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Tableau Workshop

Introduction

  • This workshop is designed to introduce you to Tableau, a business intelligence and data visualization tool

  • While there are many data visualization tools and packages for scripting languages, Tableau is particularly useful for exploring data and doing simple modeling

    • Tableau does not have a scripting language but has an extremely easy-to-use GUI

Important Links

Mortgage Complaint Data from CFPB: https://query.data.world/s/13ozpoyqtxqbm1dv0pd2iwt7q

Free Tableau for Students: https://www.tableau.com/academic/students#form

Free Tableau for Instructors: https://www.tableau.com/academic/teaching

Tableau Public: https://public.tableau.com/s/

Data Connections

  • First thing that shows up when you open Tableau

  • Tableau can connect to many types of data sources including Excel Spreadsheets, CSV files, text files, and various databases

  • Download Mortgage Complaint Data

    • Save it to an accessible directory

  • Click Text File

    • Select Mortgage Complaint Data

  • Click Automatically Update

Create Sheets

Bar Graph

  • Click Go to Worksheet

  • Dimensions and Measures

  • Drag Issue to Columns

  • Drag Number of Records to Rows

  • Drag State to the Color button in the Marks section

  • This is a bar graph of number of issues by Issue and State

  • Let's create a bar graph with the companies with most mortgage complaints

    • Create sheet

    • Drag Company to Columns

    • Drag Number of Records to Rows

    • Sort Company descending by Number of Records

    • Filter Company above 1,000 complaints

Line Graph

  • Create new sheet

  • Add Date Received to Columns

  • Add Number of Records to Rows

  • Click Show Me

    • Click on the continuous line graph

  • Click on the Plus Sign on the Date Received field in Columns

    • This will aggregate the data in different periods of time

Useful Calculations

Analysis

  • Click on Analytics

  • Drag Trend Line and select Linear

Running Sum

  • Click the arrow on the field SUM(Number of Records) in Columns

    • Go down to Quick Table Calculation and select Running Total

  • This is a running sum

    • Fields can be overlaid in Tableau; you can have a running sum on top of other lines

Geographic Visualizations

  • Tableau supports many levels of geographic visualizations

  • You can incorporate custom shape maps, or better yet, custom coordinates

  • I recommend using FIPS codes for counties as Tableau does not always recognize county names

  • Create new sheet

  • Drag State into Marks section

  • Drag Number of Records into the Colors button in Marks section

  • This will visualize the number of records reported by state

    • You can change colors and scale as you see fit

  • Drag Issue into Filters section

    • Select Loan modification,collection,foreclosure

  • This limits the data visualized

  • You can change colors and scales by clicking Edit Colors… in the legend

    • For this data you might want to reverse the scale

Sharing

  • Click Worksheet and select Export

  • Any option will export the sheet as an image

  • Tableau Public

Dashboards

  • Click New Dashboard

  • Drag your sheets onto the dashboard

  • Dashboards can be shared as images or published to Tableau Public

Final notes

  • Tableau is a powerful visualization tool

    • Very customizable

  • Visualizations can be interactive and can be shared in many ways

  • Tableau does have limitations

    • No scripting language

    • Closed source