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Part 2 DVM Lab Manual

The document outlines a series of exercises related to using Tableau for data visualization, including installation, data connection, and creating various visualizations and dashboards. Each exercise provides a date, aim, and step-by-step procedure for tasks such as identifying top chocolate-exporting countries, filtering sales data, and building interactive dashboards. The exercises culminate in visualizing key metrics like sales revenue and profit margins using the Superstore dataset.
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0% found this document useful (0 votes)
47 views48 pages

Part 2 DVM Lab Manual

The document outlines a series of exercises related to using Tableau for data visualization, including installation, data connection, and creating various visualizations and dashboards. Each exercise provides a date, aim, and step-by-step procedure for tasks such as identifying top chocolate-exporting countries, filtering sales data, and building interactive dashboards. The exercises culminate in visualizing key metrics like sales revenue and profit margins using the Superstore dataset.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 48

Signature

Ex. Page
Date Title of the
No. No
Faculty

1. 25/07/2024 Installing Tableau Software 5

2. 01/08/2024 Data Connectors in Tableau 9

3. 08/08/2024 Extracting and Importing Data in Tableau 13

Identifying Top Three Chocolate Exporting Countries Using 17


4. 14/08/2024
Tableau

Filtering and Identifying the Top Salesperson in Each 19


5. 19/08/2024
Country Using Tableau

Creating a Dashboard for Top Chocolate Exporting Countries 21


6. 23/08/2024
and Top Salespersons

Identifying the State with the Highest Sales Revenue Using 23


7. 23/08/2024
the Superstore Dataset in Tableau

Identifying the Top 10 Products by Profit Margin Using 25


8. 27/08/2024
Superstore Dataset in Tableau

Building an Interactive Dashboard for Highest Revenue State 27


9. 27/08/2024
& Top 10 Products by Profit Margin using Tableau

Creating Average Sales Value for Different Countries in 29


10. 10/09/2024
Tableau

11. 10/09/2024 Finding Out Sales in Cities Containing "O" Using Tableau 31

12. 16/09/2024 Calculating Running Total of Profit in Tableau 33

13. 18/09/2024 Visualize the Amount of Sales of Each State Using Tableau 35

Calculating the Sum of Sales per State for Each Product 37


14. 24/09/2024
Category in Tableau

Excluding Region from Sales Figures Calculated for Every 39


15. 24/09/2024
Month in Tableau
Applying Dimension Filters on Subcategory and Showing 42
16. 25/09/2024
Profit by Shipping Mode in Tableau

17. 01/10/2024 Creating a Scatter Plot using Tableau 44

18. 01/10/2024 Visualization of Box Plot Using Tableau 46

19. 03/10/2024 Creating a Histogram Using Tableau 48

20. 09/10/2024 Creating a Motion Chart Using Tableau 50


Ex. No. 1
Installing Tableau Software
Date: 25/07/2024

Aim:

To install Tableau software on your computer and set up the necessary environment for data
visualization.

Procedure:

1. Download Tableau:
○ Go to the official Tableau website: https://www.tableau.com.
○ Click on "Try Now" or "Download Free Trial" for Tableau Desktop (or download
Tableau Public if you're using the free version).
○ If prompted, create an account on Tableau's website or sign in if you already have
one.
2. Run the Installer:
○ Once the download is complete, locate the downloaded file (usually in your
Downloads folder).
○ Double-click the installer file to start the installation process.
3. Follow the Installation Instructions:
○ Click "Next" to proceed through the installation wizard.
○ Choose the destination folder where you want to install Tableau (the default location
is usually fine).
○ Click "Install" to begin the installation process.
4. Complete Installation:
○ After the installation is complete, click "Finish."
○ You may need to restart your computer for the software to be fully set up.
5. Launch Tableau:
○ Find the Tableau icon on your desktop or in the Start menu and click to open the
software.
6. Activate Tableau:
○ If you have a license key, enter it when prompted to activate Tableau. If you're using
the free version, sign in with your Tableau Public account.
Output:
Result:

Tableau software will be successfully installed on your computer. You are now ready to start
using Tableau for data visualization and analysis.
Ex. No. 2
Data Connectors in Tableau
Date: 01/08/2024

Aim:

To understand and explore how to connect different data sources to Tableau for data
visualization.

