VisREU BeginnersGuideToVisualization FeaturingTableau 061014 · 2016-06-27 · – Salesforce –...
Transcript of VisREU BeginnersGuideToVisualization FeaturingTableau 061014 · 2016-06-27 · – Salesforce –...
6/10/2014
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Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
A BEGINNER’S
GUIDE TO
VISUALIZATION
Featuring
Vetria L. Byrd, PhDAdvanced Visualization, Director
REU CoordinatorVisualization Scientist
REU Site Collaborative Data Visualization
Applications
June 10, 2014
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Tableau's data visualization software is provided through the
Tableau for Teaching program.
http://www.tableausoftware.com/data-visualization-software
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
“Enable researchers to gain keen
insight into their data by equipping them with tools and resources that will allow for visualizing the
expected, and discovering the unexpected in their data.”
~ Vetria
Mission
Advanced Visualization Division Advanced Visualization Division Agenda
• Introduction to Visualization (High level)
– Purpose
– Process
• Visualization Applications
• Introducing Tableau
• Q&A
Advanced Visualization Division
INTRODUCTION
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
What does
visualization mean?
To make visual or visibleDictionary.com
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Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
What is the purpose
of visualization?
Advanced Visualization Division
REU Boot Camp Lecture
July 08, 2013
“The purpose of visualization
is “insight”,
not pictures.”~Ben Shneiderman
Advanced Visualization Division
in•sight [in-sahyt]
An instance of apprehending the true nature of a
thing, especially through intuitive understanding.
Dictionary.com
Advanced Visualization Division
in•sight [in-sahyt]
An instance of apprehending the true nature of a
thing, especially through intuitive understanding.
An understanding of relationships that sheds lighton or helps solve a problem.
Dictionary.com
Advanced Visualization Division
“The greatest value of a picture
is when it forces us to notice what we never expected to see.”
~ John Tukey, 1977
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Why is “insight”
important?
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Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Why is “insight” important?
• Analysis of Data
• Explanation• Discovery
• Decision Making
• Tells a story
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Basics of Visualization• The process of visualization is taking raw data and
converting it to a form that is viewable and understandable to humans.
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Basics of Visualization• The process of visualization is taking raw data and
converting it to a form that is viewable and understandable to humans.
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Basics of Visualization• The process of visualization is taking raw data and
converting it to a form that is viewable and understandable to humans.
Created using Gephi
Advanced Visualization Division
Visualization Applications
� BioVis
� GeoVis
� InfoVis
� SciVis
VISUALIZATION
Biological Data
Non-Numerical Data
Geospatial Data
Simulated, 3D Phenomena
Research FieldsInput Data
Advanced Visualization Division
Information Visualization
• Emerged from Research in
– Human-Computer Interaction
– Computer Science
– Graphics
– Visual Design
– Psychology
– Business Methods
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Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Information Visualization
• Often applied to data that is not generated
by scientific inquiry
– Non-numerical information
– Survey data
– Social media
– Test scores
– Shopping habits
– Etc.,
Advanced Visualization Division
Information Visualization
• Researchers aim to provide compact graphical presentations and user interfaces
– interactively manipulating large numbers of items
– possibly extracted from far larger data sets
Advanced Visualization Division
Information Visualization• Information visualization focused on the creation of
approaches for conveying abstract information in intuitive ways.
Beginner’s Guide to Visualization
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
About
http://www.tableausoftware.com
Advanced Visualization Division
Tableau for Macs
• Mac version will be released in the next
couple weeks.
– Once it’s available, students will be able to use the key and landing page (info sent via email) to download it.
• http://kb.tableausoftware.com/articles/kno
wledgebase/tableau-products-mac
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Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Products
• Tableau Desktop – Fast Analytics
• Tableau Server - Collaboration
• Tableau Online – Cloud
• Tableau Public - WWW
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Opens Data FromDesktop
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Desktop
• Show Me Feature
• Drag & Drop
Technology
• Web Offering on
Mobile Devices
• License Keys
provided via email
• Valid for 1 year (June 02, 2015)
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Quick Tour – Byrd’s Eye View
http://www.tableausoftware.com
Advanced Visualization Division
CONNECTING TO DATA
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Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Don’t see your database format?
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Connect to Data
• In a file
– Tableau Data Extract
– Microsoft Access
– Microsoft Execl
– Text File
– Import from Workbook
• Server
– Tableau Serer
– IBM DB2
– MapR Hadoop Hive
– Microsoft SQL Server
– My SQL
– Oracle
– Salesforce
– Google Analytics
– Other Data (ODBC)
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Connect locally• Excel file
– Microsoft Excel
• Sample – Superstore
Sales (Excel.xls)
• Ships with Tableau
OR
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Excel Workbook ConnectionStep 1: Select an excel workbook
Step 2: Select the worksheet (table)
to analyze
Step 3: Does the data include field names in the first row?
