{"id":56,"date":"2024-10-02T02:58:24","date_gmt":"2024-10-02T02:58:24","guid":{"rendered":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/chapter\/chapter-1-creating-your-first-visualization\/"},"modified":"2024-11-26T06:08:02","modified_gmt":"2024-11-26T06:08:02","slug":"chapter-1-creating-your-first-visualization","status":"publish","type":"chapter","link":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/chapter\/chapter-1-creating-your-first-visualization\/","title":{"raw":"CREATING YOUR FIRST VISUALIZATION","rendered":"CREATING YOUR FIRST VISUALIZATION"},"content":{"raw":"<div class=\"chapter-1:-creating-your-first-visualization\">\r\n<h2><\/h2>\r\n<table>\r\n<tbody>\r\n<tr class=\"GridTable4-Accent5-R\" style=\"height: 0\">\r\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border-top: solid #5B9BD5 0.5pt;border-bottom: solid #5B9BD5 0.5pt;border-right: none windowtext 0pt;border-left: solid #5B9BD5 0.5pt\">\r\n<div class=\"GridTable4-Accent5-firstCol\">\r\n<div class=\"GridTable4-Accent5-firstRow\">\r\n<p class=\"import-Normal\"><img src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image1.png\" alt=\"image\" width=\"96px\" height=\"96px\" \/><\/p>\r\n\r\n<\/div>\r\n<\/div><\/td>\r\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border: solid #9CC2E5 0.5pt\">\r\n<div class=\"GridTable4-Accent5-firstRow\">\r\n<p class=\"import-Normal\">By the end of this chapter, readers will be able to:<\/p>\r\n\r\n<ul>\r\n \t<li>Download and install Tableau Public<\/li>\r\n \t<li>Connect a data source file to Tableau Public<\/li>\r\n \t<li>Identify some key interface components in a Tableau workbook<\/li>\r\n \t<li>Create their first visualization<\/li>\r\n \t<li>Save created visualizations to their Tableau Public profile<\/li>\r\n \t<li>Change aggregation types for data analysis<\/li>\r\n \t<li>Perform a simple drill-down analysis of the underlying data<\/li>\r\n<\/ul>\r\n<\/div><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><\/td>\r\n<td><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<h2><a id=\"_Toc178252984\"><\/a><strong>Business <\/strong><strong>I<\/strong><strong>ntelligence and <\/strong><strong>V<\/strong><strong>isual <\/strong><strong>A<\/strong><strong>nalysis<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Business intelligence (BI) refers to the use of various systematic procedures and technologies to gather, analyze and present data to gain meaningful business insights. It, therefore, promotes data-driven decision-making within a business organisation.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Data visualisation is one crucial component of BI. It involves the conversion of massive-sized raw data into graphical information using various traditional or advanced charts, graphs, geo maps, dashboards, etc. In the context of business, data visualisation helps in the detection of hidden correlations between various business performance metrics, business trends, outliers in the data etc., which enables the users to make better-informed decisions.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Data visualization also enables users to efficiently communicate data insights across different levels of an organization. Charts and graphs can simplify complex information from the available raw data, making it easier for the audience to ingest and digest the presented information.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">There is a wide range of powerful, modern data visualisation tools available in the current marketplace, including Tableau. These modern tools can help in producing traditional and advanced visualisations as per a user\u2019s needs. More importantly, these tools allow the users to interact further with the visualisations to seek the needed information. For instance, they can drill down into specific data points or filter the visualisations based on certain criteria.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">The figure below summarises the connection between BI and data visualisation, and three popular modern data visualisation tools.<\/p>\r\n\r\n<h2><strong><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image3.png\" alt=\"image\" width=\"641\" height=\"297\" \/><\/strong><\/h2>\r\n<h2><a id=\"_Toc178252985\"><\/a><strong>Tableau As a Visual Analysis Tool<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Chris Stolte, Christian Chabot, and Pat Hanrahan founded Tableau Software in 2003 intending to enable users to visualize and comprehend their data effectively. Below are several advantages offered by Tableau:<\/p>\r\n\r\n<ul>\r\n \t<li>It enables users to <strong>connect to a variety of data sources<\/strong>, including databases, spreadsheets, cloud services, and more. It allows users to combine multiple data sets for visual analyses. However, the focus of this training book is only narrowed to guide readers on connecting data from an EXCEL spreadsheet.<\/li>\r\n \t<li>Users can dynamically explore data thanks to the <strong>interactive visualisations<\/strong> that can be built with Tableau. Users can use filters, do drill-down investigations on specific data points, or customize the visualizations to gain a deeper understanding and answer ad-hoc questions.<\/li>\r\n \t<li>Users can create visuals merely through a few <strong>drag<\/strong><strong>-and-<\/strong><strong>drop actions<\/strong>.<\/li>\r\n \t<li>Users can construct a <strong>dashboard<\/strong> quickly by combining two or more visualizations.<\/li>\r\n \t<li>Users can develop a <strong>storyboard<\/strong> by merging more than one visualization\/dashboard, which can used to efficiently share data insights to different stakeholders.<\/li>\r\n \t<li>Tableau integrates <strong>advanced analytical functions<\/strong>. Within the tool itself, users can perform complex calculations, predictive modelling, and statistical analysis.<\/li>\r\n<\/ul>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau is well-suited for fast handling massive amounts of data, unlike Power BI which may become sluggish when managing such huge data. Tableau also connectivity to a wider array of database sources and servers, such as Excel, Text Files, Google Sheets, and PDF Files, among others, in comparison to Power BI.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">On the other hand, although Microsoft EXCEL appears as a very common tool used for data visualization purposes, it only handles data up to certain rows. In contrast, Tableau can handle unlimited rows of data.<\/p>\r\n\r\n<h2><a id=\"_Toc178252986\"><\/a><strong>I<\/strong><strong>nstalling Tableau Public<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Ever since its establishment, many versions of Tableau products have been launched in the market, such as Tableau Desktop, Tableau Public, Tableau Server, and Tableau Cloud.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau Desktop is the first product of Tableau, which offers a user-friendly drag-and-drop interface for creating visualizations from various data sources. Whereas Tableau Public is a free version of Tableau Desktop. It has all the essential features of Tableau Desktop, but the designed visualizations can only be saved and published to the Tableau Public website for public access and sharing; users cannot save the visualisations locally on their computers.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">This book guides the readers to perform data visualization using Tableau Public since is not only free but also the ideal choice for beginners aiming to learn Tableau. The following are the steps to download and install Tableau Public.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Type <strong>public.tableau.com<\/strong> in the browser address bar and press <strong>ENTER<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image4.png\" alt=\"image\" width=\"496\" height=\"58\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Click the <strong>Create<\/strong> menu available on the top of the webpage and choose the <strong>Download Tableau Desktop Public Edition<\/strong> option.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image5.png\" alt=\"image\" width=\"452\" height=\"117\" \/><\/p>\r\n<p class=\"import-Normal\">Step 3: Fill out the registration form and click the download button<strong>. <\/strong><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image6.png\" alt=\"image\" width=\"301\" height=\"340\" \/><\/p>\r\n<p class=\"import-Normal\">Step 4<strong>:<\/strong> Install the downloaded software to your system.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image7.png\" alt=\"image\" width=\"398\" height=\"350\" \/><\/p>\r\nNote that Tableau Public is compatible with both Windows and Mac operating systems. To ensure optimal performance, all systems running Tableau Public must adhere to the specified minimum operating system requirements. Below is a screenshot from the official Tableau website detailing these requirements for both Windows and Mac platforms.