Introduction to Tableau for Data Visualization (July 15, 2020)

Lee-Arng Chang: So welcome to “Intro to Tableau for Data Visualization.” Again, my name is Lee-Arng Chang. I’m the Data Visualization Specialist at the Research Commons Just, really quickly, we’ll be working with three different files, and you might have received an email to some of these files beforehand, but I actually updated one of the handouts, which we’ll be working with today. So if you could go to this link, this bit.ly link – Intro to Tableau. I also, yep, I put it in the Zoom chat, as well I did update that one, one of those three files, which is that PDF of the handout that we’ll be going over with today. And I believe it will be sent out afterwards, if we have your email, so don’t worry too much about getting it. You definitely need to take a look at it for this workshop, but you’ll probably be getting an email with a follow up with that updated PDF Okay, so let me get started here So today we’re going to be basically talking about the basics of Tableau. I want to cover a bunch of things. Actually, even before that, I know there’s a lot of you here It might be a little bit challenging to answer questions on the fly. At the end, I’ll definitely dedicate a bunch of time to answer any individual questions or following up one-on-one with emails. It also might be a little bit challenging to kind of troubleshoot as we go along, as I don’t really have too many, I don’t really have helpers here So definitely, you know, save your questions I’ll try to kind of take some breaks to answer some questions as we go along. But definitely towards the end, I can talk to you individually or through email if there are follow up questions Okay, so today we are going to cover what Tableau is, why you should use it. A little bit about the overall layout and terminologies And then we really want to load up a data set, a real data set and, kind of, go through the basics of, how do I create a visualization using Tableau? One of the things we also want to talk about is, like, the one key strength of Tableau, which is these things called dashboards, which are collections of visualizations And kind of, lastly, you know, we want to be able to create visualizations in Tableau, but also export them as PNGs, as images, as PDFs, so that we can put it into our presentations, our posters, our publications, and so that’s definitely something we want to talk about how to do So once again, today, we’re going to really be, I want to do a little bit of a presentation And then I want you to, kind of, jump into using Tableau, using a real data set And again, we’ll be following along this worksheet, this handout, which is pretty detailed in terms of step-by-step, how to create bar charts and line graphs, and how to export your visualization in the end Okay, so Tableau is a data visualization program or tool, and it originated in the business, kind of, sector, and you, kind of, used in Business Intelligence, and it’s great, really for exploring data, kind of visualizing, using a wide variety of charts and graphs, including maps And the real strength of Tableau is how intuitive it is. So if you think of Excel as, kind of, the very, you know, basic graph and chart creations. Tableau, kind of, is the next step, and then maybe, if you want to go into, kind of, more customizable, more, kind of, intricate ways of creating visualizations, you might use some type of programming language, so something like JavaScript, D3 JavaScript or Python Tableau is also, again, it’s simple to pick up, but it’s also really powerful. So at one kind of, at one level, you can, kind of, drag and drop and create things very quickly using a data set, but then if you want to bring it to the next level, there are powerful features within Tableau that allow you to do calculations and then really layer, layer different kind of data upon each other, visually, in some really interesting ways Tableau is also pretty fast and flexible You know, the visualization itself is connected to your data set. So if you need to update

your data set, the visualizations will update themselves. So you’re now creating something manually, in the case of, say, an infographic in Adobe Illustrator So one of the questions you might have is, you know, what kinds of visualizations can I create in Tableau? Well this, well Tableau has this, kind of, toolbar called the “Show Me” tab This Show Me tab kind of gives you an idea of the variety of visualizations Tableau can create. And so here, we see the Show Me tab has about, you know, maybe, you know, 20 or so kind of default visualizations, including things like tables, you know, text tables, heat maps, maps themselves, you know, different types of bar graphs, be it vertical or horizontal or stacked Can create tree maps, pie charts, different types of line graphs and area charts and, kind of, more particular types of things, histograms for, you know, different types of publications, box-and-whiskers. A lot of different types of visualizations And this is, really, is just kind of the beginning of things Tableau can definitely create more customized visualizations that require a little bit more tweaking, a little bit more work, but these are kind of the default visualizations Okay, so one of the important things to know about Tableau is it comes in many flavors If you want to download Tableau Public, you might have kind of been a little bit confused as to what to download exactly. Tableau is changing really quickly nowadays Even, the last time I taught this workshop, there’s actually a pretty, fairly big change in which I had to, kind of, do the updates to the handout, in order to, kind of, make sure everything was correct. So Tableau comes in many flavors, depending on how you want to use it For us, today, we will probably be talking mostly about Tableau Public and Tableau Desktop, and I think I asked everyone to download Tableau Public in particular There might be some confusion, because I think Tableau Public is sometimes also called Tableau Desktop; Public. And so there’s a little bit of confusion in terms of the naming system of all the types of Tableau, but we’ll be talking about, you know, Tableau Public, Tableau Desktop, and kind of ignoring the rest of the Tableau flavors, including Tableau Server, which OSU does pay for, and utilizing the administrative side of things, Tableau Online and Tableau Reader So again, we’re going to focus on Tableau Public and Tableau Desktop, because they’re probably most relevant to most of you here Tableau Public, also known as Tableau Desktop; Public. This is the free version of Tableau And so this is a version where you can upload, you can, you know, input your data set, publish it as a data visualization, put it up on the web Tableau has its own kind of Tableau public gallery, where you can kind of create visualization and really kind of exhibit them, showcase them. You can, using Tableau Public, you can, kind of, embed visualizations, if you have a website, if you have a blog You can also – so the key, the key feature, the key distinctive feature of Tableau Public is that you download Tableau Public, you install it onto your computer and, you know, any visualizations that you create using Tableau Public get saved to Tableau’s cloud. So you’re not saving any files to your computer itself. You can’t save, you can’t create a visualization in Tableau Public, save it to your, you know, thumb drive and give it to your colleague to, you know, open. That’s not possible with Tableau Public So anything that you save is saved to Tableau’s cloud, where you have to create a profile, you have to register, create profile, you get an account, and then you save your visualizations to this Tableau account, this Tableau cloud And, really, the key negative, downside to this is that anyone can see your visualization and your raw data. And so, if you have any, you know, data sensitive data sets, you’re going to have to, you know, use an alternative like Tableau Desktop, the paid version that

