BAN140-Workshop6.docx
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Seneca College *
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Statistics
Date
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BAN140
Introduction to Data Visualization
WorkShop6
Contents
Instructions:
....................................................................................................................................
2
Part One: Introduction
...................................................................................................................
3
Dashboard definition
..................................................................................................................
3
Create an empty dashboard tab
.................................................................................................
4
Objects
........................................................................................................................................
4
Adding Worksheet Visualizations
...............................................................................................
5
Tiled vs. Floating Objects:
...........................................................................................................
6
Fonts to Guide Analysis:
.............................................................................................................
6
Tableau Stories
...........................................................................................................................
7
Part One: Create a Dashboard - is least profitable always unprofitable?
......................................
8
Bar Chart: Overall Profit by Category
..........................................................................................
9
Bar Chart: Top 10 Least Profitable Items
..................................................................................
10
Map Chart: Profit by State
........................................................................................................
11
Line Chart: Profit Trend
.............................................................................................................
12
Creating the dashboard
............................................................................................................
13
Implementing actions to guide the story
..................................................................................
16
Deliverables:
.............................................................................................................................
18
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BAN140
Introduction to Data Visualization
WorkShop6
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.
●
Pay especial attention to the design of the report taking into account.
o
Do not copy the instructions.
o
Customize your report.
o
Design your report as a professional report that will be read by the CEO of your
company.
o
Add details to your answers so you can elaborate your ideas and explain them in
your report.
o
Each visualization must have an analysis describing what you are conveying with
the visualization.
●
NOTE: You must customize your graphs (e.g., colors, titles, etc.) so there are not similar
graphs (in terms of colors, titles, etc.) among all the students in this class. I am not
expecting your graphs to look exactly like the ones that I am presenting in this
document. Those graphs are strictly referential so you have a better understanding of
the results that you might get when using Tableau.
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BAN140
Introduction to Data Visualization
WorkShop6
Part One: Introduction
Few static reporting tools emulate the interactivity and drill down capabilities of a dashboard,
making dashboards an incredibly powerful decision-making tool. You will likely create numerous
data visualizations. Each of these visualizations gives you a snapshot of a story within the data.
Each insight into the data answers a question or two. At times, the discovery and analysis phase
are enough for you to make a key decision and the cycle is complete. In other cases, you will
need to bring the snapshots together to communicate a complete and compelling story to your
intended audience. Tableau allows you to bring together related data visualizations into a single
dashboard. This dashboard could be a static view of various aspects of the data or a fully
interactive environment, allowing users to dynamically filter, drill down, and interact with the
data visualizations.
Allowing the audience to interact with a dashboard and change the details being displayed
provides a means to shift context—leading to new and potentially important discoveries.
Assembling dashboards in Tableau is fun for the designer and good dashboard design can
delight the audience.
Dashboard definition
From a Tableau perspective, a dashboard is an arrangement of individual visualizations, along
with
other
components
such
as
legends,
filters,
parameters,
text,
containers,
images,
extensions, buttons, and web objects that are arranged on a single canvas. Ideally, the
visualizations and components should work together to tell a complete and compelling data
story. Dashboards are usually (but not always) interactive.
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Introduction to Data Visualization
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Create an empty dashboard tab
Create or Open a new dashboard tab like opening a new worksheet. You can click the
New
Dashboard
icon at the bottom of the workbook, indicated by the box divided into four sections
Objects
Dashboards are made up of objects that are arranged on a canvas. You'll see a list of objects
that can be added to a dashboard in the left-hand pane of a dashboard:
In addition to the objects that you can add through the sidebar, there are other objects that
may be applicable to a given dashboard:
●
Filters
: These will appear as controls for the end user so that they can select values to
filter. The power of a dashboard is the ability to set up filters and interactive components
to change the data in the visualization to ultimately enhance your users' analysis. In a
dashboard, a good rule to follow is to organize the filters as a list on the right side of the
dashboard.
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BAN140
Introduction to Data Visualization
WorkShop6
●
Parameters
: Like filters, these will show up as controls for the end user to select a
parameter option
●
Page controls
: These are controls that give the end user options for paging through the
data
●
Legends
: These include color, size, and shape legends to help the end user understand
various visualizations
●
Highlighters
: These allow the user to highlight various dimension values within views
●
Dashboard title: A special text object that displays the name of the dashboard sheet by
default
Adding Worksheet Visualizations
Once a dashboard sheet is created, click the worksheet views you built (listed under
Sheets
to
the left) and drag them to your dashboard sheet on the right. A gray, shaded area indicates
where you can drop your visualization:
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Introduction to Data Visualization
WorkShop6
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Introduction to Data Visualization
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Tiled vs. Floating Objects:
●
Tiled:
Tiled visualizations become part of a single-layer grid that resizes based on the
dashboard size. Pairs well with the automatic canvas selection.