\r\n\r\n&nbsp;\r\n\r\n<img class=\"wp-image-427 aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement.png\" alt=\"\" width=\"667\" height=\"237\" \/>\r\n<h2><a id=\"_Toc178252987\"><\/a><strong>Connecting <\/strong><strong>D<\/strong><strong>ata<\/strong> <strong>S<\/strong><strong>ource<\/strong><strong> to Tableau Public<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">All demonstrations and hands-on exercises covered in this training book are based on the sample Superstore dataset. The superstore dataset is fictional sales data of a retail store offered by Tableau for practising purposes. The dataset is saved in a Microsoft EXCEL format, and it can be found in the <strong>D<\/strong><strong>ata <\/strong><strong>S<\/strong><strong>ources<\/strong> folder available in the <strong>M<\/strong><strong>y Tableau <\/strong><strong>R<\/strong><strong>epository<\/strong> folder, which is created in your computer storage once Tableau Public is installed.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">As our first attempt, let us connect the <strong>O<\/strong><strong>rders<\/strong> table from the <strong>S<\/strong><strong>ample<\/strong> <strong>S<\/strong><strong>uperstore<\/strong> dataset. To establish this connection, follow the steps below.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Launch Tableau Public.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Under <strong>Connect<\/strong>, choose <strong>Microsoft Excel<\/strong>.<\/p>\r\n<img class=\"aligncenter wp-image-29\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591.png\" alt=\"\" width=\"204\" height=\"547\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Locate and open the <strong>Sample Superstore<\/strong> file.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: At the <strong>Data Source<\/strong> page, drag the <strong>Orders<\/strong> table from the left pane and drop it in the connection canvas.<\/p>\r\n<img class=\"aligncenter wp-image-299\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1.jpg\" alt=\"\" width=\"651\" height=\"352\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Once the connection is established, the <strong>Data Source<\/strong> page will immediately display the <strong>D<\/strong><strong>ata <\/strong><strong>G<\/strong><strong>rid<\/strong> of the table. The <strong>D<\/strong><strong>ata <\/strong><strong>G<\/strong><strong>rid<\/strong> can be used to preview the fields available in the table and the first few rows of the dataset. It can also be used to make general alterations to the data. For example, users can hide fields that are out of scope, rename fields, perform data sorting, create calculated fields, generate aliases, and more.<\/p>\r\n<img class=\"aligncenter wp-image-31\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227.png\" alt=\"\" width=\"669\" height=\"346\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Users can also change the data type assigned by Tableau in the <strong>D<\/strong><strong>ata <\/strong><strong>G<\/strong><strong>rid<\/strong> if needed. Note that when we connect a data source to Tableau, the software automatically determines the data type and role of each field in the dataset:<\/p>\r\n\r\n<ul>\r\n \t<li style=\"text-align: justify\"><strong>Data Type<\/strong>: Tableau determines the data type of each field, indicating the nature of the data values within that field. Common data types include:\r\n<ul>\r\n \t<li style=\"text-align: justify\"><strong>String<\/strong>: Represents textual or alphanumeric data, such as customer names or product descriptions.<\/li>\r\n \t<li style=\"text-align: justify\"><strong>Numeric<\/strong>: Indicates numerical values, including integers or decimals. Examples are sales amounts, quantities, or prices.<\/li>\r\n \t<li style=\"text-align: justify\"><strong>Date\/Time<\/strong>: Denotes fields that contain date or time values, enabling time-based analysis and visualization.<\/li>\r\n \t<li style=\"text-align: justify\"><strong>Boolean<\/strong>: Represents true\/false or binary values, which are often used for filtering or conditional calculations.<\/li>\r\n \t<li style=\"text-align: justify\"><strong>Geographic<\/strong>: Recognizes fields containing geographic information like latitude and longitude for mapping purposes.<\/li>\r\n<\/ul>\r\n<\/li>\r\n \t<li style=\"text-align: justify\"><strong>Role<\/strong>: Tableau assigns a role to each field based on the data type it carries. The two primary roles in Tableau are dimension and measure.<\/li>\r\n<\/ul>\r\n<ul>\r\n \t<li style=\"list-style-type: none\">\r\n<ul>\r\n \t<li style=\"text-align: justify\"><strong>Dimension<\/strong>: Fields that contain categorical or qualitative data, including string, date, Boolean, and geographic data, are classified as dimensions. Examples include customer names, product categories, or regions. Dimensions are typically used for grouping, filtering, and creating visual encodings like labels, colours, or shapes. Dimension fields are typically indicated by their blue colour.<\/li>\r\n \t<li style=\"text-align: justify\"><strong>Measure<\/strong>: Fields that carry numeric or quantitative values are designated as measures. Examples include sales amounts, quantities, or profit margins. Measures are used for calculations, aggregations, and creating visual encodings like height, width, or size. Dimension fields are usually identified by their blue colour.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">By automatically determining the role and data type of fields, Tableau can quickly start exploring and visualizing our data, making intelligent assumptions about how to handle and represent different field types in visualizations. Nonetheless, users have the flexibility to manually adjust the role or data type if such correction is needed to ensure precise analysis.<\/p>\r\n<img class=\"aligncenter wp-image-32\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362.png\" alt=\"\" width=\"689\" height=\"355\" \/>\r\n<h2><a id=\"_Toc178252988\"><\/a><strong>Creating <\/strong><strong>the <\/strong><strong>F<\/strong><strong>irst <\/strong><strong>V<\/strong><strong>isuali<\/strong><strong>z<\/strong><strong>ation<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">In this section, we learn to create our first visualisation based on the connected <strong>O<\/strong><strong>rders<\/strong> data. The aim is to create a simple bar graph showing the <strong>sum of sales<\/strong> per <strong>region<\/strong>. Following are the steps to create the intended chart.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Click <strong>S<\/strong><strong>heet 1<\/strong> on the data source page to shift to the worksheet page. Following are some of the important items that can be found in the worksheet user interface.<\/p>\r\n<img class=\"aligncenter size-full wp-image-310\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1.png\" alt=\"\" width=\"420\" height=\"108\" \/>\r\n<ul>\r\n \t<li><strong>Sidebar<\/strong>: The sidebar has two panes, which are the <strong>D<\/strong><strong>ata <\/strong><strong>P<\/strong><strong>ane<\/strong> and <strong>A<\/strong><strong>nalytics <\/strong><strong>P<\/strong><strong>ane<\/strong>. The <strong>D<\/strong><strong>ata <\/strong><strong>P<\/strong><strong>ane<\/strong> shows the list of fields that are available for the analysis. Tableau sets apart the dimension fields from the measure fields using different colour codes. As mentioned earlier, dimension and measure fields are represented by blue and green colours, respectively. On the other hand, the <strong>A<\/strong><strong>nalytics <\/strong><strong>P<\/strong><strong>ane<\/strong> offers us some additional tools to perform advanced analyses e.g. average line, trend line, forecast etc., that can be applied to the available visualisation.<\/li>\r\n \t<li><strong>Shelves<\/strong>: The key shelves are the <strong>C<\/strong><strong>olumn<\/strong><strong>s<\/strong> and <strong>R<\/strong><strong>ow<\/strong><strong>s<\/strong> shelves, where we can drop the fields to determine the structure of the visualization. Other shelves include the <strong>M<\/strong><strong>arks<\/strong> shelf (can be used to customize and add context to a visualisation), <strong>F<\/strong><strong>ilter<\/strong><strong>s<\/strong> shelf (can be used to control the level of details offered by a visualisation) and <strong>P<\/strong><strong>ages<\/strong> shelf (can be used to help animate the transition of data points over a specific domain).<\/li>\r\n \t<li><strong>View<\/strong>: <span lang=\"en-US\" xml:lang=\"en-US\">View is the area where the visual<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ization<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> is <\/span><span lang=\"en-US\" xml:lang=\"en-US\">displayed,<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> and <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the user<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> can interact.<\/span><\/li>\r\n \t<li><strong>Toolbar<\/strong>: The toolbar is located at the top of the interface and contains various key items such as <strong>Data<\/strong>, <strong>Worksheet<\/strong>, <strong>Dashboard<\/strong>, <strong>Story<\/strong>, <strong>Analysis<\/strong>, and <strong>Format<\/strong>, meant for data visualization or presentations. The items in the toolbar permit the users to edit\/refresh data sources, modify\/enhance the appearance of the visualizations, add interactivity features, and apply calculations to the visualizations.