NARAYANAN - Data Visulization with Tableau for Beginners

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Copyright

Copyright 2020 by N. Selvam CA(M), ACMA, CGMA

Published by:
N Selvam
1108, Lobby 2,
11th Floor, Block A, Damansara Intan,
No. 1, Jalan SS20/27, 47400 Petaling Jaya,
Selangor Darul Ehsan,
Malaysia

December 2020
All rights reserved. Reproduction or use, without express permission of editorial or pictorial contents, in any manner is prohibited. No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this manual, the publisher assumes no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein.

ISBN Number: 978-967-18073-1-6

Tableau Public and Desktop	- Is a registered trademark of Tableau Software, LLC.
Microsoft Excel	- Is a registered trademark of Microsoft Corporation

Preface to the Second Edition

I wish to express my sincere gratitude to all who purchased my 1 st Edition of Data Visualization with Tableau for Beginners. Thank you. You have given me the strength and inspiration to release the 2 nd Edition.

When preparing this 2 nd edition, my primary focus was to make it easier for anyone who was new to Tableau to complete all the exercises in my book. Many slips and shortcomings in the previous edition have been set right.

I made significant changes to this Edition as many students and the working public made constant references to my book when learning how to use Tableau. The Chapters have been re-organized and increased from 8 to 14. I also included 2 Chapters on topics that would appeal to many. Charting Lottery Results and Stock Market.

The learning must never stop.

I am glad I was able to help many of my readers to broaden their knowledge and acquire skills sets on data visualization through my book.

My greatest satisfaction is when I get a mail telling me how much my book has helped them in their career path.

N Selvam

Dedication

This book is dedicated to my late mother, D.Mageswary. She passed away on 22 Nov 2020 and my 2 children: Eily Lee Selvam and Nelly Lee Selvam.

Acknowledgments

My first Edition was released in June 2020 and I wanted the 2 nd Edition to be ready in December 2020.

Getting the 2 nd Edition out was a real challenge. I did many hands-on training sessions on Tableau and gathered extensive feedback on what topics my readers would like to see in my next book. Many of them suggested I should include a Topic on Lottery and one more Topic on Share Market and I am glad I managed to do this in my 2 nd Edition.

My wife Eluza and my two children were always there to give me all the support I needed and I will always be grateful. Writing took up a lot of my personal time.

I would like to place on record my sincere thanks to Aaron K Abraham. He went that extra mile to help me with the promotion for my 1 st Edition. I called him my social media guru. I would also to thank my Team Members from N Selvam Consult (S.Magesvary who helped to liaise with the printers and Kenneth Goh who did the proofreading and assisted extensively with the contents and pictures). Big help to ensure the book was released on time.

Table of Contents

Chapter 1

Introduction

Chapter 1 - Introduction

What is Tableau?

Tableau is a powerful and fast-growing data visualization tool used in the Business Intelligence Industry. It helps in simplifying raw data into easily understandable format.

Why do we use Tableau for data visualization?

Tableau is easy to learn and use. Tableau helps anyone quickly analyze, visualize and share information. Data analysis is fast with Tableau and the visualizations created are in the form of worksheets, dashboards and stories.

6 steps in the data visualization process

1. What do you want to analyse?
You must clearly define what you are trying to analyse. E.g. why was there a drop in sales revenue over the last 12 months?

2. Gather the data relevant to this analysis.
After a purpose has been defined, commence collection of data that is relevant to this analysis. This step is important because whichever sources of data are chosen will determine how in-depth the analysis is.

3. Does the data require cleansing?

Before starting any analysis, one of the key issues to consider is whether the data is in the right format. Can the data be used as is or requires data cleansing? Data cleansing is extremely important during the data analysis process because you could have received bad data.

4. Use the right tools for the visualization.

Data visualization is used primarily to present results. Tableau would be an excellent tool to get this job done.

5. Interpret the results.

The next step is interpreting the results from the data visualization. This step is important because it is how a business will gain actual value from using the right software. The interpretation however, is relative. It will depend on your domain knowledge, skills and experiences.

6. Take action.

What action is taken and how soon will depend on many factors e.g. finances, urgency, policy and man power.

What is happening in todays world?

There is huge amount of data available from so many different sources because of technological advancement. People all over the world are accessing the same data sets for multiple reasons and have different interpretations. The important task is working towards getting the analysis right and communicating the findings with the relevant parties. We know for a fact that people tend to understand complex information when pictures and stories are used. We are aware to communicate effectively, we must use a combination of images and words that explains the underlying data and analysis.

This is where Tableau comes in. It is truly amazing what the draganddrop features in Tableau can do. It lets you explore the data in so many ways and to share the results with anyone on your list.

Tableau Products

A cross-section of the Tableau Products.

1. Tableau Reader

https://www.tableau.com/products/reader

Tableau Reader is a free desktop application that allows you to open and interact with Tableau workbook files that have been created in Tableau Public and Desktop. However, it is not possible to make any changes to the visualizations using Tableau Reader.

2. Tableau Public

https://public.tableau.com/en-us/s/download

Tableau Public is a free software that allows you to connect to a spreadsheet or file and create interactive data visualizations for the web. Tableau Public is a hosting service for the publication of data visualizations to the web. It is used by newsrooms and bloggers, companies, research institutes, governmental bodies and nongovernmental organizations that aim to get their stories into the public eye. Good starting point to build a career in data visualization.

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