Tiled visualizations do
not overlap.
○
If it is a tiled object, it will snap into the dashboard or layout container where
you drop it.
●
Floating:
Free-floating visualizations that can be layered over other objects. Equivalent
to Microsoft Word Wrap Text: In front of text.
○
If it is a floating object, it will float over the dashboard in layers.
●
In the example below, a DonutChart floats over tiled visualizations:
Fonts to Guide Analysis:
Use font to guide the Tableau viewers through a visualization, specifically font selection, size,
and formatting.
●
Font selection:
Limit the number of fonts to one or two, and a second font only if the
font selected for the words on the view does not look good when applied to the
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Introduction to Data Visualization
WorkShop6
numbers on the view. Occasionally, use a secondary or even tertiary font if there is a
special section on the dashboard where you want to call attention.
●
Font size:
Use a hierarchy with larger or smaller sizes to help denote where new sections
begin and/or communicate the relative importance of sections. For example, the title
font may be 18 point; section-headers 14 point; and annotations or tooltips 10 point.
●
Font format:
Another way to explain how sections are broken up and can also be used
to provide instructions. For example, I may bold titles and section headers, but use italic
lettering to communicate that the user can use a filter or dashboard action. When you
consistently use the same formats as a subtle way to explain the user experience of your
dashboards, your users will become conditioned to know how to use them.
Tableau Stories
A
story
is a sequence of visualizations that work together to convey information. You can create
stories to tell a data narrative, provide context, demonstrate how decisions relate to outcomes,
or simply make a compelling case with your data. A story is a sheet, so the methods to create,
name, and manage worksheets and dashboards also apply to stories. Each individual sheet in a
story is called a
story point
. The rationale for using Tableau stories is they are used to highlight
the important parts of your data that you want to show to an audience. These emphasized
points should answer your research question.
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Part
One:
Create a Dashboard - is least
profitable always unprofitable?
Let's say you've been tasked with helping management find which items are the least profitable.
Management feels that most of the least profitable items should be eliminated from their
inventory. However, since you've done your analysis, you've discovered that certain items, while
not profitable overall, have made profit at times in various locations. Your primary objective is
to give management the ability to quickly see an analysis of the least profitable items to identify
whether an item has always been unprofitable. This workshop will combine aspects of a guided
analytics dashboard and an exploratory tool.
Step1. Download
Superstore.xlsx
from blackboard.
Step2. Open Tableau Desktop, and then connect to Microsoft Excel file
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Introduction to Data Visualization
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Bar Chart: Overall Profit by Category
Step3. Create New Sheet, name it as “
Overall Profit by Category
”
Step4. Create a bar chart showing
profit
by
category
. Sort the categories in descending
order by the sum of profit.
Step5. Add the
Department
field to Filters and show a filter. To accomplish this, use the
drop-down menu of the
Department
field in the data pane and select Show Filter.
Question 1.
Copy and Paste the created dashboard
Overall Profit by Category
here. Replace
the figure below.
<<<<<This is a draft bar chart>>>>>
Step6. Save your tableau file as
WS06.twbx
.
Hint:
●
Pay attention to data-to-ink ratio
●
Apply Pre-Attentive Attributes to your Chart
●
Apply design concepts to your Chart
●
Add any annotation or labeling that can help you.
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BAN140
Introduction to Data Visualization
WorkShop6
Bar Chart: Top 10 Least Profitable Items
Step7. Create New Sheet, name it as “
Top 10 Least Profitable Items
”
Step8. Create a bar chart showing
profit
by
item
. Sort the items in descending order by the
sum of profit.
Step9. You'll notice that there are too many items to see at one time. For your objectives on
this dashboard, you can limit the items to only the top 10 least profitable.
Add the Item
field to the filters shelf
, select the Top tab, and adjust the settings to filter By field.
Specify the
Bottom
10 by
Sum(Profit)
.
Question 2.
Copy and Paste the created dashboard
Top 10 Least Profitable Items
here.
Replace the figure below.
<<<<<This is a draft bart chart>>>>>
Step10.
Save your tableau file as
WS06.twbx
.
Hint:
●
Pay attention to data-to-ink ratio
●
Apply Pre-Attentive Attributes to your Chart
●
Apply design concepts to your Chart
●
Add any annotation or labeling that can help you.
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Introduction to Data Visualization
WorkShop6
Map Chart: Profit by State
Step11.