<\/li>\r\n<\/ul>\r\n<p class=\"import-Normal\" style=\"text-align: left\"><img class=\"aligncenter size-full wp-image-311\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3.png\" alt=\"\" width=\"1153\" height=\"580\" \/>Step 2: <span lang=\"en-US\" xml:lang=\"en-US\">Drag and drop <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">R<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">egion<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">olumn<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">s<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> shel<\/span><span lang=\"en-US\" xml:lang=\"en-US\">f<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 3: Drag and drop<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">S<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ales <\/strong><span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">R<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ow<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">s<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> shelf.<\/span><\/p>\r\n<img class=\"aligncenter wp-image-309\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1.png\" alt=\"\" width=\"703\" height=\"441\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 4: <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Right-click the existing <\/span><span lang=\"en-US\" xml:lang=\"en-US\">title and choose <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Edit Title<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> to <\/span><span lang=\"en-US\" xml:lang=\"en-US\">add<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the following title<\/span><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Sales vs. Region<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">.<\/strong><\/p>\r\n<img class=\"aligncenter wp-image-36\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15.png\" alt=\"\" width=\"483\" height=\"262\" \/>\r\n\r\n&nbsp;\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 5: Rename the worksheet <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">VIZ 1<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> (Hint: Rig<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ht<\/span><span lang=\"en-US\" xml:lang=\"en-US\">-<\/span><span lang=\"en-US\" xml:lang=\"en-US\">click <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Sheet 1<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">tab<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> and choose <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Rename<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">).<\/span><\/p>\r\n<img class=\"aligncenter wp-image-37 \" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image16.png\" alt=\"\" width=\"275\" height=\"410\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Once a visualisation is created, it can be saved and published on the Tableau Public portal.<\/p>\r\n<img class=\"aligncenter wp-image-38\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17.png\" alt=\"\" width=\"682\" height=\"339\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">The figure below shows the steps to save the visualization.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><img class=\"aligncenter wp-image-314\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4.png\" alt=\"\" width=\"673\" height=\"172\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">It is interesting to notice that the visualisation published in Tableau Public can also be downloaded into various formats, e.g., PDF, PowerPoint, Image etc., for reporting purposes (refer to the figure below). We can also customize the appearance of sheets and accessibility to the visualizations at our Tableau Public profile.<\/p>\r\n<img class=\"aligncenter wp-image-315\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5.png\" alt=\"\" width=\"451\" height=\"262\" \/>\r\n<h3>[h5p id=\"2\"]<\/h3>\r\n<h3><a id=\"_Toc178252989\"><\/a><strong>Exercise<\/strong><strong> 1<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Build a visualization that displays the sum of sales for each product category and modify the title accordingly before saving it in the same <strong>My First Tableau Project<\/strong> workbook.<\/p>\r\n<p class=\"import-Normal\"><strong>Solution<\/strong><strong>- Exercise 1<\/strong><\/p>\r\n<p class=\"import-Normal\">Step 1: Open a new worksheet and rename it to <strong>VIZ 2<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image18.png\" alt=\"image\" width=\"97\" height=\"81\" \/><\/p>\r\n<p class=\"import-Normal\">Step 2: Drop the <strong>Category<\/strong> field onto the <strong>Columns<\/strong> shelf and the <strong>Sales<\/strong> field onto the <strong>Rows<\/strong> shelf.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image19.png\" alt=\"image\" width=\"380\" height=\"102\" \/><\/p>\r\n<p class=\"import-Normal\">Step 3: Right-click on the exiting title and choose <strong>Edit Title<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image20.png\" alt=\"image\" width=\"351\" height=\"190\" \/><\/p>\r\n<p class=\"import-Normal\">Step 4: Revise the title accordingly and click the <strong>OK<\/strong> button.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image21.png\" alt=\"image\" width=\"448\" height=\"245\" \/><\/p>\r\n<p class=\"import-Normal\">Step 5: Click <strong>File<\/strong> on the toolbar and choose <strong>Save to Tableau Public As<\/strong> to save it in the same <strong>My First Tableau Project<\/strong> workbook.<\/p>\r\n<p class=\"import-BodyText\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image22.png\" alt=\"image\" width=\"681\" height=\"317\" \/><\/p>\r\n\r\n<h2><a id=\"_Toc178252990\"><\/a><strong>Aggregation in Tableau<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Aggregation aids in summarizing the level of data points presented in a visualization, which is useful for making quick decisions. Tableau automatically aggregates the data of a measure field when it is added to a visualization. The default aggregation performed in Tableau is <strong>S<\/strong><strong>um<\/strong>. The type of aggregation can also be switched to <strong>A<\/strong><strong>verage<\/strong>, <strong>C<\/strong><strong>ount<\/strong>, <strong>M<\/strong><strong>inimum<\/strong>, <strong>M<\/strong><strong>aximum<\/strong>, <strong>S<\/strong><strong>tandard deviation<\/strong> etc., subject to the goal of the analysis.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">To have <\/span><span lang=\"en-US\" xml:lang=\"en-US\">dis<\/span><span lang=\"en-US\" xml:lang=\"en-US\">aggregated <\/span><span lang=\"en-US\" xml:lang=\"en-US\">(detailed) <\/span><span lang=\"en-US\" xml:lang=\"en-US\">data <\/span><span lang=\"en-US\" xml:lang=\"en-US\">points <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">visualization<\/span><span lang=\"en-US\" xml:lang=\"en-US\">,<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">users<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> may<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> click<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Analysis<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">menu <\/span><span lang=\"en-US\" xml:lang=\"en-US\">available in the toolbar <\/span><span lang=\"en-US\" xml:lang=\"en-US\">and uncheck the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Aggregate<\/strong> <strong lang=\"en-US\" xml:lang=\"en-US\">Measure <\/strong><span lang=\"en-US\" xml:lang=\"en-US\">sub-menu.<\/span><\/p>\r\n\r\n<h3><a id=\"_Toc178252991\"><\/a><strong lang=\"en-US\" xml:lang=\"en-US\">Exercise 2<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Open a new worksheet. Rename it to <strong>VIZ 3<\/strong>. <span lang=\"en-US\" xml:lang=\"en-US\">C<\/span><span lang=\"en-US\" xml:lang=\"en-US\">reate a <\/span><span lang=\"en-US\" xml:lang=\"en-US\">chart showing <\/span><span lang=\"en-US\" xml:lang=\"en-US\">average sales per <\/span><span lang=\"en-US\" xml:lang=\"en-US\">sub-category<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">product<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Change the chart\u2019s title acc<\/span><span lang=\"en-US\" xml:lang=\"en-US\">or<\/span><span lang=\"en-US\" xml:lang=\"en-US\">dingly.<\/span> Which sub-category product recorded the highest and lowest average sales, respectively?<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 2<\/strong><\/p>\r\n<p class=\"import-Normal\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 1: <\/span>Open a new worksheet. Rename it to <strong>VIZ 3<\/strong>. Drag and drop the <strong>S<\/strong><strong>ales<\/strong> field onto the <strong>Columns<\/strong> shelf, whereas the <strong>S<\/strong><strong>ub-<\/strong><strong>C<\/strong><strong>ategor<\/strong><strong>y<\/strong> field onto the <strong>R<\/strong><strong>ow<\/strong>s shelf.<\/p>\r\n<img class=\"aligncenter wp-image-318\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6.png\" alt=\"\" width=\"500\" height=\"75\" \/>\r\n\r\n&nbsp;\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step <\/span><span lang=\"en-US\" xml:lang=\"en-US\">2<\/span><span lang=\"en-US\" xml:lang=\"en-US\">: <\/span>Right-click on the exiting title and choose <strong>Edit Title<\/strong> to revise the title accordingly.