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Showing posts with label fundamentals. Show all posts

June 20, 2023

Tableau Tutorial for Beginners | Create Your First Dashboard

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Learn how to use Tableau and created impressive dashboards. 

Tableau is easy to use, but it can seem quite complex and confusing at first. The best way for you to learn Tableau is to download the files from the description of this video and follow along with me.  

By the end of the video, you will have a much better understanding of Tableau and be confident that you can build dashboards on your own. 

I'll take you step-by-step and show you how to create, publish and share your first interactive Tableau dashboard.

I'll cover:

  1. Tableau's welcome screen
  2. Connecting to data
  3. Making visuals
  4. Creating a dashboard
  5. Adding interactivity
  6. Publishing to Tableau Server
  7. Sharing with others

By the end of the video, you'll have created your first interactive Tableau dashboard which you can publish to the web or to your company's Tableau Server. I'll also show you how you can share your Tableau dashboard with others.

⏬ DOWNLOAD the data, and starter and solution workbooks here.

I would appreciate your support with a small donation to continue to make videos for you.

Sign up for my newsletter to get advance, exclusive viewing of all of my videos, tips for using Tableau, and exclusive discounts on products I create.

https://andykriebel.com/

December 17, 2020

How to Create a Dot Matrix Plot

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Dot matrix charts are useful for visualizing the distribution and frequency of discrete data. They help you understand the scale and proportion. The purchase is to understand how many, not how much. 

In this example, I'm using two colors to distinguish new vs. used cars. However, if you have only one variable or category, then stick to one color.

Resources:

  1. Workbook - https://bit.ly/DotMatrixPlot
  2. Data set - https://data.world/vizwiz/car-sales-mock-data


December 8, 2020

#TableauTipTuesday: How to Sort a Chart with a Parameter Action

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In this tip, I show you how to use a parameter action to sort a stacked bar chart. This technique can also be applied to other chart types.

There are seven steps:

  1. Build the chart
  2. Create a parameter
  3. Create a calculated field to sort the bars, then sort the Region field.
  4. Create de-highlight calculated field and place it on the Detail shelf
  5. Create a Parameter Action
  6. Create a Highlight Action
  7. Turn on Animations

References:


December 1, 2020

How to Create an Evenly Distributed Butterfly Chart

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A Butterfly Chart is (typically) a bar chart where two sets of data series are displayed side by side. The purpose is to allow you to compare the two data series across a dimension. 

Here is an example of a butterfly chart I created for Makeover Monday.


Notice how I have zero at the center and the scales are the same on either side of zero. This helps show how the chart "leans" to one side or the other.

The comparisons would be more difficult to see if the left and right hand sides of the butterfly did not have the same axis scale. In this video, I show you how two examples for creating a butterfly chart.

November 24, 2020

How to Create a Combination Bar Chart & Candlestick Chart

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In a recent Makeover Monday #WatchMeViz, I showed how to create a bar chart to compare two measures and then add a candlestick chart as well to show the difference between the two measures. It's actually quite simple; it requires some knowledge of:

  1. How Measure Names and Measure Values work together
  2. How to create a combined axis chart
  3. How to create a dual axis chart
  4. How to create a Gantt chart

In this video, I show you how to do just that. Enjoy!

November 23, 2020

#MakeoverMonday: America Needs to Pay Its Bills

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Today's Makeover Monday marked my 1,000th viz published to Tableau Public. I must say that I'm pretty proud of myself. This feels like a pretty big milestone in my career. I wonder how many hours I've spent using Tableau in my life.

Thank you for all of your support and encouragement along the way. Tableau wouldn't be anything without the Community.

Let's get to week 47. The visualization comes from Visual Capitalist.


What works well?
  • The bar/line combination charts work well since they are on the same scale. This also makes them easier to distinguish.
  • Choosing colors that match the American flag (I'm assuming that was intentional)
  • Making 2020 a slightly different shade of red
  • Title is clear
  • Text callouts add useful context
  • Big numbers to show the most recent values

What could be improved?
  • The 2020 bars are at the quarterly level, but the remaining bars are by year. Is it the end of the year? The start of the year? That could easily lead to confusion. Keep it as a consistent time scale.