we’ll talk about again next Another limitation for Tableau Public is the limitation in the number of rows of data So this, for most of us, this probably isn’t an issue, but Tableau Public is limited to 15 million rows of data. So if you think of a, you know, a Excel file, you’re limited to 15 million rows So if you have, you know, huge amounts of data, Tableau Public may not be the solution for you What’s great about Tableau Public, and really all the Tableau flavors, is that you can input a lot of different types of data set files So it can be Excel files, it can be, you know, databases, Access files, CSV files, these types of text file formats, as well as statistical files You can also connect to data connectors, so things like Google sheets and, you know, a lot of different data sources within this free version Okay so Tableau Desktop, or sometimes it’s called Tableau Desktop Professional. This is the paid version, and the big, distinctive feature here is that you’re saving your files to your computer. So it’s not, kind of, being made public And so if you have sensitive data, you want to be using this Tablet Desktop version, where you’re saving your visualization, you’re saving your Tableau files to your computer. You can put it on your thumb drive. You can share it with your colleagues This has no data size limits. And, again, you can connect to a wide variety of data connectors So you might be also wondering, you know, okay, I don’t want to be paying for something like this. Well, there’s two ways, kind of, around this that I commonly suggest to students, faculty, and staff who come to me saying, you know, I want to be using Tableau Desktop I have sensitive data. What can I do? And I don’t want to pay for it. I don’t, you know, I don’t want to ask my department to pay for it Well, first of all, there is a free two-week trial for the full version, and then the other two, kind of, options that I suggest, is that there’s a student license, that is a license for a year and renewable. And so you just have to give your OSU.edu email, I believe, and then you can get the student license and just use the full version for a year The second way around it, if you’re doing any type of teaching, if you’re a grad student, if you’re, you know, faculty or staff, you know, doing, teaching a class, you can apply for teacher’s license. It’s very similar to student license. I don’t remember if it’s for a year, it might be for a semester But again, you can, kind of, renew this as well. And I’ve done it through a student license, as well as a teacher’s license before, using my own email, and it’s definitely, it definitely works, and there’s a fairly quick turnaround time So, you know, you can, kind of, submit your email. I think, for the teaching license, you might have to show them that you’re teaching something So those are definitely two ways to kind of get around paying for the full version of Tableau Desktop You can always go through your department head and ask, kind of, for the funding to actually pay for the full version, as well I know some people do that, as well. But that’s definitely going to cost a lot of money So looking a little bit about, kind of, the inner workings of Tableau. Tableau kind of stylizes itself after Excel so, within Tableau, you have worksheets similar to how, in Excel, you have worksheets, as well. And these are where you create visualizations or views And so each worksheet has one visualization, one bar chart, or one line graph or one map You can also have dashboards within Tableau, and dashboards are, again, the really cool aspect, the cool feature of Tableau, where you’re creating multiple visualizations, multiple worksheets, and you’re putting them together and linking them together using a dashboard And so we’ll do that at the very end. We’re going to create a dashboard using some of the visualizations we create and, kind of, show you why that’s a really cool feature Introducing Tableau Conceptually. Tableau is, in some ways, it’s a little bit finicky I know I like to introduce Tableau as something that’s really approachable, that you can kind of drag and drop, you can just put in your data set, and then out comes beautiful visualizations

But I think, at some levels, that’s true, but at other levels, in order to, kind of, really understand Tableau, you have to understand the types of data that it likes, the type of data set that it likes And this is, kind of, the type that it does like, this kind of long data And we’ll talk a little bit about this. This is things like, if you have, you know, your business, you have orders, you have a column header for each distinct measurement that you’re trying to measure So you have order dates for every single order, you have sales, you have product categories in this long format This is kind of the opposite, where we have our data set in a type of wide format. And this is something very common to, so these are all screenshots within Excel, you know, using a pivot table. And this is kind of one of the differences between using a data set within Excel and using it within Tableau Tableau can definitely do all this type of aggregation and pivoting, but it does it in the background. And it really does like this long type of data set that you feed, that you put it, kind of, input into it And so definitely a whole kind of different realm. Before we even get to Tableau and visualization, it’s kind of data cleaning And of course, I don’t want to talk too much about it here, but there’s definitely a concept here that you should be a little bit aware of, in terms of what type of data set your, how your formatting your data set, and how you’re feeding it into Tableau So it’s also really important to, kind of, realize, not just within Tableau but, you know, visualization in general, the type of values, that type of data that you’re dealing with, and the two main types being categorical values or numerical values So categorical values are things in which you, kind of, categorize your data in, so the way you split numbers up. Some people call this setting the granularity or setting the level of details. This might be things like, you know, the color of the product that you’re dealing with or the, maybe some, maybe the location or the story came from, or things like these Numerical values are things that can be aggregated And when I say aggregated, they can, you can, you know, something’s up, you can take the mean of a group of values And so this might be things like, you know, my sales in a year. This might be things like the number of products that I sold. This might be things like a certain count of a something Here is a quick screenshot of the Tableau workspace. This is a little bit old. This is probably from February, so it, there was a, I told you about this kind of update that was fairly recent, and so it looks slightly different But the main areas are still here. We have this workspace right in the middle, where we have our view. And this is kind of where we’re going to see this view area, as we’re going to see our visualization or put things in our visualization score show up right there We have a toolbar at the very top here. We have a data pane with two different sections, dimensions and measures. We have a status bar on the bottom. We have these three tabs, three icons on the very bottom, where we can create new worksheets, new dashboards and new story tabs This is very similar to Excel, similar setup We have columns and rows here, shelves here We have pages, filters and Marks shelves here as well. We also have a Presentation mode, so if you create a visualization in Tableau, and you’re, you just want to present it within Tableau, you can do that as well And then there’s also the Show Me tab, which you can toggle visible or invisible, on and off. And that kind of gives you a sense, again, that gives you a sense of the default visualizations that are available for you to, kind of, experiment with Okay, Data Types. So this is another important concept that has been a little bit obscured in the recent update, but it’s also important

to know the two types of data types and it’s, again, it’s related to numerical and categorical data types. So what we’re talking about here are things called dimensions, which Tableau will color code in blue. So these are categorical types of data, again, setting granularity, setting the level of detail. And so in this example here, we see, you know, all these, all these headers from our data set – Basin, ISO time, Name, Nature. They’re categorized as dimensions in blue The other part is Measures, and so these are our numerical values. These are our measurements, and Tableau color codes them in green. And so this key distinction is really important, so dimensions categorical data, blue. Measurements, numerical value is green Again, Measurements are things that we can aggregate, that we can find the sum of and mean, and Measurements are things where we need to, you know, set the granularity to specify within the dimensions that appear here So again, latitude, longitude, pressure in millibars. These are things. These are Measurements These are values that we can add together, find the mean of, etc Tableau is also really smart, because when we feed it, our data set, it tries to, kind of, categorize and label our headers, according to the type of data More specifically, things like, is it a string? Is it a text string? Is it a date? Is it a date in time? Is it a numerical value? And again, you’re seeing some of these are blue Some of these are green, representing dimensions or measures. We have Boolean values as well We have geographic values as well. And so Tableau definitely tries to help us out, in terms of, if we have a lot of different data types, what exactly we’re trying to show with that particular column, that particular data type Okay, so this is kind of the end of my, just talking to you all here. Now we’re really going to take a look at a data set, put it into Tableau, create a bunch of visualizations, create a dashboard at the end, and then kind of save it or export it. This is a real data set from NOAA. It’s a weather data set about hurricanes And so I want to quickly, if you can, let me see what’s next here, okay. If you can, let me switch to Tableau So if you can open up your Tableau Public Let me do that right here. Give me a second I’m going to open up my Tableau Public Okay. Okay. Let me go to a new screen Go here. So hopefully when you open up Tableau Public – let me let me take a break here and see if there’s any questions. I know I’ve been talking quite a bit, and you’re probably itching to kind of get into Tableau and do stuff Does anyone have any questions at this point, as you open up Tableau? Hopefully you’re on this screen, something similar to this screen Any questions? Okay. Okay. So hopefully you’ve opened up Tableau Public. It looks like this. It says Tableau Public here up at the top The first thing we want to do is connect to our data set. I have the three files, including the data set in a folder on my desktop So we’re going to connect to that Excel file And in order to do that, we’re going to go to here, on the left hand side there’s Connect, and we’re going to go to Microsoft Excel, because that’s the file type that we want to connect to And so here, I have it on my desktop. This is the file, this Hurricane underscore tract And so let me open this Excel file. Hopefully everyone can follow along here. This is my Excel file opened up in Tableau Public. Hopefully