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image23-1.png\" alt=\"image\" width=\"682\" height=\"402\" \/><\/p>\r\n<p class=\"import-Normal\">Step 3: Click the down arrow next to the <strong>S<\/strong><strong>ales<\/strong> field available on the <strong>Rows<\/strong> shelf. Choose <strong>Measure<\/strong> to switch the aggregation type from <strong>Sum<\/strong> to <strong>A<\/strong><strong>verage<\/strong>.<\/p>\r\n<img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image24.png\" alt=\"image\" width=\"495\" height=\"511\" \/>\r\n<p class=\"import-Normal\">Step 4: Based on the chart, it is obvious that copiers earned the highest average sales. On the contrary, fasteners recorded the lowest average sales.<\/p>\r\n<p class=\"import-Normal\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image25.png\" alt=\"image\" width=\"699\" height=\"360\" \/><\/p>\r\n\r\n<h3>[h5p id=\"3\"]<\/h3>\r\n&nbsp;\r\n<h3><a id=\"_Toc178252992\"><\/a><strong>Exercise 3<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Duplicate <strong>VIZ <\/strong><strong>3<\/strong> to another worksheet. Rename the worksheet to <strong>VIZ 4<\/strong>. Disaggregate the data displayed in <strong>V<\/strong><strong>IZ 4<\/strong>. What was the highest order sales ever recorded for the accessories?<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 3<\/strong><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Right-click on worksheet <strong>VIZ 3<\/strong> and choose <strong>Duplicate<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image26.png\" alt=\"image\" width=\"215\" height=\"358\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Rename the duplicated worksheet to <strong>VIZ 4<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image27.png\" alt=\"image\" width=\"242\" height=\"316\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Access the <strong>Analysis<\/strong> menu on the toolbar and deselect the <strong>Aggregate Measure<\/strong> sub-menu.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image28.png\" alt=\"image\" width=\"371\" height=\"133\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: Based on the chart, it can be concluded that the highest-ever order sales recorded for accessories was $3,347.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image29.png\" alt=\"image\" width=\"699\" height=\"359\" \/><\/p>\r\n\r\n<h2><a id=\"_Toc178252993\"><\/a><strong>View Underlying Data<\/strong><\/h2>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">The <strong>View Data<\/strong> feature in Tableau enables users to inspect the underlying data of a visualization. It allows users to drill down particular marks or data points within a visualization to enhance insights through comparisons with other fields. It is particularly useful if the users wish to investigate outliers.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">To explore the underlying data of a mark, simply right-click on the mark and select <strong>View Data<\/strong>. Users can also inspect the underlying data of multiple marks simultaneously by selecting them together using the <strong>Ctrl<\/strong> button.<\/p>\r\n\r\n<h3><a id=\"_Toc178252994\"><\/a><a id=\"_Hlk154047719\"><\/a><strong>Exercise 4<\/strong><\/h3>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Disaggregate the data in <strong>VIZ 2<\/strong>. What was the highest sales recorded for the technology category? What profit was achieved through this top sale? Which specific product contributed to this highest sale, and what discount was offered by the store for this purchase? Based on these comparisons, what conclusion can you draw?<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 4<\/strong><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Click on the <strong>Analysis<\/strong> in the toolbar and uncheck the <strong>Aggregate Measure<\/strong> option.<\/p>\r\n<img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image30.png\" alt=\"image\" width=\"374\" height=\"118\" \/>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Right-click the highest sale point for the technology category and choose <strong>View Data<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image31.png\" alt=\"image\" width=\"686\" height=\"353\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Click <strong>Full Data<\/strong>, followed by the <strong>Show Fields<\/strong> button. Choose the <strong>profit<\/strong>, <strong>product name<\/strong>, and <strong>discount fields<\/strong>.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: center\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image32.png\" alt=\"image\" width=\"671\" height=\"276\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: With the help of the <strong>View Data<\/strong> feature, it is shocking to find out that the purchase which generated the highest sales actually resulted in a loss. Although the sale amounted to $22,638.48, it incurred a loss of $1,811.08. The specific product accountable for this loss was the Cisco TelePresence System EX90 Video Conferencing Unit. Furthermore, it was observed that the store offered a 50% discount for this product. This situation suggests that the store management should immediately re-examine and adjust the selling price or discount provided for the product to prevent such undesirable losses in the future.<\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\"><img class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image33.png\" alt=\"image\" width=\"1477\" height=\"300\" \/><\/p>\r\n<p class=\"import-Normal\" style=\"text-align: justify\">[h5p id=\"4\"]<\/p>\r\n&nbsp;\r\n\r\n<\/div>","rendered":"<div class=\"chapter-1:-creating-your-first-visualization\">\n<h2><\/h2>\n<table>\n<tbody>\n<tr class=\"GridTable4-Accent5-R\" style=\"height: 0\">\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border-top: solid #5B9BD5 0.5pt;border-bottom: solid #5B9BD5 0.5pt;border-right: none windowtext 0pt;border-left: solid #5B9BD5 0.5pt\">\n<div class=\"GridTable4-Accent5-firstCol\">\n<div class=\"GridTable4-Accent5-firstRow\">\n<p class=\"import-Normal\"><img decoding=\"async\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image1.png\" alt=\"image\" width=\"96px\" height=\"96px\" \/><\/p>\n<\/div>\n<\/div>\n<\/td>\n<td class=\"GridTable4-Accent5-C\" style=\"background-color: #5b9bd5;border: solid #9CC2E5 0.5pt\">\n<div class=\"GridTable4-Accent5-firstRow\">\n<p class=\"import-Normal\">By the end of this chapter, readers will be able to:<\/p>\n<ul>\n<li>Download and install Tableau Public<\/li>\n<li>Connect a data source file to Tableau Public<\/li>\n<li>Identify some key interface components in a Tableau workbook<\/li>\n<li>Create their first visualization<\/li>\n<li>Save created visualizations to their Tableau Public profile<\/li>\n<li>Change aggregation types for data analysis<\/li>\n<li>Perform a simple drill-down analysis of the underlying data<\/li>\n<\/ul>\n<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><a id=\"_Toc178252984\"><\/a><strong>Business <\/strong><strong>I<\/strong><strong>ntelligence and <\/strong><strong>V<\/strong><strong>isual <\/strong><strong>A<\/strong><strong>nalysis<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Business intelligence (BI) refers to the use of various systematic procedures and technologies to gather, analyze and present data to gain meaningful business insights. It, therefore, promotes data-driven decision-making within a business organisation.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Data visualisation is one crucial component of BI. It involves the conversion of massive-sized raw data into graphical information using various traditional or advanced charts, graphs, geo maps, dashboards, etc. In the context of business, data visualisation helps in the detection of hidden correlations between various business performance metrics, business trends, outliers in the data etc., which enables the users to make better-informed decisions.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Data visualization also enables users to efficiently communicate data insights across different levels of an organization. Charts and graphs can simplify complex information from the available raw data, making it easier for the audience to ingest and digest the presented information.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">There is a wide range of powerful, modern data visualisation tools available in the current marketplace, including Tableau. These modern tools can help in producing traditional and advanced visualisations as per a user\u2019s needs. More importantly, these tools allow the users to interact further with the visualisations to seek the needed information. For instance, they can drill down into specific data points or filter the visualisations based on certain criteria.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">The figure below summarises the connection between BI and data visualisation, and three popular modern data visualisation tools.<\/p>\n<h2><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image3.png\" alt=\"image\" width=\"641\" height=\"297\" \/><\/strong><\/h2>\n<h2><a id=\"_Toc178252985\"><\/a><strong>Tableau As a Visual Analysis Tool<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Chris Stolte, Christian Chabot, and Pat Hanrahan founded Tableau Software in 2003 intending to enable users to visualize and comprehend their data effectively. Below are several advantages offered by Tableau:<\/p>\n<ul>\n<li>It enables users to <strong>connect to a variety of data sources<\/strong>, including databases, spreadsheets, cloud services, and more. It allows users to combine multiple data sets for visual analyses. However, the focus of this training book is only narrowed to guide readers on connecting data from an EXCEL spreadsheet.