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Showing posts with label InterWorks. Show all posts

October 12, 2015

Makeover Monday: State of Connectivity 2014

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I didn’t have much time today for a makeover, so this will be a bit brief. I had tagged this article from the Facebook internet.org team as needing a makeover. It’s the cover of the report that caught my attention.


I guess what bothers me most is that this simple bar chart is completely unreadable. I can’t find any countries unless I use a microscope. I assume this was by design, but I don’t see the value in it.

Of course the data was not provided, so I did a quick Google search and found the data in Wikipedia. I then used the InterWorks Web Data Connector for import.io to extract the data. I blended that with another data set I had of country abbreviations.

I started by recreating the original in Tableau.



Ok, I still can’t read it, but I can hover over a bar at least. I wanted something better, something easier to understand, something people might want to quickly explore. I created this three chart layout which includes a map, bar chart (same as the original, but larger), and a slope graph.

I’m not totally sold that this is complete or great, but it’s definitely better than the original. And remember, I timebox myself on these makeovers, so once I reach my time limit I stop. Rules are rules.


September 8, 2014

Use Axis Rulers for cleaner charts in Tableau

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Last week I was talking with Paul Mathewson of Interworks about a bug that he was seeing with axis borders in Tableau. I thought I was seeing the same bug, but it turns out that mine was different. On my bug, there were some charts on which the axis border would not appear. I hadn’t changed any settings and some other charts that had the same exact design worked just fine. So I turned to a feature that I’ve never used in Tableau…Axis Rulers, which is a feature I cannot find documented anywhere on Tableau's website.

While Paul and I were chatting, he showed me a neat trick he uses to make cleaner charts. He learned this trick from Gabriel Gejman, who learned it from John Abdo. This is how things work in the Tableau community; one person finds something and others spread the word. I’m writing this blog post to share as well.

By default, Tableau includes the gridlines when your date dimension is continuous. You also get that border around the whole chart. Now consider this cleaned up version.


To get this view, all you have to do is make some simple formatting changes. First, format the borders by setting the Pane to None for both the Row Divider and the Column Divider.


Next, go to the Format Lines options and set the Grid Lines to None.


Your chart should now look like this:


The last step is to go back to the Format Lines options and set the Axis Rulers to a line and make them a light gray.


That’s all there is to it! You now have a super clean line chart.


Put several of these together on a dashboard and you really see a big difference.


Download the sample workbook here.

September 12, 2013

Visualizing statistical significance in survey results

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My colleagues and I at Facebook had the honor of presenting at the 2013 Tableau Customer Conference alongside Kate Treadwell of Interworks, who was subbing for Mike Roberts. The topic of our talk was "Data Discovery at Facebook: Why Culture & Flexibility Matter for Modern Analytics". We based the session around four of Facebook's company values:
  • Move fast
  • Be open
  • Be bold
  • Focus on impact
During the "Be open" section of the talk, Heather Torres, who leads HR & Recruiting Analytics for us, revealed a method for encoding statistical comparisons of survey results. The basic premise is for a manager to be able to view their survey results compared to the company in total, but also understand the statistical significance of the results. Heather had created something similar to this in her past life at AOL in Excel and she challenged me to build something similar in Tableau. It didn't end up being very complicated, once the data was in the correct format of course.

I need to pause for a moment and thank two Tableau Zen Masters for their help and inspiration.

First, thank you to Jonathan Drummey for his help in getting both the manager and company results into the same view.  Jonathan taught me about Data Source Filters, which I had never used before.  We ended up aggregating the data so that we didn't have to have multiple data sources, but without his help early on, we wouldn't have gotten there.

Second, we need to thank Steve Wexler for his awesome work in visualizing survey results.  We based many of our other reports off of work that he's done.

And now back to our regularly scheduled program...

In order to help aid with understanding, here are some tips for how to read and interpret the results:
  1. The dark bar represents the company in total.
  2. The colored bar represent the chosen manager's results.
  3. The width of the bars represents the statistical variation. The manager bar will always be wider than the company bar because there are less results for a manager, thus more less statistical significance.
  4. The color of the manager bars represents how statistically significantly different they are vs. the overall company results.
  5. If you see a gap between the company and manager bars, then the difference is statistically significant.
  6. You can filter by Manager.
  7. You have three chart types to choose from (more below about them).
  8. You have three sorting options, which allow you to answer different questions depending on what you want to compare.
Note: All of this data has been altered randomized, so it doesn't reflect our actual survey.  The manager IDs are all fake, etc.

The view that Heather showed in our session was the Double Gantt (TM) option.  I've provided two other alternatives as well: Candle Gantt (TM) and Dots Gantt (TM).

The Candle Gannt is more or less the same as the Double Gantt, but the company bar is thinner and there are reference lines for the ends.  The idea here was to make it look somewhat like a candlestick chart.

The Dots Gantt is nice because it clearly shows the outer ends of the statistical range without concern for the range itself.

I had no idea what to call these types of charts, so the names are simply a combination of the chart types (And they aren't really trademarked.  Maybe I should TM them). These are all dual axis charts. Download the workbook and pull the charts apart if you're interested in seeing how they're built.

For those of you that came to our session, we owe you a heartfelt thank you.  We appreciated all of the questions, comments and great interaction.

July 11, 2013

Tableau Tip: If you can’t open a Tableau workbook because of the space on your hard drive, Tableau itself may very well be at fault.

