Tableau Practical and Concise Part 6 & 7 | Junaid Athar | Skillshare

Tableau Practical and Concise Part 6 & 7

Junaid Athar

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8 Lessons (35m)
    • 1. Part 6 Introduction

    • 2. Worksheet Level Formatting

    • 3. Additional Formatting Options

    • 4. Part 6 Summary

    • 5. Part 7 Intro

    • 6. Build Views for Dashboard

    • 7. Actions on Dashboards

    • 8. Part 7 Summary


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1. Part 6 Introduction: welcome to Part six in this table. Of course, we're gonna look be looking at formatting for tableau to make a visual look great and work well. Formatting is more than just about making data. Visuals look good. Presentations can make a huge difference in the way it is received and understood as you move beyond making great discoveries and performing. Great analysis will want to consider how you will present the story of the data tableaus. Formatting options give you quite a bit of flexibility. Fonts, titles, captions, colors, rose and column banding labels, shading, annotations and much more can all customized to make your visuals tell the story you're looking for. This chapter will cover the following topics. Formatting considerations. How fun formatting works in tableau, adding value to visuals. So let's get in there. Tableaux employees, Good practices for formatting visuals. From the time you start dropping fields on shelves, you'll find that screen pallets use Colors are easy T to distinguish fonts that are generally acceptable. Grid lines are faint, and numbers and dates father defect default formatting settings, defined intimate metadata. The default formatting is certainly adequate for discovery and analysis. However, if you are focused on analysis. You may not want to spend too much time fine tuning in the formatting until you have moved on in the cycle. However, when you start to consider how you will be communicating the data to others, you will need to contemplate how adjustments formatting can make a difference. Huge difference in the way the story is told. Sometimes you will have certain formatting preferences of mine when you start your design. In these cases, you might set for many options in the blank workbook and save it as a template. Here's some thoughts to consider when formatting your data. So first of the audience who was the audience and what are their requirements? Next? Is it setting? This is it. This is the environment in which the data story is communicating. Is it a formal business meeting where the four match reflect a high level of professionalism? Is it going to be share on a block or informally to tell a playful story? What's the mode of the most of the presentation? How will the visuals be presented? You'll want to make sure Rose column funds and marks are large enough for a prat projector or compact enough for an iPad. If you are publishing to this tableau server, tableau online or tablet public, then did you select fonts are safe for the Web. The mood. This is very important. Certain colors, fonts and layouts listed different emotional responses. Does the data tell a story that should invoke a certain response from your audience? The color red, for example, may kind of toad commentate danger. Negative results indicate that action is required. However, you'll need to be sensitive to your audience in the specific context. Colors have different meanings for different cultures. Read that might might not be a good choice. Communicate negativity if it is also the color of the corporate logo. One thing tablet does really well with colors is it doesn't use red and green for positive that actually use orange and blue. And that's because those colors, um, can be interpret. Interpreted what way? Better by people who are colorblind, then red and green. Lastly, let's look at consistency generally that used the fonts, colors, shapes, line, thickness and robot, and throughout all the visuals should be stay the same. This is especially true when you will be seen together in a dashboard it even using the same workbook. You may also consider how to remain consistent throughout the organization without being too rigid. All of these considerations will inform your formatting decisions as well as everything else you do in tableau. Think of formatting as an iterative process. Look for the feedback from your intended audience and often adjust is necessarily to make your communication in a clear and effective as possible. The goal of formatting is to more effectively to communicate the data, so that's a little bit of background of formatting. We'll look at the different levels of formatting and tableau and then start getting into some exercises. 2. Worksheet Level Formatting: Let's take a look at how formatting works in tableau. So I'm gonna be jumping between the tableau workbook and my power point presentation. So first there's there's work. She level formatting. The following type of formatting comes under the default field formatting. So the default field for man it can be achieved by going to the data source tab and then choosing the format of the data so you can come in here and shoot. This is a string, and we defined as a city the customer ideas just, uh, a number of whole number. And then the container here is a string with a default. So here's we can change the type of the data type across the entire workbook. Next, we have story level formatting, so you can go and create a new story. And in here you can choose to format the story, and all these options will be applied toe everything in your story. Next, we have dashboard level formatting, which you would have to create a dashboard goto format and choose dashboard and create your options there. Choose your options there. Let's go back story level. We have dashboard level and we have worksheet level formatting, so you have individual sheet level field level, and there's more for formatting available. So she level formatting is a format including fund alignment, shading borders and lines, field level formatting. This includes fonts, alignment, shading and numbers and date formats. And this formatting is specific to how a field is displayed. In the current view, the options said at the field level, override the current defaults