Data Visualization and Storytelling with Tableau

✍ Scribed by Joshi Prachi Manoj, Mahalle Parikshit Narendra

• Publisher: CRC Press
• Year: 2024
• Tongue: English
• Leaves: 477
• Category: Library

✦ Synopsis

Tableau, one of the most widely used visualization tools, helps in illustrating the ideas of data visualization and storytelling. Through Tableau’s Data Visualization and Storytelling feature, aspiring data scientists and analysts can develop their visual analytics skills and use them in both academic and business contexts.

Data Visualization and Storytelling with Tableau enables budding data analysts and data scientists to develop and sharpen their skills in the field of visual analytics and apply them in business scenarios as well as in academic context. This book approaches the Data Visualization workflow from a practical point of view, emphasizing the steps involved and the outcomes attained. A major focus of this book is the application and deployment of real-time case studies. Later chapters in this book provide comprehensive coverage for advanced topics such as data storytelling, data insights, color selection in graphs, publishing in tableau public, and misleading visualizations. Thus, this book emphasizes the need to visually examine and evaluate data through stories and interactive dashboards that are made up of appropriate graphs and charts. The case studies covered in this book are a natural extension of the visualization topics that are covered in each chapter. The intention is to empower readers to generate various dashboards, stories, graphs, charts, and maps to visualize and analyze data and support decision-making in business. Advanced charts that are pertinent to project management operations are also thoroughly explored, including comparison charts, distribution charts, composition charts, and maps. All these concepts will lay a solid foundation for data visualization applications in the minds of readers.

This book is meant for data analysts, computer scientists/engineers, and industry professionals who are interested in creating different types of visualization graphs for a given data problem and drawing interesting insights from the plotted trends in order to make better business decisions in the future.

Features

Introduces the world of Business Intelligence to readers through visualizations in Tableau.
Discusses the need and relevance of each business graph with the help of a corresponding real-time case study.
Explores the art of picking a suitable graph with an appropriate color scheme for a given scenario.
Establishes the process of gaining relevant insights from the analysis of visualizations created.
Provides guidance in creating innovative dashboards and driving the readers through the process of innovative storytelling with data in Tableau.
Implements the concept of Exploratory Data Analysis (EDA) in Tableau

