Introduction to Tableau “Tableau offers an intuitive, visual-based interactive data exploration experience that customers rate highly, and that competitors, large and small, try to imitate” Sallam, Tapadinhas, Parenteau, Yuen, & Hostmann, 2014

What is Tableau? A business intelligence software to “help people see and understand their data”

Pros / Cons Pros Making analyses (simple to complex) accessible and easy for the ordinary user Great customer experience (support, product quality) Functionality Low cost to implement R integration Direct query access via connectors Cloud offering Cons Complement existing BI platform (Possible issues with governance, consistency and skill silos) Inflexible in contract negotiation (25% fee annual maintenance) Cost of the software Lacks production reporting capabilities

Costs—Tableau Desktop Sold per named user/ perpetual license Personal: $999 Connect to 6 data sources 1 year of updates and support included Local saving & sharing Professional: $1,999 Connect to 44 data sources Compatible with Tableau Server & Online

Market Leader

Which Chart is Right for You? Bar Chart—When to use it? Numerical data splitting nicely into different categories (e.g., volume of shirts in different sizes)

Which Chart is Right for You? Line Chart—When to use it? Viewing trends in data over time (e.g., stock price change over five period)

Which Chart is Right for You? Pie Chart—When to use it? If you are EVER going to use it, do it to show relative proportions of information and that’s it!

Which Chart is Right for You? Maps—When to use it? When you have any kind of location data—postal codes, state abbreviations, country names, and etc…

Which Chart is Right for You? Scatter Plot—When to use it? When you are looking to dig a little deeper into some data, but not quite sure how, or if, different pieces of information relate

Which Chart is Right for You? Gantt Chart—When to use it? To illustrate the start and finish dates elements of a project—seeing what needs to be accomplished and by when is essential to make this happen. This is where a Gantt chart is most useful

Which Chart is Right for You? Bubble Chart—When to use it? To accentuate data on scatter plots or maps. Bubbles are not their own types of visualization

Which Chart is Right for You? Histogram—When to use it? To see how your data are distributed across groups (e.g., you have 100 stocks and want to know how many are from Brazil and from the US)

Which Chart is Right for You? Bullet Chart—When to use it? To track progress against a goal (e.g., sales quota assessment)

Which Chart is Right for You? Heat Maps—When to use it? To compare data across two categories using color (e.g., sales leads by product)

Which Chart is Right for You? Highlight Table—When to use it? To provide detailed information on heat maps

Which Chart is Right for You? Tree Map—When to use it? To glance at data and discover how the different pieces relate to the whole (e.g., storage usage across computer machines)

Which Chart is Right for You? Box-and-whisker Plot—When to use it? To show the distribution of a set of a data

Installation Each one of you should go to the landing page to download Tableau and enter the key given to you. The key will activate your license for the duration of our course. Please do not share it with others because we have exactly one license per student (meaning one license per computer) Landing Page: http://www.tableau.com/tft/activation Desktop Key: check e-mail for key Instructions: Click on the link above and select Get Started. On the form, enter your university email address for “Business email”; and under "Organization", please input the name of your school. Tableau also offers a host of free training resources. I highly encourage you to check out their on-demand videos.

Download Files Go to the syllabus Click the “Schedule” button Scroll down to class 17 Click “zip file”

Open Tableau

Open Interface File Click “More”

Understand the Interface File Table Embedded Measures See Table

Open CustomerOrders

Perform a Join

Open ProductList

Create your First Visualization with “Show Me”

Conclusion Tableau is a BI software designed to help you make sense of your data It offers a variety of analyses (ranging from simple to complex) in ways that are accessible and easy for users with no technical knowledge It integrates with R, Google BigQuery Cloud offering Great customer experience!—I am proof of that It is expensive though and it lacks production reporting capabilities