Procedure:

1. Open Tableau: Launch the Tableau software on your computer.


2. Start a New Project: Click on “File” > “New” to start a new project.
3. Connect to Data:
○ On the left panel, under the “Connections” section, click on "Connect".
○ Choose the type of data source you want to connect to (e.g., Excel, CSV, SQL Server,
Google Sheets, etc.).
4. Import Data:
○ For example, if you choose Excel, browse to the file location and select the Excel file
you want to work with.
○ Tableau will load the data from the file into the workspace.
5. Preview the Data: Tableau will display a preview of your data. Check to ensure the data is
correctly loaded.
6. Choose the Data Source: Select the tables or sheets you want to work with. Drag them into
the canvas area.
7. Establish Relationships (if applicable): If you’re connecting to multiple tables, establish
relationships between them by dragging and linking the fields that match.
8. Go to the Sheet: After connecting the data, click on the "Sheet" tab to begin building
visualizations.
Output:
Result:

You will have successfully connected your chosen data source to Tableau and can begin
creating visualizations using the imported data. The connection allows you to perform data analysis
and generate insights through graphs, charts, and dashboards in Tableau.
Ex. No. 3
Extracting and Importing Data in Tableau
Date: 08/08/2024

Aim:

To learn how to extract and import data into Tableau for visualization and analysis.

Procedure:

1. Open Tableau Desktop:


○ Launch the Tableau application on your computer.
2. Connect to Data:
○ On the main screen, under "Connect", click on the type of data source you want to
import (Excel, CSV, Database, etc.).
○ Select the file or database to connect to.
3. Import the Data:
○ Click on “Microsoft Excel” under "Connect".
○ Browse to the file location, select the file, and click "Open".
4. Select Data Sheet:
○ Once the file is loaded, Tableau will display the available sheets. Click on the sheet
you want to import.
○ Tableau will show a preview of the data.
5. Drag and Drop Data into Tableau:
○ Drag the selected table or sheet into the workspace area (on the right side).
○ Tableau will automatically load the data into the "Data Source" tab.
6. Load Data:
○ Click on "Sheet 1" to start creating your visualizations with the imported data.
7. Save Your Work:
○ Save your Tableau workbook to ensure your data and visualizations are stored.
Output:
Result:

● Successfully imported and extracted data into Tableau.


● Ready to create various visualizations like charts, graphs, and dashboards using the imported
data.
Ex. No. 4
Identifying Top Three Chocolate Exporting Countries Using Tableau
Date: 14/08/2024

Aim:

To identify the top three chocolate-exporting countries using Tableau.

Procedure:

1. Data Collection: Obtain a dataset containing chocolate export data by country. Ensure that
the dataset includes country names and export quantities or values.
2. Data Import: Import the dataset into Tableau by selecting "Connect to Data" and choosing
the file format (e.g., Excel, CSV).
3. Data Preparation: Clean the data if necessary, removing any irrelevant columns or rows to
focus on chocolate exports.
4. Visualization Setup:
○ Drag the "Country" field to the Rows shelf.
○ Drag the "Export Quantity/Value" field to the Columns shelf.
5. Sort and Filter:
○ Sort the visualization in descending order to highlight countries with the highest
export figures.
○ Use a filter to display only the top three countries by export value or quantity.
6. Display Results: Customize the chart for clarity by labeling the top three countries and
adjusting colors as needed.
Output:

Result:

The Tableau visualization displays the top three chocolate-exporting countries based on
export data, providing a clear ranking that identifies these leading countries in chocolate exports.
Ex. No. 5
Filtering and Identifying the Top Salesperson in Each Country Using
Tableau
Date: 19/08/2024

Aim:
To filter and identify the top-performing salesperson for each country based on sales data
using Tableau.