Create New Sheet, name it as “
Profit by State
”
Step12.
Create a filled map of
profit
by
state
. You can accomplish this rather quickly
by double-clicking the
State
field in the data window and then dropping
Profit
on the
Color shelf.
Question 3.
Copy and Paste the created dashboard
Profit by State
here. Replace the figure
below.
<<<<<This is a draft map>>>>>
Step13.
Save your tableau file as
WS06.twbx
.
Hint:
±
Pay attention to data-to-ink ratio
±
Apply Pre-Attentive Attributes to your Chart
±
Apply design concepts to your Chart
±
Add any annotation or labeling that can help you.
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Introduction to Data Visualization
WorkShop6
Line Chart: Profit Trend
Step14.
Create New Sheet, name it as “
Profit Trend
”
Step15.
Create chart shows profits were made or lost. Ensure that the
Order Date
field has been added as the
Quarter
date value and that it is continuous (
green
).
Step16.
Add a linear trend line. To do this, switch to the Analytics tab of the left
sidebar and drag Trend Line from Model to the view. Alternatively, right-click a blank
area of the canvas of the view and select Trend Lines | Show Trend Lines.
Question 4.
Copy and Paste the created dashboard
Profit Trend
here. Replace the figure
below.
<<<<<This is a draft line Chart>>>>>
Step17.
Save your tableau file as
WS09.twbx
.
Hint:
●
Pay attention to data-to-ink ratio
●
Apply Pre-Attentive Attributes to your Chart
●
Apply design concepts to your Chart
●
Add any annotation or labeling that can help you.
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BAN140
Introduction to Data Visualization
WorkShop6
Creating the dashboard
At this point, you have all the necessary views to achieve the objectives for your dashboard.
Now, all that remains is to arrange them and enable the interactivity that's required to
effectively tell the story:
Step18.
Create a new dashboard by clicking the New Dashboard tab to the right of all
existing worksheet tabs or by selecting Dashboard | New Dashboard from the menu.
Step19.
Rename the new dashboard as
Is Least Profitable Always Unprofitable?
.
Step20.
At the bottom of the left sidebar, check Show dashboard title.
Step21.
Add the views to the dashboard by dragging them from the Dashboard pane
of the left sidebar and dropping them into the dashboard canvas. Arrange them as
follows:
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Introduction to Data Visualization
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Step22.
Do all the necessary reposition and resize of these elements and views.
Step23.
Use the drop-down menu on the
Department
filter and change the control to
a Single Value (dropdown).
Step24.
You'll notice that changing the value of the filter only changes the
Overall
Profit by Category
view. You can adjust which views the filter applies to by using the
drop-down menu. Using the dropdown menu,
select Apply to Worksheets | All Using
This Data Source
.
Step25.
From the left sidebar, drag and drop a Text object above Overall Profit by
Category and enter the following instructions: Font size
Size 10
, Font color is
Blue
1. Select a Department from the dropdown
2. Select a category below
3. Select an Item below
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Introduction to Data Visualization
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Step26.
Using the grip, move the
Department
filter immediately above the
Top 10
Least Profitable Items
view.
Step27.
Size the text object to align the Top 10 view with the Overall view
Step28.
Move the Profit color legend below the
Profit by State
view.
Step29.
Use the drop-down menu of
Overall Profit by Category
to Fit | Entire View.
This will ensure that all the categories are visible without the need for a scrollbar.
Step30.
Additionally, fit the
Top 10 Least Profitable Items
to Entire View.
Step31.
Save your tableau file as
WS06.twbx
.
Question 5.
Copy and Paste the created dashboard
Is Least Profitable Always Unprofitable?
here. Replace the figure below.
<<<<<This is a draft Dashboard>>>>>
Hint:
●
Pay attention to data-to-ink ratio
●
Apply Pre-Attentive Attributes to your Chart
●
Apply design concepts to your Chart
●
Add any annotation or labeling that can help you.
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Introduction to Data Visualization
WorkShop6
Implementing actions to guide the story
You now have a framework that will support the telling of the data story. Your audience will be
able to locate least profitable items within the context of a selected category. Then, the
selection of an item will answer the question as to whether it has always been
unprofitable
in
every location. To enable this flow and meet your objectives, you'll often need to enable
interactivity. In this case, we'll use actions. We'll conclude this example with some specific steps
and then unpack the intricacies of actions:
Step32.
Click the Use as Filter button on the
Overall Profit by Category
view. This will
cause the view to be used as an interactive filter for the entire dashboard. That is, when
the user selects a bar, all other views will be filtered based on the selection:
Step33.
