Getting Started with Tableau Visualizations

Aug 15, 2024

Introduction to Tableau

  • Overview of Tableau as a data visualization tool.
  • Focus on creating a dashboard using sample data on chocolate sales.
  • Aim to analyze sales patterns and identify top salespeople.

Getting Started with Tableau

  1. Download Tableau Public

    • Link provided in video description.
    • Install and open Tableau Public.

  2. Connecting Data

    • Welcome screen prompts to connect data or open existing workbooks.
    • Open the sample dataset of "Awesome Chocolates" through Microsoft Excel option.
    • Dataset includes:
      • Salesperson
      • Country
      • Product
      • Date
      • Amount
      • Boxes Shipped

Data View in Tableau

  • Data view allows for data modeling and visual construction.
  • Creating Sheets
    • Sheets represent individual visuals (like Excel pivot tables).
    • Each sheet can show different aspects of data.

Creating Visualizations

Example 1: Sales by Country

  1. Drag and Drop

    • Drag country to Rows and amount to Columns.
    • This creates a table visual by country.

  2. Chart Selection

    • Use the "Show Me" feature to select a column chart.
    • Adjust columns by dragging country to Columns section.

  3. Sorting Data

    • Sort columns in descending order to show highest sales on the left.

Example 2: Top 10 Salespeople

  1. New Sheet Creation

    • Create a new sheet for analyzing top salespeople.
    • Drag salesperson to Rows and amount to Columns.

  2. Applying Filters

    • Use filter options to show top 10 salespeople.
    • Edit filter to display top 10 based on the sum of amount.

Creating a Dashboard

  1. New Dashboard

    • Click the plus button to create a new dashboard.
    • Adjust size settings (automatic or fixed).

  2. Adding Sheets to Dashboard

    • Drag and drop created sheets onto the dashboard canvas.
    • Use floating behavior for better arrangement.

  3. Interactivity

    • Set the first sheet as a filter to update the top 10 list based on selected country.

Business Summary

  1. Creating Summary Sheet

    • Add a new sheet to display total sales, total boxes sold, and shipment counts.
    • Use calculated fields to count shipments.
    • Format the summary for better readability.

  2. Adding Summary to Dashboard

    • Drag the summary sheet into the dashboard and ensure it fits well.

Final Touches and Saving

  1. Formatting

    • Adjust font size and formatting for the summary numbers.
    • Ensure key information is eye-catching.

  2. Saving and Sharing the Dashboard

    • Use the save button to save and publish the report to Tableau Public.
    • Note: Avoid using sensitive business data in Tableau Public.

Conclusion

  • Encouragement to engage with the content by commenting.
  • Mention of Power BI as an alternative tool with a suggested video for further learning.