Procedure:

1. Data Preparation:
○ Open Tableau and connect to your dataset (Excel, CSV, or other formats).
○ Ensure the dataset includes columns for Salesperson Name, Country, and Sales
Amount.
2. Data Visualization:
○ Drag Country to the Rows shelf to organize data by country.
○ Drag Salesperson Name to the Rows shelf next to Country.
○ Drag Sales Amount to the Columns shelf to display sales figures.
3. Filter for Top Salesperson:
○ Right-click on Salesperson Name in the Rows shelf and select Filter.
○ Under Top in the filter options, choose By Field.
○ Select Top 1 by Sales Amount to show only the highest salesperson per country.
4. Formatting and Labels:
○ Add Sales Amount as a label to display sales figures on the visualization.
○ Customize colors and labels to improve clarity and make the visualization easy to
understand.
Output:

Result:
The Tableau visualization will display the top salesperson in each country based on the
highest sales figures, allowing easy comparison across countries.
Ex. No. 6 Creating a Dashboard for Top Chocolate Exporting Countries and Top
Salespersons
Date: 23/08/2024

Aim:
To create an interactive dashboard that visualizes the data of top chocolate-exporting countries and
top salespersons in the chocolate industry using Tableau.

Procedure:

1. Prepare the Data:


○ Collect relevant data for chocolate exports (e.g., country name, export volume, sales
revenue) and salesperson performance (e.g., salesperson name, total sales, target
achievement).
○ Ensure the data is in a CSV or Excel format for easy importing into Tableau.
2. Import the Data into Tableau:
○ Open Tableau and click on "Connect" to import your dataset (select the data file, such as
CSV or Excel).
○ Verify that all fields (e.g., country, export volume, sales revenue, salesperson name, etc.)
are recognized correctly.
3. Create the Chocolate Exporting Countries View:
○ Drag the "Country" field to the Rows shelf.
○ Drag the "Export Volume" or "Sales Revenue" field to the Columns shelf.
○ Sort the data by "Export Volume" or "Sales Revenue" to identify the top chocolate-
exporting countries.
○ Add a bar chart or map visualization to display this data.
4. Create the Top Salesperson View:
○ Drag the "Salesperson" field to the Rows shelf.
○ Drag the "Total Sales" field to the Columns shelf.
○ Sort the data to show the top salesperson based on total sales performance.
○ Use a bar chart or pie chart to visualize salesperson performance.
5. Combine Views into a Dashboard:
○ Click on the "Dashboard" tab and select "New Dashboard."
○ Drag the views (chocolate exporting countries and top salesperson) into the dashboard
layout.
○ Customize the dashboard by adjusting the size, adding filters (such as by region or product),
and formatting the chart for better readability.
6. Save and Publish:
○ Once the dashboard is complete, save the workbook.
○ Publish the dashboard to Tableau Public or your organization’s Tableau server if required.

Output:

Result:

The Tableau dashboard displays:

○ A bar chart or map showing the top chocolate-exporting countries based on export volume
or sales revenue.
○ A bar chart or pie chart displaying the top-performing salesperson based on total sales.
○ Interactive filters to explore the data based on different criteria (e.g., country, salesperson,
year).
Ex. No. 7 Identifying the State with the Highest Sales Revenue Using the Superstore
Dataset in Tableau
Date: 23/08/2024

Aim:
To identify the state with the highest sales revenue using Tableau by analyzing the Superstore
dataset.

Procedure:

1. Open Tableau: Launch Tableau and connect to the Superstore dataset. If you don't have it, you
can download it from Tableau’s official website or use any available retail dataset.
2. Load the Data: In the "Data" pane, locate the Superstore dataset and double-click to load the data.
3. Create a Map Visualization:
○ Drag "State" from the "Dimensions" pane to the "Rows" shelf.
○ Drag "Sales" from the "Measures" pane to the "Columns" shelf.
○ Tableau will automatically create a bar chart. To switch it to a map view, click on the "Show
Me" pane and select the "Map" option.
4. Summarize by State:
○ If needed, filter the data to focus only on the necessary regions or states.
○ Ensure that the sales revenue is aggregated (usually by default it is aggregated to sum) to
see the total sales per state.
5. Format the Map:
○ Adjust the colors to represent higher sales with a different shade.
○ You can adjust the size and labels of the map for better clarity.
6. Identify the State with Highest Sales Revenue:
○ Look at the state with the highest sales revenue on the map. You can hover over or click on
states to see detailed values.
Output:

Result:
The state with the highest sales revenue will be identified visually on the map, allowing you to
quickly determine which state has contributed the most to sales in the Superstore dataset.
Ex. No. 8 Identifying the Top 10 Products by Profit Margin Using Superstore Dataset
in Tableau
Date: 27/08/2024

Aim:
To identify and visualize the top 10 products with the highest profit margin using the Superstore
dataset in Tableau.