✦ Table of Contents

Half Title
Series Page
Title Page
Copyright Page
Table of Contents
Preface
Acknowledgments
Authors’ Biography
Chapter 1 Getting Started with Data Visualization
1.1 Introduction to Data and Its Types
1.1.1 Categories of Data
1.2 Data Analysis Lifecycle
1.3 Data Visualization in Data Analysis
1.3.1 Need for Data Visualization
1.3.2 Pros and Cons of Data Visualization
1.4 Popular Tools for Data Visualization
Key Notes
Test Your Skills
References
Chapter 2 Tableau for Visualization
2.1 Introducing Tableau
2.1.1 Characteristic Features of Tableau
2.2 Different Tableau Products
2.3 Tableau Server Architecture
2.4 Tableau Download and Installation
2.5 Tableau Data Types
2.6 Tableau File Types
2.7 Data Preparation Tasks
2.7.1 Tableau Prep for Data Preparation
2.8 Publishing in Tableau Public
Key Notes
Test Your Skills
References
Chapter 3 Connecting Data in Tableau
3.1 Different Data Sources in Tableau
3.2 Extracting Data in Tableau
3.2.1 Creating an Extract
3.3 RDBMS Basics and Types of Keys
3.4 Data Joins in Tableau
3.5 Data Import and Blending in Tableau
3.6 Data Sorting in Tableau
3.7 Data Pre-Processing Using Tableau Prep
3.7.1 Data Cleaning
Key Notes
Test Your Skills
References
Chapter 4 Table Calculations and Level of Detail
4.1 Introduction to Calculations
4.2 Tableau Functions
4.3 Tableau Operators
4.3.1 General Operators
4.3.2 Arithmetic Operators
4.3.3 Relational Operators
4.3.4 Logical Operators
4.3.5 Precedence of Operator
4.4 Tableau Calculations
4.4.1 Simple Expressions
4.4.2 Table Calculations
4.5 Level of Detail (LOD) Expressions
4.5.1 Types of LOD Expressions
Key Notes
Test Your Skills
References
Chapter 5 Sorting and Filters in Tableau
5.1 Filters in Tableau
5.1.1 Types of Filters in Tableau
5.2 Sorting in Tableau
5.2.1 Toolbar Sorting
5.2.2 Axis Sorting
5.2.3 Manual Sorting
5.2.4 Nested Sorting
5.2.5 Custom Sorting
5.3 Group, Hierarchy, and Set in Tableau
5.3.1 Creating and Managing Group
5.3.2 Creating Hierarchy Structure
5.3.3 Combining Dimensions into Sets
Key Notes
Test Your Skills
References
Chapter 6 Charts in Tableau
6.1 Introducing Charts in Tableau
6.1.1 Types of Charts in Tableau
6.1.2 When to Choose Which Chart?
6.2 Color Schemes and Palettes in Tableau
6.2.1 Qualitative or Categorical Color Palette
6.2.2 Quantitative Color Palette
6.2.3 Configuring Color Effects
6.3 Color Choosing Best Practices
Key Notes
Test Your Skills
References
Chapter 7 Comparison Charts in Tableau
7.1 Introduction to Comparison Charts
7.1.1 Text Table
7.1.2 Bar Graph for Comparison
7.1.3 Lollipop Chart for Presentation
7.1.4 Line Chart in Tableau
7.2 Studying Changes across Time: Trends and Forecasting
7.2.1 Components of Time Series
7.2.2 Decomposition Models for Time Series Analysis
7.2.3 Time Distribution Charts in Tableau
7.3 Trend Lines and Forecasting
7.3.1 Types of Trend Lines
7.3.2 Significance of Plotted Trend Line
7.3.3 Forecast for Decision-Making
7.4 Statistical Models for Trend Analysis
7.4.1 Case Study for Creating Moving Average Trend
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 8 Distribution Charts in Tableau
8.1 Introduction to Distribution Charts
8.2 Histogram with Its Types and Components
8.2.1 Structure of Histogram
8.2.2 Characteristics of Histograms
8.2.3 Case Study
8.3 Scatter Plot and Matrix
8.3.1 Interpreting Scatter Plots
8.3.2 Type and Strength of Correlation in Scatter Plot
8.3.3 Calculate Correlation in Scatter Plot
8.3.4 Strength of Correlational Relationship
8.3.5 Shape Followed in Correlational Relationship
8.3.6 Trendline, Clusters and Outliers in Scatter Plot
8.3.7 Case Study
8.3.8 Scatter Plot Matrix
8.4 Bubble Chart for Distribution
8.4.1 Features of Bubble Chart
8.4.2 Case Study
8.5 Radar Chart for Multivariate Data
8.5.1 Components of Radar Chart
8.5.2 Mathematical Foundations for Radar Diagram
8.5.3 Case Study
8.6 Heat Map with Color Variations
8.6.1 Features of Heat Map
8.6.2 Case Study
8.7 Box Plot and Quartiles
8.7.1 Characteristics of Box Plot
8.7.2 Comparison Guidelines for Box Plots
8.7.3 Case Study
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 9 Part-to-Whole Relationship: Composition Charts
9.1 Introduction to Composition Charts
9.2 Charts for Static Composition
9.2.1 Pie Chart for Categories
9.2.2 Donut Chart for Multiple Data Series
9.2.3 Waterfall Chart to Analyze Value Changes
9.2.4 Tree Maps
9.3 Charts for Dynamic Composition over Time
9.3.1 Stacked Area Charts
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 10 Project Management with Evaluation Charts
10.1 Introduction Project and Project Management
10.2 Project Management Charts
10.2.1 Gauge Charts to Visualize Metrics
10.2.2 Calendar Reports
10.2.3 Bullet Graph in Tableau
10.2.4 Gantt Chart for Project Planning
10.2.5 Pareto Chart for Event Significance
10.2.6 Responsibility Assignment Matrix (RAM)
10.3 Focus on Project Management Activities
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 11 Maps in Tableau
11.1 Introduction to Maps
11.2 Proportional Symbol Maps
11.2.1 Case Study
11.3 Tableau Choropleth Maps (Filled Maps)
11.4 Point Distribution Maps
11.4.1 Case Study
11.5 Flow Maps (Path Maps)
11.5.1 Case Study
11.6 Spider Maps (Origin-Destination Maps)
11.6.1 Case Study
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 12 Designing Stories through Data
12.1 Introduction to Storytelling Concepts
12.1.1 Types of Data Stories with Purpose
12.1.2 Tableau Workbook, Worksheets, Dashboard, and Story
12.2 Components of a Business Story
12.3 Storytelling Participants
12.4 Decision-Making Steps in Storytelling Framework
12.4.1 The Business KPI Story—A Case Study
12.4.2 Case-1: Sales KPI Dashboard
12.4.3 Case-2: Profit KPI Dashboard
12.5 Drawing Insights from a Story
12.5.1 Data vs Insights
12.6 Types of Insights
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 13 Exploratory Data Analysis (EDA) in Tableau
13.1 Introduction to Exploratory Data Analysis (EDA)
13.1.1 EDA for Descriptive and Diagnostic Analytics
13.2 Types of Exploratory Data Analysis
13.2.1 Univariate Approach of EDA
13.2.2 Bivariate Approach of EDA
13.2.3 Multivariate Approach of EDA
13.3 Explanatory Data Analysis
13.3.1 Exploratory vs Explanatory Data Analysis
13.4 Combine Exploratory and Explanatory Analyses for Storytelling
Key Notes
Practice Case Study
Test Your Skills
References
Chapter 14 Misleading Visualizations
14.1 Introducing Misleading Data Visualizations
14.2 Types of Misleading Visualizations
14.3 Impact of Misleading Visualizations
14.4 Mistakes to Be Avoided during Visualization and Storytelling
Key Notes
Test Your Skills
References
Index