that at the worksheet level, numbers and date formats will also override the default value. So let's take a look at how to do field level formatting. So here's an example. You can come in here and choose to format an individual field, um, in the way you want. You can use a drop down from from Here, and you can change. The way is the since place So aerial flop A. Let's go, let's make it huge so you can see the results. So it was a department that were formatting, and we'll see the title of what's being formatted here, and you can pick any of the options within this field. And lastly, you have additional formatting such as titles, captions, tool tips, labels, annotations, reference lines, feel labels dashboard stories and more. So this is additional format, and they conform at pretty much anywhere and the last type of formatting we have. We just talked additional formatting and Last is rich text formatting. Rich text formatting is for any of that text field you have available titles, captions, annotations labeled and tool tips are all contained in this type of format. So when you're create your dashboard and you have a any text box, you can pull it in and format the text box. Using these all these options here, so that is rich text formatting. That's a high level overview of all the formatting options we're going to jump into worksheet level formatting. So you've already seen how to edit metadata in previous chapters, and we'll review dashboard and stores in detail and future chapters. But now let's start by considering worksheet level formatting. Worshipped level formatting is accomplished using the format window, which appears to the left in the place of the data window. So you're in a worksheet, your you want to format any options, So to view the format window, select four men under the menu and then select font alignment, shading and border So we come in here and we can choose what we want to format here. So let's see. We want to change the entire sheet. Fox. We want what we don't want area. We want some silly cursive. So let's let's do as you know, rather what out there, um, formats. We can see the difference so you can see the entire worksheet changed when we choose symbol and we can undo it. And we're back to hear real, um, so that you could do the pains, the headers, tool tips. All these have different formats you can set for the entire worksheet. That's let's review the different options within this window so we can see that field labels are over here, here, here and here. So these airfield in this al you label, you can see header columns. So header colander, The high, low medium and the field labels are the order Priority. The category that department we have had our robes. So these are the rose. You conform it. And then, lastly, this is natural pain. So anything inside here is a pain. You conform s. So let's say we choose stuff saying size 12. We wanted to be a size 24. You'll see all the numbers inside became large cause that's the feet. That's the pain level formatting. We have the work. She low for money, which is everything way. Have headers weaken. Uh, we conform at the tool tips and the title, so those are some of the options you can use the format. In the last part, we demonstrated various parts of the view and how they relate to formatting. The labels are again there. They're all every object can be formatted to make give the look and feel that you're looking for. So go ahead and play around with these options so you could do the sheet level. You can get a rose. You can choose a column so you can make the column headers individually sized, right, or even make the role levels individually size. So let's go 22. You can see how those that all changes. Let's go back to the default format. Um, and that should give you a good introduction of how to start using the formatting options to get the look and feel that you're looking for. Now that we've done field level formatting in the next video, we will jump into the last additional formatting and walk through these other tabs that we've created 3. Additional Formatting Options: we've worked through field level formatting, and now I want to finish up with some additional formatting options. We've seen how to use reference lines before. Now we're gonna talk about drop lines and annotations. So in this visual we have we don't have any drop lines right now. How are we can at you can look at the drop line with this. So when you click on a point when you click on a point, it creates two points and shows you where the mark meets the X axis and the y axis. So to add drop line, you simply right click choose drop lines, and we can even add it the types of drop lines. So I'm gonna always put them on, and I'm automatically gonna label that this this is going very busy. But it shows you for every at every point and anything changes, even the drop plans could be added. This views of it's a little extreme, but this is this available ability is available. Next, we're going to talk about annotations. So I just put this annotation and let me delete it, and we can put a new annotation. So you left click on a point hit annotations mark, and you could type in so default and automatically populates the point for you with summer sales 1/4 of date in the department. We don't want that. I just want to say this is and and notation once you do that, it points it directly at that up that point and tells you what details you want to know about that point so you can see there are a couple annotations. Alright, put in here and then, lastly, we have trendline. So, um, this is already in here. You can go in there and format it. You can choose what type of trendline what, how thinking, how think you want it and what other feels to base it on. So there were those trend lines. Let's look at how to really add some value to the visuals. We consider how formatting works in tableau. Now let's take a look at ways of format that can add value to a visual. When you apply custom formatting, always ask yourself what the formatting adds to the understanding off the data Isn't making the visual clearer and easier to understand, or the just adding cluster clutter and noise in general, Try a minimalistic approach. Removed everything from the visual that isn't necessary. Emphasize important