Tableau Project

Use the CSV data file provided below to complete the “Coffee Chain Demo” presented in Chapter 8 of the Murray text. Start with a new, empty workbook; do not use the starter workbook provided by the author if you happen to find it online. Your workbook should contain your worksheets and the final dashboard

I have included the following PowerPoint slide set which contains screen images from each worksheet showing dimensions and filters. Use the FSCJ logo instead of the InterWorks logo displayed in the textbook and slides. To download the logo file, right-click the image below and select “Save Link As” or “Save Image As.”

CAP 2741C
DATA VISUALIZATION
MODULE 5 TABLEAU DASHBOARDS
Reading:
• Ch.13,14,15 (Wexler)
• Ch. 8 (Murray)
1
Murray Ch. 8 Bringing It All Together With Dashboards
• The wrong way to build dashboards using legacy tools:
• inappropriate chart styles
• overly complex graphics
• over-reliance on grids
• clutter
• performance issues
2
Best Practices
• Size to fit worst-case available space
• Four-pane designs
• Actions to filter instead of Quick Filters
• Cascading designs to improve performance
• Use single primary color scheme
• Small instructions near work to aid navigation
• Filter textual information in crosstabs
• Remove all non-data ink
• Avoid one-size-fits-all dashboards
3
Size To Fit Worst-Case Available Space
• Tableau provides defaults for typical device sizes
• Know the “consumption environment”
• Laptops? Tablets? Websites?
• Custom ranges can be defined if defaults are not adequate
• Dashboard Size Options
• Fixed size (default): The dashboard remains the same size, regardless of the
size of the window used to display it.
• Range: The dashboard scales between minimum and maximum sizes that are
specified.
• Automatic: The dashboard automatically resizes to fill the window used to
display it.
4
Four-Pane Designs
• Four panes is usually a practical number of visualizations to use
in a dashboard
• The upper-left pane is highlighted to emphasize a natural
reading order (for western societies)
• Tablets may require a different approach
5
Actions To Filter Instead Of Quick Filters
• Using actions such as text table selection to trigger filtering
instead of quick filters can be beneficial
• Faster dashboard load times
• Better aesthetics, e.g. a visualization which enables filtering
6
Cascading Designs To Improve Performance
• Cascading designs use a primary dashboard with filtering
actions which load secondary, pre-filtered dashboards
• Primary provides a summary view
• This approach can also reduce load times
7
Single Primary Color Scheme
• Too many colors can be confusing
• Limit color to expressing one dimension or measure
• Secondary use of color should be muted
• Grayscale or blue-orange palettes are preferable
• Tableau also provides a “color-blind palette” with 10 colors
8
Small Instructions Near Work To Aid Navigation
• Actions are triggered by selecting visualization elements, which
may not be noticeable to users
• Provide instructions in the title bar of the worksheet which
triggers the action to remind users of the behavior
• Use a consistent font style for instructions
• Another alternative is the use of tool tips which can reduce space
required
• A separate README dashboard can provide more help for users
9
Filter Textual Information in Crosstabs
• Filter to avoid scrolling
• Reorient to reduce use of white space
10
Remove All Non-Data Ink
• Remove text, lines, and shading that do not provide
actionable information
• Remove redundant information – is a logo required?
• Eliminate anything that does not contribute to
understanding the story the data presents
11
Avoid One-Size-Fits-All
• Dashboards that serve too many purposes can reduce
their effectiveness
• Dashboards should fit the purpose of each audience
• Executives may need high-level data across multiple
geographies, product lines, and markets
• Regional stuff need more granular data for restricted
geographies, products, and customers
12
Load Time Factors
• Items that negatively impact load times:
• Data source size
• Visuals with high granularity
• Too many filters
• Filtering a large dimension
13
Coffee Chain Demo
14
Coffee Chain Demo (1)
• In Tableau Online, upload the Ch8DashboardStarter workbook
15
Coffee Chain Demo (2)
• Edit the workbook and start a new dashboard
16
Coffee Chain Demo (3)
• Select Fixed size, Laptop Browser
(800×600)
17
Coffee Chain Demo (4)
• Double-click each Sheet on the left
(8 total) to add to the dashboard
18
Coffee Chain Demo (5)
19
Coffee Chain Demo (6)
• Drag the “Select Year” text table to reposition above the sales size legend in
the upper right of the dashboard
20
Coffee Chain Demo (7)
• Delete the sales size legend
delete
21
Coffee Chain Demo (8)
• Check “Show dashboard title”, then double-click title to rename the dashboard to
