Join Nate Makdad for an in-depth discussion in this video Identifying our project, part of Creating Interactive Dashboards in Tableau (2015).
So to get our dashboard started we need to identify our project and data source. So for this course we're going to try and identify where online training will continue to grow in the coming years around the world and to accomplish this goal we needed to find a data source that would give us some information that we could analyze. So to accomplish this goal we're going to use the World Bank development indicators data set, which can be found at databank.worldbank.org/data/home.aspx. The data set that we'll be using is included in the exercise files, but if you wanted to export your own data from the World Bank, you can by going to their website and then navigating down to the explore databases section, and here we'll go ahead and click on the world development indicators data set and then this brings up our option to export the data that you need.
So, to export the data, the database has already been selected, so we need to fill out selections for the other values. So we're going to pick all countries by hovering over this impressing select all and then picking our data series. Now there are over 1,300 metrics that you could pull into your database. In the sample extract that we've included there are about 60 and so if you do decide to pull your own data from this, there are just a couple of metrics that you want to make sure to include, just as we walk through kind of the metrics so you can follow along.
Here are Internet users per 100 people and mobile cellular subscriptions per 100 people, as well as the GDP. So just to kind of show you how to continue to export, I'm going to go ahead and pick these two mobile phone data series, and then I want to go down to my time series. Now in the data that's included in the exercise files goes back to 2005, so you can just pick the years that you wanted to include. If you want to go all the way back to 2005 or review recent years, and then after I've made the selection I'm going to go ahead and click on apply changes, and now you can see in the upper right hand corner, I've got the download options available and then we're going to just download to Excel.
And so now our extract has been downloaded. I'm going to jump now to the extract that's included in the exercise files, just to kind of show you what the extract ultimately will look like, but you get a file that has two tabs. So the first tab, the data tab, is the actual data export, and so you'll see the columns, as well as the year outputs by column, and then there's also a definitions and source, where you can see the codes, the indicator names, and then the definition for each of these. So these would be the two tabs that you would get in your extract.
So now that we've identified our data downloaded, identifying connecting to our data is the first step in building our dashboard.
- Building worksheets to feed dashboards
- Formatting data
- Creating visuals
- Creating calculated fields and sets
- Designing the dashboard
- Adding interactive parameters
- Keeping your Tableau dashboard up to date