values. Texts marks, while de emphasizing those that are not only important that don't support your context. Let's take a look at this chart. So this is I mean, it looks good. There's very little formatting, right, and then we can add a little more formatting to let in the story. So we got rid of the grid marks we made. Change the font. We rounded the numbers down, and all these options make your presentation easier to understand. So the size and the color of the tax has been adjusted. The sales field hasn't format, and so it's a custom currency with two decimals instead of the entire 1001 $100,000 without any around ing's. We've added the Axis labels have been. We would actually remove the axes labels Um, you all have to do. To do that is just right. Click on it, and it actually is labeled show. After we get rid of that, we can read the entire labeled if we want, so if we compare that this to this, it's much lighter and easier to read. the grid lines haven't removed. We change the thickness of the line to really highlight Neil. This is the trend that's happening. We've added some min max points, So we've added on annotations. Max annotations the minimum so all of these options are could be used to really improve the story. The vessel. And now let's take a look at the last one. Um, this The visual is nearly identical to a previous one. However, the shading has been applied to the worksheet entitled. Additionally, fonts were lightened or darkened is needed to show up on the black background. Some. Some find this format more pleasing. A special on mobile devices If the view is to be embedded in a Web site with a dark theme, this formatting maybe definitely more desirable than the previous one. However, you might may find some text difficult to read on a dark background. So you'll want to consider the context of higher presentation is going to be displayed. So those are some simple formatting options that you can really use to enhance your story and make a much better presentation. In the next video, we'll look at tool tips and summarizes chapter. It's really a quick, short chapter 4. Part 6 Summary: In this video, we will review tool tips. Tool tips are not always visible and there are easily overlooked. As part of the visual, however, they add a little bit of professionalism, and they make your make it easier for the user to use your tools. So let's compare a couple visuals. So right now, if you hover over any object this, it shows you the sales amount and what the category is. So we've edited his tool tip to look like this. However, the default view is little bit more plant. So this is a default view, and this is the view after you updated to look at how we change that, we can go toe worksheet and shoes tool tips. And this hasn't formatted in this manner to put the department the sum of sales in which quarter it is. If we reset it, you can see it's not as elegant, but it still gets the point across. However, if we go back to the what what? How we wanted a definite adds, significantly more professionalism. So let's go back to the editor and take a look at that, you know, worksheet tool tips. The editor is similar to those used to edit text labels and other annotations. However, there's one important thing to observe is that dropped down the insert menu in the upper right hand corner. This allows you to enter fields, parameters and other dynamic values in the text. These are enclosed in a tag notice. The field tool tips is right, you know, it's and high. It puts your dynamic values in these carrots. This functionality is always available to give and user feedback five by having the user hover over any object. So let's summarize this chapter about formatting. The goal of formatting is to increase the effective communication of data. Always consider the audience setting mode, mood and consistency. As you work through the iterative process of formatting. Look for four men in that adds value to your visual and avoid using you. Avoid useless clutter with an understanding of formatting in tableau. You'll have the ability to work refined the visuals you create in the discovery and analysis into an incredibly effective communication of your data story. In the next part of this, training will look at how to tell a story with dashboards, but bring it all together 5. Part 7 Intro: In this video, we will tell a story using a dashboard. As you engage in data discovery and analysis, you will create numerous visuals. Each of these visuals gives a snapshot of a story within the data. Each view into the data answers one or maybe a couple of questions. At times, the discovery and analysis are enough to make a key decision, and the cycle is complete. Many times, however, you will need to bring these visuals together as they so that they communicate a comprehensive story to your intended audience. Tableaux allows you to bring together related data visuals into a single dashboards. This dashboard could be a static view of various aspects of the data or a fully interactive environment that allows users to dynamically filter, drill down and interact with the data. In this part of the course, we will cover objectives of dashboards, examples of dashboards, interactivity with actions, story points. We'll take a look at the at some of most of these concepts in the context of several in depth examples where we'll walk through dashboard design process along the way, you'll see step by step instructions as as well as how to put together. A complete stories for the examples will use a super stolen or stores sales data set, and you can use the tableau part seven dot zip file. So let's review dashboard objectives. Every dashboard seeks to tell a story by giving a clear picture of a certain set of information before designing a dashboard, you should understand what the story dated. You should understand what story the data tells how you tell the story will depend on numerous factors, such as your audience, the way the audience will access the dashboard and what response you want to listen from your audience step. So where we're gonna look at the story must focus on the most important information. The story that you tell must meet your key objectives. The main story should easily be accessible, and the primary idea should be obvious. From a