“Main Dashboard”, using a 16-point grey Trebuchet MS font (left-justify)
double-click
22
Coffee Chain Demo (9)
• Add a logo: drag a horizontal container to the top of the dashboard
23
Coffee Chain Demo (10)
• Drag the title into the container, then drag an image to the right
24
Coffee Chain Demo (11)
• Select Edit Image from the object menu:
25
Coffee Chain Demo (12)
• Choose the image to upload
the logo file, then click OK
fscj-logo.png
26
Coffee Chain Demo (13)
• Resize the container to shrink vertically
grab here to
shrink vertically
27
Coffee Chain Demo (14)
• Fit and center the image to the resized container
Fit and center the
image
28
Coffee Chain Demo (15)
• Align the image with the Select Year textbox
Align the image
29
Coffee Chain Demo (16)
• Edit the image to add a URL
30
Coffee Chain Demo (17)
• Select a vertical container
31
Coffee Chain Demo (18)
• Add a Text object below the Select Year text box: “Color/Shape Legends”,
Arial 9-pt Bold, centered
32
Coffee Chain Demo (19)
• Remove the following
worksheets from the dashboard:
• Market Analysis
• Sales Mix by Market
• Nav Button
• Reposition/resize dashboard
components to duplicate image
on the right
• Move Sales versus Budget By
Product to the lower-left
• Move Sales Trend – All to the
right of Sales versus Budget By
Product
• Resize both as necessary
33
Coffee Chain Demo (20)
• Inserting and Moving Text Objects
• Move the Sales Under
Budget? below the bullet
graph
• Select Arrange Items/Single
Row from the object dropdown
34
Coffee Chain Demo (21)
• Create a new Text object
and position it at the
bottom of the dashboard
• Edit the text to read “Info: ”
and a website (I just used
FSCJ’s home page)
• Use an 8-point font,
centered
35
Coffee Chain Demo (22)
• Open the vertical layout
container containing the
Select Year object by using
the object’s drop-down
menu
• Drag the new Text object to
the bottom of the layout
container
36
Coffee Chain Demo (23)
• Set the Select Year object
to fit the entire view
(Edit/Fit/Entire View)
• Center the Product Type
and Product titles
• Select the vertical
container again, and
drag the left edge to the
right slightly to reduce the
horizontal space used by
the container
37
Coffee Chain Demo (24)
• Ensure that each
worksheet object
fits its entire view
(see previous
slide)
38
Coffee Chain Demo (25)
• Improving the Bullet Graph and Sparkline Charts
• Verify that the Bullet Graph and Sparkline
chart use the same sort order
• To go to the associated worksheet, select
the object menu and then select “Go to
Sheet”
39
Coffee Chain Demo (26)
• Select the Product
Type and Product pill
menus and verify the
sort order is Manual
• The small bar chart
thumb on the right side
of each pill indicates
this is the current
setting
40
Coffee Chain Demo (27)
• Hide the Product row
headings in both the
Bullet Graph and
Sparkline chart
• Select a row heading,
right-click, and clear
the “Show Header”
option
• Hide the Product Type
row headings in the
sparkline chart
41
Coffee Chain Demo (28)
• Bullet Graph and Sparkline Charts with headings removed
42
Coffee Chain Demo (29)
• Hide the axis header on the Bullet Graph
Right-click the axis
header and uncheck
Show Header
43
Coffee Chain Demo (30)
• Clear the Title on the color legend
under the Bullet Graph
• Create a Text object to the left of
the legend with the text “Sales
Under Budget?” (this was tricky, had
to add a blank text object to the
right)
44
Coffee Chain Demo (31)
• Remove the X-axis header
from the Sparkline chart so it
aligns with the Bullet Graph
rows
• Right-click on MY(Date) pill and
uncheck Show Header
45
Coffee Chain Demo (32)
• Improving the Text Tables and Scatter Plot
• Adjust the horizontal space used by the row headings in the
crosstab chart and reposition the horizontal space allocated
to each chart.
• Change the format of the values displayed on the vertical
axis of the scatter plot to thousands
• Edit the scatter plot’s horizontal axis label to provide
information related to the size legend removed earlier
46
Dashboard Scenario (Wexler Ch. 13)
Web Analytics
47
Dashboard Scenario (Wexler Ch. 13)
• Single color
• Clean, uncluttered design
• Pageviews histogram has no axis or data labels
• Tooltips used for individual points
48
Dashboard Scenario (Wexler Ch. 14)
Patient History Analysis of Recent Hospital Admissions
49
Dashboard Scenario (Wexler Ch. 14)
• Key numbers are prominent (size and visibility)
• Filters located at top of dashboard for quick access
• Best practice: retain filter settings for subsequent views
50
Dashboard Scenario (Wexler Ch. 15)
Hospitality Dashboard for Hotel Management
51
Dashboard Scenario (Wexler Ch. 15)
• Highly interactive
• Drilling down retains main dashboard context
• Selectors remain in view when looking at details for immediate
selection change
• Limited use of donut chart
52