PowerPoint Presentation

INTRODUCTION TO

TABLEAU

Center for Data, Analytics and Reporting (CeDAR)

Authored by Amy D. Such

What is Tableau

Tableau is a data visualization tool that lets us analyze virtually any

type of structured data and produce highly interactive and attractive

graphs, dashboards, and reports in minutes.

Using Tableau Effectively

Tableau makes it easier to create powerful, visual information that

communicates what is important better than a spreadsheet or text

table. Tableau has advanced capabilities for more technical users,

but it dramatically lowers the bar for creating dashboards and

performing analytical analysis for non-technical analysts and

information consumers.”

– Dan Murray, Interworks

As an introduction, let’s take a step back and give the 100,000 foot

view of Tableau. It’s important to understand how or why you might

be working with your data and to assess what your level of usage

might be. Below are some important questions to consider:

 Will I be creating my own reports or will I only access reports others

have created?

 Will others need to access the reports I create?

 Will reports I create need to be available to the general public?

 Do I need a license?

The answer to each of these questions will determine the type of

access you’ll need and how you’ll need to handle the distribution or

publication of your material.

Here at Princeton, we use Tableau in a manner similar to the way in

which we use the data warehouse. Differences arise from the structure

of the tool itself.

Tableau Desktop is central to the creation of all Tableau visualization

and data sources. In fact, if you only want to create reports but do

not have a need for circulation or wider consumption, the desktop

version would be all you need.

Tableau Server is used when you have a visualization that has been

designed to be consumed by others. If you have a specific, restricted

audience and would like to control the manner in which they interact

with your work, they should be defined on the server and you would

publish your work to be accessed.



Tableau Public is a version of server but security has been setup such

that the visualizations published here may be accessed without

authentication. This is where you would publish work that you want

anyone at all to view and consume. An example of this would be a

graph demonstrating historical applications to the university. This might

be included on the Princeton public website.

CeDAR takes a role in the Princeton Tableau world by centrally

managing the Tableau Desktop licenses and providing training. We

also maintain the Tableau Servers (Development, Production, and

Public). Finally we coordinate the Princeton Tableau User Group

where we can all share experiences and ask questions of one another.



The goal for this course is to introduce Tableau within the context of

its usage at Princeton University. Upon completion, you should

understand:

 How Tableau is used at Princeton

 Basics of the Tableau reporting tool

 Basic calculations

 Common visualization types

 Creating a basic Dashboard

 Publishing and sharing

GETTING YOUR DATA READY

Choose a connection or an existing workbook from the Tableau

Welcome Page.

Note: Upon installing Tableau, check your local drive for My Tableau

Repository

Once you choose your data source, you (and it) are brought to the

Data Source Page where you can format your metadata.

Sheets on the left navigation pane behave like tables in a database.

 Splitting

 String fields can be split into multiple fields for easier analysis

 Automatic or custom split options

 Aliasing

 Roles (time, ship date/order date)

 Binning (high/low sales)

 Renaming

 Data types

 Geographic roles

 Calculated fields

 Pivoting

 Data interpreter

 Helps clean up data

THE INTERFACE

 We work in workbooks which contain worksheets, dashboards, and

stories

 Worksheets are also known as Views of your data

 We drag and drop fields from the data source onto Shelves

 Rows, Columns, Filters …

 Items that appear on shelves are called Pills

 If the Pill is blue, it is a Dimension

 If the Pill is green, it is a Measure

When you bring your data into Tableau, it automatically places the

fields into one of two categories. Dimensions or Measures.

 Dimensions are fields that organize your data into categories (or

buckets).

 Individual dimension values are called Members

 Usually Non-numerical and provide critical, contextual meaning

to a Measure.

 Who, what, when, where, why

 Measures return numeric values for “measuring” different

dimensions.

 Usually aggregated (sum, average, min, max, etc.)

