A Comprehensive Guide to Tableau Data Visualization

 
Introduction to Data Visualization
with Tableau
 
Jennifer L. Murray & Gordon F.M. Rakita
January 28, 2022
 
What is Tableau?
 
Tableau is an easy-to-use business intelligence software used for data
analysis.
Tableau natively connects to dozens of data sources, including Oracle and
MS-SQL, as well as local sources like MS-Access and Excel.
Once connected you use drag and drop tools to visualize and create
interactive dashboards.
Visualizations can be presented to your audience via PDF, Tableau Reader,
Tableau Server/Online or Tableau Public.
 
It’s Storytelling
News4Jax
 tells a story every day
 
 
 
What is Visual Analytics?
 
Data visualization software that provides the ability to create interactive
workbooks and dashboards to see and understand data in minutes.
 
Tableau Desktop License
$630/year for Desktop Professional License
FREE
 for full time students, instructors and non-profit researchers:
https://www.tableau.com/academic
https://www.tableau.com/academic/teaching/course-licenses
 
Tableau Desktop
 
 
Connections to a wide variety of data
sources
File Systems 
such as CSV, Excel
Relational Systems 
such as Oracle,
SQL Server, DB2
Cloud Systems 
such as Windows
Azure, Google BigQuery
Other Sources 
such as ODBC
List of Supported Connectors:
https://help.tableau.com/current/pro/desktop
/en-us/exampleconnections_overview.htm
 
Tableau Desktop –
Data Connections
 
Area Chart
Bar Chart
Box Plot
Bubble Chart
Bullet Graph
Density Marks (Heatmap)
Gantt Chart
Dot Plot
Highlight Table
Histogram
 
Tableau Desktop –
Graphic Types
 
 
Line Chart
Maps (Geographical and Heat)
Pie Chart
Scatter Plot
Text Table
Treemap
Word Cloud
 
PDF, JPG, 
Data
Tableau Reader
Tableau Server/Online
Tableau Mobile
Tableau Public
Embed on a webpage
Video recording – Skype or Camtasia
 
Tableau Desktop –
Distributing Reports
 
https://www.tableau.com/products
 
Making your reports and potentially YOUR DATA available to 7 Billion of
your closest friends
De-identify everything
Strip out non relevant data
Do not allow download
 
FREE with restrictions
Support for data sets of up to 10 million rows
Storage limit of 10 GB
Data source limitations – i.e., Excel, Text-based, Google Drive
Edit viz in browser (beta)
 
Tableau Public
 
Electronic Resources Usage
 
 
Tableau Public: 
https://public.tableau.com/views/OpenAthensStatistics/ActiveUsers?:language=en-
US&:display_count=n&:origin=viz_share_link
Embedded in Library Impact Dashboard: 
https://libguides.unf.edu/c.php?g=1164390&p=8500072
Tableau Worksheet Overview
Dashboard
: Collection
of views from multiple
worksheets
Story
: Sequence of
worksheets or dashboards
that work together to
convey information
Pages shelf
: Creates a set of pages with a different view
on each page
Filters shelf
: Allows you to specify which data to include
and exclude
Marks
card
: Add
context and
detail to
your view
Dimensions
:
Fields that
cannot be
aggregated
Measures
:
Fields that can
be measured,
aggregated or
used for
mathematical
operations
 
 
Mapping with Tableau
 
 
 
Tableau Public: 
https://public.tableau.com/views/Jacksonville-History-
Consortium-Map/Jax?:display_count=y&:origin=viz_share_link
Embedded in Library Guide: 
https://libguides.unf.edu/jhc
 
Tracking Survey Responses 
(
here
)
Tracking 2FA Enrollment 
(
here
)
Anthropology enrollments 
(
here
)
ITS Project Dashboards 
(
here
)
COVID-19 Test Positivity Rates 
(
here
)
 
Additional Tableau Examples
 
Free Trial
 
https://www.tableau.com/en-gb/products/trial
Getting Started
https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm
Free Training Videos
https://www.tableau.com/learn/training
Tableau Add-In for Reshaping Data in Excel
 
https://community.tableau.com/docs/DOC-10394
Higher Ed Analytics
https://www.tableau.com/solutions/education-higher-ed-analytics
Viz of the Day
https://public.tableau.com/en-us/gallery/?tab=viz-of-the-day&type=viz-of-the-day
 
 
Tableau Resources
 
“The greatest value of
a picture is when it
forces us to notice
what we never
expected to see.”
(John Tukey)
“Visualization gives you
answers to questions you
didn’t know you had.”
(Ben Schneiderman)
 
Bernard Marr. (March 21, 2018). 20 Best Data Visualization Quotes. Retrieved from
 
https://www.qlik.com/blog/20-best-data-visualization-quotes
.
 
 
Thank you!
Questions
?
 