your screen looks like this Okay, interesting. Let me, let me try to reconnect Okay, how does this look? So hopefully you should be seeing Tableau Public and the data set, the data source pane Does everyone see? Okay, great, great Hopefully you’ve opened up and connected to the hurricane tracts Excel, and this is exactly what you see. If anyone has any problems, we can, kind of, maybe address it now Let me quickly, let me close this and do the exact, connect it again, just so that everyone can see what I did Okay, so I’m assuming that if you, if you’re a little bit confused when you open Tableau Public, it looks like this, right? You haven’t connected to anything Okay, yeah, so if you haven’t downloaded the data set, it’s an Excel file at this Bitly intro to Tableau link, that Debbie just kindly linked here in the chat. So make sure you download that Excel file And you can just download to your desktop And what we’re going to do here is we’re going to connect to that Excel file. So when you open Tableau Public again, it should look like something like this You connect to the Microsoft Excel file by left-clicking this link, Microsoft Excel link, and then you should be able to select that hurricane underscore tracts Excel file. And so when I do that, when I select that, it opens up this data set within Tableau Luanne, are you good to go? Does it look something like this? Okay, give you a little bit of time to get here Oh, move the chat window. Okay. Yes, okay, yes, let me move that chat window. I did not know that it was blocking. Let me make sure Interesting. Okay Yes, I am sharing my Tableau screen, so it should be okay Let me just make sure. Okay Okay, so hopefully, everyone’s here. Luanne, are you good? Good to go? Okay, so I can definitely come around and help you out later on. And if anyone else can, kind of, give her some directions, that’d be great as well. Yeah, let me, I’ll definitely get rid of the chat Okay, so hopefully you’ve connected to the data set here. Quickly, just take a look at what type of data that we have here. Okay, this is hurricane data real, a real data set We have, when we kind of look through the data set, familiarize yourself a little bit with what we have here We have a longitude and latitude. We have a Serial Number that’s a unique serial number for each hurricane. So here we see, Season is supposed to be years, so right now, it’s showing as 1851. You want this actually to be shown as years. We’ll fix that though We see that, see, this first hurricane has a Serial Number. It’s from 1851. So these are hurricanes from 1851 all the way to – right now is only showing the first 1000 rows, as you see here, so it’s going from 1851 to 2012 This data set has around, I think, 40,000 plus rows. It’s not a big data set. It’s not small data set We have Serial Numbers, so this very first Serial Number is one hurricane. So this one hurricane has, you know, a couple about, you know, 10,12 different entries here

It’s from 1851, the very first hurricane recorded by the NOAA. We have some Basin. I think this is North America. We have some Sub basin category here. We have, again, hurricane name is the Serial Number. Later on you’ll see that the hurricane name changes to, you know, people’s names, like the way we name hurricanes nowadays – Hurricane Janet, Hurricane Ivan, etc. We have an ISO time, which has a year and a date and a time And so we see that these measurements were recorded every six hours. That’s kind of interesting This very first hurricane. We’re getting kind of recordings every six hours We have Wind in knots. We have Pressure in millibars, but see we’re missing some values here. We have Wind Percentile, Pressure Percentile, again, more missing values, different Track type, State where the hurricane hit, Sub Region, Region, Country Okay, so hopefully you got a sense of, you know, this type of data, hurricane data, some information about location, and how the wind and knots, and pressure, and wind percentile, etc, etc, So the very first thing, if you want to follow the handout. And again, if you’re not really following like what I’m saying, definitely follow the handout, because it’s pretty detailed in terms of step-by-step, the things that we want to cover to get you a good introduction to Tableau And the very first thing we want to talk about, before we even get to the visualization part, is correcting some of our data types And so, you know, in a perfect world, we’re going to have a nice clean data set. We’re going to put it in, and we can just start creating visualizations. But in this particular case, in a lot of cases, we have some issues that we need to address, before we get to the visualization part And I talked about one of those first things, so if you follow the handout, the very first thing is, we want to fix some of these variable type errors And so, one of them that we talked about here is this Season. This Season is really supposed to be the year, and right now, Tableau is not reading it as the year. If we go up here to this, I forgot what it’s called, the numerical sign here. Yep, the handout is – Catherine, the handout is in the link. And so, if you go back to that link, that bitly link, there should be a PDF with the handout. Yep. Good So just follow along. If you’re, if you’re having trouble following along with, kind of, what I’m saying Okay, let me get this. Yah, right now I am sharing just Tableau, this Tableau window, so it should be, should be okay, but there might be some issues Okay. Let’s just continue for now, and we’ll see how things go. So first thing we want to do is correct how Tableau is reading this Season’s column. And the way we do that is, over here, it’s reading it right now as a whole number But hopefully you have some idea of what we need to change this to, in order to have Tableau read it correctly. You can try some of these other things. The answer is we wanted to read it as a string So we don’t want to read it as, say, you can try this, a date It’s going to take a little bit of time for Tableau to process it, because it’s talking to the cloud A little bit. So here, so this is the reason why we don’t want to change it to date, because it’s going to set it to the first of that year. And so that’s why we want to change this, specifically, to string Yeah, you can try some of the others. This is, again, this is the pretty important part of prepping your data before we even get to the visualization part And, you know, sometimes you’ll get a data set that does not require this, that Tableau reads, you know, nice, neatly, but other times, you’re gonna have to deal with this And this is something that you should check before, every time you start up Tableau, you load up your data set The second thing, hopefully that you saw, if you look through all these columns, the other one is this ISO time. And so right now is set as a string, but we actually want to set it as date and time, so that Tableau can read it correctly So when we set it as date and time, Tableau is reading clearly as that specific date with the year, you know, the exact hour and, you know, AM or PM

