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Quick and dirty analysis with Tableau 6 (in thirteen lucky steps)

6_Manual_Rearrange_Items_Freakalytics_1_TableauLet’s face it: in the daily world of work, you often are asked to provide an answer to a new problem in less than a day. Of course, your boss tends to forget about the other three project deadlines you are currently facing, so you really have only 10 or 20 minutes to squeeze in a quick and dirty analysis. 

If this sounds familiar to you, this cheat sheet includes thirteen flexible steps that can take you from being clueless to looking smart in just a few minutes, with a little help from Tableau. Hopefully you’ll be able to obtain enough information to come up with ideas for an e-mail update or talking points for the unexpected meeting that is looming large over your day, showing your boss and colleagues that you can deliver great results in time to be useful. 

So, if you’re already a user of Tableau, this cheat sheet will guide you to do the analysis. Even if you are totally new to Tableau, you can see the possibilities of what you can accomplish in a short amount of time, once you get started.


Download a printer-friendly version of this article here.


1 What question will you examine?

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Okay, in reality this step might take hours or even days! But let’s assume you have your question, and if it is complex, break it down into several, simpler questions.




2 Grab the closest, readily available dataset that is relevant

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Top Freakalytics articles of 2011

#5 Examining data over time (7 ways with Netflix stock prices)

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#4 Bullet charts & enhancements: making Stephen Few's invention even better

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Why choose Complete Tableau Training by Freakalytics? A recent attendee’s perspective

 
Freakalytics Enhanced bullet chart

This review of our 4 day training series was written on LinkedIn by a recent public training attendee, Danyelle.  She works at the US Department of Health and Human Services as a Senior Data Advisor.  I had the great pleasure of speaking with her  outside of the class and was fascinated to hear how she is a change agent for her organization's use of data. They are undergoing significant changes in how their studies are analyzed, presented and shared- all with the goal of increasing the return on their investment in research.  You can read her original post in the Tableau Software Group on LinkedIn, it was written in response to our upcoming training in Frankfurt.

"I went to Stephen and Eileen's 4-day Complete Tableau Training in Washington DC a couple weeks ago and it was WELL worth the time and money.

I was most impressed by their case study approach to teaching Tableau. The class ranges from people using Tableau every day at work to people like me who had only read about Tableau.

Reflecting back on the class, I am even more impressed by the quality of instruction and how well it worked for all in attendance. I was immediately able to go back to work and apply the skills I gained in the training to solve a problem that some thought couldn't be done in-house."

Thanks Danyelle for sharing your thoughts!  Read all about our training at http://www.Freakalytics.com/training.

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Quick tutorial on reference lines, bands and distributions – enhance your graph insights!

The following article features Tableau 6

Reference lines, bands or distributions may be added to your views to emphasize particular values or areas that may be useful in interpreting your data. In particular, when comparing multiple groups or categories of data, reference lines and bands provide immediate feedback on the overall differences between the groups.

Reference lines

Reference lines are vertical or horizontal lines displayed on your view that mark requested values such as average, median, minimum, maximum, sum, total and constants (such as a line that separates the data points as being above or below a target). They can be added on any continuous axis.

1) Open the Sample - Coffee Chain (Access) data source included by default with Tableau 6

2) Place Sales on the Columns shelf and change the aggregate to Average.

3) Place Product on the Rows shelf,
     State and Date on the Level of Detail shelf
     and format
Date to ‘MMMM YYYY’.

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The Seven Developers of Tableau 7 – Tableau Customer Conference 2011

Chris Stolte, Chief Development Officer at Tableau introduced
Six senior developers on stage for a preview of Tableau 7.

Chris Stolte

Tableau's mission is help people see and understand their data.

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How much simpler can it get?

Tableau was started while

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Tableau 6 – how it can change your world

The following article features Tableau 6

Power

Whether you are exploring your data for new insights, answering specific questions or even deciding what questions to ask, Tableau gives you unprecedented control to investigate, communicate and take action with the valuable information hidden in your data! Tableau has it all - a wide variety of options to graph your data, the ability to adjust your data so that you are using the right data in the right form for the questions at hand, and a user-friendly interface that’s designed around how people think about analysis, allowing you to follow your thoughts as you question and explore your data. You can work with every major data source, from Excel workbooks to the largest databases. You can even extract data from larger sources into a local “extract” file that will make your data exploration more efficient and allow offline analysis when you are away from the office.

Profit and planned profit by product
Red is below plan, green is above
Percentage is actual versus plan
Black line in 2010 shows prior year profit amount

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Displaying profit versus sales by region and customer segment Average profit ratio = size of bubble;
Minimum and maximum percents labeled per region
Colors are customer segments

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Dashboards podcast for journalists- ideas & examples with Journalytics

Episode Overview: Hosted by Journalytics, we discuss the utilities and pleasantries of Data Visualization and Dashboards. During our conversation we discuss several specific examples of dashboards in the news. Click here to listen on the Journalytics web site.

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