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Visual Analysis with
Tableau


 Business Data Analysis
 Business School, Kwangwoon University
The Need for Visual Analysis

Ineffective information presentations
Lack of exploratory capabilities
Difficult user interfaces




                                        Source: Hired Brains Inc. 2008




                                                                         2
Visual Analysis

Data exploration
 โ—ฆ   Filtering to focus on items of interest
 โ—ฆ   Sorting to rank and prioritize
 โ—ฆ   Grouping and aggregating to summarize
 โ—ฆ   Creating on-the-fly calculations to express numbers


Data visualization
 โ—ฆ Presenting information in ways that support visual thinking
      ๏‚– To quickly find critical information
      ๏‚– To easily recognize features, trends, and outliers




                                                                 3
Visual Analysis

Meaning
  โ€ข Exploring data visually
  โ€ข Navigating from one visual summary into another

Characteristics
  โ€ข Instantly change what data you are looking at.
       โ€ข Different questions require different data.
  โ€ข Instantly change the way you are looking at.
       โ€ข Different questions require different views of data.




                                                                4
UNDERSTAND DATA FASTER
WITH VISUAL ANALYSIS




                         5
1. visual exploration




                        6
2. AUGMENTATION OF HUMAN
PERCEPTION




                           7
3. visual expressiveness




                           8
4. AUTOMATIC VISUALIZATION




                             9
5. VISUAL PERSPECTIVE-SHIFTING




                                 10
6. VISUAL PERSPECTIVE LINKING




                                11
7. COLLABORATIVE VISUALIZATION




                                 12
13
14
15
16
17
Visual Analysis Process




                          Source: Tableau Software Inc. 2007




                                                               18
Extended Visual Analysis Process




             Source: Seo, I.J. (2005) Visual Analysis Process Model for Analytical Knowledge Creation.




                                                                                                         19
Example of Visual Analysis: Step 1

Question
 โ—ฆ Whatโ€™s a fair price for a condo in Florida?
Action
 โ—ฆ Begin by summarizing all sales
Discovery
 โ—ฆ A view that organizes the data.




                                                 20
Example of Visual Analysis: Step 2
    Question
     โ—ฆ But what are the general trends?
    Action
     โ—ฆ Convert the summary to a visual analysis
    Discovery
     โ—ฆ The average price of a condo has increased significantly in 2005, even
       though the total number of transactions fell.




                                                                                21
Example of Visual Analysis: Step 3

Question
 โ—ฆ Does condo complex affect this analysis?
Action
 โ—ฆ Drag the condo complex filed onto the worksheet. Then turn on reference lines.
Discovery
 โ—ฆ Harbor Landing prices have been lower than those of other condo complex.




                                                                                    22
Example of Visual Analysis: Step 4
Question
 โ—ฆ What factors determine the value of specific condos?
Action
 โ—ฆ Pivot the view to show Square Feet vs. Price.
Discovery
 โ—ฆ Square footage is clearly a strong determinant of value. But the jagged line
   suggests other factors are also at work.




                                                                                  23
Example of Visual Analysis: Step 5

Question
 โ—ฆ What factors besides Square Footage matter?
Action
 โ—ฆ Break the data into individual records. Then drop the Beds onto the worksheet.
Discovery
 โ—ฆ For the same square footage, buyers tend to pay more for 3 beds.




                                                                                    24
Example of Visual Analysis: Step 6

Question
 โ—ฆ What other factors determine value?
Action
 โ—ฆ Add the Baths for even more detail. Then drag Condo Complex back onto the worksheet.
Discovery
 โ—ฆ Condo prices fall into relatively tight groupings
 โ—ฆ A $300K condo in Harbor Landing may be reasonably priced. In fact, based on recent sales, if it
   has 3 bedrooms and 3 baths and is close to 2000 sq ft, it may be a good deal.




                                                                                                 25
Any Question?




                26

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Visual analysis with tableau