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The other day I was working on a re-design of a dashboard, taking it from using extracts to using a live connection and making some other design changes that would speed the dashboard up.  Naturally I wanted both workbooks open at the same time so that I could work on the new one while maintaining all of the design of the first one.

The packaged workbook is 1.4GB, which basically never finishes downloading from Tableau Server, so you have to get the original author to give it to you on a memory stick.  That’s another problem for another day.  I opened the workbook and saved it under another name so that I would have two copies.  Great!

Then I need to open the original workbook again so that I could see them together.  Then…POOF!…Tableau couldn’t open the workbook because it said I didn’t have enough space on my hard drive.  Huh?  How can I not have enough space if I was able to save the workbook and I clearly have space on my hard drive?

With a bit of research, I was able to locate a TableauTemp folder I never knew existed. It’s located here: C:\Users\<your_name>\AppData\Local\Temp\TableauTemp

Low and behold, there are tons and tons of folders and files in the folder, which totaled over 16GB.  Seriously!  Go ahead, check yours.

May 2, 2013

Tableau Tip: Creating a primary group from a secondary data source

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Mike Roberts, our Tableau consultant from InterWorks was helping one of our users last week and sent along a great tip for creating a field in your PRIMARY data source with a field in your SECONDARY data source.

Step 1: Add ‘Helper’ sheet and drag desired field from your PRIMARY source on to the ROWS shelf.

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Step 2: Add matching field from SECONDARY data source and nest it next to the existing field on the ROWS shelf.

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Step 3: Right-click the SECONDARY field on the ROWS shelf and select ‘Create Primary Group’.

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NOTE: make sure you check the Include ‘Other’ check box

Step 4: Verify the group is now in your PRIMARY data source.

That’s it! You no longer need to blend or use the SECONDARY SOURCE field.

There is one gotcha to be aware of: If a record is added to the dimension you’re grouping in the primary data source, a new person in this example, you will have to regenerate the group or the new person will automatically get put into the “Other” group.  Creating a primary group does not dynamically update.

May 24, 2012

Creating an interactive monthly calendar in Tableau is easier than you might think

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If you’re not following the InterWorks blog, you should be.  They routinely crank out fantastic tips and tricks for Tableau.  Dustin Wyers, a BI Analyst for InterWorks, recently wrote about “Creating Calendar Views in Tableau”. 

Dustin’s post does an excellent job of taking you through creating a calendar viz step-by-step.  But I felt it fell a bit short in the end since you didn’t actually see a calendar.  Dustin’s end product looks like this:
Interworks Calendar
I wanted something that looked more like a true calendar.  I did so utilizing some of the techniques I outlined recently for creating a heat map, but also adding in some of the suggestions by Joe Mako.  The end result, if you follow the tutorial below, will look like this:

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Ok, let’s get to it.

Step 1 – Create a list of dates in Excel and open the data in Tableau.

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Step 2 – Right-click drag the Date field onto the Column shelf and choose the MY(Date) discrete format

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Your view should look like this:

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Step 3 - Right-click drag the Date field onto the Column shelf and choose the WEEKDAY(Date) discrete format

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Your view should look like this:

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Step 4 - Right-click drag the Date field onto the Row shelf and choose the WEEK(Date) discrete format

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Your view should look like this:

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Step 5 – Clean up the view a bit by right-clicking on the Date label and choosing Hide Field Labels for Columns

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Step 6 – Right-click on the WEEK(Date) pill on the Rows shelf and uncheck Show Header

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Your view should look like this:

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We’re getting close! 

Step 7 – Right-click drag the Date field onto the Text shelf and choose DAY(Date)

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Step 8 – Align the Text to the top right, center the header for the WEEKDAY(Date (copy) field, re-size the view a bit and we now have a beautiful calendar.

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Ok, sweet, we have something that looks exactly like a calendar, but so what?  This doesn’t tell us anything. 

Consider that you want to see the profit ratio for your sales (or any other metric) displayed on each day as a color.  This is where data blending comes in handy. 

Step 9 – Connect to the Superstore Sales data source (or any other data you want to use, as long as it has a date field)

You might ask at this point why I used a separate data source for the calendar dates when a Date field exists in the Superstore Sales data.  The reason is quite simple.  The Superstore Sales data does not have sales for every day.  Therefore I will not see the Day labels on each of the boxes.  For example, if there are no sales on January 13, 2009, then the 13 label on that day will be blank.

Step 10 – Create the data blending relationships.  Go to the Data menu and choose Edit Relationships.  You will need to create these Custom relationships:

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Step 11 – Create a calculation for Profit Ratio by right-clicking on any field and choosing Create Calculated Field

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Step 12 – Drag the Profit Ratio measure onto the Color shelf

Step 13 – Change the Mark Type to Square

Step 14 – Set the size to its maximum

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That’s it!  You must admit this is pretty cool. 

Note that Tableau defaults positive and negative colors to the Red-Green palette; you might want to change it for those color blind folks out there (and to keep Steve Wexler off your back).

If you want to take it a couple steps farther, you could show the quick filter for the MY(Date) field, create a parameter to allow for any of several metrics to be chosen, and on an on to make it a truly interactive analysis.

In the version embedded below, I changed the color palette to Red-White-Green so that those days without any sales would be white instead of gray.

Try this with your own data.  I bet your users will find this incredibly useful, especially as a performance monitoring tool.