So hopefully this is now, you have these set correctly, these two columns kind of corrected Now we want to, kind of, move into our visualization part. So hopefully everything is great, good to go We want to start creating our visualizations And so in order to do that, we’re going to move away from our data source. So down here, it says data source. This is the window that we’re in And we want to go to our first sheet. One has already been created, called sheet one And so when you click on sheet one, it brings us to that kind of overall screenshot that we saw before of a, kind of, blank slate, a blank worksheet in Tableau And the very first thing we want to do is we want to create a bar chart, something very simple We want to see how many hurricanes, how many records of hurricanes, kind of, are in this data set And so the way we do this is we’re going to drag – what we can take a look out, first of all, our left side, what, exactly, can we work with? What’s on our left side? And so a lot of these are column headers that we have from our data source. So a lot of these headers, things like Nature, Num, Region, Season, are basically headers from our data source here And so the very first thing – so this is very much a drag and drop. You can kind of try this out. Let me quickly, like, kind of show you the simplicity of drag and drop here And so the very simple, at the very simple kind of concept, we’re basically dragging and dropping our headers here into columns and rows and creating visualizations You know, sometimes it works, depending on, you know, what type of measurements and stuff that we have here. Sometimes it doesn’t And so you can try this out just dragging and dropping at the very simplest level, it’s dragging and dropping, things from our left side here, our headers onto columns and rows Again, you can also drag it and drop it to the workspace here, onto the, you know, there’s different areas that we can drag and drop it here So that’s at this very simplest level Deborah’s asking: “Other than changing data types, are there any other data clean transformations?” Lee-Arng Chang: Yes, there’s some powerful data cleaning, data transformation things that you can do I’m definitely not going to cover it here, but within your data source, if you go back to your data source, there’s different types of unions that you can do, different types of combinations, blending in data, doing some filterings, a lot of different things that I’m not going to cover It’s also important to note that Tableau has a separate tool called Tableau Prep, and this Tableau Prep tool is to prep your data sets, so that you can, it gets it in the right format for you to put into Tableau. It’s kind of its own separate tool that you can download and kind of do cleaning, kind of automate things, if you want to, kind of, combine data sets, etc, etc. Again, I’m not going to talk about it too much but, yes, there are a lot more advanced data cleaning tools that Tableau does have Okay, so if you want to take things off, you can just take them off and, you know, drop them in a blank space, and you can kind of clear things off Going back to our bar chart, because I realized that we have to kind of speed through this thing a little bit faster. Creating a bar chart – we want to basically drag specifically hurricanes, this measurement here. This is measurement is a generated, measurement that Tableau has generated. It’s basically the number of rows, the number of records we have in our data source, about 40,000 or so. And we want to drag it into rows Very quickly, we get a bar chart, and if you hover over all, this bar chart, we have about 47,000 rows or records. So it’s basically taking a look at our data set, and we have about 47,000 of these individual rows, these individual records, and this is what it’s counting When we drag seasons – Remember seasons with the year. And when we drag it into columns, we get a a pretty useful bar chart that looks like this – 1851 to 2012 And we have basically the number of records It’s important to note, this is a number of records and not number of unique hurricanes So this is pretty useful. Another thing you can do here is you can sort. And so there are multiple ways to to sort. I’m going to, kind of, show you the one up here. And so there’s sort descending icon up here and then sort ascending in try this out So if you want to take a look at the year

in which there was the most number of records of hurricanes. It was hopefully, you know, 2005, so there were around 934 individual recordings, you know, every six hour recordings of hurricanes. 2005 was a big year. You can also sort using this small icon here. So if you want to get back to that chronological order, you can’t use this ascending and descending You have to, kind of, toggle through this small little icon here on the access Okay, so editing, some simple things like editing our Y axis label. So this label is really, you know, kind of match these hurricanes with states, kind of doesn’t really make sense So we can change this to, we can double click this, do some quick editing, making this into something a little bit more understandable I’m going to read, rename this to Count of Hurricane Records And then there’s no saving or pressing okay You just exit, and here we have Count of Hurricane Records Some simple things here. So obviously it’s a little bit difficult to get a sense of the entire scope of this visualization. So I can go up here, and there are a bunch of fits, so I can fit to width, if I want to see all from 1852 all the way to 2012. I can, you know, do different types of fits here, to adjust. I can also rotate So if I’m really interested in taking a look at the top 10, I can, sometimes, you know, our labels here in our case, it’s not too bad, because they’re just all dates, but sometimes our labels are really long. It’s useful to go to the swap rows and columns. The shortcut is control W and, kind of, take a look at it in this horizontal bar format Okay. So here’s another, so right now we’re at the filter only the top 10 seasons on the very first page There’s different ways to filter. I just want to kind of show you the quick and dirty way So if I kind of have this horizontal bar chart, I sort it in descending order. You know, I want to take a look at the first 10 or so I can, kind of, select them here, right click, and then keep only, and then it will basically create this new filter here that selects the filters out the rest of the years. So this is one way to do some filtering It’s really important to note that this filter was created, but we can also adjust it. And so if I left double click it, I can actually go into the options and go into, say, top 10, and I will only want to take a look at the top 10, and press OK. So here, we’ve adjusted it, so that we’re only looking at the top 10, by count We can go ahead and, you know, change this, go and take a look at the top, say, 20, if we want and press OK. And now we had the top 20. So pretty simple filtering stuff You can adjust the filters as you create them here. There’s some other options that we won’t talk about, but a lot of different options here in terms of filtering Okay, so now we are going to, kind of, create a few more visualizations. One kind of useful thing is to, similar to Excel, you can duplicate sheets. So in our case, let’s duplicate this first sheet. We’re going to right click it, the tab, right click, good, and duplicate it And so we get basically the same sheet, the same visualization duplicated, and let’s do a little bit of, kind of, organization work And we’re going to rename sheet one into something that makes sense. So it’s going to be Bar Graph of Number of Records, whatever makes sense to you, in this case In sheet two, the new one, we’re going to create a visualization for Bar Graph of Number of Hurricanes So the difference here is we’re taking look at records. At the very beginning, we’re taking a look at records or rows. And now you want to take a look at unique hurricanes within all those years. And so, taking a look at that, let me – so you can remove the seasons

filter You can drag it onto some empty space to remove it. That’s one way to remove it. We can also left click it and press delete, delete it And so it will, you know, remove the filter Here, we want a way to be able to uniquely identify the hurricanes here. And so, if you look at all our possibilities, all the column headers that we can use to, kind of, identify unique hurricanes, hopefully you, kind of, have a sense of which one of these options is one way that we can do it And in this case, Serial Number is one unique identifier for hurricanes to count the unique number of hurricanes per year. And so right now, our Serial Number is blue, and it’s considered a category It’s considered a way we slice and dice Slice and dice are our measurements, are visualization here. And there’s a distinct kind of a nuance, a detail that I kind of want to talk about, that can be a little bit confusing. The ability to switch between a dimension and measure, to be able to switch between blue and green, in this case And so our Serial Number here, we actually want to – right now it’s blue. It’s considered a dimension, categorical data We want to switch it, so that’s green. And so one way we can do that is actually drag Serial Number in here. We see that Tableau showing us that, in blue, it’s Dimensions, in green, it’s Measures. We want to change it, drag it into this Measures section And when we do that, it becomes green, and it changes into Serial Number of Count Distinct, because we’re counting each serial number, as a measurement, as it distinctly And so what we’re going to do here is, we’re going to drag the Serial Number Count Distinct in green and put it on top of the count hurricanes in the columns, right on top of it to replace it And when we do that, we get something that’s a little bit more useful, probably, to us We get that, kind of, unique count. And so when we do resort this, we can get a sense of here, in 2005, when we hover over it, there were 31 unique hurricanes, in 2005 And so this, again, kind of comparing with the number of records, versus the number of unique hurricanes. This is kind of a little bit more useful to, kind of, us and the general public, right, the number of hurricanes per year So this distinction between using Serial Number as a measurement to count how many of them were in each year, versus using it as a dimension is, kind of, very particular and a decision that you’re going to have to make in a lot of visualization. Do you want to use one of these column headers as a dimension, or do you want to use it as a measurement? Should it be blue, or should it be green? And kind of seeing how that differs is an important aspect to Tableau, and not just Tableau, but when you, you know, use other more advanced visualization tools There’s this very distinct usage of, how are you going to use your column headers, basically Any questions here? I know this might be a little bit confusing. Hopefully you’re following along. If not, hopefully you’re taking a look at the handout, which should have most of the, kind of, step-by-step things for you Any questions? Okay, let me – Where is resort? Okay, so resort is up here. There’s two icons here One is sorted descending, which I have right here. One is here, sorted ascending, and so if you want to fit the entire view, you can get the entire view here. It’s a little bit crowded, obviously. So, descending, ascending You can also go into the actual, these kind of X and Y axis labels, and they’re these sorting icons individually. So there’s two ways to sort them. It’s a little bit difficult to kind of click on the small icons. But if you want to get back to that chronological order, you need to use these smaller sorting icons next to the X and Y axis labels. So hopefully that answers your question there Okay, moving on. So hopefully you can answer this question at the very end of the section,