<\/li>\n<li>Users can dynamically explore data thanks to the <strong>interactive visualisations<\/strong> that can be built with Tableau. Users can use filters, do drill-down investigations on specific data points, or customize the visualizations to gain a deeper understanding and answer ad-hoc questions.<\/li>\n<li>Users can create visuals merely through a few <strong>drag<\/strong><strong>-and-<\/strong><strong>drop actions<\/strong>.<\/li>\n<li>Users can construct a <strong>dashboard<\/strong> quickly by combining two or more visualizations.<\/li>\n<li>Users can develop a <strong>storyboard<\/strong> by merging more than one visualization\/dashboard, which can used to efficiently share data insights to different stakeholders.<\/li>\n<li>Tableau integrates <strong>advanced analytical functions<\/strong>. Within the tool itself, users can perform complex calculations, predictive modelling, and statistical analysis.<\/li>\n<\/ul>\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau is well-suited for fast handling massive amounts of data, unlike Power BI which may become sluggish when managing such huge data. Tableau also connectivity to a wider array of database sources and servers, such as Excel, Text Files, Google Sheets, and PDF Files, among others, in comparison to Power BI.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">On the other hand, although Microsoft EXCEL appears as a very common tool used for data visualization purposes, it only handles data up to certain rows. In contrast, Tableau can handle unlimited rows of data.<\/p>\n<h2><a id=\"_Toc178252986\"><\/a><strong>I<\/strong><strong>nstalling Tableau Public<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Ever since its establishment, many versions of Tableau products have been launched in the market, such as Tableau Desktop, Tableau Public, Tableau Server, and Tableau Cloud.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Tableau Desktop is the first product of Tableau, which offers a user-friendly drag-and-drop interface for creating visualizations from various data sources. Whereas Tableau Public is a free version of Tableau Desktop. It has all the essential features of Tableau Desktop, but the designed visualizations can only be saved and published to the Tableau Public website for public access and sharing; users cannot save the visualisations locally on their computers.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">This book guides the readers to perform data visualization using Tableau Public since is not only free but also the ideal choice for beginners aiming to learn Tableau. The following are the steps to download and install Tableau Public.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Type <strong>public.tableau.com<\/strong> in the browser address bar and press <strong>ENTER<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image4.png\" alt=\"image\" width=\"496\" height=\"58\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Click the <strong>Create<\/strong> menu available on the top of the webpage and choose the <strong>Download Tableau Desktop Public Edition<\/strong> option.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image5.png\" alt=\"image\" width=\"452\" height=\"117\" \/><\/p>\n<p class=\"import-Normal\">Step 3: Fill out the registration form and click the download button<strong>. <\/strong><\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image6.png\" alt=\"image\" width=\"301\" height=\"340\" \/><\/p>\n<p class=\"import-Normal\">Step 4<strong>:<\/strong> Install the downloaded software to your system.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image7.png\" alt=\"image\" width=\"398\" height=\"350\" \/><\/p>\n<p>Note that Tableau Public is compatible with both Windows and Mac operating systems. To ensure optimal performance, all systems running Tableau Public must adhere to the specified minimum operating system requirements. Below is a screenshot from the official Tableau website detailing these requirements for both Windows and Mac platforms.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-427 aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement.png\" alt=\"\" width=\"667\" height=\"237\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement.png 602w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement-300x107.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement-65x23.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement-225x80.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/11\/System-requirement-350x124.png 350w\" sizes=\"auto, (max-width: 667px) 100vw, 667px\" \/><\/p>\n<h2><a id=\"_Toc178252987\"><\/a><strong>Connecting <\/strong><strong>D<\/strong><strong>ata<\/strong> <strong>S<\/strong><strong>ource<\/strong><strong> to Tableau Public<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">All demonstrations and hands-on exercises covered in this training book are based on the sample Superstore dataset. The superstore dataset is fictional sales data of a retail store offered by Tableau for practising purposes. The dataset is saved in a Microsoft EXCEL format, and it can be found in the <strong>D<\/strong><strong>ata <\/strong><strong>S<\/strong><strong>ources<\/strong> folder available in the <strong>M<\/strong><strong>y Tableau <\/strong><strong>R<\/strong><strong>epository<\/strong> folder, which is created in your computer storage once Tableau Public is installed.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">As our first attempt, let us connect the <strong>O<\/strong><strong>rders<\/strong> table from the <strong>S<\/strong><strong>ample<\/strong> <strong>S<\/strong><strong>uperstore<\/strong> dataset. To establish this connection, follow the steps below.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Launch Tableau Public.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Under <strong>Connect<\/strong>, choose <strong>Microsoft Excel<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-29\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591.png\" alt=\"\" width=\"204\" height=\"547\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591.png 377w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591-112x300.png 112w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591-65x174.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591-225x603.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image8-e1728456629591-350x939.png 350w\" sizes=\"auto, (max-width: 204px) 100vw, 204px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Locate and open the <strong>Sample Superstore<\/strong> file.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: At the <strong>Data Source<\/strong> page, drag the <strong>Orders<\/strong> table from the left pane and drop it in the connection canvas.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-299\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1.jpg\" alt=\"\" width=\"651\" height=\"352\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1.jpg 1200w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1-300x162.jpg 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1-1024x553.jpg 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1-768x415.jpg 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1-65x35.jpg 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1-225x122.jpg 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/Pic-1-350x189.jpg 350w\" sizes=\"auto, (max-width: 651px) 100vw, 651px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Once the connection is established, the <strong>Data Source<\/strong> page will immediately display the <strong>D<\/strong><strong>ata <\/strong><strong>G<\/strong><strong>rid<\/strong> of the table. The <strong>D<\/strong><strong>ata <\/strong><strong>G<\/strong><strong>rid<\/strong> can be used to preview the fields available in the table and the first few rows of the dataset. It can also be used to make general alterations to the data. For example, users can hide fields that are out of scope, rename fields, perform data sorting, create calculated fields, generate aliases, and more.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227.png\" alt=\"\" width=\"669\" height=\"346\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227.png 1920w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-300x155.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-1024x531.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-768x398.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-1536x796.png 1536w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-65x34.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-225x117.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image10-e1728457047227-350x181.png 350w\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Users can also change the data type assigned by Tableau in the <strong>D<\/strong><strong>ata <\/strong><strong>G<\/strong><strong>rid<\/strong> if needed. Note that when we connect a data source to Tableau, the software automatically determines the data type and role of each field in the dataset:<\/p>\n<ul>\n<li style=\"text-align: justify\"><strong>Data Type<\/strong>: Tableau determines the data type of each field, indicating the nature of the data values within that field. Common data types include:\n<ul>\n<li style=\"text-align: justify\"><strong>String<\/strong>: Represents textual or alphanumeric data, such as customer names or product descriptions.