1. 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

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

3. 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

4. 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

5. Market Leader

6. 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)

7. 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)

8. 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!

9. 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…

10. 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

11. 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

12. 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

13. 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)

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

15. 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)

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

17. 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)

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

19. 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: 
Desktop Key: check for key
Instructions: Click on the link above and select Get Started. On the form, enter your university address for “Business ”; 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.

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

21. Open Tableau

22. Open Interface File
Click “More”

23. Understand the Interface File
Table
Embedded Measures
See Table

24. Open CustomerOrders

25. Perform a Join

26. Open ProductList

27. Create your First Visualization with “Show Me”

28. 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