Tableau-Desktop-Specialist

🤟Cevi Herdian -> itsmecevi.github.io

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0-What is The MAIN Purpose of the Technology Courses ?

1-The Power of Data Visualization

• Hans Rosling
• Gapminder

1a-What is Data Visualization?

• By using visual elements like graphs, charts, and maps, data visualization tools provide an accessible way to see and understand trends, outliers, and patterns in data.

• The best data visualization blogs, site, and news to follow

  • 1 -Storytelling with Data
  • 2 -Information is Beautiful
  • 3 -Flowing Data
  • 4 -Visualising Data
  • 5 -Junk Charts
  • 6 -The Pudding
  • 7 -The Atlas
  • 8 -Graphic Detail
  • 9 -US Census and FEMA
  • 10 -Tableau Blog
  • 11 -FiveThirtyEight
  • 12 -Viz.WTF
  • 13 -r/DataIsUgly

1b-Why data visualization matters?

• Data Visualization Goals :

  • Data Exploration — find the unknown
  • Data Analysis — check hypotheses
  • Presentation — communicate and disseminate (share function->infographic)

• The Five-Step Model :

  • Target
  • Data Preparation
  • Design
  • Implement
  • Evaluate

Picture link: https://bit.ly/3byKYeD

• Issues :

  • Domain situation
  • Data
  • Visual encoding (D3, Tableau, Power BI, etc)
  • Algorithm

• SOLUTION for the ISSUES :

  • Observational Studies (“Think Aloud”)
  • Expert Interviews (aka Design Critiques)
  • Focus Groups
  • ALL: BENCHMARKING

• Visual References

• Rules of Thumb : Edward Tufte Rules

2-Business Intelligence 101

• What is Business Intelligence ?
• Business Intelligence Vs. Analytics ?
• Business Intelligence Vs. Database Engineer ?
• Business Intelligence Vs. Big Data ?
• Business Intelligence Vs. Data Science ?
• Business Intelligence Vs. Data Engineering ?
• Business Intelligence <-> Visualization ? TRUE or FALSE
• Business Intelligence == Visualization ? TRUE or FALSE
• Business Intelligence -> Visualization ? TRUE or FALSE
• Business Intelligence <- Visualization ? TRUE or FALSE
• BI Process : Data sources-> ETL1-> Database-> ETL2-> Datawarehouse-> Analytics-> KPI (Key Performance Indicator)

Picture link: https://bit.ly/2HmzMnz

• Hands on [Tableau] Business Intelligence : CLICK HERE

3-KPI (Key Performance Indicators)

• What is KPI ?
• Each business and department have different tasks and goals-> ?
• There are five main types of KPIs:
  • Business KPI (Relative Market Share, Revenue Growth Rate, Churn Rate)
  • Financial KPI (Net Profit, Sales Growth, Budget Variance)
  • Sales KPI (Customer Lifetime Value, Lead-to-Sale %, Sales Opportunities)
  • Marketing KPI (Leads, Cost of Customer Acquisition, Lead-to-Customer Ratio)
  • Project Management KPI (Time spent, Return on Investment, Planned Budget vs Actual Budget)
• Example of Use Case
  • By Industry
  • By Department
• Example of Use Case
  • Business Goal
  • Role-Specific (CEO, CFO, Digital Marketing Manager, etc)
• [Data Science Steps]
• [Crisp-Dm method]

4-Introduction to Tableau

• Tableau vs Excel : Googling!

• Tableau products :

  • Tableau Prep.
  • Tableau Desktop
  • Tableau Public
  • Tableau Online
  • Tableau Server
  • Tableau Reader
• Tableau SWOT analysis : CLICK HERE
• Tableau GUI (Graphical User Interface) : Demo Tableau GUI

5-Connecting to data

• Live connection :
  • When you have a fast database
  • When you need up-to-the minute data (real-time)
• Extract connection (in memory) :
  • When your database is too slow for interactive analytics
  • When you need to take load off a transactional database (size of the data)
  • When you need to be offline (without internet connections)
• Connecting to Excel file : Data-> Global Superstore
• Connecting to CSV file : Data-> Insurance Portfolio
• Connecting to Google Sheets : Data Google Sheets
• Connecting to PDFs : Data-> Amazon Stock Prices
• Connecting to Web Data Connectors : What is that & [Web Data Connectors Sample]
• Connecting to Spatial File : [Sample Spatial Data (https://github.com/maczokni/crimeMapTest/blob/master/London_Borough_Excluding_MHW.shp)
• 50+ different data sources