Procedure:

1. Open Tableau: Launch Tableau and connect to the Superstore dataset (you can download it from
the Tableau website if not available).
2. Connect Data: Click on "Connect" and select the Superstore dataset (Excel file or CSV format).
3. Drag Data into Tableau: Drag the "Orders" data into the workspace to start your analysis.
4. Create Calculated Field for Profit Margin:
○ Go to the "Analysis" menu and select "Create Calculated Field."
○ Name it "Profit Margin" and use the following formula:
Profit Margin = [Profit] / [Sales]
○ Click OK to save.
5. Create a View:
○ Drag the "Product Name" dimension to the Rows shelf.
○ Drag the "Profit Margin" calculated field to the Columns shelf.
6. Sort the Data:
○ Click on the "Profit Margin" axis and sort it in descending order to show the highest profit
margins at the top.
7. Filter Top 10 Products:
○ Right-click on the "Product Name" field in the Rows shelf and select "Filter."
○ In the filter options, choose the "Top" tab, and set it to "Top 10 by Profit Margin."
8. Visualize the Data:
○ You can enhance your visualization by adding "Sales" or "Profit" to the Label shelf for
more details.
○ Adjust the chart type to your preference (bar chart or other types).
9. Customize the View:
○ Apply any other formatting, such as colors, labels, or tooltips, to make your chart more
informative.
10. Save the Workbook: Once you have the top 10 products identified, save the Tableau workbook.
Output:

Result:
The result will be a visualization displaying the top 10 products with the highest profit margin from
the Superstore dataset. The products will be sorted by profit margin in descending order, providing clear
insights into which products contribute the most to profitability.
Ex. No. 9 Building an Interactive Dashboard for Highest Revenue State &
Top 10 Products by Profit Margin using Tableau
Date: 27/08/2024

Aim:
To create an interactive dashboard in Tableau that displays the highest revenue-generating state
and the top 10 products based on their profit margin.

Procedure:

1. Connect to Data:
○ Open Tableau and connect to your dataset (e.g., Excel, CSV, or Database).
○ Ensure the dataset contains fields like State, Product Name, Revenue, and Profit.
2. Prepare the Data:
○ If necessary, clean the data to ensure there are no null or incorrect values.
○ Create calculated fields for profit margin if not already available:
Profit Margin = Profit / Revenue * 100
3. Create Highest Revenue State:
○ Drag the State field to the Rows shelf.
○ Drag the Revenue field to the Columns shelf.
○ Sort the data in descending order based on Revenue.
○ Filter to show only the highest revenue-generating state.
4. Create Top 10 Products by Profit Margin:
○ Drag the Product Name field to the Rows shelf.
○ Drag the Profit Margin field to the Columns shelf.
○ Sort the products in descending order based on Profit Margin.
○ Apply a filter to show only the top 10 products by profit margin.
5. Build the Dashboard:
○ Drag the individual sheets (Highest Revenue State and Top 10 Products by Profit Margin)
onto the dashboard.
○ Use filter actions or highlight actions to make the dashboard interactive (e.g., selecting a
state can update the top 10 products).
○ Adjust the layout, colors, and formatting for clarity.
6. Interactivity:
○ Add interactivity to the dashboard by using dropdown filters or parameter controls to allow
users to select different states or product categories.
7. Finalize and Save:
○ Review the dashboard to ensure all data is displayed correctly.
○ Save and publish the Tableau dashboard.

Output:

Result:

The resulting interactive Tableau dashboard will display:

● The state with the highest revenue, which can be clicked for further details.
● A list of the top 10 products with the highest profit margins, which can be dynamically updated
based on the selected state or other filters.

This interactive dashboard allows users to explore the highest revenue-generating state and identify
the top-performing products in terms of profit margins.
Ex. No. 10 Creating Average Sales Value for Different

Date: 10/09/2024 Countries in Tableau

Aim:

To calculate and display the average sales value for different countries using Tableau.

