FA
12/FA
Interest_School
Arts and Humanities
Natural Sciences
Social Sciences
-8 9
Difference in Numb..
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 19

20. Ways to share results
• Copy image
• Print to PDF
– Formatting
• Tableau Reader
– Careful of data
• Server
• Online
• Public
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 20

21. Review
• Tableau product lines
• Resources
• Orientation to Tableau workspace
• Preparing data for Tableau
• Connecting to and working with data in Tableau
• Developing views
• Developing dashboards
• Ways to share Tableau results
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 21

22. Questions
November 8, 2013 William O'Shea | Introduction to Tableau | PNAIRP 2013 22