Remaining Flashcards
Telling Stories in Tableau
-A story is a sheet that _______ and dashboard that work together to convey infromation
-You can use stories to make a _____________
-Since a story is a sheet, the mehtod u use to creat name and mange workseets and dashbaords also apply to stories
-Each invidual sheet in story is called a s___
_When you share for example, by publishing a workbook to Tableau Public, Tableau Server, or Tableau Cloud—
users can interact with the story to ______
_You can create stories to _____
story is a sheet that contains a sequence of views and dashboards that work together to convey information.
* You can use stories to make a compelling case by showing how analytical insights are connected.
* Since a story is a sheet, the methods you use to create, name, and manage worksheets and dashboards also apply to stories.
* Each individual sheet in a story is called a story point.
* When you share a story—for example, by publishing a workbook to Tableau Public, Tableau Server, or Tableau Cloud—
users can interact with the story to reveal new findings or interact with data.
* You can create stories to tell a data narrative, provide context, demonstrate how decisions relate to outcomes, or simply make a compelling business case.
Best pracitices for telling stories
Best practices for telling great stories
* Before you build your story, take some time to think about the purpose and what you want your viewers’ journey to be.
* Is it a call to action, is it a simple narrative, or are you presenting a business case?
* If you’re presenting a case, decide whether you want to present data points that lead up to a conclusion at the end,
or start with a conclusion, and then show the supporting data points. * The latter approach works well for a busy audience.
* Finally, sketching out your story first on paper or a whiteboard can help you quickly identify problems with your sequence.
* Keep it Simple
Steps in creating a story
state the question
start with the big pic
drill down
hihglight outliers
show a trend
offer your analysis
answer the question
Sorting your data
____ organzie the data by applying rules and are dynamic
___ allows users to specity the sort order
___ a nested sort considerders each pane idnependly and sorts the rows per pane
___ a non nested sort considers the value acorss panes and will hve the same order of values per pane
Computed Sort: Organize the data by applying rules and are dynamic.
2. Manual Sort: Allows users to specify the sort order.
3. Nested Sort: A nested sort considers each pane independently and sorts the rows per pane.
4. Non-nested Sort: A non-nested sort considers the value across panes and will have the same order of values per pane
5. Example: Sample Superstore Dataset (Video)
Dual and Combines Axis Charts
The ___ and ___ filed serve as contianers for the measure in the data pane
___ field is a mesaure that containts the values of the measures
____ filed is a dimension that contains the names of the measures note it deos not include measures as latitude whic h do not aggreagae the same way as the other mwasrures
- It is best if measures that share an axis have the same unit of measurement, such as dollars of Sales, Cost, and Profit. Having different units on the same axis can make the view difficult to understand. Measures that share the same axis use the same type of mark, such as bar.
he Measure Values and Measure Names fields serve as containers for the measures in the Data pane.
* The Measure Values field is a measure that contains the values of the measures.
* The Measure Names field is a dimension that contains the names of the measures. Note that it does not include measures, such as Latitude, which do not aggregate the same way as other measures.
* Views with multiple measures on the same axis enable you to glance at the views and easily compare the measures, whether it’s a bar or other type of chart.
* It is best if measures that share an axis have the same unit of measurement, such as dollars of Sales, Cost, and Profit. Having different units on the same axis can make the view difficult to understand. Measures that share the same axis use the same type of mark, such as bar.
Dual and combines axis chart
ual axis charts have two axes for the measures and one for the dimensions. In this chart the measures are Sales and Profit. They have an axis on the left and right respectively; the dimension is Order Date, and it has an axis at the bottom.
* Dual axis charts are useful for showing how two measures compare to each other. You can show measures with the same or different mark types, such as area and line in this image. The measures can have different units, such as dollars of Sales and number of Orders.
aplying analytics
Applying Analytics
* You can add reference lines, reference bands, distribution bands, and box plots to identify specific values or ranges on a continuous axis.
* For example, if you’re analyzing the sales for several products, you can add a reference line that represents average sales for all of the products, so you can see how each product performed against the average.
* Computed values can be based on a specific measure field, such as Sales, as long as the field is used somewhere in the worksheet.
Applying Analytics
* Scenario:
* You have a view of sales by region, and you want to show how each region is doing compared to a
$500,000 quota.
* You also want to create another view that compares sales in each customer segment to the average.
* In both views, you’ll use reference lines to compare against the data in the view.
Applying Analytics
* TRENDLINES
* You are the sales manager for a U.S. territory.
* You would like to see trend lines for Sales versus Profit in each of your company’s product categories.
* You would also like to segment the data to compare these trends across each region of the U.S.
* What trends across categories and regions can you determine for sales and profit?
Forecasting is a way to estimate future values based on continuous historical data. Tableau Desktop provides built-in statistical models to forecast your data, including models that account for seasonality and trends.
* In this view, we have a synchronized dual axis chart that displays yearly flu data in the U.S. We’re tracking the total number of Flu Vaccine Doses and the Yearly Flu Cases from 2005 to 2020.
* The data indicates a rising trend in flu cases and flu vaccine doses administered over the past 15 years. To give us an idea of how many flu vaccine doses we need to produce, we can add a forecast to estimate the future values.
Generate forecasts to estimate future values
Forecast Scenario
You manage the sales of technology products for a global department store.
* You would like to see the monthly sales for this category over time, as well as estimate future sales over the next two years.
* Use the forecast feature in Tableau Desktop to gain some insights from the data.
