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Seneca College *
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Statistics
Date
Feb 20, 2024
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BAN140 Introduction to Data Visualization WorkShop2
Page 1
of 13
Contents Instructions:
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Part One: Tableau tutorial videos
......................................................................................................
2
Part Two: Connecting to data
............................................................................................................
2
Part Three: Navigating the Tableau interface
....................................................................................
5
Part Four: Creating charts
..................................................................................................................
6
Part Five: Create the Visualizations Top 10 Country
.........................................................................
9
BAN140 Introduction to Data Visualization WorkShop2
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Instructions: •
This workshop is worth 5% of the total course grade and will be evaluated through your written submission. •
Please submit the submission file(s) through Blackboard. Part One: Tableau tutorial videos Step1.
Watch the “Getting Started” tutorial videos (
https://www.tableau.com/learn/training#getting-started
): -
Getting Started (25 min). -
The Tableau Interface (4 min) -
Distributing and Publishing (4 min) Part Two: Connecting to data Step1.
Download the raw dataset from blackboard the file name is “
GlobalSuperstore.xls
” Step2.
Open Tableau Desktop. The Connect to Data screen appears. Step3.
Choose Connect > To a File > Microsoft Excel and open the “
GlobalSuperstore.xls
” file. The Data Connections screen appears.
BAN140 Introduction to Data Visualization WorkShop2
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Note: -
Connections
. You can add
additional data resources. -
Sheets
. Displays the worksheets in the excel file, which are treated as tables in a database. Step4.
Drag and drop “Orders” onto the middle section, where it says, “Drag tables here” (or double click Orders). The data should appear in the preview pane. As a recap: After you connect to your data, Tableau does the following: •
Opens a new worksheet. This is a blank slate where you create your first view. •
Automatically assigns data types (such as date, number, string, etc.) and roles (dimension or measure) to your data.
•
Adds columns from your data source to the Data pane on the left-hand side. Columns are added as fields.
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BAN140 Introduction to Data Visualization WorkShop2
Page 4
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Question 1.
Click on # in the header of the first column. What is the data type for RowID? ANS – number(whole) Question 2.
Now click on the ‘Abc’ above Order ID column. What is the data type for this column? Ans- string Question 3.
Click on the sorting symbol for RowID to sort in ascending or descending order. What is the lowest RowID in this table? Ans- 220 What is the highest RowID? Ans- 50788 Step5.
Drag the “People” worksheet onto the middle section as well. And, accept the default Relationship configuration/parameter
. Then, Double click on the orders table. And, repeat the process by drag and drop the people table to create Join relation. See below figures
BAN140 Introduction to Data Visualization WorkShop2
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Question 4.
Right click the joining symbol. Which join type is selected? Inner, Left, Right, or Full join? ANS- inner join Question 5.
The criteria for join is shown as Region = Region (People1). Check to see that for every row in the data preview, the value of Region column (from Orders) is the same as the value of the Region (people) column (from People). Are they the same? Any exceptions?
Ans- yes they are same and there are no exceptions (Hint: Choose Sort fields as A to Z descending, so the two Region columns show side by side) Step6.
From the bottom of the screen, click on ‘Sheet 1’ to go to Worksheet. Part Three: Navigating the Tableau interface Step1.
Note the different sections in the Tableau interface. Step2.
The pane in the left is called the Data window and has two tabs: Data and Analytics. Note that the data from the table you opened, is automatically classified into: -
Dimensions
: Discrete
fields that can be used to group data, such as city, Product Name, etc. -
Measures
: Generally numeric (& continuous
) data, which you may want to perform calculations on. Question 6.
Write the name of three fields from Dimensions. Ans – city, market, product id . Question 7.
Write the name of three fields from Measures. Ans- discount, profit, quantity .
BAN140 Introduction to Data Visualization WorkShop2
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Part Four: Creating charts Step1.
Drag and drop Profit
from the data window (under Measures) into Columns shelf. Question 8.