 Things you can do math on that are generally meaningless

without context

Revenue grew $22m during Q2

2017 in the Eastern Region for

Technology

 Change between data source, worksheets, and dashboards

using the tabs at the bottom

 You can also add new worksheets, dashboards, or story

boards using the “new” buttons.

Once you’ve connected to data and evaluated

available dimensions and measures in the Data

pane, you’ll need to decide where to drag desired

dimensions and measures. You may choose to

drag directly onto the visualization or onto a

particular shelf or card.

 The most common shelves are the Columns and

Rows. Dragging dimensions and measures to

these determines the layout of your visualization.

Use cards to navigate pages, filters, and marks on a

worksheet.

 The Page shelf acts as a modified Filters shelf

allowing you to page through values.

 The Filters shelf allows you to narrow data down.

 The Marks card allows you to customize the

display of the ‘marks’ that make up your chart.

Use dashboards to organize and interact with multiple worksheets

Use stories to combine elements and create directed, interactive

analysis

Use Show Me to select or change between

different visualizations.

 Anytime you’re editing a new or existing

worksheet, you’ll notice the Show Me tab at

the upper right of the screen.

 Show Me displays a series of thumbnail images

representing the different types of charts you

can create with just a few clicks.

 If you’ve already created a chart but would

like to switch to another, clicking a new

thumbnail from the Show Me dialog box will

change your current visualization.

Note: Only thumbnails for visualizations that are

applicable to the dimensions and measures

you’ve selected from your data pane will be

active.

Add Dimensions and/or Measures from the Data pane to the Shelves

and Cards to create visualizations.

Objective: Open Tableau, connect to data, build a basic visuali zation to show Sales for each

Sub-Catego ry broken down by Order D ate Year vs. Category. Use color show sum of Profit.

1. Open Tableau.

2. Connect to Excel.

3. Navigate to Excel Data Source per class instructions

Typically under this path:

My Tableau Repository > Datasources > 10.x > en_US-US > Vital Stock Supplies.xls

4. Click Open.

5. This is the Data Source screen. Here, we will add sheets from the Excel file to act as the

fields for our visualization.

6. Under Sheets, drag Orders to where it says “Drag sheets here”. Our data appears in

the bottom pane.

7. In the bottom portion of the left pane, under the Go to Worksheet prompt, click Sheet.

8. In the left pane, within the Data tab, under Dimensions, drag Order Date to the

Columns shelf and Category and Sub-Category to the Rows shelf.

9. Under Measures, find and drag Sales to the Columns shelf and Profit to the Color mark

on the Marks card.

10. Double-click the bottom of the worksheet and rename it to Bar Chart.

Sum of Sales for each Sub-Category broken down by Order Date Year vs. Category. Color shows sum of

Profit. The view is filtered on Order Date Year, which keeps 2014, 2015, 2016 and 2017.

Tableau supports an additional method for automatically generating

views of data called Automatic Double-Click. To use this method,

double-click fields in the Data pane that you’d like to see in your

visualization. Each double-click results in a “best guess” for how you

would like the field to be presented in your view.

Note: The order in which you double-click a measure or a dimension

is signification.

SORTING & FILTERING

 Analysis can be enhanced by sorting results

 Sorting can be done using buttons for simple sorting

 Or … manually through the advanced

sorting dialog which is achieved by right-

clicking on a Pill from the Shelf and

clicking Sort.

 Filtering results allows you to focus on particular

aspects of your data

 Filter by dragging data fields from the Data pane

to the Filters card

 Filtering can also be created by right-clicking a Pill on a Shelf

 In either case, a Filter dialog box will

reflect the data type chosen and

prompt you for additional criteria

Numeric Filter Dialog Box Text Filter Dialog Box

Filtering Data

 Simple filtering can be done by

selecting the headers or marks in a

View and choosing the Keep Only or

Exclude options

 The Dimension members are removed

from the View and the filtered fields

are added to the Filters shelf

 When selecting headers that are part

of a hierarchy all of the next level

members are selected automatically

 Individual marks can be selected on a

View, making it easy to focus on or

remove outliers

Apply Filters to Multiple Worksheets

 When you had a filter to a worksheet, be default it applies to the

current worksheet.

