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UC Love Data Week:�Tableau Workshop

Hosted by: Madison Bautista

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Useful links before we start:

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What is Tableau and Tableau Prep?

  • Tableau is a data analytics mainly used for business intelligence to visualize and showcase data. It allows someone to easily create charts, graphs, and other visualizations with minimal prep.
  • Tableau Prep is used in conjunction with Tableau to clean the data before importing it into Tableau. It allows the user to easily hide, discard, or ignore data that can otherwise be ignored or contaminate the current findings.

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How does Tableau compare to Power BI, Excel, and SAP Analytics Cloud?

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Power BI

  • Power BI is more complex than Tableau as it requires more tinkering to get the visualizations and analysis correct.
  • Power BI does not separate the “Prep” part of the data analysis, so it can create some confusion.
  • Are generally regarded the same, but Tableau has a more fluid UI
  • Tableau is more powerful when there is more data, and has better cloud integration

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Excel

  • Excel requires some more “coding” knowledge
  • Creating pivot tables to analyze data can get a bit confusing for the average user
  • Becomes slow to user after a certain amount of rows are implemented
  • Tends to have large file sizes when integrated to the cloud

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SAP Analytics Cloud

  • Cloud-based “analytics” which may not be reliable if you don’t have stable internet
  • Lots of limitations in performing calculations or formulas based on the data
  • Licensing cost is a huge issue for average businesses and users
  • Not as intuitive as Tableau when it comes to creating visualizations
  • Data must already be prepped and cleaned before uploading

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Quick Summary of Joins

Inner Join: Joins the tables and only shows values that have a match in both tables

Left Join: All values from the left table and corresponding right table are kept. All other values are dropped.

Right Join: All values from the right table and corresponding values on the left table are kept. All other values are dropped.

Full Outer Join: All values from both tables are combined. If a value doesn’t match a table from the other, a NULL value is shown.

Union: Combines two or more tables by appending the rows from multiple data sources. If there are values that are not contained in the other, it is added onto the table.

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Symbol Meanings

  • == Equal to
  • > Greater than
  • > Less than
  • >= Greater than or equal to
  • <= Less than or equal to
  • ! or <> Not equal to

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Tableau Exercise 1

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Tableau Exercise 2

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Tableau Exercise 3

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Tableau Exercise 4

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Tableau Exercise 5

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Using a Dashboard with Tableau

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Questions and comments?