An Introduction To Analysis And Data Visualization Using .

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An Introduction to Analysis and DataVisualization using Tableau SoftwareDEPLOY FOR GROWTH1

PresentationOverview010203040506070809What is Tableau Software?Benefits for Teachers & ResearchersWhat is Data Visualization?General Overview of TableauUse for Reporting - ExamplesUse for Storytelling - ExamplesUse for Analysis - ExamplesAdvanced Features - ExampleResources (Public, WMTUG, Books)DEPLOY FOR GROWTH2

What is Tableau Software? Software company Founded in 2003 fromStanford research Intent is to bring ‘data to the people’through easy to use data visualizationsoftware Would be classified as a hybrid businessintelligence (BI) / analytics softwarecompany Used by many of the largest companies inthe world and most large companies inWest Michigan3

What is Tableau Software? Similar tools to Tableau include MicrosoftPower BI, Qlik, Tibco Spotfire, and Looker –these are all data visualization tools4

What is Tableau Software?The main focus of Tableau software isfor you to better understand yourdatasets, especially large datasets.BI software in the past requiredhighly technical IT skills and took along time to build dashboards.Tableau has changed that paradigm.Courtesy: www.Tableau.comTableau invests a lot of research timeinto developing intuitive software.They approach software design fromthe human perspective.5

Benefits for Researchers & Teachers Free course licenses forstudents Pre-built curriculum forteaching Tableau and dataanalysis Use of powerful ‘big’ dataplatform for large datasets Provides skills needed inindustry (various ing6

Benefits for Researchers Ability to handle ‘big’ data(hundreds of millions of rows)that Excel cannot Ability to share (link) yourresearch articles to datasetsand results through TableauPublic Access to online help forums& local users groups Ability to connect to “R” andPython for more advancedanalytics and analysis7

What is DataVisualization?8

What is Data VisualizationWhat is the Purpose of Data ommunicateWhat guides the design process?How do we judge success?9

What is Data Visualization?Matthew Fontaine Maury Fontaine Maury Unfit for duty due to a leg injurySent to Depot of Charts and InstrumentsVault of logs from every ship in US NavyHundreds of thousands of observations available inwritten logsManual ‘data mining’ with his teamStandardized collection moving forward (form)Ref. (The Clipper Ships – Time Life Books)Ref. (Wind & Current Charts -1847)10

What is Data Visualization?Wind & Current Charts - 1847 Visualization of his team’s findingsUse of symbols and colors to highlight best routesFindings were counter-intuitive (heading west to gofaster east)Results Roundtrip from Virginia to Rio 75 days instead of 112 daysFound the Gulf Stream’s full shapeCut time from Cape Horn to California by a thirdReduced ship lost due to storms11

What is Data VisualizationA Basic Framework – Rhetoric for Data VisualizationMethodology Who will be using the tool?What level in the organization?Strategic, tactical, operational?Multiple user types?Global?1. Identify Purpose (Intended Use)2. Consider Audience3. Research Informative, persuasiveWhat action will result?Guided, static, decision support4. Designi.ii.iii.i.ii.iii.Identify Available DatasetsIdentify Data ElementsBenchmark DesignsSketchIterateCollect Feedback5. Execute Designi. Summary data ( 10,000 records)1 million records ?10 million records ?“Big Data” ? Microsoft Excel, PowerPointAdobe IllustratorTableau, Qlikview, MSBISAS Visual AnalyticsCollect Feedback6. Document – Deploy7. Sustain12

What is Data VisualizationExample – Decision SupportThose looking tocatch big fish inMichiganProvide decisionsupport toincrease chancesof catching bigfishMichigan DNRDatabase;Public UsePicturesTableau13

What is Data VisualizationConsistent Color (lack)Elements of Design - UnityUnity is the application ofmethods that ensure thatelements in the designappear to ‘go together’ (color, font, & thor: Mike Moore14

What is Data VisualizationElements of Design - HierarchyHierarchy is theapplication of designmethods to indicateimportance and ‘flow’within the visual (size,placement)Level 1Level 2Level 3Level r-us-flight-delayedprecipitation Author: Matt Chambers15

Elements of Design - ColorUse of color providescontrast for data pointsin opposition and bringsattention to relevantelements within d-accidents-germanyAuthor: Oliver Linder16

What is Data VisualizationElements of Design – Balance& AlignmentBalance and alignmentare used to createharmonious visuals thatdo not distract from themessage George Gorczynski17

