Tableau Public tutorial P R O F E S S I O N A L GU
Before you start: Down l o a d Ta b l e a u Public from: h t t p : / / w w w. t a b l e a u s o f t w a r e . c o m / p u b l i c / d o w n l o a d - s t e p s C r e a t e a Ta b l e a u Public a c c o u n t a t : ht tps:/ /public .tableausoftware.com/auth/signup Down l oa d t h e d a t a s e t from: ht tp:/ /www.peteraldhous.com/Data/US DA_activity_dataset.xls
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The Data:
O p e n USDA_activity _dataset.xls a n d e x a m i n e t h e c o n t e n t s . T h e d a t a d e t a i l s p h y s i c a l a c t i v i t y, obe si t y, a n d o t h e r h e a l t h d a t a i n n e a r l y 100 c o l u m n s , for m o r e t h a n 3000 rows, o n e for e a c h c o u n t y i n t h e US.
Connect to the data D r a g a n d dr op USDA_activity _dataset.xls o n t o p of t h e Ta b l e a u Public icon o n y o u r d e s k t o p t o ope n. A t t h e dialog box, click OK t o c o n n e c t . Ta b l e a u a u t o m a t i c a l l y r e c o g n i z e s c a t e g o r i c a l fields, like “Sta te , ” a n d n u m e r i c a l m e a s u r e s like “Adul t ob e si t y r a t e . ” P R O F E S S I O N A L GU
Create the first view (a map for each state showing obesity rates at the county level): Double click o n “ S t a t e ” a n d “County.” Ta b l e a u Public r e c o g n i z e s t h e y a r e g e o g r a p h i c a l fields a n d ge oc o de s t h e m a c c ordi n gly. You m a y g e t a w a r n i n g m e s s a g e ; if so, c h e c k so t h a t y o u don’t s e e i t a g a i n . Not i c e t h e r e is a p o i n t a t 0 d e g r e e s l a t i t u d e a n d longitude. T h e s e a r e null values. S e l e c t t h e m by clicking t o o n e si de of t h e p oi nt , k e e p t h e m o u s e b u t t o n d e p r e s s e d t o d r a w a r e c t a n g l e o v e r it, t h e n r e l e a s e . R i g h t click o n t h e s e l e c t e d n u l l v a l u e s a n d s e l e c t E xcl ude . R i g h t click o n t h e E x c l u si o ns i n F i l t e r a n d s e l e c t M a k e Global, so t h a t t h i s will a p p l y t o a l l s u b s e q u e n t views. No w y o u h a v e a m a p s h o w i n g a d o t for e v e r y c o u n t y w h e r e y o u h a v e a re c ord:
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D r a g “Adult o be si t y r a t e ” f r o m t h e M e a s u r e s p a n e l i n t o Color, a n d cop y i t i n t o Size she l f t o e n c o d e c o u n t i e s b y t h o s e v a l u e s . C h a n g e t h e Color t o R e d – W h i t e - G r e e n Diverging, a n d r e v e r s e it:
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No w a d d a filt er t o e n a b l e t h e s e l e c t i o n of i ndi vi dua l s t a t e s . Click a n d d r a g “ St a t e ” i n t o t h e F i l t e r s shel f, click OK a t t h e dialog box. R i g h t click o n “ St a t e ” i n t h e F i l t e r s she l f a n d s e l e c t S h o w Quic k Fi l t e r. D e s e l e c t All a n d t h e n s e l e c t A l a b a m a . R e n a m e t h e w o r k s h e e t “Map View” b y r i g h t clicking o n t h e t a b a t t h e bottom. F i n i s h e d s t a t e of fi r st view: P R O F E S S I O N A L GU
Add a s e c o n d vi ew ( s c a t t e r p l o t s s h o w i n g t h e r e l a t i o n s h i p b e t w e e n o be si t y a n d h e a l t h - r e l a t e d b e h a v i o r s a t t h e c o u n t y level):
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Add n e w w o r k s h e e t :
D r a g “Adult ob e si t y r a t e ” o n t o R o ws a n d “% sm ok e rs, ” “% e a t i n g few f r u i t s a n d v e g e t a b l e s” a n d “% w h o do n o t e xerc i se ” i n t o Col umns. D r a g “County ” a n d “ S t a t e ” i n t o Level of Detail. Wi t h o u t t h i s s t e p , Ta ble a u ’s d e f a u l t b e h a v i o r is t o s u m t h e v a l u e s a c r o s s a l l t h e c o u n t i e s a n d s t a t e s , w h i c h will give y o u a si ngl e d a t a p o i n t for e a c h g r a p h , a n d n o t t h e d e s i r e d s c a t t e r plots.
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The view look like this
C h a n g e Color t o purpl e , o p e n t h e Drop d o w n m e n u n e x t t o “Au t o ma t i c ” a n d s e l e c t circle, t h e n m o v e t h e slider below t o t h e left t o i n c r e a s e t r a n s p a r e n c y of t h e poi nt s. S e l e c t A n a l y s i s i n t h e t o p m e n u a n d c h e c k Tr e n d Lines. R e n a m e t h e w o r k s h e e t “ S c a t t e r p l o t View” b y r i g h t clicking o n t h e t a b a t t h e bottom. P R O F E S S I O N A L GU
Finished state of s e c o n d view:
Create a D a s h b o a r d w i t h b o t h views:
Add d a s h b o a r d :
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Double click o n e a c h view t o bri ng b o t h o u t o n t o t h e d a s h b o a r d . R i g h t click o n t h e S t a t e filter, s e l e c t C o m p a c t list. R i g h t click o n t h i s filt er a g a i n , a n d s e l e c t M a k e Global. T h i s will e n s u r e t h a t s e l e c t i n g a s t a t e a l t e r s b o t h v i e ws s i m u l t a n e o u s l y. R i g h t click o n t h i s fi lte r for a t h i r d t i m e , s e l e c t C u s t o m i z e a n d u n c h e c k S h o w “All” Val ue. T h i s p r e v e n t s u s e r s f r o m s e e i n g t h e e n t i r e d a t a for a l l t h e US. R i g h t click o n t h e t i t l e s of e a c h vi ew a n d s e l e c t Hide Title. R e n a m e t h e d a s h b o a r d “Obesity b y s t a t e a n d c o u n t y ” b y r i g h t clicking o n t h e t a b a t t h e b o t t o m . Double click o n Titl e u n d e r Obj e c t s P R O F E S S I O N A L GU
Save to the web: U n d e r Size, click E d i t a n d s e l e c t t h e size a n d l a y o u t b e s t for y o u r website. Click File o n t h e t o p m e n u a n d s e l e c t S a v e t o Web. You will be a s k e d for y o u r a c c o u n t login a t t h i s poi nt .c P R O F E S S I O N A L GU
Embed on your website/blog: In t h e S a v e To We b R e s u l t s wi ndow t h a t h a s o p e n e d up, scroll d o w n b e n e a t h t h e v i s u a l i z a t i o n a n d click o n S h a r e . Copy a n d p a s t e t h e e m b e d c ode i n t o t h e h t m l of y o u r we b p a ge . You s h o u l d n o w h a v e t h i s o n l i n e vi sua l i z a t i on: h t t p : / / w w w. p e t e r a l d h o u s . c o m / t a b l e a u _ d e m o . h t m l You c a n a l s o d o w n l o a d a PDF of t h i s h a n d o u t from: ht t p: / / www. pe t e ra l dh ous. c o m/ C AR / t a b l e a u _d e m o .p df
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