Visual Analytics with

Disclaimer: This material is protected under copyright act AnalytixLabs ©, 2011-2017. Unauthorized use and/ or duplication of this material or any part of this material
including data, in any form without explicit and written permission from AnalytixLabs is strictly prohibited. Any violation of this copyright will attract legal actions
What is Data Visualization?

The goal of Data visualization is to communicate information clearly and efficiently to users via the
statistical graphics, plots, information graphics, tables, and charts selected. Effective visualization
helps users in analyzing and reasoning about data and evidence. It makes complex data more
accessible, understandable and usable.
Different Tools existing in the market for Data Visualization
Different Tools existing in the market for Data Visualization

For the fourth year, Tableau is a leader in

the Magic Quadrant for Business
Intelligence and Analytics Platforms
Report. - GARTNER
Data Visualization using Excel vs Tableau
 Very easy to use
 Visually appealing and wide variety of charting options available
 Interactive dashboards
 Easy update management
 Sharing with wide group of people
 Connect with various datasources
 Easy to share with multiple users

“Excel has its place. I mean, it's a

“We were able to create a report in
spreadsheet tool. But only Tableau
four hours using Tableau. It used to
turns spreadsheet data into self-
take a whole week in Excel-VBA.”
service BI.”
Let’s Get Started with Tableau
What is Tableau?
Tableau is a rapid BI software. Tableau enables users to quickly see and understand their data
by automatically turning data into pictures
Tableau’s Visual Intelligence Platform

Server
Desktop Mobile Consume
Create
Web

Desktop

Connect to data in:

Server
Standardize
Tableau Products
Tableau Desktop Tableau Server Tableau Reader Tableau Public
Create Share - Web Share - Local Share - Everyone

+ ad hoc analytics, dashboards, + business intelligence solution scales + share visualizations & dashboards + create and publish interactive
reports, graphs to organizations of all sizes on the desktop visualizations and dashboards
+ explore, visualize, and analyze your + share visual analytics with anyone + filter, sort, and page through the + embed in websites and blogs
data with a web browser views
+ create dashboards to consolidate + free download and free hosting
multiple views + publish interactive analytics or + “Acrobat for Data” service
dashboards
+ deliver interactive data experiences + free download
+ secure information and manage
metadata
+ collaborate with others
Tableau Public
 Can connect to Microsoft Excel, Microsoft Access, and text files
 It has a limit of 100,000 rows of data that is allowed in any single connection
 You can’t save your work using Tableau public
Why Tableau?
• Great visualization: Allows anyone to connect to data, visualize and create interactive, sharable dashboards in a

few clicks

• Ease of use: It's easy enough that any Excel user can learn it, but powerful enough to satisfy even the most

complex analytical problems. Anyone can analyze data with intuitive drag & drop

• Fast: Can create parallelized dashboards, quick filters and calculations. Connect and Visualize data in minutes

• Share in Seconds: Publish a dashboard with a few clicks to share it live on the web and on mobile device

• Smart Dashboards: Combine multiple view of data for richer insight and interactive dashboards

• Big Data, Any Data: From spreadsheets to databases to Hadoop to cloud services, explore any data.

• Update Automatically: Get the freshest data with live connection to your data or get automatic updates on a

schedule
Dashboard Example 1
Dashboard Example 2
Let’s move to Tableau….
Tableau Workspace
Workbook and Worksheets
 Each workbook can contain worksheets and dashboards.

 Worksheet is where you build views of your data by dragging and dropping fields onto shelves

 A dashboard is a combination of several worksheets that you can arrange for presentation or to monitor

 The sheets, whether worksheets or dashboards, display along the bottom of the workbook as tabs
Tableau Files and File Types
Workbooks:
 Tableau workbook files have the .twb file extension and are marked with the workbook icon. Workbooks hold one or
more worksheets and dashboards.
Packaged Workbooks:
 Tableau packaged workbooks have the .twbx file extension and are marked with the packaged workbook icon.
Packaged workbooks contain a workbook along with any supporting local file data sources and background images.
This format is the best way to package your work for sharing with others who don’t have access to the data.
Data Extract Files
 Tableau data extract files have the .tde file extension and are marked with the extract icon. Extract files are a local
copy of a subset or entire data source that you can use to share data, work offline, and improve database
performance.
Connecting with Data and Manipulating
 Connecting to various Data sources
 Extract vs Live
 Data Types

 Filters
 Hiding/Renaming variables
Exercise 1

Show sales and profit for each customer. Also show the total Sales and
total Profit (Grand Totals) for all the customers
Exercise 2