tableau perspective, a dashboard is a set of worksheets, along with other various components like legends, quick filters, parameters, text containers and other components, and all of these components are arranged on a single canvas. Ideally, the visuals and components should work together and tell a complete, compelling data story. Dashboards are usually interactive when you set out to build a dashboard. You'll want to be careful when you consider your objective. Your discovery analysis should have uncovered various insights into the data and its story . Now it's your responsibility to package the discovery and analysis into a meaningful communication of the story to your particular audience in a way that meets your objectives and their needs. Here is impossible approaches When building your dashboard First you could have a guy guided analysis you've done. The analysis made two discoveries and thus have a deep understanding of the implications of this story. Often, it can be helpful to design a dashboard that guides your audience through a similar process of making the discoveries for themselves so that the objective could be clear. What they need to act on another way to design a dashboard is to make an exploratory many times. You do not know what the story of the data will tell when the data is refreshed in the next hour, week or year. What may not be what may not be a significant aspect of the story today might be a major decision point in the future. In these cases, your goal is to provide your audience with an analytical tool that gives them the availability to explore and interact with various aspect of the data on their own. For example, today, customer satisfaction is high across all products. However, your dashboard needs to give the marketing team the ability to continue to track satisfaction over time, dynamically filter by region and price and observe any correlation with quality beyond a guy That analysis and exploratory analysis, you could build a dashboard that provides a scorecard or a status snapshot. There may be a why agreement on the KP eyes or metrics that indicate good versus poor performance. You don't need to guide top level summary and enough detail. Drill down to quickly find and fix problems or war success. For example, you may have a dash when it simply shows how many support tickets are still unresolved from the previous week. A snapshot image of the dashboards sent to the managers email beer subscriptions every morning might be enough to spur action. Lastly, the type of dashboard you can design is a narrative. This type of dashboard tells a clear story. There may be aspects of exploration, guy analysis or performance indicators, but primarily, you are showing what is necessary to communicate the meaning off the data. For example, you may desire to tell the story of the outlook of a disease, including when, where and how it spread. Your dashboard tells the story. Using the data individual away, we'll take a look at several in depth examples to better understand a few of these different approaches. Along the way will incorporate many of the skills we've covered in the previous chapters, and we'll introduce key concepts and ask design aspects of designing dashboards and tableau . 6. Build Views for Dashboard: Let's look at an example is least profitable, always unprofitable. Let's say you've been tasked with helping management for a superstore chain to find the items are at least profitable. Management feels that most of the least profitable items should be eliminated from the inventory. However, as you've done your analysis, you've discovered certain items, while not profitable, overall, have made profit at times at various locations. Your primary objective is a lead management through discovery of the profitable items, and then guide them through a simple analysis that identifies whether an item has always been unprofitable. So let's start out with this view we have. We sort of have built out, Um, we have the profitability by category, but let's find the top 10 least profitable items on a selected category. So this is the top 10 least profitable items. Um, it's a worksheet somewhere in this workbook, so you can see you can come down here and see it's not here, so but it's hidden so you can right click there and uncheck hide sheet, and that brings it up. We're going to clear the worksheet so it's easier to use and then let's get in there and build a bar chart that shows the bottom 10 least profitable items. What's the profit and then item? And we want to be a bar chart like that, and we also want to filter on the ball on the items we want the 10 least profitable one. So you know that filter. We drop the item to the filter marker on a shelf, go over the top, select by fields like bottom 10 by profit and hit OK, and these are the bottom 10 items. Let's sort them, and this gives the view what that we're looking for. So if you come back to the dashboard, it will be populated the bottom 10 items. Next, let's look at where we want to, where the prophet items at least profitable. So let's on hide that tab and clear it out. And we're looking for profit by state. We wanted colored and we come back and there's yours, Matthew. And then, lastly, we want to know what. So that's going to be a line chart. So what's gonna hide that? Clear this out and we want profit by over time. So let's go to or order date. We want to look at my quarter, and then we want all the points on the labels. So let's drop the profit on the label. Well, hold on control a drop profit on the label. And now we've got all the data points labeled so you can see this is a dashboard and we have one. We have added one filter here. However, this filter is only applied to this individual sheet. We can expand that to apply to the Indian, all the sheets if you select. If you use a drop down and use, apply toe worksheets and let's do selection worksheets, and we'll just select all the worksheets that we have on this dashboard. Now, when you filter for furniture, remove energy. Let's filter for office supplies. You can see the entire dashboard update it with with those changes. So that's how I could make a really quick and he's dashboard to see what is the least and was the most profitable. Now we're going to get in there and really tell the story. Notice how when adding of you to a dashboard automatically adds any legends and quick filters so you can see what the legendary and there and a quick filter you had on your sheets will be applied here. So now let's in the next part of this courses. In the next video, we're going to look at implementing actions to tell the story. 