That's about it. Overall, it's pretty well done.

During this week's #WatchMeViz, I iterated through 16 different charts before settling on a connected scatterplot. I created a tornado chart that I really, really wanted to make work, but I didn't quite get there. 

My goals:
  • Compare debt to GDP
  • Show the debt to GDP ratio
  • Show when the debt to GDP ratio exceeded 100%
  • Highlight important milestones that led to the largest increases

I find that I nearly always end up with a simple chart. I don't know why. I do know I don't like complicated though. I bet 90% of my vizzes are bars, lines, scatterplots, heatmaps, and maps.

Click on the viz to view on Tableau Public.

November 17, 2020

How to Create a Single Column Hierarchy Drill Down Drill Up with Parameter Actions

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Twice recently I've used parameter actions to create a single column drill down and drill up to mimic a hierarchy. 

  1. HR Analytics KPI Dashboard (Viz • Blog post)
  2. Makeover Monday Week 46 (Viz • Blog post)

Many of the examples of drill down you've probably seen so far use either set actions or parameter actions to create an additional column. The drawback is that you end up with an extra column that only has values when you drill down.

In this example, I show you how to use only ONE column to mimic drill down / drill up functionality. In total, it requires 2 parameters, 4 calculate fields, and 2 parameter actions. I find this method much more intuitive to the user. 

Let me know what you think or how you put it into practice. Enjoy!

November 12, 2020

How I Use Layout Containers (Part 2) - HR Analytics KPI Dashboard

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In this second live stream demonstration of how to effectively use layout containers, I got into an ever so slightly more complex use case, particularly with the header section and how to use shading and padding. Check out the first video and dashboard about social media KPIs here.

The dashboard being rebuilt is based on data from this Excel dashboard - https://exceldashboardschool.com/hr-analytics-dashboard/

I started by building a wireframe to show how I would use each container.



Click on the image below the video (or here) for the interactive version. You can then download it from Tableau Public and rebuild it yourself. Enjoy!


November 10, 2020

How I Use Layout Containers (Part 1) - Social Media KPI Dashboard

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Layout containers are super useful, if you understand the concept for how to use them. In this livestream, I build a simple KPI dashboard of social media metrics.

The dashboard being rebuilt is based on this Excel dashboard - https://exceldashboardschool.com/social-media-dashboard/

I started by building a wireframe to show how I would use each container.



From there, I started constructing the dashboard. If you want to follow along, you can download the data here.

The link to the video below by Curtis Harris was a game changer for me as to how I understood Tiled vs. Floating. I can't recommend it enough. It's a big influence on every dashboard I create.

Resources:

1. Things I Know About Tableau Layout Containers by Curtis Harris - https://youtu.be/L1gC05jyMS8
2. Practice: Workout Wednesday 2018 Week 51 - http://www.workout-wednesday.com/week-51-container-fun/

Click on the image below the video for the interactive version.


#TableauTipTuesday: How to Reorder a Stacked Bar Chart with Set Actions

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One of the drawbacks of stacked bar chart is that it can be difficult to see the contribution to the total for any sections of the bar except the bottom. In this tip, I show you how to click on any portion of a bar to move it to the bottom of the stacked bar chart, thus making it easier to understand its contribution.

November 3, 2020

How to Create a Floating Bar Chart

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Floating bar charts are similar to Gantt bar charts, except they don't use dates or duration for the length of the bar. In this video, I show you how to use floating bar charts for comparing metrics.

Example 1 - Comparing mental health syndromes between women and men

Example 2 - Comparing year over year sales

Data Sources:

  1. Mental Health Symptoms - https://data.world/makeovermonday/2020w27-comparing-common-mental-disorder-by-sex
  2. Superstore 2020.3 - https://data.world/vizwiz/superstore-20203

October 20, 2020

#TableauTipTuesday: Four Methods for Creating Dots on a Map

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People love maps. Putting dots on a map gives a sense of precision. There are lots of methods for displaying maps. In this video, I show you four:

  1. The exact locations
  2. Density map
  3. Using the ROUND function to generalize the points
  4. Using the HEXBIN functions to generalize the points, but at a level controllable by the user