Create a view displaying Sales for Years. Find out the performance of
each Quarter across Years. (Ex: How is Quarter 1 performing across all
years & so on)
Exercise 3

List out the customers from high Sales to low Sales. Further Show how
much cross selling is happening? Is a particular customer buying only
a particular Product Category or is he/she buying a mix of Product
Category?
Adding labels incase of single variables

1. Add Measure Name to Filters and chose your field

2. Add Measure Values under Marks card
3. Now Add Measure Name to Column Shelves!
More Questions
1. Create a Heat map to understand the relationship between Profits and Sales
for various Sub-categories for each year. Also add Titles and Captions
2. How about relationship between Sales and Profits for various Categories and
for each Consumer Segment? (Use Shapes and Colours on the Marks card)
3. Create a Pie chart for Sales by Customer Segment. Include both the Sum of
Sales and %age of Sales, and format the numbers
4. Funnel Graph – display total sales by product sub category in a funnel shape.
Use the size shelf to create a funnel graph.
5. Word Clouds
6. Change Fiscal Years
Table Calculations
1. Analysis -> Totals: Grand Totals, Subtotals, Percentages
2. Calculation direction & scope
3. Add table calculations Vs. Quick table calculations
4. Types of table calculations
• Difference From: show absolute change
• Percentage Difference From: show rate of change
• Percentage From: show as % of other specified value
• Percentage From Total: show value as % of total
• Rank: to rank numbers (options of Competition, Modified Comp, Narrow, Unique)
• Running Total: show a cumulative total
• Moving calculations: smooth short fluctuations to identify long term trends
Direction for Table Calculations
Direction – Across/Down
Scope for Table Calculations
Scope – Table/Pane/Cell
Exercises

1. For each year, in which quarter did Category Sales reach the target of
$500,000 (Running Totals > Pane)
2. Calculate the percentage increment/decrement in sales for each sub-
category across years
3. Rank the various categories based on sales for each year
4. Compare Moving average of sales to actual Sales for each Month
(Moving average is 3 months including current month)
Axes

1. Edit Axes options

2. Blended Axes- How about putting it on the same axis?
3. Individual Axes- Create a Line chart for Sales and Bar chart for Profit for
each Sub-category in the same Worksheet
4. Dual Axes- And how about using multiple axis? With different chart
types?
 Visual Analytics with

Disclaimer: This material is protected under copyright act AnalytixLabs ©, 2011-2017. Unauthorized use and/ or duplication of this material or any part of this material
including data, in any form without explicit and written permission from AnalytixLabs is strictly prohibited. Any violation of this copyright will attract legal actions
Topics for this session

 Pareto Charts

 Formatting options

 Some more stuff – Filters, Combining fields, Groups, Bins, Hierarchies, Sets
Pareto Charts
Pareto charts are a combination of frequency bars, arranged in descending order to get the bigger bars to
the front, along with a cumulative percentage line to indicate cumulative effect. Hence, the chart clearly
illustrate which variables have the greatest cumulative effect on a given system. Typical questions
answered by a Pareto chart:
1. What are the largest issues facing our team or business?
2. What 20 percent of sources are causing 80 percent of the problems (80/20 Rule)?
3. Where should we focus our efforts to achieve the greatest improvements?

Analyzing customer complaints for an apparel

store helps understand the key issues effective
customers so that priority actions can be set
accordingly.
Pareto Charts
1. Add Sub-categories to Column shelves
2. Add Sales to Row Shelves
3. Add table calculation as:
1. Running Total (Sum)
2. Perform a secondary calculation for Percent of Total

4. Now add Sum of Sales again to Row Shelves, ensuring that this is the
first field in the shelf
5. Move Sales (with the Table calculation) to Dual Axis!
Formatting options

1. Playing with Measure Names – Filter, Highlight, Coloring

2. Formatting Worksheets – Colour, Fonts, Tabs
3. Tooltips
4. Insert on Sheet Titles
5. Annotations, Drop lines
More stuff….

1. Show filters, Context filters

2. Combining fields
3. Create Hierarchies of Product Description
4. Create a Supplier Group to include Xerox, Accos, Hewlett and Others
5. Create Bins for Sales and Count the number of customers in each Bin
6. Create a Set for the Top 5 Customers by Sales. See what happens on the
Profit for them.
7. Explore the above also using Combined Set – Bottom 100 customers by
Profit AND Top 100 customers by Sales