hurricane count using serial number. You know, what year had the most number of hurricanes recorded? If I do that sort, it should be 2005. How many hurricanes were recorded then in 31 Okay, so we did talk about editing access labels, doing a little bit of, kind of, cleaning up. So let me just quickly do that. Right now, I’m in the second page, editing access labels aspect So distinct count of serial number, just to double click it and, kind of, rename it into something a little bit more understandable This may be Number of Hurricanes, Number of Hurricanes. Click Exit That’s changed down there. So yeah, hopefully you know that. That’s pretty easy. You might notice that here, you can’t actually double click Season Oh, another question. I believe so. So there’s a question of, “Can time series forecasting be done here?” I might have to get back to you. I believe so, but I haven’t really done – I don’t know too much about it. So I would have to get back to you. I believe so, but yeah, I would have to do a little bit more research on that Any other questions, quickly? Okay. The point I wanted to make here is that you might be thinking, okay, I can’t change this Seasons label here. And the reason why that is that it’s directly connected to our data source column here, this header here, Seasons here. So if you wanted to change this, you would basically have to go back to our data source, double click Season, change it to something like Year, accept it And so now when you go back to our visualizations here, it should be reflected. It’s directly connected to that. So you might be, kind of, wondering about that, as well Okay. Let’s jump to, now, creating a shaded map We’re going to create a new worksheet. So if you go on the bottom and left click New Worksheet, we’re going to create a sheet to read this clean sheet here. And I’m going to show you, kind of, different ways in order to, kind of, start the visualizations, do the initial step of creating a visualization And so this is another way. We talked about just dragging and dropping into columns and rows or into our workspace here This is another method. And so we’re going to left click Country here. So under Country, State, there is Country here. We’re not left click that And we are going to go to Serial Number Count Distinct, and we’re going to hold down control, and we’re going to have both of them selected like this. So both Country and Serial Number Count Distinct are selected, and now, when we toggle on Show Me, some of these visualizations are grayed out, whereas others are colored in And so this is basically Tableau showing us what’s available, what visualizations we can create using these two kind of column headers, these two measurements or dimensions We have some more questions. So yep, how to change colors of bars. Yep. So, we will talk about that a little bit more, but it’s very easy to use this Colors to change colors later on. So what we’ll talk about that, if you want to change that. We’ll do an example there Can we differentiate between two dates, like supervised machine learning, two data’s? I do not – I’m not sure, but I don’t believe, I don’t believe Tableau does any type of, like, machine learning, or has any machine learning connect capabilities, but I might be wrong I haven’t really looked too much into machine learning, so I can’t really answer that question Okay, let’s continue to see if we, hopefully, get through more of this. So, Cloropleth So we’ve selected Country, we selected Serial Number Count Distinct, Show Me. We’ve opened it up the Show Me tab Here’s an opportunity for you to, kind of, click through these different visualizations that Tableau, is kind of, recommending or suggesting that you try out or use. Using Country and Serial Number Count Distinct And so I can, kind of, click through them

and see what Tableau is, you know, recommending And even if I have a particular visualization that, you know, is grayed out, Tableau is really nice, in that it makes suggestions on, if I want to create a histogram, you know, what do I need? I need to select at least one measurement If I want to create a box and whisker plot, I need zero or more dimensions, and I need one or more measurements. So it’s kind of giving me suggestions of, what do I need to pull out of my, kind of, toolbox of measurements and dimensions, in order to create some of these visualizations The one that we want to create is this one in the middle, this map, this cloropleth or shaded map And when we do that, and I can toggle off Show Me, we get something like this. So this is, right now, showing the number of hurricanes in our data set that have hit, say, the United States. So 558 in our data set, from those years, hit the United States. We can see 174 hit Canada. We get some other countries, you know. Two hurricanes hit Norway in our data set We want to, kind of, talk about one other thing here, and that other thing here is these 2 unknowns. And so you might have the you might have this pop up when you have errors, when you have, kind of, no values. And one of the things that you might have to do is, kind of, resolve these issues. And so right now we’re, again, we’re on the second page We’re on correcting errors in cloropleth or shaded map, and hopefully you see these 2 unknowns When we left click unknown, we can, kind of, basically, we have three options dealing with unknown values, missing data, errors, things like that. And these are the three options We can edit them. We can, kind of, correct them We can filter the data. Basically, we’re getting rid of that data that has some missing data or no values. Or we can show data at default position, so we change them all to zero or all to, you know, something else And so, in this case, we want to take a look at what, you know, what exactly is going on We’re gonna go to Edit Locations. When we go to Edit Locations, basically, we see the very first one is a, kind of, spelling error And so you can actually manually, so Curacao has been kind of mangled here. We can actually match it here. And so if you start writing Curacao, C-u-r-a, Tableau is smart enough to match it, so we can go ahead and – you can see the other errors – there’s some no values here. So we’re going to correct Curacao first, and we’re gonna press okay And so we resolved Curacao, which is an island somewhere in the Caribbean, I think, Caribbean The other unknown was those no values. And so, in those no values, we actually, in this particular case, we just want to get rid of them. We want to get rid of those values, so we’re going to filter data here and just exclude them You’ll see the cloropleth and shading changes, because we got rid of those, you know, values that were missing or no values Okay, so we fixed that, and we have a pretty accurate map. Let me go back to our chat You mentioned being able to use R Scripts or Python. Will you be showing how to invoke those scripts? No This is pretty, again, this is a pretty basic intro to Tableau, so a lot of just showing you how to create, you know, certain, different types of pretty basic charts and graphs Using R Script and Python is a little bit, probably not even intermediate, probably like advanced, so we can talk a little bit about it. I don’t know that much about it, especially Python, I don’t know too much about. And I know some are, but not really too much integration with Tableau, although I know there is integration with Tableau. So I would probably have to, we would have to talk a little bit afterwards and maybe give you some resources to, kind of, follow up Hopefully that answered your question Okay, one other thing to, kind, of show you here is this option here with Country. So if you take a look at, you know, some of the, these capsules or these shelves that have been populated These filters were created, because I think we got rid of some no values. Our countries are under this details. So if you kind of look at the details, you can see Country and the Distinct Count of Serial Numbers. We’re color coding according to that Distinct Serial Number Count, so obviously, you know, the United States is more darkly shaded, has more hurricanes, more Distinct Count of Serial Numbers

