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Tableau Public tutorial
Before you start:
Download Tableau Public from: http://www.tableausoftware.com/public/download-steps
Create a Tableau Public account at: https://public.tableausoftware.com/auth/signup
Download the dataset from: http://www.peteraldhous.com/Data/USDA_activity_dataset.xls
The Data:
o Open USDA_activity_dataset.xls and examine the contents. o The data details physical activity, obesity, and other health data in nearly 100 columns, for more than 3000 rows, one for each county in the US.
Connect to the data:
o Drag and drop USDA_activity_dataset.xls on top of the Tableau Public icon on your desktop to open. o At the dialog box, click OK to connect. o Tableau automatically recognizes categorical fields, like “State,” and numerical measures like “ Adult obesity rate.”
Create the first view (a map for each state showing obesity rates at the county level):
o Double click on “State” and “County.” Tableau Public recognizes they are geographical fields and geocodes them accordingly. o You may get a warning message; if so, check so that you don’t see it again. o Notice there is a point at 0 degrees latitude and longitude. These are null values. Select them by clicking to one side of the point, keep the mouse button depressed to draw a rectangle over it, then release. Right click on the selected null values and select Exclude. o Right click on the Exclusions in Filter and select Make Global , so that this will apply to all subsequent views. o Now you have a map showing a dot for every county where you have a record:
o Drag “Adult obesity rate” from the Measures panel into Color , and copy it into Size shelf to encode counties by those values. o Change the Color to Red–White-Green Diverging , and reverse it:
o Now add a filter to enable the selection of individual states. Click and drag “State” into the Filters shelf, click OK at the dialog box. o Right click on “State” in the Filters shelf and select Show Quick Filter. Deselect All and then select Alabama. o Rename the worksheet “Map View” by right clicking on the tab at the bottom. o Finished state of first view:
Create a Dashboard with both views:
o Add dashboard:
o Double click on each view to bring both out onto the dashboard. Right click on the State filter, select Compact list. o Right click on this filter again, and select Make Global. This will ensure that selecting a state alters both views simultaneously. o Right click on this filter for a third time, select Customize and uncheck Show “All” Value. This prevents users from seeing the entire data for all the US. o Right click on the titles of each view and select Hide Title. o Rename the dashboard “Obesity by state and county” by right clicking on the tab at the bottom. o Double click on Title under Objects o The dashboard should now look like this:
Save to the web:
o Under Size , click Edit and select the size and layout best for your website. o Click File on the top menu and select Save to Web. You will be asked for your account login at this point.
Embed on your website/blog:
o In the Save To Web Results window that has opened up, scroll down beneath the visualization and click on Share. o Copy and paste the embed code into the html of your web page. o You should now have this online visualization: http://www.peteraldhous.com/tableau_demo.html o You can also download a PDF of this handout from: http://www.peteraldhous.com/CAR/tableau_demo.pdf