 Sometimes, however, you might want to apply the filter to other

worksheets in the workbook.

 You can select specific worksheets to apply the filter to or apply it

globally to all worksheets that use the same data source or related

data sources.

On the Filters shelf, right-click the field

and select: Apply to Worksheets > All

Using Related Data Sources

 Filters that use this option are global

across the workbook.

Objective: We see a potential problem with the profitability of the furniture category. Let’s

enhance our results from the last exercise by performing a simple sort, and filtering the

results by the furniture cat egory.

1. Right-click the Bar Chart worksheet and select Duplicate.

2. Now, rename your new worksheet New Bar Chart.

3. Click the last column in the chart.

4. From the toolbar at the top of the screen, click the Sort Descending button to sort

latest year Sales descending.

5. Let’s reduce the data set results by dragging Category to the Filters card.

6. From the Filter dialog box, uncheck Office Supplies and Technology.

7. Click OK.

8. Right-click Category in the Filters card and choose Show Filter to reveal the Filter card.

Note: Filter cards can be moved (dragged) from their default location (which tends to

hide under the Show Me box when it’s expanded.

9. Under Dimensions on the Data pane, right-click Region. Select Show Filter.

10. Explore.

Sum of Sales for each Sub-Category broken down by Order Date Year vs. Category. Color shows sum of

Profit. The data is filtered on Region, which keeps Central, East, South and West.

The view is filtered on Category, which keeps Furniture.

FORMATTING

 Tableau allows for extensive formatting of

your views and can be done for an entire

worksheet or down to the specific/individual

parts.

 There are several ways to initiate formatting

in Tableau. You may choose options from

the Format drop-down menu or right-click

any element and choose Format from the

context menu.

 Formatting can include changing some or all

of the following:

 Fonts

 Alignment

 Shading

 Borders

 Lines

Highlighters

 Highlighters are used to quickly find and highlight data on a

visualization

 These come in handy when adding a mark (like color) to a

visualization makes it too confusing or hard to read

 Used when there’s already a color mark assigned to the visualization

 Previously done through legends and dashboard actions

 Can be used with reference bands and lines

 Highlighter legend supports text

searches and dropdown

 Multiple highlighters can be

added to a single visualization

Objective: We want to be able to quickly find patterns and trends in our data. If our

visualization already contains a color mark, a highlighter is the perfect enhancement to

assist the u ser in understanding what we’re trying to focus on.

1. Create a New worksheet. Rename it Sub-Category Highlight.

2. Add Order Date to the Columns shelf and Sales to the Rows.

3. Maybe we want to be able to see the profit when you hover on a line but not have it

displayed in the actual Line Chart itself. To do this, drag Profit to the Tooltip.

4. Drag Region to the Color mark.

5. We want to increase the number of marks on this, so add Sub-Category to the Detail

mark. The Detail mark increases the context of our visualization.

6. Without reducing the highlighted number of marks, this is difficult to read. We could

use a filter, but that would remove the context of the selected marks in relation to the

other sub-categories. So … we will add a highlighter instead.

Continued on next page

7. In the Marks card, right-click the Sub-Category Pill and select Show Highlighter.

8. The Highlighter Legend Box will appear/dock and show the different Sub-

Categories. As you mouse over each Sub-Category, you’ll notice each being

highlighted in the visualization.

9. Explore.

Note: Selecting Entire View from the drop-down in the tool bar will expand the

visualization to make it more legible.

The trend of sum of Sales for Order Date Year. Color shows details about Region.

Details are shown for Sub-Category.

The Marks card provides other options to customize the appearance

of your chart. You can change the color, size, shape, and label of

your marks as well as customizing your tooltips.

Tooltips are small pop-up text boxes that appear when you hover your

mouse over a mark. By default, tooltips show values for all relevant

fields included somewhere on your visualization.

