Tableau Break-Down

A magic wand for data visualisation…

Today we’re gonna be talking about the 5th Data Science tool, Tableau.

So what exactly is Tableau?

It's a powerful tool that allows you to turn raw data into beautiful and interactive visualizations, helping you uncover insights and tell compelling stories.

The Basics include:

  • Connect to Data - Tableau lets you connect to different data sources like Excel files, databases, or online platforms. It's like plugging into your data to bring it to life.

  • Drag and Drop - Once your data is in Tableau, you can drag and drop fields onto a canvas to create visualizations. It's as easy as arranging blocks to build a tower.

  • Interactive Visualisations - Tableau's visuals are interactive, meaning you can click, filter, and drill down to explore your data in more detail. It's like having a conversation with your data.

  • Dashboard Creation - With Tableau, you can bring multiple visuals together into dashboards. Dashboards are like command centers where you can monitor key

Now let's move to the advanced stuff…

Advanced Visualisations in Tableau:

Advanced Charts - Tableau offers a wide range of advanced charts beyond the basics, such as heatmaps, tree maps, and bullet graphs. These charts allow you to visualize your data in unique and meaningful ways.

Parameter Controls - Parameters in Tableau act like adjustable knobs or sliders that allow users to dynamically change aspects of their visualizations, such as filtering data or adjusting calculations. It's like giving users the power to customize their own views.

Table Calculations - Table calculations in Tableau are like magic tricks that allow you to perform complex calculations on your data, such as running totals or moving averages, directly within your visualizations.

Level of Detail (LOD) Expressions - LOD expressions are like special lenses that let you focus on different levels of detail in your data. You can use them to perform calculations at different aggregation levels, such as the overall dataset, specific categories, or individual data points.

Interactive Dashboard Actions - Tableau allows you to create interactive dashboards with actions that let users navigate between different views, filter data dynamically, or highlight specific data points. It's like creating a dynamic story where users can explore and interact with the data themselves.

Data Interactivity and Sharing is the next important concept of Tableau.

The 5 major concepts are as follows:

  1. Interactivity - Users can click, filter, and drill down to explore data points interactively.

  2. Dashboards - Combine multiple visualizations into a central hub for comprehensive data analysis.

  3. Filtering and Highlighting - Users can apply filters and highlight specific data points to focus on relevant information.

  4. Interactive Controls - Offer drop-down menus, sliders, and buttons for dynamic adjustments to visualisations.

  5. Sharing - Publish dashboards to Tableau Server/Online for secure access or export visualizations for easy sharing via email/presentations.

Lastly, there are Guided Tableau Projects.

Guided Tableau Projects offers structured tutorials and resources to help users learn Tableau skills by working on real-world projects. Users receive step-by-step guidance in tasks like connecting to data sources, building visualizations, and creating dashboards while gaining hands-on experience and confidence in Tableau.

But as with learning anything else, you’re gonna encounter some problems.

I’m gonna discuss 2 of them in today’s email:

Difficulty in connecting Tableau to different data sources and understanding how to bring in data for visualization is a major problem that most people face.

To solve this, start with Tableau's built-in data connectors for popular sources like Excel, CSV, and databases. Follow step-by-step tutorials or guides provided by Tableau to learn how to connect to various data types. 

Explore Tableau's online resources and community forums for troubleshooting specific connection issues.

Another problem that people face is that they struggle to create visually appealing and informative dashboards and visualizations.

The solution lies in learning the principles of effective data visualization, such as choosing the right chart types, using appropriate colors and labels, and arranging elements for clarity.

Experiment with Tableau's drag-and-drop interface to create different types of visualizations. Seek inspiration from Tableau's gallery and other online resources to understand best practices in data visualization.

However, there are still some topics that I can’t cover in my emails because the emails will become very lengthy and you can’t understand EVERYTHING properly unless you practice it yourself.

This is why I’ve put together the Data Science Study Plan for you to learn EVERYTHING you need to know about Data Science (and all the 5 topics within it that we’ve discussed so far in the emails).

Btw, tomorrow’s email is gonna be really different, so stay tuned for that.

-Sasi

Reply

or to participate.