Join Ben Sullins for an in-depth discussion in this video Where Tableau shines, part of Integrating Tableau and R for Data Science.
- [Instructor] So let's dive in and what I'm going to do first is open up Tableau. Then we're going to explore the Superstore data set that comes with Tableau. Then I'll build a quick dashboard in just a minute here. So here in Tableau and I'm running this on Windows but don't worry if you're on a Mac. The experience is almost the exact same. I would say that they have almost perfect feature parity between the two platforms and everything I'm going to show you is just really basic stuff to introduce you to Tableau if you've never seen it before.
Okay so with this, what I have is the Superstore data set that comes with Tableau. I'm going to click on that down here in the bottom left and just do a quick exploration of this dataset. With it comes all these different folders. On the different folders here in the Dimensions, on the left we have our Data pane. And each one is tagged with a different type of data so you have Abc for strings. For order date, you have a little calendar indicating it's a date value. For location which are geographical properties, they're tagged with these actual little globes.
So this dataset comes with a pretty rich set of information and actually a fairly typical set that you'd get from a sales or processing system. Then down below we have Measures. These are the numbers that we use to actually aggregate stuff. And this is where we'll actually start by building some different views. First, I want to build a map. So I'm going to double click Sales. And what you'll see is that it automatically built a bar chart for me. Remember, I haven't told Tableau that I want to build a bar chart. It just automatically figured out that that's probably the best way to visualize this data based on the little selection I had.
Now I want to build a map. So I can click on City and then go over to the Show Me function here and see what it actually recommends. Here are all the different charts that are available based on the current data I have selected. And it's saying with the highlighting there that this one is best suited for a bubble map. So if I click that once, you'll see that Tableau built a bubble map for me. Just with a single click, it automatically zoomed in and it sized everything appropriately using the Sales measure here for my size attribute.
So if I wanted to as well, I could drag Profit onto Color and you'd see then it actually color coded them appropriately giving me a sense of the regions that are either the lowest or the highest. And kind of graying out the ones in the middle. The ones that really just kind of normal. So let's call that our map. Now, the second chart I want to build is a trend. Again, I'm just going to double click on Sales. This time I'm going to find my Order Date, double click on that and it's given me a line chart here. I can drill down, let's say to quarterly.
And let's go ahead and remove the year and drill down to a different type of quarter that has the year embedded into it. So we have each year quarter by quarter. You can kind of see how Sales look there. Pretty cyclical if you'll ask me. Okay, so that's my trend. The third part I want to do is build a simple bar chart. So let's in this case, look at Profit Ratio. And let's break it down by Product Category and then Sub-Category. I'll just drill down on that there. Okay so with this one, let's maybe swap it and flip it around this way.
And even color code it by profit ratio. So I'm going to drag it on again to my Color shelf. And you can see which product category and sub-categories are actually the most profitable for us over all. Alright, so to build a quick dashboard, I'll click on the New Dashboard icon and just start double clicking. And these guys will pop on to my page and then I can drag them around and reorganize them. Let's say on top I wanted my trend. Drag that one there and I can drag my legend off to the right so everything has that visible.
And let's shrink this down just for the sake of the demo here. You can see what it looks like. So there you have it. With only a few clicks using the Superstore dataset that comes with Tableau, I was able to perform a pretty good analysis. I was able to look at the Sales trend over time. I could analyze the cities in which are the most profitable and even the product categories and sub-categories, which ones have the highest profit ratio. The point here isn't to show you how to do this in Tableau but to show you how simple it is and how Tableau guides us towards these types of visualizations.
Using good color schemes, using maps, using different ways of looking at the data that really help us gain a better understanding of it.
- Where Tableau shines
- When R is the best option
- Installing Tableau, R, and Rserve
- Running Rserve and connecting Tableau
- Basic scripting in R
- Importing data to Tableau
- Linear regression
- Setting up R on Tableau Server
- Publishing your work
- Editing calculations