The Marks Card

 Use the Marks card to refine and

enhance results

 Color represents data using different

colors

 Size encodes data by assigning

different sizes to the marks on your

views

 Label assigns text labels to the marks

on your Views

 Drop a dimension on the Detail box to

separate the marks per the members

of the dimension

 Tooltips are details that display when

you hover over one or more marks in

the View

The Marks Card

 Additional marks are available when using certain visualization

types

 Shapes are available when the Mark type supports members being

displayed as shapes, like when a Scatter Plot is being used

 Built-in shapes are available and custom shape palettes can be

created

 Angles are available when using pie charts

 There are other context-sensitive marks

which are available with other, more intricate

visualization types.

Scatter Plots

 Scatter Plots provide a way to show correlations between numerical

values

 Scatter plots require at least two measures

 One on each of the columns and rows

Creates a simple Scatter Plot

Creates Matrix of Scatter Plots

Objective: Create a scatter plot using colors and shapes to show the correlation between

sales and profit of different product sub-categories by catego ry and region .

1. Create a New worksheet. Rename it Sales & Profit.

2. From Measures, drag Sales to the Columns shelf and Profit to the Rows shelf.

3. Drag Sub-Category to the bottom (empty) portion of the Marks card.

4. To distinguish our Sub-Categories, add Category to Color.

5. Add Region to Shape.

6. Right-click anywhere in the scatter plot and choose Trend Lines > Show Trend Lines.

This will show us linear trend lines.

Sum of Sales vs. sum of Profit. Color shows details about Category. Shape shows details about Region.

Details are shown for Sub-Category.

Objective: Display the numbers associat ed with a data view.

1. Right-click any of the visualizations we’ve created thus far.

2. Select Duplicate as Crosstab.

A new sheet will automatically be created beside your visualization, displaying the same

information as data in rows and columns of text.

A crosstab, sometimes referred to as a Pivot Table, is a table that summarizes data in

rows and columns of text.

Sometimes, even in Tableau, you just want to see the data and not a visualization.

You can easily convert your visualization into a crosstab.

BASIC CALCULATIONS

Basic Calculations

 Calculations are created to enhance the dashboard.

 Tableau takes granular data and aggregates them in the

View.

 Calculations help in extending the usage of aggregations.

 If we’re looking for a particular dimension or measure that

does not seem to exist in our data source, we can form them

from calculations.

Aggregating Data

 When a Measure is placed on a Shelf,

Tableau automatically aggregates the

data.

 Tableau defaults to Sum.

 You can change the aggregation

to other types (Average, Max, Min)

by clicking on the Pill, navigating to

Measure (Sum) and selecting from

the list of other choices.

Note: You can disaggregate data by

navigating to the Analysis Menu and

deselecting Aggregate Measures.

Aggregating Data

 Dimensions can also be aggregated by right-clicking the Pill,

selecting Measure, and choosing from the list of options

available:

Granularity of Data

 Data granularity refers to the level of detail or depth of data

in a View

 Defined by the Dimension fields

 If a Dimension is dragged to Detail, it will change the

granularity of the visualization

 Dragging a Measure to Detail will have no effect

Quick Table Calculations

 A quick table calculation is a

one-step process where you

choose a common, pre-defined

calculation type from a list.

 Tableau automatically applies

the most typical settings for that

calculation type.

To apply a quick table calculation,

simply right-click a measure from a

Shelf or Mark and choose Quick

Table Calculation from the context

menu.

Calculated Fields

 When your data source doesn’t contain all the fields you need, you

can add new ones as calculated fields

 The calculated fields are saved as part of the data source and can

be used as often as necessary

 There’s several ways to create calculated fields. You can do this

easily by using the calculation editor from the drop-down, by

double-clicking a Shelf or a Field on a Shelf, or by right-clicking

“white space” on the Data pane under Dimensions or Measures

 Calculated fields can be created from existing calculations

 Calculations are based on Formulas and Fields

Formulas Make Up Calculated Fields

 Formulas can contain functions, fields, operators, parameters, or

comments

 The Calculation Editor provides color coding based on the Field

added

 Functions: Light Blue

 Fields: Orange

 Operators: Black

 Parameters: Purple

 Comments: Grey

Note: Tableau makes attempts to guess what you’re trying to do

and provides you with the tools you need for brackets and

parenthesis. You should not have to do much typing or guessing.