  • 1. Visual Analysis with Tableau Business Data Analysis Business School, Kwangwoon University
  • 2. The Need for Visual Analysis Ineffective information presentations Lack of exploratory capabilities Difficult user interfaces Source: Hired Brains Inc. 2008 2
  • 3. Visual Analysis Data exploration โ—ฆ Filtering to focus on items of interest โ—ฆ Sorting to rank and prioritize โ—ฆ Grouping and aggregating to summarize โ—ฆ Creating on-the-fly calculations to express numbers Data visualization โ—ฆ Presenting information in ways that support visual thinking ๏‚– To quickly find critical information ๏‚– To easily recognize features, trends, and outliers 3
  • 4. Visual Analysis Meaning โ€ข Exploring data visually โ€ข Navigating from one visual summary into another Characteristics โ€ข Instantly change what data you are looking at. โ€ข Different questions require different data. โ€ข Instantly change the way you are looking at. โ€ข Different questions require different views of data. 4
  • 5. UNDERSTAND DATA FASTER WITH VISUAL ANALYSIS 5
  • 7. 2. AUGMENTATION OF HUMAN PERCEPTION 7
  • 11. 6. VISUAL PERSPECTIVE LINKING 11
  • 13. 13
  • 14. 14
  • 15. 15
  • 16. 16
  • 17. 17
  • 18. Visual Analysis Process Source: Tableau Software Inc. 2007 18
  • 19. Extended Visual Analysis Process Source: Seo, I.J. (2005) Visual Analysis Process Model for Analytical Knowledge Creation. 19
  • 20. Example of Visual Analysis: Step 1 Question โ—ฆ Whatโ€™s a fair price for a condo in Florida? Action โ—ฆ Begin by summarizing all sales Discovery โ—ฆ A view that organizes the data. 20
  • 21. Example of Visual Analysis: Step 2 Question โ—ฆ But what are the general trends? Action โ—ฆ Convert the summary to a visual analysis Discovery โ—ฆ The average price of a condo has increased significantly in 2005, even though the total number of transactions fell. 21
  • 22. Example of Visual Analysis: Step 3 Question โ—ฆ Does condo complex affect this analysis? Action โ—ฆ Drag the condo complex filed onto the worksheet. Then turn on reference lines. Discovery โ—ฆ Harbor Landing prices have been lower than those of other condo complex. 22
  • 23. Example of Visual Analysis: Step 4 Question โ—ฆ What factors determine the value of specific condos? Action โ—ฆ Pivot the view to show Square Feet vs. Price. Discovery โ—ฆ Square footage is clearly a strong determinant of value. But the jagged line suggests other factors are also at work. 23
  • 24. Example of Visual Analysis: Step 5 Question โ—ฆ What factors besides Square Footage matter? Action โ—ฆ Break the data into individual records. Then drop the Beds onto the worksheet. Discovery โ—ฆ For the same square footage, buyers tend to pay more for 3 beds. 24
  • 25. Example of Visual Analysis: Step 6 Question โ—ฆ What other factors determine value? Action โ—ฆ Add the Baths for even more detail. Then drag Condo Complex back onto the worksheet. Discovery โ—ฆ Condo prices fall into relatively tight groupings โ—ฆ A $300K condo in Harbor Landing may be reasonably priced. In fact, based on recent sales, if it has 3 bedrooms and 3 baths and is close to 2000 sq ft, it may be a good deal. 25