The other thing I wanted to show you is this small square with the plus sign in it. And if you click that, you know, there’s some options that are hidden within Tableau that are really easy to use and accessible. And so it allows you to kind of break it down further by country, into states and, you know, provinces, etc So this gets you a little bit of better sense of, say, you know, you can also go back using this back button. Before this, you know, in terms of, you know, the amount of information, the amount of useful information, this probably is a little bit more interesting in terms of, you know, do hurricanes, you know, where, did they go inland? Did they hit the coasts? Where are they hitting on the coast, etc And so kind of being aware of some of these options which allow you to dig a little bit deeper into the data set, very quickly and easily, is it’s pretty important Where was a small square with the plus symbol? So it was right here, this right here. So if you look in the shelf, the Marks shelf, on the left in the Country, the Country capsule in blue, there is a small square with a plus sign on under it. And when you left click that square with the plus sign, a state capsule will, kind of, appear under it, breaking it down further into state or provinces. And then you can obviously click it again to kind of collapse it, as well Okay, great Let’s, kind of, move along, see if we can get through a few more of these Okay, Showing Captions. So this is a little, this is kind of a neat little thing. And you can also see, you know, we have more unknowns, as we broke it down into, by state. We have more, kind of, things that we need to, kind of, adjust. And so we see there’s a bunch of more no values, so there might be like missing states in our data source. There might be some, you know, rows missing, you know, that state information And so you can also go here and just filter out those and kind of update, update your visualization and, kind of, handle those missing values or no values, etc The next thing I wanted to quickly talk about this is this Captions option. This might be useful to you. So under Worksheet, there’s an option called Show Caption, and it gives you this little description here. And so you might run into situations in where you open up a Tableau file because, you know, you’re interested in, you know, learning how they created a visualization or what it shows, right And so this Caption, kind of description here, is one way to – if you have a visualization, and you’re not exactly sure what’s going on, right. What is this showing in Tableau? You can open up that file. You can go into a Show Caption. This might be also useful if you’re creating a visualization in Tableau, say for publication, and you need some type of description of, you know, what does this graph or map show exactly? And so if you, you know, click this Show Caption, it basically gives you a description of what has been done to this visualization and what it shows And so, in this particular example, our map example, you basically have a map. I’m just reading down here, this caption. We have a map based on longitude and latitude, which were generated by Tableau. The color showed the distinct count of the Serial Number. In the details, we are shown the Country and State The view is filtered by a longitude, latitude, and it’s filtered because we, remember, we got rid of here, the longitude filter keeps non-Null values only. Longitude, same thing So basically, this is just saying that we’re filtering, because we got rid of some data, because they were missing. Missing, say, state or, you know, other key information And so that’s how – it’s basically giving you a full description of what this visualization show, what has been done to it. And so this might be useful to understand visualizations that you might not understand just on, you know, at first glance, or to try to create some type of description for your own visualizations, if they’re fairly complicated, if you’ve done a bunch of stuff to the visualization Okay, quickly, navigation. So I’m going to just, really quickly, get rid of this Caption to give me some space here Panning, zooming and pinning. It’s the second page, navigation – panning, zooming, pinning This is just a really quick overview of kind of, you know, if you have that big and complicated map, which this is, in particular a big or complicated map. But if you need to, kind of, move around, you can do so by panning, by holding Shift and left clicking, kind of going around, seeing what’s available If you have a mouse that has a mouse wheel, you can, kind of, use the mouse wheel to zoom

in and out. If you, say, have zoom bar in, your kind of looking at map, you’ve zoomed too far in, up here is a reset map, or unpin, to get you back to that kind of default view So if you find yourself, off in, kind of, Neverland here, and you’re unsure how to get back, you can just unpin it. Select this Reset Map icon and just unpin it back to the original, kind of, default overview view You can also point zoom. So if you hold control and shift together, the little, you know, zoom comes in, and you can just single left click the zoom in. I believe we can, yep, you can also use it to say, Control Shift, left click, and it’s like only in the continental USA. You can do that to kind of come into a box You can, kind of, read the other descriptions, the other options, as well. I’m not going to, kind of, go over all of them Let’s move along to another visualization – so a Discrete Line Chart And so, in this case, we want to do something So let me – if I named this – I didn’t, let me name this, just Cloropleth, something just a little bit more useful. So it’s useful to name these, because when we actually go and create our dashboard, you know, a combination, we need to know what exactly, what visualizations we can utilize and, you know, we need titles for our visualizations, so that we can put it together, our dashboard So creating a Discrete Line Chart. In this case, we want to basically take a look at January through December and, kind of, aggregate all our hurricanes to see, is there, basically, the question is, is there seasonality to hurricanes? January, February, all the way to December, is there a, kind of a, trend, some type of pattern or seasonality to hurricanes? You might already know the answer to this, but this is, kind of, the questions that we want to answer and create a visualization to answer And so, here, we’re going to create a new worksheet. And so I’m going to go down here to create a new worksheet, blank sheet here I’m gonna need this, really quickly, to Number of Hurricanes by Month. And we’re going to utilize ISO time in this case. And so ISO time is here in the dimensions We’re going to drag it up into the column shelf. This is just basic dragging and dropping And we see all our years right now, set two years. You can see there’s a drop down, where you can kind of play around into quarters, months. So there’s a lot of different things that you can do here. I’m just going to go back So right now, just taking a look at years We actually want to change this into months Right, we’re taking a look at January through December. And so when you go to the capsule here, you go to this little triangle, there’s a drop down here that you should definitely be aware of And in this drop down, we want to take a look at months. But if you take a look at months, we want change it to months, because right now set two years. But if you take a look, there two months here And so I kind of want you to take, think a little bit about what’s the difference between these. You can try it. You can kind of switch between the first, you know, those two months So the first one, it changes to month, which we want. It looks pretty good, right, January, February, all the way to December I’m gonna go ahead and change it to this other one, this other month here. And we see it’s by month, but it’s kind of on this continual scale here, and it’s green. And so that definitely tells us something. Are we treating ISO time, months/ISO time, as a measurement or as a dimension? And so think about this. How do we want to use months, this ISO time? Do you want to use it as a dimension, blue? Or do we want to use it as a measurement? So hopefully, you know, we talked about, we want to show the aggregation by months, January through December. And so hopefully, you know, you arrived at, you know, you want this first one, this months, in blue, as a dimension, as distinct categories, retreating months as distinct categories here, that we can, kind of, do our counts in So hopefully that makes sense. It’s definitely a concept that, again, that we’re, I’m talking about over and over again, because it’s just