*Don’t “fight” the tool!

Functions

 Functions can be filtered by

category

 Use the Enter search … box to find

specific functions

 Clicking on a function provides tips

and examples to guide you

Comments

 Comments can provide context

or detail on calculations

 Define comments using two

forward slashes

Auto-Completion for Formulas

 Tableau will automatically attempt to fill in a formula

 First attempts to find based on starts with then contains

 Clicking Enter will enter your formula or function into your forming

calculation

 If you first type a [ auto-complete will show fields, parameters, or

sets instead of functions

 If you’re using multiple data sources, auto-complete will add the

fully-qualified name of the Field so you can see exactly where things

are being pulled from

Objective: We have been asked to show a visualization t h at displays the average unit cost

per each Sub-Category.

1. Create a New worksheet. Rename it Avg Unit Cost.

2. To find the cost per unit, we need to create a calculated field. Click the drop-down

next to the Data pane and select Create calculated field.

3. Name the field Avg Unit Cost.

4. In the expression box, use the following formula:

[Sales]/[Quantity]

5. Click OK.

6. The default aggregation for Avg Unit Cost is “Sum”, but this is not what we’re after.

We need to see the Average

7. In the Measures pane, right-click the Avg Unit Cost field, and select Default properties

> Aggregation > Average.

8. Right-click the measure again and select Default

properties > Number Format… then select Currency

(Standard).

9. Click OK.

10. Add Sub-Category to the Columns Shelf and from the Measures pane, drag the newly

created Avg Unit Cost to Rows.

11. Click the T button at the top of your screen to add Labels to your visualization.

We would like to be able to select which years to include.

12. Drag Order Date to the Filters card.

13. Select Years and click Next.

14. Select the last 2 years shown in the list.

15. Click OK.

16. Click the down arrow in the Year Filter pill and

select Show Filter to make it interactive.

Average of Avg Unit Cost for each Sub-Category.

The data is filtered on Order Date Year, which keeps 2016 and 2017.

Calculations can be used for exception highlighting. In Tableau, this is

known as Spotlighting.

 Spotlighting is based on thresholds set for a selected measure

 It is a technique for showing discrete thresholds based on the values

of a measure. For instance, you might want to color-code Sales so

that those over $10,000 appear green and those below $10,000

appear red.

 A spotlighting calculation is just a special case of a calculation that

results in a discrete measure.

 A discrete measure is a calculation that is a dependent variable (and

therefore a measure), but which results in a discrete result (as opposed

to a continuous result). Thus the name discrete measure.

Objective: We have been asked to c reate a report that highlights when sales are not doing

as wel l as expected. Any order under $10,000 will be highlighted d ifferent f rom other

orders.

1. Create a New worksheet. Rename it Sales Spotlight.

2. Create a Calculated field called Sales Spotlight.

3. In the expression box, use the following formula:

IF SUM([Sales])>10,000 THEN "Acceptable" ELSE "Poor" END

4. Click OK.

5. Add Segment to the Columns shelf and Category to the Rows shelf. Also, add Sub-

Category to the Rows shelf (to the right of Category).

6. For our measure, we will drop Sales onto Text in the Marks card.

7. To provide the desired highlighting, drag our newly created Sales Spotlight onto

Color.

8. Click the drop-down arrow of the Sales Spotlight

Legend and select Edit Colors.

9. Change “Acceptable” to Green and “Poor” to Red.

Sum of Sales broken down by Segment vs. Category and Sub-Category.

Color shows details about Sales Spotlight.

1. Under the Office Supplies section of our chart,

Ctrl+Click Envelopes, Fasteners, and Labels.

2. When they are highlighted, right-click and select

the Paperclip icon to Group them.