7. Actions on Dashboards: So we've got this view and we want to do some more analysis. So let's select all departments and now we want to implement some actions. The what we want the actions to do is when you select an item, that category filters all the items. And then from there you can do the wear and went So right now when I select off if office furnishings it only returned the top 10 within that category. All right, the bottom 10 within that category. What we want is all of you want Ah, 10 least profitable items in the office furnishings of department so you can see that all the items went away. That's because of the actions we have in place. Let's go ahead and put the category. So first we've I built an action that filters it by category. So let's take a look at that. So is least profitable. Always on profit was whether it is the target is ah, chucked source and target sheets. We take the profit by category. When we select any item is the profit by category. If we slept in the category, but the profit by category against applied to the least top 10 probables items, and so is this view and excludes all values. When you remove the selection, we don't want that. We want to show all values all right, and hit. OK, and now select appliances go to category comes back nonetheless, it still doesn't do what we want to do. So right now there's no copiers and fax machines in the bottom 10. So what we want is to add a context filter on the category to the top 10 these profitable items. When you create the action, you can see this. Uh, this filter was created, and when we add to context, it turns great, and that's exactly what we want. We come back here and when we click on item, and now you get the bottom 10 for that category. Now when we select an item here, it showed you the wear and went for There was time parents, and now you can go item by item and do analysis to see where is profitable and what it's profitable to see. Hate. It's a one large spike that's driving all the low profitability, or is it just a consistent across the board items so you can see that office are contemporary. Sold shares are very unprofitable, Minnesota. But in California and New Mexico, they're living less unprofitable. So you may want to stick with marching them in those markets. So we just talked about, um, putting categories and actions on the items. So right now, the where and when disappeared, every want those items to show up all the time. We can go back to actions, select the filter by item action, and then show about use right there. Okay. And then when you select an item, remove that item, it shows all the values for everything. So that's how you use items to help on adventure story and really get your point across. That should give you enough background how to use a story and how to help your users understand what they're trying to get to. So we just used actions in a dashboard. Next, we'll look at story points, and that will show you how to use the story functionality. So you create a new story 8. Part 7 Summary: in this video, we're going to look at story points. The story points feature allows you to tell a story using interactive snapshots of the dashboards and views. The snapshots become points in a story, and this allows you to construct a guide in there, too, of even an entire presentation. Let's consider an example off. We're trying to sell a story that might be useful for executive management, and we're gonna explore one region. So we designed the Regal Scorecard Regional Scorecard, and we've also put together a story here. So you can see then description, the narrative of your story here in the snapshot here So you can see over all the East is good, and so when you hit the next button, the East region has seen something down. You can see about this graph and when the KP other set of 15% were pretty good. However, when the KPRC are set at 25% only 1/4 has met that goal, so you can see how this can help tell your explain your narrative to your end users or executives. So how do you build so you can add a new point? So we're just gonna if we add a new story, Point added to back, weaken, drag and put it anywhere in the story. And we're going to select really just really simple analysis is we can just drag in the tire. Is that is it least profitable? Filter this for the Let's let's look at We were looking at which state we were looking at all the East. But let's look at specifically New Hampshire. So we're looking at New Hampshire now, and that's Ah, KP I. We're going to explore where stuff in New Hampshire and we're going to select. We're going to try and find the least profitable product so we can use telephone communications and the 5161 and that's obviously not sold in New Hampshire. Nonetheless, this shows you how. Just take one snapshot of your story, every hit, the save button, an update, and now this view has been saved. On this snapshot, you can double thick and write your narrative and then scored back to the beginning and start your story again so that the east region is good. This is another snapshot of the region. Here's a snapshot and then went to go to the new narrative. That's how you create all the snapshots to tell your story. So in summary, when you are ready to share your discovery analysis, you will most likely use a dashboard to relate the story to your audience. The way in which you tell your story will depend on objectives as well as your audience and the mode of delivery. Using a combination of use, objects, parameters, quick filters and legends, you can create an incredible framework to tell a data story. By introducing actions and interactivity, you can invite your audience to participate. Story points will allow you to bring together many snapshots of dashboards and used to craft and present entire narratives. So that's well, that's the entire course. I hope you guys get a chance to review it. Leave some feedback and let me know what you think.