Presented by: Shahab Helmi Summer 2016 Tableau Presented by: Shahab Helmi Summer 2016

Introduction Check out this video on Tableau website: http://www.tableau.com/products/desktop#video

Installation and Versions Tableau desktop: 1 year free for students Tableau public: Free, less features but still enough for most of things!

A Quick Demo Import SuperStoreUS_2015.xlsx into Tableau We would like to tell what are the most and least profitable states! Drag states onto the worksheet Drag profit onto color and label

Annual Bonus? Import OfficeSupplies.csv into Tableau (Live vs. Extract) What employee sold the most in each region? Total sales and reps Sort Region Create the field Add profit on top of charts Add Sales: before value and then remove it Change label size and font Right click on sum(sales) and choose format Go to pane (not axis) tab Change the format to currency and change the unit to Thousands with 0 decimal points Hide Region from top Set all axis font sizes to 12 Add title and export

Long Term Unemployment Import into Long-Term-Unemployment-Statistics.xlsx Tableau Period and Unemployment Change time to line Change to month (categorical vs numeric) Turn off aggregate and change type to shape (it will show every single person) Turn it on again Drag gender on color Drag age onto shape Remove age Drag it onto details Highlighting

Area Chart Remove age and gender from color and detail Change the type to line Drag age to color Change to area Add age to label

Filtering Drag gender into filter Add quick filter (show filter) Add age as well Add year

Most Profitable Regions! Import AmazingMartEU.xlsx into Tableau We need to join ListofOrders and OrderBreakdown Join Rename Remove hierarchy and create by yourself: drag city and drop onto state Drag Country, change the resolution Add order date into filters Drag sales to size Profit margin (sum(profit)/sum(sales)) Drag profit margin onto colors Edit colors (red blue)

Scatterplots Create a new worksheet Sum of sales in col, sum of profit on row Add customer name to details Apply the same filters to the new worksheet Drag profit margin onto color Change the shape to circles Change the color like before Change transparenct to 75%

Dashboard Create new dashboard Add both sheets Remove everything from the right side and add filter again

Actions Go to dashboard, click action Create a filter action Select some

References Tableau 9 For Data Science Course on udemy.rog By Kirill Eremenko