Step 4: Give the connection a name for use in Tableau
Advanced Visualization Division
Data Connection
• Connect Live: Connect directly to your
data; speed of data source determines performance
• Import all data: Import all of your data into Tableau’s data engine
• Import some data: select a subset of your data to import
Advanced Visualization Division
Data Connection
• Connect Live:
– Data updates frequently
– Every time you update the data the results
show in the visualization
• Import all data
– Useful when importing big data
• Import some data
– Useful when importing big data
Data is local so .. .
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Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Tableau connects data and automatically generates
dimensions and measuresbrought straight from the dataset
Dimensions: IdentifiersMeasures: Numbers
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Start Asking
Questions
What are my total
sales?
Click or Drag and
Drop Sales
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Start Asking
Questions
What are my total
sales by Container?
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Start Asking
Questions
What are my
total sales by Container?
Add a
subcategory:
Department
Just 3 Drag & Drops
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Other Options
One click
sorting
Ascending DescendingAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Other Options
One click
sorting: Ascending by
Sales
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Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Group different
subcategories
Advanced Visualization Division
Other Options
Advanced Visualization Division
Add Labels
Advanced Visualization Division
Add Profit Numbers• Drag and Drop
Profits over graph• Show Me Icon
Appears (release mouse)• Tableau gives you
the best way to
visualize the data• Given Tableau’s
visualization best practices
Advanced Visualization Division
Sum Profit• Added to Color
shelf• Easy to see which
items are doing better than others
• Hover over each bar for more information
Advanced Visualization Division
Swap easily to see a different view
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Advanced Visualization Division Add Region Advanced Visualization Division Easily Change Thins
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Column for Each Region
Hover over a field to see the actual data points
Advanced Visualization Division
Click view data
Advanced Visualization Division Advanced Visualization DivisionAll changes made within
TableauRight Click
Save for subsequent sessions with this data; save the meta
data
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Advanced Visualization Division
VIEWING DATA OVER TIME
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Click New Sheet
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
• Double Click Sales
• Drag Order Date to
Columns
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
• Time data has drill-ability
– Year
– Quarter
– Month
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
• Time data has drill-
ability
– Year
– Quarter
– Month
• Click + to expand; - to retract
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
• Right Click on Month(Order
Date) and choose a continuous
month view
Right Click
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Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
X
Right Click Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Easy Forecasting
• Right click on white space
• Select Forecast
• Show Forecast
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Show Forecast• Forecast Options
– Forecast Length
– Source Data
– Forecast Model
– Describe Mode
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Double Click Tabs to Rename
Advanced Visualization Division
SHOW ME FEATURE
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Select new Tab
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Advanced Visualization Division
Good place to start when you’ve got data and you don’t know where to start in terms of visualization
Show Me gives you chart types to help you to
begin your analysis
Advanced Visualization Division
Hover over the chart types and Show Me will tell you what dimensions, measures and how many of
each are needed to generate the chart.
Advanced Visualization Division
1. Click State (Dimension)Tableau automatically recognizes as geographic in nature
2. Go back to Show Me feature and click Field Map
Advanced Visualization Division
Tableau automatically generates a map where you have data
It’s ready for more data: Drag & Drop• Profit to the Color Mark
• State to the Label Mark
Advanced Visualization Division Advanced Visualization Division
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Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Iteration
• Save Bar chart
• Duplicate Worksheet
• Iteration is the showpiece
– Show Me Tab
– 23 Chart Types
• Tableau automatically populates the
visualization with dimensions and variables necessary
to build the chart
Advanced Visualization Division
Training and Tutorials From Tableau
• On Demand – Free
• Live Online Training – Free
• Class Room Training
http://www.tableausoftware.com/learn/training
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
http://www.tableausoftware.com/academic
Advanced Visualization Division
Free Tableau Desktop
• Instructors who are faculty– Interested in teaching with Tableau
• Students who are– Enrolled full time
Advanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Advanced Visualization
• If there is interest:
– Training
– Hands on Workshops
Topics
• Introduction
– Working with data
– Formatting
– Calculations
– Dashboard development
• Advanced
– Basic Mapping
– Google Analytics
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Advanced Visualization Division
TEST DRIVE TABLEAU
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
Tableau Public - WWW
http://myweb.clemson.edu/~gemmill/irnc/index.html
look for download button at bottom of page to get spreadsheet.
The data is a list of scientific facilities around the world that are either generating or storing large amounts of data of interest to
the int’l science community.
Please DO NOT distribute the data to anyone.If you want to publish (eg., poster, in powerpoint) your images
anywhere contact Dr. Jill Gemmill ([email protected]) before doing so.
Advanced Visualization DivisionAdvanced Visualization Division
Clemson Computing and Information Technology
Center of Excellence in Next Generation Computing
A BEGINNER’S
GUIDE TO
VISUALIZATION
Featuring
Vetria L. Byrd, PhDAdvanced Visualization, Director
REU CoordinatorVisualization Scientist
REU Site Collaborative Data Visualization
Applications
June 10, 2014