3. Right-click the highlighted Group and choose

Edit Alias.

4. Rename the group Small Stuff.

Note: To ungroup, right-click the Group Small Stuff

and select Ungroup.

Objective: Let’s simplify the display data. Adding a grou p creates a new dimension wi th

grouped members.

1. Create a New worksheet. Rename it Top 10 by Total Profit.

2. Drag Sub-Category to Rows.

3. Drag Profit to Text.

4. Drag Sub-Category to the Filters shelf.

5. Click the Top tab in the Filter

[Sub-Category] options box.

6. Check the By field option.

7. Select Top, 10, by Profit, Sum

8. Click OK.

Objective: At times, it is just easier to view the “Top 10” items by a certain measure rath er

than viewing all the items of a field. In this case, let’s assume we’d like to view the top 10

Sub-Catego ries by profit.

POPULAR VISUALIZATION TYPES

Bar Charts

 Bar Charts are excellent to compare data across categories

 To create a bar chart, add a dimension to the Rows shelf and a

measure to the Columns shelf or vice versa

 Adding the dimension (blue) to the Columns shelf and the measure

(green) to the Rows shelf will result in a Vertical Bar Chart.

 Adding the measure (green) to the Columns shelf and the

dimension (blue) to the Rows shelf will result in a Horizontal Bar

Chart.

Objective: We have been asked to create a bar chart that displays total sales over a

four year period. In addition, our users want to see the data by shipping methods

but only for the West Region.

1. Create a New worksheet. Rename it Sales by Ship Mode.

2. Add Order Date to the Columns shelf and Sales to the Rows shelf.

Note: Because we have a date and measure on our visualization, Tableau

automatically created a line chart. We need to change this.

3. In the Marks pane, change the mark type in the drop-down menu from Automatic to

Bar.

4. Our next requirement is to show the data by shipping method. To do this drag Ship

Mode to Color. This changes our bar to a stacked bar.

5. Click the T on the toolbar to add Labels to our visualization.

6. Finally, to add to our Filter, right-click Region from the Dimensions pane and click

Show Filter.

7. Click the down-arrow in the Region legend and select Single Value List.

Sum of Sales for each Order Date Year. Color shows details about Ship Mode.

The data is filtered on Region, which keeps Central.

Heat Maps

 In a Heat map, data is represented in terms of colors. They provide

a quick visual summary of the data.

 Heat maps are best used for showing geographical representation

of data where each individual value are shown as color.

 Heat maps enable you to compare data in various categories using

different colors.

Example: Heat Map

Objective: Create a H eat Map to display the Order Date Quarter for each Catego ry.

1. Create a New worksheet. Rename it Heat Map.

2. Drag Order Date to the Columns shelf.

3. Expand to show Quarter.

4. Right-click the Year pill and select Remove.

5. Drag Category to the Rows shelf.

6. Drag Profit to Color.

7. Drag Sales to Size.

8. Right-click the Quarter pill and select the Quarter from the second tier to show the

Quarter and Year. This will convert the dimension to a measure.

9. Change the Marks Type to Square.

10. Click Size and advance the slider to increase the size of the marks.

Order Date Quarter for each Category. Color shows sum of Profit.

Size shows sum of Sales.

Scatter Plots

 Scatter Plots can provide a very meaningful visualization of two

related numeric measures

 Two different analyses that scatter plots help consider:

 Comparison/Correlation of the two measures

 Concentration of data/existence of outliers

 Effective scatter plots include either a small enough number of

marks following a general trend to draw quick conclusions about

the individual dimensions or a large concentration of marks to draw

general conclusions

Example: Scatter Plot

Objective: Create a Scatter Plot displaying Sum of Sales vs Sum of Profit.

1. Create a New worksheet. Rename it Scatter Plot.

2. Drag Sales to the Columns shelf.

3. Drag Profit to the Rows shelf.

4. Drag Category to Color.

5. Drag Segment to Shape.

6. Drag Sales to Label.

7. Click Size and advance the slider to increase the size of the marks.

8. Click the drop-down arrow on the Legend for Segment

to edit the shapes used in the visualization.