What is Data VisualizationElements of Design – Grouping / SpacingGrouping and spacingcan be used to associatesimilar elements andprovide a narrative orvisual flow within ery/50-years-crime-usAuthor: Shine Pulikathara18

What is Data VisualizationThe Iterative Design Process19

What is Data VisualizationDetailed Example - DesignHierarchyGroupingGroupingBalance20

Now . . .Back to TableauGeneral Overview21

Tableau – General Overview All worksheets &dashboards start with data Tableau connects to almostevery type of data fileimaginable You can join acrossdifferent type of datasources!Files(Excel, CSV,JSON, SAS )Servers(Databases)22

Tableau – General Overview – simple example A simple table with 15 rowsof data in an Excelspreadsheet Build an interactivedashboard in under threeminutes23


Tableau – General OverviewCalculated Fields25

Tableau – General OverviewBasic Analytics26

Tableau – General Overview: Bringing it all together Many differentworksheets, text boxes,parameters, and filterscome together to createa dashboardMultiple dashboards canbe ‘chained’ together sothat users are guidedthrough multipleanalytical pathsText BoxText BoxWorksheet#3Worksheet#2ParameterText BoxWorksheet #6Worksheet #5Text BoxWorksheet#1Worksheet #427

Use for Reporting- Examples28

Tableau – Reporting Example The results of detailed statistical analysis canbe made available freely on Tableau Publicwhere individuals can interact with datavisualizations to view results – to supplementpublished research or publicly availablereports Expands the audience for consuming researchand provides a visual and b featured&type featured29

ome/HFP 1/Story1Tableau – Reporting Example Story Points – (a Tableau feature)provides a user experience similar toPowerPoint but with interactive datavisualizations This allows for guided analytics whereyou create a general narrative andallow users to interact withvisualizations to ‘deep dive’ into keypoints.30

Use forStorytelling- Examples31

Tableau – Storytelling Example (Story Points)32

Tableau – Storytelling Example (K-MAX)33

Advanced Features- Examples34

Advanced Features – Connecting Tableau to “R” Step #1 Install “R” or “R” Studio onyour computer Load the Rserve librarypackage Start Rserve35

Advanced Features – Connecting Tableau to “R” Step #2 Connect Tableauto your Rserveinstance36

Advanced Features – Connecting Tableau to “R” Step #3 Write “R” scriptwithin acalculated field inTableauNote: This is alsogenerally the same way toconnect Tableau toPython in Anaconda –with a few smallconfiguration differences.INT(SCRIPT Str("library(xml2);dater - as.Date(Sys.Date()-.arg2);year - paste('year ', format(dater, '%Y'), '/', sep '');month - paste('month ', format(dater, '%m'), '/', sep '');day - paste('day ', format(dater, '%d'), '/', sep '');xmlFile paste('', year,month, day, 'miniscoreboard.xml', sep '');x - read xml(toString(xmlFile));games xml children(x);ns - xml ns(x);awayruns -xml attr(games,'away team runs',ns);awayrunsdf -;awayrunsdf ID - 1, 1]);",MAX([Idvalue]),max([zz date])))37

Advanced Features – Example Example that queries MajorLeague Baseball’s open API forstatistics “R” script downloads data as anXML file, parses the data andreturns the results to Tableau forvisualization.38

Available Resources39

BooksThe Functional ArtAlberto CairoInformationDashboard DesignStephen FewUniversal Principlesof DesignWilliam LidwellEnvisioning InformationEdward TufteVisual ExplanationsEdward TufteThe Visual Display ofQuantitativeInformationEdward TufteDesign Basics IndexJim KrauseBeautiful EvidenceEdward TufteInformation DesignWorkbookKim Baer40

Tableau Public & Other Resources Daily inspiration through ‘viz ofthe day’ A place to upload your work tothe cloud Open environment to sharevisualizations and data (don’tpost confidential data here Geographic MagazineBloomberg Businessweek41

West Michigan Tableau Users Group ichigan Meet three to fourtimes a year inKalamazoo or GrandRapids 100-150 participants Sharing tips, tricks, andcase studies Develops a strongnetwork with otheranalytics focusedindividuals42

Tableau Conference 15,000 of your bestdata visualizationfriends in the sameplace One week of in-depthsessions on datavisualization andTableau software43

What is Data Visualization A Basic Framework –Rhetoric for Data Visualization Who will be using the tool? What level in the organization? Strategic, tactical, operational? Multiple user types? Global? Informative, persuasive . Python in Anaconda – .

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