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

2. Introduction Check out this video on Tableau website:

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

4. 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

5. 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

6. 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

7. 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

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

9. 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)

10. 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%

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

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

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