9. Change the shape by

selecting Edit Shape and

assigning the KPI palette.

10. Click OK.

Sum of Sales vs. sum of Profit. Color shows details about Category. Shape shows details about Segment.

The marks are labeled by sum of Sales.

Pie Charts

 Do the parts make up a meaningful whole?

 If not, use a different chart. Only use a pie chart if you can define the

entire set in a way that makes sense to the viewer.

 Are the parts mutually exclusive?

 If there is overlap between the parts, use a different chart.

 Do you want to compare the parts to each other or the parts to the

whole?

 If the main purpose is to compare between the parts, use a different

chart. The main purpose of the pie chart is to show part-whole

relationships.

 How many parts do you have?

 If there are more than five to seven,

use a different chart. Pie charts with

lots of slices (or slices of very different size)

are hard to read.

Objective: Create a Create a Pi e Chart with Multiple Mark Labels to display Customer Segment,

sum of Sales, a nd % of Total Sales

1. Create a new worksheet. Rename it Pie with Multiple Marks.

2. Change the Marks Type to Pie.

Notice the “Contextual” Marks card appears for Angle.

4. Drag Segment to Color.

5. Drag Segment to Label.

6. Drag Sales to Label.

7. Hover over the Sales Pill and click the drop-down arrow.

8. Select Quick Table Calculation, Percent of Total.

9. Drag Sales to Label (again).

Notice your bar chart still has all equal parts.

10. Drag Sales to Angle.

11. Click Label.

12. Click the ellipse (More Button …) beside Text.

13. Select <Segment>, increase the font size and make it bold.

* Did you expand your view?

Segment, % of Total Sales and sum of Sales. Color shows details about Segment.

The marks are labeled by Segment, % of Total Sales and sum of Sales.

Box Plot

 Also known as Box and Whisker Plot

 Used to show the distribution of data

Objective: Create a Box Plot displaying Sum of Profit for ea c h Category.

1. Create a New worksheet. Rename it Box Plot.

2. Ctrl+Click each of the following: Category, Sub-Category, Profit

3. Expand the Show Me Dialog Box.

4. Select the Box Plot thumbnail.

5. Drag Category to Color.

6. Click the Size Mark and advance the slider

to increase the marks of the size on your view.

Sum of Profit for each Category. Color shows details about Category.

Details are shown for Sub-Category.

Tree Maps

 Treemaps are an alternative way of

visualizing the hierarchical structure of a

diagram while also displaying quantities

for each category via area size

 Each category is assigned a rectangle

area with their sub-category rectangles

nested inside of it.

 When a quantity is assigned to a

category, its area size is displayed in

proportion to that quantity and to the

other quantities within the same parent

category in a part-to-whole relationship.

 The area size of the parent category is

the total of its sub-categories.

 Tree maps start from top left (largest) to

bottom right (smallest)

Objective: Display sum of Sales and Profit for Regions and States using a Tree Map where Sal e s

is indicated by color and Profit is indicated by size.

1. Create a New worksheet. Rename it Tree Map.

2. Ctrl+Click each of the following: Sales, Profit, Region, State

3. Expand the Show Me Dialog Box.

4. Select the Tree Map thumbnail.

5. To edit the colors of your Tree Map, click the drop-down arrow on the legend for Sum

of Sales.

6. Select Edit Colors.

7. Choose a palette to your liking.

8. Click OK.

Region and State. Color shows sum of Sales. Size shows sum of Profit.

The marks are labeled by Region and State.

Area Charts

 Area charts are commonly used to showcase data that depicts a

time-series relationship

 Unlike Line charts, they can also visually represent volume

 Information is graphed on two axes, using data points connected

by line segments. The area between the axis and this line is

commonly emphasized with color or shading for legibility

 Typically used when you need to:

 Know the magnitude of a change

 Compare a small number of