<\/li>\n<li style=\"text-align: justify\"><strong>Numeric<\/strong>: Indicates numerical values, including integers or decimals. Examples are sales amounts, quantities, or prices.<\/li>\n<li style=\"text-align: justify\"><strong>Date\/Time<\/strong>: Denotes fields that contain date or time values, enabling time-based analysis and visualization.<\/li>\n<li style=\"text-align: justify\"><strong>Boolean<\/strong>: Represents true\/false or binary values, which are often used for filtering or conditional calculations.<\/li>\n<li style=\"text-align: justify\"><strong>Geographic<\/strong>: Recognizes fields containing geographic information like latitude and longitude for mapping purposes.<\/li>\n<\/ul>\n<\/li>\n<li style=\"text-align: justify\"><strong>Role<\/strong>: Tableau assigns a role to each field based on the data type it carries. The two primary roles in Tableau are dimension and measure.<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li style=\"text-align: justify\"><strong>Dimension<\/strong>: Fields that contain categorical or qualitative data, including string, date, Boolean, and geographic data, are classified as dimensions. Examples include customer names, product categories, or regions. Dimensions are typically used for grouping, filtering, and creating visual encodings like labels, colours, or shapes. Dimension fields are typically indicated by their blue colour.<\/li>\n<li style=\"text-align: justify\"><strong>Measure<\/strong>: Fields that carry numeric or quantitative values are designated as measures. Examples include sales amounts, quantities, or profit margins. Measures are used for calculations, aggregations, and creating visual encodings like height, width, or size. Dimension fields are usually identified by their blue colour.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"import-Normal\" style=\"text-align: justify\">By automatically determining the role and data type of fields, Tableau can quickly start exploring and visualizing our data, making intelligent assumptions about how to handle and represent different field types in visualizations. Nonetheless, users have the flexibility to manually adjust the role or data type if such correction is needed to ensure precise analysis.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362.png\" alt=\"\" width=\"689\" height=\"355\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362.png 1920w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-300x154.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-1024x527.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-768x395.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-1536x790.png 1536w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-65x33.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-225x116.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image11-e1728457184362-350x180.png 350w\" sizes=\"auto, (max-width: 689px) 100vw, 689px\" \/><\/p>\n<h2><a id=\"_Toc178252988\"><\/a><strong>Creating <\/strong><strong>the <\/strong><strong>F<\/strong><strong>irst <\/strong><strong>V<\/strong><strong>isuali<\/strong><strong>z<\/strong><strong>ation<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">In this section, we learn to create our first visualisation based on the connected <strong>O<\/strong><strong>rders<\/strong> data. The aim is to create a simple bar graph showing the <strong>sum of sales<\/strong> per <strong>region<\/strong>. Following are the steps to create the intended chart.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Click <strong>S<\/strong><strong>heet 1<\/strong> on the data source page to shift to the worksheet page. Following are some of the important items that can be found in the worksheet user interface.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-310\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1.png\" alt=\"\" width=\"420\" height=\"108\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1.png 420w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1-300x77.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1-65x17.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1-225x58.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P2-Sheet-1-350x90.png 350w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/p>\n<ul>\n<li><strong>Sidebar<\/strong>: The sidebar has two panes, which are the <strong>D<\/strong><strong>ata <\/strong><strong>P<\/strong><strong>ane<\/strong> and <strong>A<\/strong><strong>nalytics <\/strong><strong>P<\/strong><strong>ane<\/strong>. The <strong>D<\/strong><strong>ata <\/strong><strong>P<\/strong><strong>ane<\/strong> shows the list of fields that are available for the analysis. Tableau sets apart the dimension fields from the measure fields using different colour codes. As mentioned earlier, dimension and measure fields are represented by blue and green colours, respectively. On the other hand, the <strong>A<\/strong><strong>nalytics <\/strong><strong>P<\/strong><strong>ane<\/strong> offers us some additional tools to perform advanced analyses e.g. average line, trend line, forecast etc., that can be applied to the available visualisation.<\/li>\n<li><strong>Shelves<\/strong>: The key shelves are the <strong>C<\/strong><strong>olumn<\/strong><strong>s<\/strong> and <strong>R<\/strong><strong>ow<\/strong><strong>s<\/strong> shelves, where we can drop the fields to determine the structure of the visualization. Other shelves include the <strong>M<\/strong><strong>arks<\/strong> shelf (can be used to customize and add context to a visualisation), <strong>F<\/strong><strong>ilter<\/strong><strong>s<\/strong> shelf (can be used to control the level of details offered by a visualisation) and <strong>P<\/strong><strong>ages<\/strong> shelf (can be used to help animate the transition of data points over a specific domain).<\/li>\n<li><strong>View<\/strong>: <span lang=\"en-US\" xml:lang=\"en-US\">View is the area where the visual<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ization<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> is <\/span><span lang=\"en-US\" xml:lang=\"en-US\">displayed,<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> and <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the user<\/span><span lang=\"en-US\" xml:lang=\"en-US\">s<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> can interact.<\/span><\/li>\n<li><strong>Toolbar<\/strong>: The toolbar is located at the top of the interface and contains various key items such as <strong>Data<\/strong>, <strong>Worksheet<\/strong>, <strong>Dashboard<\/strong>, <strong>Story<\/strong>, <strong>Analysis<\/strong>, and <strong>Format<\/strong>, meant for data visualization or presentations. The items in the toolbar permit the users to edit\/refresh data sources, modify\/enhance the appearance of the visualizations, add interactivity features, and apply calculations to the visualizations.<\/li>\n<\/ul>\n<p class=\"import-Normal\" style=\"text-align: left\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-311\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3.png\" alt=\"\" width=\"1153\" height=\"580\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3.png 1153w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3-300x151.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3-1024x515.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3-768x386.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3-65x33.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3-225x113.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P3-350x176.png 350w\" sizes=\"auto, (max-width: 1153px) 100vw, 1153px\" \/>Step 2: <span lang=\"en-US\" xml:lang=\"en-US\">Drag and drop <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">R<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">egion<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">C<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">olumn<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">s<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> shel<\/span><span lang=\"en-US\" xml:lang=\"en-US\">f<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 3: Drag and drop<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">S<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ales <\/strong><span lang=\"en-US\" xml:lang=\"en-US\">field <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">R<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">ow<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">s<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> shelf.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-309\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1.png\" alt=\"\" width=\"703\" height=\"441\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1.png 1034w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1-300x188.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1-1024x643.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1-768x482.