 
Jennifer L. Murray
Library Associate Dean
jennifer.murray@unf.edu
 
Gordon F.M. Rakita
Professor of Anthropology
   & Associate Vice President of Faculty Development
grakita@unf.edu
 
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Tableau is a user-friendly business intelligence software that enables users to connect to various data sources and create interactive dashboards easily. Tableau Desktop offers powerful visualization tools and supports connections to different data systems. The software provides a range of graphic types and options for distributing reports efficiently. Tableau Public allows for sharing reports securely with a wider audience while keeping data privacy in mind.

  • Tableau
  • Data Visualization
  • Business Intelligence
  • Interactive Dashboards
  • Visual Analytics

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  1. Introduction to Data Visualization with Tableau Jennifer L. Murray & Gordon F.M. Rakita January 28, 2022

  2. What is Tableau? Tableau is an easy-to-use business intelligence software used for data analysis. Tableau natively connects to dozens of data sources, including Oracle and MS-SQL, as well as local sources like MS-Access and Excel. Once connected you use drag and drop tools to visualize and create interactive dashboards. Visualizations can be presented to your audience via PDF, Tableau Reader, Tableau Server/Online or Tableau Public.

  3. What is Visual Analytics? It s Storytelling News4Jax tells a story every day

  4. Tableau Desktop Data visualization software that provides the ability to create interactive workbooks and dashboards to see and understand data in minutes. Tableau Desktop License $630/year for Desktop Professional License FREE for full time students, instructors and non-profit researchers: https://www.tableau.com/academic https://www.tableau.com/academic/teaching/course-licenses

  5. Tableau Desktop Data Connections Connections to a wide variety of data sources File Systems such as CSV, Excel Relational Systems such as Oracle, SQL Server, DB2 Cloud Systems such as Windows Azure, Google BigQuery Other Sources such as ODBC List of Supported Connectors: https://help.tableau.com/current/pro/desktop /en-us/exampleconnections_overview.htm

  6. Tableau Desktop Graphic Types Area Chart Line Chart Bar Chart Maps (Geographical and Heat) Box Plot Pie Chart Bubble Chart Scatter Plot Bullet Graph Text Table Density Marks (Heatmap) Gantt Chart Treemap Dot Plot Word Cloud Highlight Table Histogram

  7. Tableau Desktop Distributing Reports PDF, JPG, Data Tableau Reader Tableau Server/Online Tableau Mobile Tableau Public Embed on a webpage Video recording Skype or Camtasia https://www.tableau.com/products

  8. Tableau Public Making your reports and potentially YOUR DATA available to 7 Billion of your closest friends De-identify everything Strip out non relevant data Do not allow download FREE with restrictions Support for data sets of up to 10 million rows Storage limit of 10 GB Data source limitations i.e., Excel, Text-based, Google Drive Edit viz in browser (beta)

  9. Electronic Resources Usage Tableau Public: https://public.tableau.com/views/OpenAthensStatistics/ActiveUsers?:language=en- US&:display_count=n&:origin=viz_share_link Embedded in Library Impact Dashboard: https://libguides.unf.edu/c.php?g=1164390&p=8500072

  10. Tableau Worksheet Overview Pages shelf: Creates a set of pages with a different view on each page Filters shelf: Allows you to specify which data to include and exclude Dimensions: Fields that cannot be aggregated Marks card: Add context and detail to your view Measures: Fields that can be measured, aggregated or used for mathematical operations Story: Sequence of worksheets or dashboards that work together to convey information Dashboard: Collection of views from multiple worksheets

  11. Mapping with Tableau Tableau Public: https://public.tableau.com/views/Jacksonville-History- Consortium-Map/Jax?:display_count=y&:origin=viz_share_link Embedded in Library Guide: https://libguides.unf.edu/jhc

  12. Additional Tableau Examples Tracking Survey Responses (here) Tracking 2FA Enrollment (here) Anthropology enrollments (here) ITS Project Dashboards (here) COVID-19 Test Positivity Rates (here)

  13. Tableau Resources Free Trial https://www.tableau.com/en-gb/products/trial Getting Started https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm Free Training Videos https://www.tableau.com/learn/training Tableau Add-In for Reshaping Data in Excel https://community.tableau.com/docs/DOC-10394 Higher Ed Analytics https://www.tableau.com/solutions/education-higher-ed-analytics Viz of the Day https://public.tableau.com/en-us/gallery/?tab=viz-of-the-day&type=viz-of-the-day

  14. The greatest value of a picture is when it forces us to notice what we never expected to see. (John Tukey) Visualization gives you answers to questions you didn t know you had. (Ben Schneiderman) Bernard Marr. (March 21, 2018). 20 Best Data Visualization Quotes. Retrieved from https://www.qlik.com/blog/20-best-data-visualization-quotes.

  15. Thank you! Questions? Jennifer L. Murray Library Associate Dean jennifer.murray@unf.edu Gordon F.M. Rakita Professor of Anthropology & Associate Vice President of Faculty Development grakita@unf.edu

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