Right click the image (or go to Worksheet menu), choose Copy> Image. Then, paste the image here. (In your submission under Question 8
)
It should look like this Ans
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BAN140 Introduction to Data Visualization WorkShop2
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Step2.
Drag and drop Market from the data window (under Dimensions) into Rows shelf. Question 9.
Right click the image (or go to Worksheet menu), choose Copy> Image. Then, paste the image here. (In your submission under Question 9
)
Ans Step3.
From the toolbar (as shown), choose the Swap Rows and Columns button. Question 10.
What type of graph is used? Ans- horizontal bars graph is used Step4.
Click on Color in the Marks card and change the color of the bars. Step5.
Change the title.
Question 11.
Right click the image (or go to Worksheet menu), choose Copy> Image. Then, paste the image here. (In your submission under Question 11
)
BAN140 Introduction to Data Visualization WorkShop2
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Ans- Step6.
From the Show Me card on the right pane, choose the packed bubbles graph. Step7.
Note the items added to the Marks card. Click on Label and decrease the font size to 9. Question 12.
Right click the image (or go to Worksheet menu), choose Copy> Image. Then, paste the image here. (In your submission under Question 12
)
Ans
BAN140 Introduction to Data Visualization WorkShop2
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Part Five: Create the Visualizations Top 10 Country Create the column chart for the Top 10 country for 2014 year. The following are the parameters you wanted for the exploration of the sales value in your column chart. Note that Tableau will assume certain things for you as you create your visualization. Step1.
Start by dragging and dropping the dimensions of Country
to the Columns cell and the Sales
measure to the Rows cell.
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Step2.
Since we only want the top 10 Country for the year 2014, we need to drag and drop, in order, the Country dimension and the Order Date dimension to the Filters cell. A Filter [] pop-up will appear to select what is to be filtered. Step3.
Drag Country to Filters, then Select the Top tab (rectangle in red). Step4.
Select the radial button By field
, The Top 10 by Sales Sum should already be selected. Then, click OK. Step5.
The column is not currently in descending order. Select descending on the top tool bar Step6.
Drag Order Date to Filters, Select Years in Filter Field (highlighted in blue) and click Next
. And then, select 2014 in Enter search text. Click OK.
BAN140 Introduction to Data Visualization WorkShop2
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At this point, we have our visualization but need to adjust the Title, the y-axis to reflect Sales and the bars in order to see the Country spelling completely.
Step7.
To adjust the Title, double click on the Sheet 1 tab at the bottom Step8.
Rename <
Sheet?> to Top 10 Country Sales for 2014. Then,
hit enter to complete Step9.
To adjust the y-axis, right click on Sales and select Format – The left navigation pane will change to allow you to format the y-axis Under Scale, select the down arrow on Numbers: and select Currency (Custom) Verify the following (see screen shot): Change the Decimal places: to 0. Change the Units: to Thousands (K). Negative values: is ($1234) Prefix / Suffix: is $ Step10.
Now you must adjust the column widths. Step11.
Finally, to view your final product, click on Presentation Mode (F7) on the top tool bar (Rectangle in red). Question 13.
Right click the image (or go to Worksheet menu), choose Copy> Image. Then, paste the image here. (In your submission under Question 13
)
BAN140 Introduction to Data Visualization WorkShop2
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Ans
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BAN140 Introduction to Data Visualization WorkShop2
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Deliverables
: SENECA’S ACADEMIC HONESTY POLICY As a Seneca student, you must conduct yourself in an honest and trustworthy manner in all aspects of your academic career. A dishonest attempt to obtain an academic advantage is considered an offense and will not be tolerated by the College. Add this declaration to your submission file: I, -------Garv Khurana----- (mention your name/names), declare that the attached assignment is our own work in accordance with the Seneca Academic Honesty Policy
. I/We do not copy any part of this assignment, manually or electronically, from any other source including web sites, unless specified as references. I do not distribute my work to other students. Name Task(s) 1 Garv khurana
BAN 140 WORKSHOP2
1.
Using Blackboard, submit a PDF file <
StudentID
>_<
Lastname
>_ws2.pdf
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