Tableau Lab 1
From eLearning, Download the two files to your desktop: Most popular names, and Bird Strikes.
STEP 2: Top Girl Names
2.1 Choose “CONNECT” and select “Text file” and choose “TopBabyNamesbyState.csv”
2.2 You’ll see that it loads up to the “Data Source” section of Tableau.
Examine the data.
2.3 Click on “Sheet 1” and you can start building your project.
Notice that you have Dimensions and Measures.
Tableau automatically classifies your data based on whether it contains categorical data (dimensions) or quantitative data (measures). In general, dimensions create headers when placed in the view while measures create axes.
- Blue fields = discrete (create headers)
- Green fields = continuous (create axes)
- Bold fields = sorted
2.4 Drop “Gender” on the color pad--you can change the colors to your own preference, but basically Tableau will assign a specific color to “Male” and to “Female.”
2.5 Drag “Year” to Columns and “State and Top Name” to Rows.
Analyze the data.
2.6. Let’s put a filter so we’re only looking at IOWA.
2.6.1 Go to State/Show Filter
2.6.3 Find the filter (bottom right hand corner of your screen, perhaps?) and find the tiny little arrow that brings down this menu; find Edit Filter:
2.6.4 Select “None” and the select “ IA” and then select “OK”
2.7 Add “Number of Records” to the Column area and notice how it overrides the data for “Year.”
Delete “Year” and see what you get. Note how prominent Mary and Robert are! This is something you may want to analyze further through Tableau, and see how prominent “Mary” and “Robert” are in other states.
2.8 Show Me
Explore the Show Me category for other kinds of Visualizations that might work with this data.
2.9 Explore the “Marks” category and see how you can impact your visualization.
Change the color, change the size, change the label, change the details...
Can you reproduce this?
STEP 3: Bird Strikes
Open the Bird Strikes Data in a New Tableau project.
[BASED ON LYNDA Ch. 3: Managing Tableau Worksheets and Workbooks]
CREATE THIS CHART: “2002 was a BAD YEAR”
Columns: “Reported Date” (Year)
Rows: “Wildlife/Number Struck”
- “NUMBER OF RECORDS (drop in place)
Visualization type: LINES (Continuous)
- Displaying data that underlies the chart:
Data/Bird Strikes/View Data
EXCLUDE “Null”
CHANGE line colors
CHANGE line size
ADD “label”
CREATE THIS CHART: “FLOCKS of BIRDS by LOCATION”
Columns: Origin State
Rows: Wildlife/Numbers Struck”
- “NUMBER OF RECORDS (drop in place)
Visualization type: Filled Maps
2. Add, duplicate, and rename worksheets
- Create New worksheet
b. You can also duplicate the sheet
[you can also Right click on sheet tab to duplicate]
c. Rename worksheet
Click down on “Wildlife/Numbers Struck” to choose filter and uncheck “Null”
Isolate the “Over 100” map and just focus on that one.
Add “Wildlife Species” to COLUMNS
=YOU CAN SEE WHICH BIRDS FLY IN FLOCKS THAT TAKE DOWN A PLANE.
3. Reordering, clearing, and deleting worksheets.
- Drag Sheet tabs to reorder.
- reset sheet (duplicate it first!)
Worksheet/Clear/Sheet
Show TITLE (Worksheet/Show Title)
Show Caption (Worksheet/Show Caption)
4. Changing a worksheet’s Tab color
Right click on Worksheet Tab/Color.
5. Hide Elements
- Hide “Show Me” bar (when detached, just click “x”)
- “Cards” are the windows called “Pages,” “Filters,” “Marks,” etc.
Hide a card if not using (Hide “Pages”) - To get a card back, look for Show/Hide card icon
and click on it, select “Pages Shelf”
d. You can also rearrange cards (drag and drop)
e. Hide data panel.
Duplicate “FLOCKS of BIRDS by LOCATION”.
SHOW ME:
Select “Tree Map” (Better way of visualizing)?
How to change only starlings to a certain color: Drag “Species” onto the “color” block.
RENAME THIS CHART: “BEWARE OF STARLINGS.”
Make a Dashboard.
Name the Dashboard.
Add an image to the Dashboard.
SAVE YOUR PROJECT