data visualization
Introduction to Tableau
Copyright By PowCoder代写 加微信 powcoder
January 2022
data visualization
Journey of Business Intelligence (BI)
What is Tableau?
Quick DEMO
Other complementary business software
Closing thoughts
Why are we here today?
Cornellians need to leap into next generation Business Intelligence (BI)
Provide self-service intuitive interfaces for visualizing collected data
Take the mundane tasks of technology and put them on a fast track to data visualization
Giving us back time to do what really matters
WHY are we here today?
We need to be
Decision Driven
Supported by factual evidence in data
The ‘Why’ and ‘How’ of putting real world visual analytics in your toolbox.
WHY Visualize Data?
REAL insights are needed for our efforts to be valuable.
Proper visualization methods allow us to see and understand data trends and relationships, faster and more completely!
Decision making can be much faster.
Your business depends on this!
How many 9s in this text report?
Now, how many?
MUCH Easier!
Allow the “eye/brain” process to do the work – do NOT make people READ!
Does Visualization TYPE Matter?
One more simple test…
Furniture sales / profit by State, by Region.
Any issues? Questions?
Bigger dot = more sales.
More blue = profit. Red = loss!
Pesentation
Information
How to get started
Let’s look at how others are doing data analysis.
Two very different approaches…
Approach #1 – SIMPLE!
Example problem from Managerial Accounting class California State University – Stanislaus campus
Students told to use Excel to solve, then DISPLAY output in Chart/Graph form – using ANY tool!
Hand Drawn Result
Excel Result
Tableau Result
Get Mergent data
http://www.mergentonline.com/login.php
Available at most colleges/universities
Available at many public libraries
SEC filing, public companies, years of data.
Cash Flows
Income Statements
Balance Sheets
RAW Mergent data
Balance sheet, Cash flows, Income statement data all coms in as individual tabs, in a single spreadsheet, looking like the rid, below.
Tableau has all the capability needed to bring in multiple spreadsheets, and reformat the data, in a 1 step process.
Reformatted Mergent Data
Data is, actually, reformatted inside Tableau, and can be stored in a Tableau file, or reprocessed each time it is accessed.
What can we do in Tableau?
What can we do in Tableau?
Quality of Earnings
What can we do in Tableau?
What can we do in Tableau?
What can we do in Tableau?
What do you WANT to do?
If the data is available, you can do it!
let’s state the obvious
Technology has matured
Our use has matured
Our needs have evolved
As humans,
we are wired to learn faster visually than by any other means
we need tools that relate closely to our Natural Senses to understand the world around us
we like the phrase,
“A Picture is worth a 1,000 words!”
This all amounts to a Case for data visualization
WHat is data visualization
A clear portrayal of complex relationships
with insight into behaviors, not pictures
AND…it is no longer a function of “the specialists”
WHY is it IMPORTANT?
Speed – time to value
Empowers business users
Enables self-driven data discovery
IT does what it knows best, you do what you know best
ACTUAL Customer requirements
Our users are traditionally used to a lot of reporting services reports – is there an elegant way to connect Tableau with reporting services and automatically pass parameters and data between the two?
Can I set up data driven alerts which trigger emails and/or other behavior? Can we schedule email of a dashboard without an event?
Can I get a 3D bar chart or pie chart?
It seems that I can apply gradient color on tables. Can I just apply it just on specific columns, instead of the whole table?
Do you have an excel plugin to use PivotTables in Excel on your data?
Report bursting Ability to send the reports across to multiple Users.
Exports to Other Formats( PDF, Excel, PDF,CSV, etc) Data view to be exported to various formats for in-depth Analysis
Export interactive PivotTables Ability to export interactive Tables to Excel
what is tableau
A Self-Service Business Intelligence (BI) tool that can render your data in a quick, easy to consume fashion.
It takes the guess work out of many report generation tasks.
WHERE DOES tableau fit in?
R/Rattle UI
trial available
Open Source
Star Schema
Time Slice
Statistics
Prediction
Analyze Visually
Advanced Analytics
Enrichment & Operations
* This list is an incomplete list. There are many solutions in the marketplace. This is merely representational.
SQL Server
why tableau
Best of breed, industry leading and FUN data visualization.
Unleashing business intelligence for the subject matter expert
Use complimentary tools for:
Complex, unstructured data sources including XML
Geocoding deeper than postal code
Generation of polygons for sales territories or trade areas
Demographic and behavioral analysis
Advanced statistics using R
Additional tools to perform processes beyond the Tableau data re-shaper and to handle cleansing.
IN CLOSING
Tableau is great, but use with caution
There is no “One Size Fits All” in BI space
Other tools fit other needs
Make right decisions with the choice of tool to:
fulfill the Highest Level Objective
weigh the ROI vs. Alternates
refocus evaluation
There are Business Units within Cornell already using Tableau (eg. DFA, Audit, Public Safety, Procurement etc.)
Connect, Learn, Collaborate, Grow
Thank YOU!
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