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Tableau User Guide 1
May 13, 2016: Tableau User Guide
In this Tableau User Guide, you will create a variety of charts, ranging from scatter grams to regressions.
Contents Administration: ............................................................................................................................................. 2
Charts to Build:.............................................................................................................................................. 2
Tableau: Scatter Grams for Computed Metrics-I ...................................................................................... 2
Tableau: Scatter Grams for Computed Metrics-II ..................................................................................... 7
Tableau: Scatter Grams for Computed Metrics-III .................................................................................... 9
Tableau: Bubble Charts for Gender and Race ............................................................................................. 11
Gender Bubble Chart: ............................................................................................................................. 11
Race Bubble Chart: .................................................................................................................................. 14
Scattergraphs Using Aggregate Measures: ............................................................................................. 17
Tableau: Linear Fit By Race ..................................................................................................................... 19
Tableau: Exponential Fit By Race ............................................................................................................ 23
Tableau: Polynomial Fit By Race ............................................................................................................. 27
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Tableau User Guide 2
Administration: First, you will need to install the software and obtain the data file.
a. Download Tableau 9.3
b. Excel file: “Computations.xlsx” (Download link:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Computations.xlsx)
Charts to Build: Below will be a sequence of instructions on creating the exact Scatter Gram below (and as shown on the
website http://www.nvc.vt.edu/rmajor/bit5534/Dashboards.htm:
Tableau: Scatter Grams for Computed Metrics-I
Above is the Scatter Gram as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Tableau_Scattergraphs.pdf
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Tableau User Guide 3
Step 1: Open up Tableau 9.3.
2: Click on the Excel button under “Connect” and choose the file, “Computations.xlsx.”
3: Under “Sheets” click and drag the tab, entitled, “Computations” into the “Drag Sheets here” field at
the top of page.
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Tableau User Guide 4
4: Once the tab has been added to the field, your screen will look like this:
5: Click on “Sheet 1” at the bottom of the left-side of page:
6: MULTI-STEPS:
a. Locate in the Measures columns: (1) “AvgDelta AttPass To” (2) “AvgGPAChg To” and (3) “Num
Semem To”
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Tableau User Guide 5
b. Click and drag the “AvgDelta AttPass To” and “AvgGPAChg To” measures to the Columns field.
Click and drag the “Num Semem To” measure to the Rows field
c. Locate the “Student Number” Dimension in the Dimensions column
d. Click and drag “Student Number” into the “Color” options under the Marks column
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Tableau User Guide 6
7: Your final product should look like this:
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Tableau User Guide 7
Tableau: Scatter Grams for Computed Metrics-II
a. Click and drag the “Base GPA” and “Age” measures to the Columns field. Click and drag the
“Num Semem To” measure to the Rows field
b. Locate the “Student Number” Dimension in the Dimensions column
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Tableau User Guide 8
c. Click and drag “Student Number” into the “Color” options under the Marks column
2: Your final product should look like this:
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Tableau User Guide 9
Tableau: Scatter Grams for Computed Metrics-III
a. Click and drag the “AvgProGpa To” and “AvgQualPts To” measures to the Columns field. Click
and drag the “Num Semem To” measure to the Rows field
b. Locate the “Student Number” Dimension in the Dimensions column
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Tableau User Guide 10
c. Click and drag “Student Number” into the “Color” options under the Marks column
2: Your final product should look like this:
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Tableau User Guide 11
Tableau: Bubble Charts for Gender and Race
Gender Bubble Chart:
Above is the Bubble Chart as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Demographics_Tableau.pdf
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Tableau User Guide 12
Step 1: Click and drag “Num Semem To” from Measures column to Rows. Click and drag “Gender” from
Dimensions to Columns.
2: Click and drag “Gender” from Dimensions column to Color in the Marks Column
3: Click on the “Show Me” tab at the top right corner.
4: The “Show Me” menu will look like this:
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Tableau User Guide 13
5: Within the “Show Me” menu, click on the bottom right bubble image:
6: The Final product will look like this:
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Tableau User Guide 14
Race Bubble Chart:
Above is the Bubble Chart as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Demographics_Tableau.pdf
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Tableau User Guide 15
Step 1: Click and drag “Num Semem To” from Measures column to Rows. Click and drag “Race” from
Dimensions to Columns.