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1-65x41.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1-225x141.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/PIC-1-C1-1-350x220.png 350w\" sizes=\"auto, (max-width: 703px) 100vw, 703px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 4: <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Right-click the existing <\/span><span lang=\"en-US\" xml:lang=\"en-US\">title and choose <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Edit Title<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> to <\/span><span lang=\"en-US\" xml:lang=\"en-US\">add<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> the following title<\/span><span lang=\"en-US\" xml:lang=\"en-US\">, <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Sales vs. Region<\/strong><strong lang=\"en-US\" xml:lang=\"en-US\">.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-36\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15.png\" alt=\"\" width=\"483\" height=\"262\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15.png 649w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15-300x163.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15-65x35.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15-225x122.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image15-350x190.png 350w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 5: Rename the worksheet <\/span><span lang=\"en-US\" xml:lang=\"en-US\">to<\/span> <strong lang=\"en-US\" xml:lang=\"en-US\">VIZ 1<\/strong><span lang=\"en-US\" xml:lang=\"en-US\"> (Hint: Rig<\/span><span lang=\"en-US\" xml:lang=\"en-US\">ht<\/span><span lang=\"en-US\" xml:lang=\"en-US\">&#8211;<\/span><span lang=\"en-US\" xml:lang=\"en-US\">click <\/span><span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Sheet 1<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">tab<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> and choose <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Rename<\/strong><span lang=\"en-US\" xml:lang=\"en-US\">).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-37\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image16.png\" alt=\"\" width=\"275\" height=\"410\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image16.png 336w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image16-201x300.png 201w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image16-65x97.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image16-225x335.png 225w\" sizes=\"auto, (max-width: 275px) 100vw, 275px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Once a visualisation is created, it can be saved and published on the Tableau Public portal.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-38\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17.png\" alt=\"\" width=\"682\" height=\"339\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17.png 1711w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-300x149.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-1024x510.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-768x382.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-1536x765.png 1536w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-65x32.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-225x112.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image17-350x174.png 350w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">The figure below shows the steps to save the visualization.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-314\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4.png\" alt=\"\" width=\"673\" height=\"172\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4.png 1152w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4-300x77.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4-1024x262.png 1024w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4-768x197.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4-65x17.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4-225x58.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P4-350x90.png 350w\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">It is interesting to notice that the visualisation published in Tableau Public can also be downloaded into various formats, e.g., PDF, PowerPoint, Image etc., for reporting purposes (refer to the figure below). We can also customize the appearance of sheets and accessibility to the visualizations at our Tableau Public profile.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-315\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5.png\" alt=\"\" width=\"451\" height=\"262\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5.png 672w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5-300x174.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5-65x38.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5-225x131.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P5-350x203.png 350w\" sizes=\"auto, (max-width: 451px) 100vw, 451px\" \/><\/p>\n<h3>\n<div id=\"h5p-2\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-2\" class=\"h5p-iframe\" data-content-id=\"2\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Self-test question: Chapter 1[Data Pane]\"><\/iframe><\/div>\n<\/div>\n<\/h3>\n<h3><a id=\"_Toc178252989\"><\/a><strong>Exercise<\/strong><strong> 1<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\">Build a visualization that displays the sum of sales for each product category and modify the title accordingly before saving it in the same <strong>My First Tableau Project<\/strong> workbook.<\/p>\n<p class=\"import-Normal\"><strong>Solution<\/strong><strong>&#8211; Exercise 1<\/strong><\/p>\n<p class=\"import-Normal\">Step 1: Open a new worksheet and rename it to <strong>VIZ 2<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image18.png\" alt=\"image\" width=\"97\" height=\"81\" \/><\/p>\n<p class=\"import-Normal\">Step 2: Drop the <strong>Category<\/strong> field onto the <strong>Columns<\/strong> shelf and the <strong>Sales<\/strong> field onto the <strong>Rows<\/strong> shelf.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image19.png\" alt=\"image\" width=\"380\" height=\"102\" \/><\/p>\n<p class=\"import-Normal\">Step 3: Right-click on the exiting title and choose <strong>Edit Title<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image20.png\" alt=\"image\" width=\"351\" height=\"190\" \/><\/p>\n<p class=\"import-Normal\">Step 4: Revise the title accordingly and click the <strong>OK<\/strong> button.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image21.png\" alt=\"image\" width=\"448\" height=\"245\" \/><\/p>\n<p class=\"import-Normal\">Step 5: Click <strong>File<\/strong> on the toolbar and choose <strong>Save to Tableau Public As<\/strong> to save it in the same <strong>My First Tableau Project<\/strong> workbook.<\/p>\n<p class=\"import-BodyText\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image22.png\" alt=\"image\" width=\"681\" height=\"317\" \/><\/p>\n<h2><a id=\"_Toc178252990\"><\/a><strong>Aggregation in Tableau<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">Aggregation aids in summarizing the level of data points presented in a visualization, which is useful for making quick decisions. Tableau automatically aggregates the data of a measure field when it is added to a visualization. The default aggregation performed in Tableau is <strong>S<\/strong><strong>um<\/strong>. The type of aggregation can also be switched to <strong>A<\/strong><strong>verage<\/strong>, <strong>C<\/strong><strong>ount<\/strong>, <strong>M<\/strong><strong>inimum<\/strong>, <strong>M<\/strong><strong>aximum<\/strong>, <strong>S<\/strong><strong>tandard deviation<\/strong> etc., subject to the goal of the analysis.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">To have <\/span><span lang=\"en-US\" xml:lang=\"en-US\">dis<\/span><span lang=\"en-US\" xml:lang=\"en-US\">aggregated <\/span><span lang=\"en-US\" xml:lang=\"en-US\">(detailed) <\/span><span lang=\"en-US\" xml:lang=\"en-US\">data <\/span><span lang=\"en-US\" xml:lang=\"en-US\">points <\/span><span lang=\"en-US\" xml:lang=\"en-US\">in the <\/span><span lang=\"en-US\" xml:lang=\"en-US\">visualization<\/span><span lang=\"en-US\" xml:lang=\"en-US\">,<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">users<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> may<\/span><span lang=\"en-US\" xml:lang=\"en-US\"> click<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Analysis<\/strong> <span lang=\"en-US\" xml:lang=\"en-US\">menu <\/span><span lang=\"en-US\" xml:lang=\"en-US\">available in the toolbar <\/span><span lang=\"en-US\" xml:lang=\"en-US\">and uncheck the <\/span><strong lang=\"en-US\" xml:lang=\"en-US\">Aggregate<\/strong> <strong lang=\"en-US\" xml:lang=\"en-US\">Measure <\/strong><span lang=\"en-US\" xml:lang=\"en-US\">sub-menu.<\/span><\/p>\n<h3><a id=\"_Toc178252991\"><\/a><strong lang=\"en-US\" xml:lang=\"en-US\">Exercise 2<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\">Open a new worksheet. Rename it to <strong>VIZ 3<\/strong>. <span lang=\"en-US\" xml:lang=\"en-US\">C<\/span><span lang=\"en-US\" xml:lang=\"en-US\">reate a <\/span><span lang=\"en-US\" xml:lang=\"en-US\">chart showing <\/span><span lang=\"en-US\" xml:lang=\"en-US\">average sales per <\/span><span lang=\"en-US\" xml:lang=\"en-US\">sub-category<\/span> <span lang=\"en-US\" xml:lang=\"en-US\">product<\/span><span lang=\"en-US\" xml:lang=\"en-US\">. <\/span><span lang=\"en-US\" xml:lang=\"en-US\">Change the chart\u2019s title acc<\/span><span lang=\"en-US\" xml:lang=\"en-US\">or<\/span><span lang=\"en-US\" xml:lang=\"en-US\">dingly.