Editor's Notes

  1. ํšจ๊ณผ ์ •๋ณด ํ”„๋ฆฌ์   ํ…Œ์ด์…˜ ํƒ์ƒ‰ ๊ธฐ๋Šฅ ๋ถ€์กฑ ์–ด๋ ค์šด ์‚ฌ์šฉ์ž ์ธํ„ฐํŽ˜์ด์Šค
  2. ์‹œ๊ฐ์  ๋ถ„์„๊ณผ ๋น ๋ฅธ ๋ฐ์ดํ„ฐ ์ดํ•ด 1. ์‹œ๊ฐ์  ํƒ์ƒ‰ 2. ์ธ๊ฐ„์˜ ์ธ์‹์˜ ํ™•๋Œ€ 3. ์‹œ๊ฐ์  ํ‘œํ˜„ 4. ์ž๋™ ์‹œ๊ฐํ™” 5. ์‹œ๊ฐ์  ๊ด€์  - ๋ณ€ํ™” 6. ์‹œ๊ฐ์  ๊ด€์ ์€ ์—ฐ๊ฒฐ 7. ๊ณต๋™ ์‹œ๊ฐํ™”
  3. ์งˆ๋ฌธ ๋ฌด์—‡ ํ”Œ๋กœ๋ฆฌ๋‹ค์—์žˆ๋Š” ์ฝ˜๋„์— ๋Œ€ํ•œ ๊ณต์ •ํ•œ ๊ฐ€๊ฒฉ๊ฑฐ์•ผ ? ์•ก์…˜ ์‹œ์ž‘์€ ๋ชจ๋“  ์˜์—… ์š”์•ฝ ๋ฐœ๊ฒฌ ๋ฐ์ดํ„ฐ๋ฅผ ์ •๋ฆฌํ•ด ๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค .
  4. ์งˆ๋ฌธ์ž…๋‹ˆ๋‹ค . ๊ทธ๋Ÿฐ๋ฐ ์ผ๋ฐ˜์ ์ธ ๋™ํ–ฅ์€ ? ์•ก์…˜ . ์˜์ƒ ๋ถ„์„์œผ๋กœ ๋ณ€ํ™˜ ์š”์•ฝ ๋ฐœ๊ฒฌ . ์ฝ˜๋„์˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์€ ๊ฑฐ๋ž˜์˜ ์ด ๊ฐœ์ˆ˜๊ฐ€ ๋–จ์–ด์กŒ๋‹คํ•˜๋”๋ผ๋„ , 2005 ๋…„์— ํฌ๊ฒŒ ์ฆ๊ฐ€ํ–ˆ์Šต๋‹ˆ๋‹ค .
  5. ์งˆ๋ฌธ์ž…๋‹ˆ๋‹ค . ๋ณต์žกํ•œ์ด ๋ถ„์„์— ์˜ํ–ฅ์„ ์ฝ˜๋„ ์žˆ๋‚˜์š” ? ์•ก์…˜ . ์›Œํฌ์‹œํŠธ์— ์ œ์ถœํ•œ ์ฝ˜๋„ ๋ณต์žกํ•œ์„ ๋•๋‹ˆ๋‹ค . ๊ทธ๋ ‡๋‹ค๋ฉด ์ฐธ์กฐ ๋ผ์ธ์„ ์ผญ๋‹ˆ๋‹ค . ๋ฐœ๊ฒฌ . ํ•˜๋ฒ„ ์ƒ๋ฅ™ ๊ฐ€๊ฒฉ์€ ๋‹ค๋ฅธ ์ฝ˜๋„ ๋ณตํ•ฉ ๊ทธ๋ณด๋‹ค ๋‚ฎ์€๋˜์—ˆ์Šต๋‹ˆ๋‹ค .
  6. ์งˆ๋ฌธ์ž…๋‹ˆ๋‹ค . ์–ด๋–ค ์š”์ธ๋“ค์ด ํŠน์ • ์ฝ˜๋„์˜ ๊ฐ€์น˜๋ฅผ ๊ฒฐ์ • ? ์•ก์…˜ . ํ”ผ๋ด‡์€๋ณด๊ธฐ ์ œ๊ณฑ ํ”ผํŠธ ๋Œ€ ๊ฐ€๊ฒฉ ํ‘œ์‹œํ•ฉ๋‹ˆ๋‹ค . ๋ฐœ๊ฒฌ . ๊ด‘์žฅ ์˜์ƒ์€ ๋ถ„๋ช…ํžˆ ๊ฐ€์น˜์˜ ๊ฐ•ํ•œ ๊ฒฐ์ •์ž์ด๋‹ค . ํ•˜์ง€๋งŒ ๋“ค์ญ‰๋‚ ์ญ‰ํ•œ ๋ผ์ธ์€ ๋‹ค๋ฅธ ์š”์†Œ๊ฐ€ ์ง์žฅ์—์„œ ๋˜ํ•œ ์ œ์•ˆํ•ฉ๋‹ˆ๋‹ค .
  7. ์งˆ๋ฌธ์ž…๋‹ˆ๋‹ค . ๋ฌด์—‡ ๊ด‘์žฅ ํ–ˆ๊ตฐ ๋ฌธ์ œ ์ด์™ธ์˜ ์š”์ธ ? ์•ก์…˜ . ๋ธŒ๋ ˆ์ดํฌ ๊ฐœ๋ณ„ ๋ ˆ์ฝ”๋“œ๋กœ ๋ฐ์ดํ„ฐ์ž…๋‹ˆ๋‹ค . ๋‹ค์Œ ์›Œํฌ์‹œํŠธ๋กœ ์นจ๋Œ€๋ฅผ ๋†“์œผ์‹ญ์‹œ์˜ค . ๋ฐœ๊ฒฌ . ๋™์ผํ•œ ๊ด‘์žฅ ์˜์ƒ ๋“ค๋ฉด , ๊ตฌ๋งค์ž๋Š” 3 ์นจ๋Œ€์— ๋Œ€ํ•œ ๋” ๋งŽ์€ ๋ˆ์„ ์ง€๋ถˆํ•  ๊ฒฝํ–ฅ์ด ์žˆ์Šต๋‹ˆ๋‹ค .
  8. ์งˆ๋ฌธ์ž…๋‹ˆ๋‹ค . ์–ด๋–ค ๋‹ค๋ฅธ ์š”์ธ์ด ๊ฐ€์น˜๋ฅผ ๊ฒฐ์ • ? ์•ก์…˜ . ๋” ์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋ชฉ์š•ํƒ•์„ ์ถ”๊ฐ€ํ•ฉ๋‹ˆ๋‹ค . ๋‹ค์Œ ์›Œํฌ์‹œํŠธ์— ์ฝ˜๋„ ๋‹จ์ง€ ๋’ค๋กœ ๋“œ๋ž˜๊ทธํ•˜์‹ญ์‹œ์˜ค . ๋ฐœ๊ฒฌ . ์ฝ˜๋„ ๊ฐ€๊ฒฉ์€ ์ƒ๋Œ€์ ์œผ๋กœ ๊ฝ‰ ๊ทธ๋ฃน์— ๋น ์ง€๋‹ค ํ•˜๋ฒ„ ์ƒ๋ฅ™ $ 300K ์ฝ˜๋„๋Š” ํ•ฉ๋ฆฌ์ ์ธ ๊ฐ€๊ฒฉ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค . ๊ทธ๊ฒƒ์€ 3 ๊ฐœ์˜ ์นจ์‹ค๊ณผ 3 ์š•ํƒ•์ด์žˆ๋‹ค๋ฉด , 2000 ํ‰๋ฐฉ ํ”ผํŠธ์— ๊ฐ€๊นŒ์šด ๊ฑฐ๋ฆฌ์— , ๊ทธ๊ฒƒ์€ ์ข‹์€ ๊ฑฐ๋ž˜๊ฐ€์žˆ์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค ์‚ฌ์‹ค , ์ตœ๊ทผ ํŒ๋งค๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ .