This hands-on introduction to Tableau Desktop is split into two sections.
Tableau I will guide users through a series of exercises that will cover data visualizations and interactive dashboards. Using local Texas election data, participants will create maps, scatter plots, column charts, tree maps, and packed bubbles in an effort to explore election voter returns and correlations with voter demographics. No experience necessary!
Tableau II will build upon the first section with an in-depth look at parameters and calculated fields. Using various survey data from McLennan County, participants will build an interactive dashboard allowing end users to calculate a happiness index score.
Ensure Tableau Desktop is installed on your laptop.
Any of the three options to the right are perfect for the workshop. |
3 Choices
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The Baylor Libraries’ Data Scholar Program provides a series of hands-on workshops designed to help Baylor researchers learn about
advanced data research methods, tools, and sources.
Data can be Text, Numbers, and Multimedia
Download the Tableau I: Prepared Datasets (link on left) and unzip the election-2016 folder to your desktop.
Load the ACS data into Tableau
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Create Tree Map showing median household income by County
NOTE: Show Me can be toggled visible/not visible by clicking Show Me. |
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Correct Income Aggregation
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Change visualization to Packed Bubbles
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Change visualization to Map
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Change Visualization to Highlight Table and sort descending
To sort right-click the County pill in the Rows Shelf and select Sort. |
Click Data Source on the bottom left of the screen
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Click the blue Add button and click Microsoft Excel
Select the pres2016.xlsx file |
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Select Left relationship
Select Cntyvtd on the left side and Cntyvtd1 on the right |
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Click the New Sheet icon to the right of Sheet 1 |
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Create a Scatter Plot between % Hispanic and % Trump votes in 2016
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Return to the Data Source tab on the far left bottom
Click the blue Add button and select Spatial File and select the VTDs.shp file
Set the relationship to Left and both sides set to Cntyvtd
Create a new sheet |
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Create a VTD Map
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Test!!
Show the % votes for Clinton on the map |
Click the New Dashboard button to the right of the New Sheet button. | |
Under Size, use the dropdown menu and change it from fixed Size to Automatic. | |
Drag sheets as desired to your dashboard |
Local Save (to your computer)
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Tableau Desktop Professional Only:
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Publish to Tableau Public Online
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We will build an online and interactive visualization allowing users to identify the happiest places within McLennan County, Texas.
Download the Tableau II: Prepared Datasets (link on left) and unzip the Tableau-II folder to your desktop.
Load the Shapefile into Tableau
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Load the Excel data into Tableau
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Click Sheet 1 at the bottom of screen |
Visualize block group map
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Create a Parameter to hold 3 Measures
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Name: Measure Chooser Data Type: String Allowable Values: List
Then type labels for the three measures you choose.
OK
A new Parameters category will appear beneath Measures. |
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Under Parameters, right-click Measure Chooser and select Show Parameter Control.
You will now see a drop-down menu to the right of the map. |
Create a new Calculated Field to hold data selected by our parameter.
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Name: Measure Placeholder Calculation (your calculation may need to be different): // Basic Condition Statement // Example of contains ELSEIF [Measure Chooser]="BMI" THEN [% Body mass index - Healthy weight, 2018] // All If statements must end with END _____________ Click OK |
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Under Measures, drag Measure Placeholder to the Color Box. |
Created Normalized Values for each of the three selected measures:
// Name: Normalized BMI
// Formula: (Value-Minimum Value)/(Maximum Value-Minimum Value)
// To invert the order, add a 1- before the formula, such as 1-( (Value-Minimum Value)/(Maximum Value-Minimum Value) )
// Surround maximum and minimum expressions with curly brackets {}, such as {min(value)}
1-(
([% Body mass index - Healthy weight, 2018]-{min([% Body mass index - Healthy weight, 2018])})
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({max([% Body mass index - Healthy weight, 2018])}-{MIN([% Body mass index - Healthy weight, 2018])})
)
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// Name: Normalized Income
([Median Household Income]-{min([Median Household Income])})
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({max([Median Household Income])}-{MIN([Median Household Income])})
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// Name: Normalized Violence
1-(
([Attitudes (General) - Agree A Lot | I Worry About Violence And Crime, 2017]-{min([Attitudes (General) - Agree A Lot | I Worry About Violence And Crime, 2017])})
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({max([Attitudes (General) - Agree A Lot | I Worry About Violence And Crime, 2017])}-{MIN([Attitudes (General) - Agree A Lot | I Worry About Violence And Crime, 2017])})
)
Create Parameters for each of the three selected measures:
Right-click these parameters and Show Parameter Control. |
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Add Weighted Values option to Measure Chooser Parameter
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Create Weighted Sum Calculation
ELSE [Normalized BMI]*[Weight: BMI]
+([Normalized Income]*[Weight: Income])
+([Normalized Violence]*[Weight: Violence/Crime])
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