that important Are you treating things as, your data type, as a category, as a dimension, or a measurement? Is it green, or is it blue? And being able to kind of know the difference between them and switch between them Okay, so we have our appropriate month ISO time as a dimension. Now we want to put our distinct count, our Serial Number Distinct Count, which is a measurement, right, which is, we’re measuring the number, the count of these distinct hurricanes. And we want to put that into rows And we get basically what we want, right, a line graph showing, aggregating all these by month are, you know, into these months, and we show, we see a very distinct season out, so you can, we can answer that question Is there seasonality to hurricanes? There’s a very distinct seasonality to hurricanes, where they kind of ramp up in the summertime and, you know, fall, they kind of peak. That may be early fall., they peak And so we can, you know, very easily answer that question. In the low, you know, seasonality is really in the winter time here Okay So we can also – we’re going to move on to a, kind of, related line chart, a continuous line chart And let me create that by creating a new worksheet, this sheet five. I’m going to label this Number of Hurricanes by Year. I’m going to quickly go through this, kind of, last remaining, maybe the last two, before skipping to the dashboard and how to export your visualization, because I know we’re running out of time, and I’d like to leave at least some time to answer questions at the very end So we’re going to take a look at hurricanes by year from 18, what was, I think, 1851 to 2012. And we just want to take a look at that count up and down, the number of unique hurricanes, and so we can do that here by, again, taking ISO time, as in blue, as a dimension and putting into columns, so here 1851 all the way to 2012, and we’re going to change it to green. We’re going to change it to a measure, measurements here. And so, we can go ahead and change it here So right now, it’s kind of continuous. And then we can go into the Serial Number Count Distinct and then put into rows. And so this is a continuous line chart, kind of showing our unique hurricane counts from 1852, 1851, 1852 to 2012 There’s a very easy way to also, kind of, switch between line, line chart and some others So if you look into this Marks shelf. Right now, it’s set to automatic. Well, we can change it to things like a bar chart. We can change the Marks to something like an area chart We can, you know, fool around with some of these other markers as well. So this is definitely something to, kind of, play around with, take a look at, how to kind of change these marks I’m going to leave it as a line chart for now and, kind of, go into this last part So, okay, let me answer any questions “Why did you switch ISO time to measures?” And so, here, we can try that out. So ISO time. And so again, there’s really two possibilities, right? Do we want to, the first one, the first year, or the second one? Do we want to treat it as a dimension in blue? Or do we want to treat it as a measurement or continuous in green? I’m switching between two. The subtlety is a little bit nuanced here, right. So, in the very first one, it’s blue. ISO year, ISO time is blue. It’s a dimension We’re treating it as categories. And so you can see how Tableau is almost, kind of, treating each year as a distinct category, distinct bucket, the way that is, kind of, visualized it down here, right, on the very bottom. It’s treating as distinct buckets. It’s very kind of nuanced If we change that into the other year. Green,

right now, is being treated as a measurement, or you can think of it as being treated as something that’s continuous. And so you can see how Tableau is, kind of, treating it as something continuous. It’s not showing every single year, here, on the bottom So again, this, I know this is a little bit nuanced. It’s a little bit, you know, it depends on the context, you know, sometimes the results In this case, the results are, you know, the visualizations kind of look the same, right They’re not, nothing to different about them, but in other visualization, depending on the context, they will very different So I know this is a little bit, you know, a little bit difficult to explain. But that’s basically the concept. And again, probably the biggest, kind of, beginner concept is this concept of, do I want to use it as discrete, as something that’s a category, that’s blue? Do I want it to be green, measurement, continuous? Those two camps Okay, we’re kind of winding down. Even though the scatter plot is really, I think, kind of the most, maybe, visually pleasing, it has lots of layers to it. I’m going to, kind of, skip that right now and go to dashboard So I’m going to go to the third page, creating a dashboard, because I just really want – I think creating a dashboard and then knowing how to save and export are really important Okay, so we have a bunch of visualizations already created. Some are pretty simple bar charts, line graphs. We got, we have a map, as well. Down here, we can, instead of creating a new worksheet, we’re going to create a new dashboard, and it looks a little bit different here And I think it’s a little bit confusing. Right now, it’s set to a phone right now, the size. [inaudible] is set to phone, so I actually want to – Let me just – let me get rid of this minimum size and then change this range into automatic. So I just want to use the entire page So I think Tableau sometimes will, depending on the device that you want to show your visualization on. It can be iPad. It could be a desktop It can be a Smartphone. It, basically, you can set that canvas size to arrange your visualizations, your dashboard into the most appropriate dimensions for the device And, in this case, I just want to make sure that we’re utilizing this entire space here, and we’re not confined to that phone canvas size, that dimension size What we have here, there, and the reason why we wanted to do the naming is that our sheets here are basically sheets that we created down here So just naming them, kind of, gives us a better sense of what exactly we’re working with I’m going to just expand that there to give you the full names. And so what we’re going to do here is, we can put together a dashboard of, say, three visualizations, and so I’m just going to pick three You can kind of pick whatever you want. So the very first one. Let me put the Chlorpleth here. And then let me put something like Number of Hurricanes by Month. And so it gives me an area where I can place it. So I’m going to place it to the right here, and then let me do, maybe by year, so I’m going to place it on the bottom, right here And let me go back to this Number of Hurricanes by Year, and I’m going to actually change it into a bar graph So if you – right now it’s a line graph I’m going to just change it to bar, just to get something a little bit different. And I’m going to go back to our dashboard. You can see it’s reflecting in our dashboard So here’s a pretty basic dashboard of three of our visualizations that we’ve put together Now we can actually connect these together And so this is the really cool part of Tableau We have our dashboard. We can connect these together, so that it’s just something really cool. And so I’m going to go to each of these and left click them, and so you’ll see this little, these four icons pop up And I want to left click, use as filter. I want to toggle it on. And so I’m going to go to each of these panes, these visualizations I’m going to toggle on Use as Filter. I’ve gone to each of them, and I toggled on this Use as Filter here So now, when I say, when I take a look, I’m going to select Florida in the map. It basically