6-Preparing data

• Data connections :

  • Left Join
  • Right Join
  • Inner Join
  • Full Outer Join
  • Union (vertical connection)
  • Blend (horizontal connection)
• Tableau data types : 6 different data types
  • Number
  • String
  • Date
  • Geographics
  • Boolean (TRUE FALSE)
  • Data & Time
• The Data Interpreter : Data: CO2 emissions
• Pivoting your Data : Data: CO2 emissions
• Splitting your Data: Data: CO2 emissions

• Manage data properties : Data: CO2 emissions

  • Rename a data field:
  • Assign an alias to a data value
  • Assign a geographic role to a data field
  • Change data type for a data field (number, date, string, boolean, etc.)

7-Understanding Tableau Concepts

• Dimensions and measures

• Discrete and continuous fields :

  • Blue color: discret, qualitative data (string, geographics, date, date & time, boolean). If added qualitative data, then they are separate the graphs.
  • Green color: continuous, quantitative data, number, aggregation (sum, avg, etc).-> If added quantitative data, then they aren’t separate the graphs.
• Aggregation

8-Exploring data

• Organize data : Data: Global Superstore

  • Create a visual group
  • Create a group using labels
  • Create a set
  • Organize dimensions into a hierarchy

• Worksheet Interface (GUI) :

Picture link: https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_overview.htm

• Managing Metadata :

  • How to Hide Unhide fields
  • How to Rename fields
  • How to create and delete different hierarchies
  • How to create and remove different folders

• Create basic charts : Data: Global Superstore

  • Bar chart
  • Pie chart
  • Line chart
  • Scatterplot
  • Word Maps
  • Line Charts
  • Buble Charts
  • Tree Maps
  • Funnel Charts
  • Waterfall Charts
  • A map using geographic data (Longitude and Latitude)
  • Combined axis chart
  • Dual axis chart
  • Stacked bar chart
  • A chart to show specific values (crosstab, highlight table)
  • Tableau Supports 24 Different Charts

9-Analyzing data

• Apply filters : Data: Global Superstore

  • Filters Shelf
  • Date Filters
  • Interactive Filters
  • Adv Interactive Filters

  • Ways To Filter :

    • Filter Shelf
    • Interactive Filter by show filters
    • Headers with keep only option
    • Legends
  • Add a filter to the view
  • Add a context filter
  • Add a date filter
  • Format Filters

• Apply analytics to a worksheet :

  • Add a manual or a computed sort
  • Add a reference line or trend line
  • Use a table calculation
  • Use bins and histograms
  • Create a calculated field (e.g. string, date, simple arithmetic)
  • Add a parameter

10-Tableau Use Case

10a-By Industry

10b-By Department

10c-By Business Goal

10d-By Role Specific

11-Extras

Change log update

• 23.01.2020
• 24.01.2020
• 11.02.2020
• 12.02.2020
• 13.02.2020
• 07.03.2020

References

• Tableau
• Guru99: Tableau
• Tutorialspoint: Tableau
• Tableau Learning Path: AnalyticsVidhya
• Jumpstart Tableau
• Pro Tableau
• Rapid Graphs with Tableau
• Tableau Cookbook
• Tableau Your Data!
• Tableau Dashboard Cookbook
• Tableau Visual Guidebook
• Tableau Whitepapers
• Tableau Public Resources
• Online Analytical Processing
• Datawarehouse for You
• Pinterest
• Roosboard
• EduCBA
• Dimensions and Measures, Blue and Green
• Open Data Soft
• Datapine
• Evolytics
• Grazitti
• Tableau Community
• Slideshare
• Izenda
• Gaston Sanchez
• Evolvetech
• Medium
• Quora
• Tactical Edge
• Digite
• Kdnuggets
• Researchgate
• Tableau-Wiki-Cevi