From the main menu, select Dashboard | Actions. You'll see a list containing
one action named
Filter 1 (generated)
. This is the action that was created when you
selected Use as Filter previously:
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Step34.
Click the
Add Action > button
and
select Filter
. The resulting dialog gives you
options for selecting the source and target, as well as additional options for the action.
Step35.
Here, we want an action that filters everything except the
Overall Profit by
Category
view when the user selects an item. In the Add Filter Action dialog, set Source
Sheets to
Top 10 Least Profitable Items
, and Target Sheets to
Profit by State
and
Profit
Trend
. Make sure that the action is set to run on
Select
. Name the filter
Filter by Item
,
and then click OK on this dialog. Do the same on the Actions dialog:
Step36.
Test your filters by
a.
Selecting a Department from the drop-down will filter the entire dashboard
b.
Selecting a Category (clicking a bar or header) will filter the entire dashboard to
that selection
c.
Selecting an Item (clicking a bar or header) will filter the
Profit by State
and
Profit Trend
dashboards
Step37.
Save your tableau file as
WS06.twbx
.
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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/WE, ------------ (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
2
1. Using Blackboard, submit a PDF file
<
StudentID
>_<
Lastname
>_ws6.pdf
<
StudentID
>_<
Lastname
>_ws6.twbx
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same number of shots is repeated. The data is again recorded. A statistical
analysis is performed.
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rship.
C4. We continue our examination of attitudes regarding home ownership. Suppose that
a classmate of yours suggests that home ownership can be explained by age.
CHAPTER 9 BI
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Bean variety Soy Garbanzo Black Adzuki Cranberry Great Northern Kidney Navy Pinto White Lima Mung
Carbs 8.5 22.5 20. 28.5. 21.5. 18.5. 20. 23.5. 22.5. 22.5. 19.5. 19
Protein 14. 7. 8. 8.5. 8. 7. 7.5. 7.5. 7.5. 8.5. 7. 7
(b) Using technology, calculate the equation of the least-squares regression line relating y = protein content to
x = carbohydrate content.
(c) What effect do you think the observation for soybeans has on the equation of the least-squares regression line? Calculate the equation of the least-squares regression line without this variety.
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The table is all messed up...
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A bookstore at the Hartsfield-Jackson airport in Atlanta sells reading materials (paperback books, newspapers, magazines) as well as snacks (peanuts, pretzels, candy, etc.) A point-of-sale terminal collects a variety of information about customer purchases. The accompanying table shows the number of snack items and the number of items of reading material purchased by the most recent 600 customers.
Reading materials
snacks
0
1
2
0
0
60
18
1
240
90
30
2
120
30
12
Using the data in the table construct an empirical discrete bivariate probability distribution for x = number of snack items and y = number of reading materials for a randomly selected customer purchase. What is the probability of a customer purchase consisting of one item of reading materials and two snack items? What is the probability of a customer purchasing one snack item only? Why is the probability f(x=0, y=0)=0?
Show the marginal probability distribution for the number of snack items purchased. Compute…
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(Devore: Section 2.3 #41) An ATM personal identification number (PIN) consists of four digits,
each a 0, 1, 2, ..., 8 or 9, in succession.
(a) How many different possible PINs are there if there are no restrictions on the choice of digits?
(b) According to a representative at the author's local branch of Chase Bank, there are in fact
restrictions on the choice of digits. The following choices are prohibited: (i) all four digits
identical (ii) sequences of consecutive ascending or descending digits, such as 6543 (iii) any
sequence starting with 19 (birth years are too easy to guess). So if one of the PINs in (a) is
randomly selected, what is the probability that it will be a legitimate PIN (that is, not be one
of the prohibited sequences)?
(c) Someone has stolen an ATM card and knows that the first and last digits of the PIN are 8 and
1, respectively. He has three tries before the card is retained by the ATM (but does not realize
that). So he randomly selects the 2nd and 3rd digits for…
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Part 1: The state of Maryland's arrest rate for marijuana possession in 2010 was the fourth highest
in the nation. Public records for that year show that police arrested one out of every 250 Maryland
residents for possession of marijuana. In addition, while Black people only comprised 30% of the
State's population in 2010, 58% of those arrested for marijuana possession were Black.
Use the following labels for events describing Maryland residents in the year 2010.
M-AMP: Maryland resident was arrested for marijuana possession
M-B: Maryland resident was a Black person
a) What is the probability that a Maryland resident was arrested for marijuana possession in 2010?
b) Use probability notation to express the cited percent values.
30% = P(
58% = P(
c) Which of the values cited should be compared to determine whether race and arrests for
marijuana possession in the state of Maryland in 2010 are independent?
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