can filter out the rest of my visualization to show only Florida. So again, Florida reflects that seasonality in the summer. Maybe something like Ohio is a little bit different, right We have less hurricanes. We get a sense of when the hurricane hit right during this year So we’re basically filtering our visualization and connecting them together, so that I can take a look at, say, only September, right September was the big month. I can select September, and the rest of the visualization should be filtered So this month is July. We can take a look at July. You know, Texas is hit quite a bit Let me answer some questions here Yep. So this really is like, if you’re talking about, like, the defining, one of the defining features of Tableau, why you should use it as a visualization tool Where, you know, where you can use Excel, where you could use R or Python or, you know, some infographic, free infographic tool online This is one of the, kind of, key distinguishing features – dashboards and that interactivity, the ability to do filters. You can do parameters There’s a bunch of, kind of, features that I have not talked about that you can utilize See here, I can utilize the Presentation mode to, kind of, get a, if I’m doing a presentation I want to do within Tableau, I can do it like that. Want to exit that So this really is one of the cool, coolest features of Tableau. And again, you can even like, I can basically, with Tableau Public, I, or even a, you know, Tableau Desktop, I can basically embed this, if I have a website, I have a blog. I can basically create this dashboard and embed it in my website or blog Have people go to my website, interact with that dashboard So this is really, really the cool feature of Tableau “How’d you clear the filters to return to normal?” So I toggled on the filters. I can go ahead and just go to each, and then just toggle them off So you can like, you can connect some of them You don’t have to connect all of them. So here I just, right now, I just toggled them all off. So I think if I select one, it doesn’t do anything. It doesn’t filter the rest. Okay We’re kind of wrapping up. The very, very last thing I really want to do is, kind of, show you how to save and then how to export So if you have Tableau Desktop, saving is really simple. You basically can like, you basically go to worksheet, and so, for this particular visualization, you go to worksheet and go to export, and you can save it as an image or a PDF There’s a couple options. Right now, it’s grayed out, because we’re using, I’m using, and you might be using Tableau Public or Tableau Desktop; Public. So we can’t use that here, and there’s the kind of a more roundabout way where we have to use it You basically have to save your Tableau Public file to the cloud. So I’ll show you how to do that. So I’m going to save this right now Safe to Tableau Public as. I’m going to save it as just hurricanes. I’ve actually already created my account, and so it should basically upload my visualization into, upload my data, into that account Okay, let me let me quickly show you what’s going on here. Let me share my website, my browser here Okay, so right now I’m showing you my Firefox browser. And this is basically what appeared This visualization. And so, right now, you can see I’m logged into my account here. If I want to export or download the actual image, I can go right here. There’s a download, and I can download as an image or a PDF I can do that and just download here, as an image. I’m going to open it up here. I’m not sure if I’m screen, no, I’m not. So it looks like this here. This is just the image, the PNG that it looks like Okay, I’m going to go back to – I think I’m going to go back to Tableau and, kind of, answer any questions. Let me, give me a second

Okay, okay, so I’m back here. Let me see if there’s any questions This is, kind of, the wrapping up the end of things. I know I skipped the scatter plot I suggest you, kind of, go through that, because that’s probably one of the cooler ones. You can add trend lines. You can add a lot more layers of information, of visualization of data in your visualization there So that’s fun to, kind of, play around with There’s a few more slides in my, in the actual PDF of the slides, that you should have a copy of the slideshow, the presentation itself So there’s some screenshots of how to do the saving in Tableau Public, which I just showed you So let me just open up to questions, any questions that you might have Any questions. Feel free to – If you have questions later, send it through email. So my email is – Let me write that down. It should be connected. But this is my email. Feel free to send follow up questions “Can you download” – so there’s a question “Can you download a dashboard?” So they’re actually, I need to, I should show you. So there’s some resources. Let me let me quickly show you – this is in the slides, but there’s some key resources that are pretty useful You can download dashboards. So there is – Let me quickly change to this Okay, so I’m sharing this. Here’s some more slides at the end, so here are some resources that you should follow up with. So there’s more training that you can get from Tableau’s official, kind of, training resources. There’s a bunch of sample data that you can utilize that Tableau offers themselves There’s a Lynda.com tutorials for Tableau, and then the key thing here is there’s a Tableau Public Gallery. And so, if you’re if you’re kind of thinking to yourself, you know, I’m still unsure about the capabilities of Tableau and what it can do, and the kind of extent of what it can accomplish, I would really recommend that you go to this Tableau Public Gallery And it’s basically a showcase of all the Tableau users and the types of visualizations they can create, and some of them are, frankly, very, very amazing. Like you, you can download, kind of, you can download some of them, the dashboards, and kind of get a sense of how they created them And so that’s one way to, kind of, take a look at, or learn how to build some really impressive visualizations, based on what others have created. You might not have access to the data itself for those visualizations, but you can get, definitely download the Tableau files, work files and get an idea of how they did create that Let me take a look at any other questions “Do you happen to know and sources that show how to overlay geospatial data, say point line and aerial ones?” And so Tableau definitely can do some geospatial visualizations, but I think there’s a, there’s definitely some limitations, and you should definitely look into some of the more GIS specialized tools So I, do I have? Yeah. Yeah. Yes, Josh Sadvari is one of my colleagues in the Research Commons And so he specializes in GIS, RGIS, other GIS tools, and so he probably would give you a little bit better sense of other tools that can allow you to do more things, geospatially Tableau is pretty basic, I would say, although I haven’t really explored too much. But if you’re looking to do a little bit more complex geospatial visualizations, definitely talk to, schedule a meeting, talk with Josh, send him an email, and he can follow up with some probably more appropriate tools to do maps and any type of geospatial stuff So Nikki asked, “How do we delist the dashboard?” So yes, I haven’t checked. This feature should be a part of Tableau Public, so you should be able to create a visualization, upload it into Tableau Public, the cloud, your account,

and delist it. So that, there should be the option there to delist it, so that it’s not public However, there’s a big however, in that, if someone has a direct link, there’s a kind of a hard-coded link to your visualization, so people can still reach that visualization It’s still kind of public facing, even though, or it’s still accessible if someone has a direct link to it. So it doesn’t really protect you, if you have sensitive data or sensitive visualization. So again, you need to be really careful. You should not be using Tableau Public, if you have sensitive data You should be using Tableau Desktop or Tableau Desktop Professional, the paid version, or going through the student license, the temporary student license, or the temporary teaching license or the two-week trial Okay so, “I know how to use RGIS and R.” Okay, yeah, so I would have to take a look a little bit more about the geospatial capabilities of Tableau. It’s a little bit, I know it’s definitely a little bit limiting. It’s not a, you know, it’s not a, I don’t think he could compare to our RGIS or those other GIS-specific tools “But when it comes to visualization, I think Tableau provides better outcomes. That is why I asked.” Yeah, so I would have to take a look at some. They’re definitely some very nice looking visualizations you can create in Tableau I can probably give you, if you talk to me later, I can probably give you some good examples, or we can talk a little bit more about it “Is the workshop ended?” Yeah, the workshop is pretty much ended. I’m just, basically, answering any questions that you might have Feel free to email me if you have a question, you know, a week from now, a month from now, to talk about Tableau, other tools. If you’re looking to do something like, a little bit more advanced with Tableau, Sarah Murphy is someone to talk to, who knows a little bit more about, kind of, the more advanced things you can do And hopefully we’re going to develop some intermediate Tableau and more advanced Tableau workshops that cover things like calculations, cover parameters and some of the more complex visualizations that you can create “Will OSU provide Tableau Desktop?” So right now, OSU does not provide the paid license, full version of Tableau Desktop If you remember, at the very beginning, I talked about there are ways around that. So you can get the full version, using, if you if you’re a student at OSU. You just have to give them an OSU edu email. That’s, it should be good for one year. So that’s one way to, kind of, get around it. That’s a student license, but it’s basically the full version You can also do it through the teaching license, which is also, you just have to show that you’re teaching in some capacity. So I think for grad students, I also, that’s another alternative to, kind of, get around having to pay for the full Tableau Desktop Professional version You can, of course, you can ask your departments to pay for it. It’s quite expensive. So that’s, very few people actually go through that route, but that’s also an option Okay. Thanks for coming. Again, feel free to send me emails about data visualization in general, looking into R, looking to Excel, just, you know, poster presentations, publications Yeah, I’ll definitely follow up if you send me an email Thanks for coming