<\/span> Which sub-category product recorded the highest and lowest average sales, respectively?<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 2<\/strong><\/p>\n<p class=\"import-Normal\"><span lang=\"en-US\" xml:lang=\"en-US\">Step 1: <\/span>Open a new worksheet. Rename it to <strong>VIZ 3<\/strong>. Drag and drop the <strong>S<\/strong><strong>ales<\/strong> field onto the <strong>Columns<\/strong> shelf, whereas the <strong>S<\/strong><strong>ub-<\/strong><strong>C<\/strong><strong>ategor<\/strong><strong>y<\/strong> field onto the <strong>R<\/strong><strong>ow<\/strong>s shelf.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-318\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6.png\" alt=\"\" width=\"500\" height=\"75\" srcset=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6.png 882w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6-300x45.png 300w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6-768x115.png 768w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6-65x10.png 65w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6-225x34.png 225w, https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/C1-P6-350x52.png 350w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><span lang=\"en-US\" xml:lang=\"en-US\">Step <\/span><span lang=\"en-US\" xml:lang=\"en-US\">2<\/span><span lang=\"en-US\" xml:lang=\"en-US\">: <\/span>Right-click on the exiting title and choose <strong>Edit Title<\/strong> to revise the title accordingly.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image23-1.png\" alt=\"image\" width=\"682\" height=\"402\" \/><\/p>\n<p class=\"import-Normal\">Step 3: Click the down arrow next to the <strong>S<\/strong><strong>ales<\/strong> field available on the <strong>Rows<\/strong> shelf. Choose <strong>Measure<\/strong> to switch the aggregation type from <strong>Sum<\/strong> to <strong>A<\/strong><strong>verage<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image24.png\" alt=\"image\" width=\"495\" height=\"511\" \/><\/p>\n<p class=\"import-Normal\">Step 4: Based on the chart, it is obvious that copiers earned the highest average sales. On the contrary, fasteners recorded the lowest average sales.<\/p>\n<p class=\"import-Normal\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image25.png\" alt=\"image\" width=\"699\" height=\"360\" \/><\/p>\n<h3>\n<div id=\"h5p-3\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-3\" class=\"h5p-iframe\" data-content-id=\"3\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"Aggregation in Tableau\"><\/iframe><\/div>\n<\/div>\n<\/h3>\n<p>&nbsp;<\/p>\n<h3><a id=\"_Toc178252992\"><\/a><strong>Exercise 3<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\">Duplicate <strong>VIZ <\/strong><strong>3<\/strong> to another worksheet. Rename the worksheet to <strong>VIZ 4<\/strong>. Disaggregate the data displayed in <strong>V<\/strong><strong>IZ 4<\/strong>. What was the highest order sales ever recorded for the accessories?<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 3<\/strong><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Right-click on worksheet <strong>VIZ 3<\/strong> and choose <strong>Duplicate<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image26.png\" alt=\"image\" width=\"215\" height=\"358\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Rename the duplicated worksheet to <strong>VIZ 4<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image27.png\" alt=\"image\" width=\"242\" height=\"316\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Access the <strong>Analysis<\/strong> menu on the toolbar and deselect the <strong>Aggregate Measure<\/strong> sub-menu.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image28.png\" alt=\"image\" width=\"371\" height=\"133\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: Based on the chart, it can be concluded that the highest-ever order sales recorded for accessories was $3,347.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image29.png\" alt=\"image\" width=\"699\" height=\"359\" \/><\/p>\n<h2><a id=\"_Toc178252993\"><\/a><strong>View Underlying Data<\/strong><\/h2>\n<p class=\"import-Normal\" style=\"text-align: justify\">The <strong>View Data<\/strong> feature in Tableau enables users to inspect the underlying data of a visualization. It allows users to drill down particular marks or data points within a visualization to enhance insights through comparisons with other fields. It is particularly useful if the users wish to investigate outliers.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">To explore the underlying data of a mark, simply right-click on the mark and select <strong>View Data<\/strong>. Users can also inspect the underlying data of multiple marks simultaneously by selecting them together using the <strong>Ctrl<\/strong> button.<\/p>\n<h3><a id=\"_Toc178252994\"><\/a><a id=\"_Hlk154047719\"><\/a><strong>Exercise 4<\/strong><\/h3>\n<p class=\"import-Normal\" style=\"text-align: justify\">Disaggregate the data in <strong>VIZ 2<\/strong>. What was the highest sales recorded for the technology category? What profit was achieved through this top sale? Which specific product contributed to this highest sale, and what discount was offered by the store for this purchase? Based on these comparisons, what conclusion can you draw?<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><strong>Solution \u2013 Exercise 4<\/strong><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 1: Click on the <strong>Analysis<\/strong> in the toolbar and uncheck the <strong>Aggregate Measure<\/strong> option.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image30.png\" alt=\"image\" width=\"374\" height=\"118\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 2: Right-click the highest sale point for the technology category and choose <strong>View Data<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image31.png\" alt=\"image\" width=\"686\" height=\"353\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 3: Click <strong>Full Data<\/strong>, followed by the <strong>Show Fields<\/strong> button. Choose the <strong>profit<\/strong>, <strong>product name<\/strong>, and <strong>discount fields<\/strong>.<\/p>\n<p class=\"import-Normal\" style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image32.png\" alt=\"image\" width=\"671\" height=\"276\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">Step 4: With the help of the <strong>View Data<\/strong> feature, it is shocking to find out that the purchase which generated the highest sales actually resulted in a loss. Although the sale amounted to $22,638.48, it incurred a loss of $1,811.08. The specific product accountable for this loss was the Cisco TelePresence System EX90 Video Conferencing Unit. Furthermore, it was observed that the store offered a 50% discount for this product. This situation suggests that the store management should immediately re-examine and adjust the selling price or discount provided for the product to prevent such undesirable losses in the future.<\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-content\/uploads\/sites\/190\/2024\/10\/image33.png\" alt=\"image\" width=\"1477\" height=\"300\" \/><\/p>\n<p class=\"import-Normal\" style=\"text-align: justify\">\n<div id=\"h5p-4\">\n<div class=\"h5p-iframe-wrapper\"><iframe id=\"h5p-iframe-4\" class=\"h5p-iframe\" data-content-id=\"4\" style=\"height:1px\" src=\"about:blank\" frameBorder=\"0\" scrolling=\"no\" title=\"View Data\"><\/iframe><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"author":131,"menu_order":1,"template":"","meta":{"pb_show_title":"on","pb_short_title":"","pb_subtitle":"","pb_authors":[],"pb_section_license":""},"chapter-type":[],"contributor":[],"license":[],"class_list":["post-56","chapter","type-chapter","status-publish","hentry"],"part":3,"_links":{"self":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/56","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters"}],"about":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/types\/chapter"}],"author":[{"embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/users\/131"}],"version-history":[{"count":18,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/56\/revisions"}],"predecessor-version":[{"id":430,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/56\/revisions\/430"}],"part":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/parts\/3"}],"metadata":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapters\/56\/metadata\/"}],"wp:attachment":[{"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/media?parent=56"}],"wp:term":[{"taxonomy":"chapter-type","embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/pressbooks\/v2\/chapter-type?post=56"},{"taxonomy":"contributor","embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/contributor?post=56"},{"taxonomy":"license","embeddable":true,"href":"https:\/\/openbook.ums.edu.my\/essentialsofdatavisualizationwithtableau\/wp-json\/wp\/v2\/license?post=56"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}