2: Click and drag “Race” from Dimensions column to Color in the Marks Column
3: Click on the “Show Me” tab at the top right corner.
4: The “Show Me” menu will look like this:
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Tableau User Guide 16
5: Within the “Show Me” menu, click on the bottom right bubble image:
6: The Final product will look like this:
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Tableau User Guide 17
Scatter graphs Using Aggregate Measures:
Above is the Scatter graph as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Tableau_Scattergraphs_Agg.pdf
Step 1: Click and drag “Num Semem To” from Measures column to Rows. Click and drag “Base GPA”
from Measures to Columns.
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Tableau User Guide 18
2: Your final product will look like this:
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Tableau User Guide 19
Tableau: Linear Fit By Race
Above are the Linear Fit by Race Charts as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Tableau_TrendLines_LinearFit.pdf
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Tableau User Guide 20
Step 1: Click and drag “Student Number” from Dimensions to the “Detail” section under Marks.
2: Click and drag “Num Semem to” from Measures to Rows field. Click and drag ”Race” from Dimensions
to Columns. Click and drag 1)”AvgDelta AttPass To” 2)”AvgGPAChg To” 3)”AvgQualPts To” and 4)”Base
GPA” from Measures to Columns field.
3: Now, your scatterplot graphs should look like this (not all graphs generated are currently shown in
single image below):
4: Click on the “Analytics” tab below the toolbar menu at top left of page:
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Tableau User Guide 21
5: Listed are the options within the “Analytics” tab:
6: Click and Drag “Trend Line” onto your scatter plots and hover it over the “Linear” option. Your
scatterplots should now look like this (not all graphs are shown in example below):
7: Your final product will look as follows:
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Tableau User Guide 22
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Tableau User Guide 23
Tableau: Exponential Fit By Race
Above are the Exponential Fit by Race Charts as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Tableau_TrendLines_ExpFit.pdf
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Tableau User Guide 24
Step 1: Click and drag “Student Number” from Dimensions to the “Detail” section under Marks.
2: Click and drag “Num Semem to” from Measures to Rows field. Click and drag ”Race” from Dimensions
to Columns. Click and drag 1)”AvgDelta AttPass To” 2)”AvgGPAChg To” 3)”AvgQualPts To” and 4)”Base
GPA” from Measures to Columns field.
3: Now, your scatterplot graphs should look like this (not all graphs generated are currently shown in
single image below):
4: Click on the “Analytics” tab below the toolbar menu at top left of page:
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Tableau User Guide 25
5: The options within the “Analytics” tab:
6: Click and Drag “Trend Line” onto your scatter plots and hover it over the “Exponential” option. Your
scatterplots should now look like this (not all graphs are shown in example below):
7: Your final product will look as follows:
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Tableau User Guide 26
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Tableau User Guide 27
Tableau: Polynomial Fit By Race
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Above are the Exponential Fit by Race Charts as displayed on the course website:
http://www.nvc.vt.edu/rmajor/bit5534/Docs/Tableau_TrendLines_ExpFit.pdf
Step 1: Click and drag “Student Number” from Dimensions to “Detail” under Marks.
2: Click and drag “Num Semem to” from Measures to Rows field. Click and drag ”Race” from Dimensions
to Columns. Click and drag 1)”AvgDelta AttPass To” 2)”AvgGPAChg To” 3)”AvgQualPts To” and 4)”Base
GPA” from Measures to Columns field.
3: Now, your scatterplot graphs should look like this (not all graphs generated are currently shown in
single image below):
4: Click on the “Analytics” tab below the toolbar menu at top left of page:
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5: The options within the “Analytics” tab:
6: Click and Drag “Trend Line” onto your scatter plots and hover it over the “Polynomial” option. Your
scatterplots should now look like this (not all graphs are shown in example below):
7: Your final product will look as follows:
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Tableau User Guide 30