Procedure:

1. Open Tableau: Launch Tableau Desktop or Tableau Public.


2. Connect to Data Source:
○ Click on the "Connect" pane and choose your data source (e.g., Excel, CSV, or any
database).
○ Load the dataset that contains sales data, including a column for 'Country' and 'Sales'.
3. Create a New Worksheet:
○ After connecting to the data, go to the "Sheet" tab to start a new worksheet.
4. Drag Fields to Rows and Columns:
○ Drag the 'Country' field from the Data pane to the Rows shelf.
○ Drag the 'Sales' field to the Columns shelf.
5. Calculate Average Sales:
○ Right-click on the 'Sales' field on the Columns shelf and select "Measure" > "Average".
This will automatically calculate the average sales value for each country.
6. Format the View:
○ You can choose different chart types (e.g., bar chart or map) from the "Show Me" panel for
better visualization.
○ Adjust the labels, colors, and other formatting as needed.
7. Display the Results:
○ You should now see a chart or table displaying the average sales for each country.
○ You can add additional filters (e.g., by region or year) if needed to refine the data.
Output:

Result:

A Tableau visualization that shows the average sales value for different countries, helping to
analyze the sales performance across various regions.
Ex. No. 11 Finding Out Sales in Cities Containing

Date: 10/09/2024 "O" Using Tableau

Aim:
To filter and analyze the sales data of cities that contain the letter "O" using Tableau.

Procedure:

1. Load the Data:


○ Open Tableau and connect to your sales dataset (e.g., Excel, CSV, or database).
○ Ensure that the data includes columns such as "City" and "Sales."
2. Create a New Worksheet:
○ Once the data is loaded, click on a new worksheet to start your analysis.
3. Filter Cities Containing "O":
○ Drag the "City" field to the Filters shelf.
○ In the filter dialog box, select the "Wildcard" option and type "O" to filter cities that contain
the letter "O."
4. Analyze Sales:
○ Drag the "Sales" field to the Columns shelf.
○ Drag the "City" field to the Rows shelf.
○ You will now see a list of cities that contain "O" along with their respective sales.
5. Adjust View:
○ Optionally, you can use other features like sorting, color-coding, or aggregating the sales
data to make the analysis more insightful.
Output:

Result:
A filtered list of cities containing the letter "O" along with their total sales displayed in a Tableau
worksheet. The result will show the sales data for each city that matches the condition.
Ex. No. 12
Calculating Running Total of Profit in Tableau
Date: 16/09/2024

Aim:
The aim of this exercise is to calculate the running total of the profit earned over time in Tableau.

Procedure:

1. Open Tableau: Launch Tableau and open a new workbook.


2. Connect to Data:
○ Click on "Connect" and select the data source you want to use (e.g., Excel, CSV).
○ Import the dataset that contains the profit information.
3. Drag Data Fields:
○ Drag the field containing the time period (e.g., Date) to the Columns shelf.
○ Drag the Profit field to the Rows shelf.
4. Add Running Total Calculation:
○ Right-click on the Profit field in the Rows shelf.
○ Select Quick Table Calculation > Running Total.
5. Choose Direction:
○ Ensure the calculation is set to "Table (Across)" or "Table (Down)" depending on how your
data is organized.
6. View the Result: The running total will be displayed in the chart, showing the cumulative profit
over time.
Output:

Result:
The result will be a graph showing the running total of the profit over the given time period, where
the values will accumulate as you move forward in time, providing a visual representation of the total profit
earned over the selected period.
Ex. No. 13 Visualize the Amount of Sales of Each

Date: 18/09/2024 State Using Tableau

Aim:
To create a visual representation of the sales data for different states using Tableau, allowing for
easy comparison and analysis.

Procedure:

1. Prepare the Data:


○ Ensure the data includes columns for "State" and "Sales" or similar fields. If needed, use an
Excel sheet or CSV file with this data.
2. Open Tableau:
○ Launch Tableau on your computer.
3. Connect to Data:
○ Click on "Connect" and select your data source (e.g., Excel or CSV file).
○ Load the data into Tableau by clicking on the sheet.
4. Drag Fields:
○ Drag the "State" field to the Rows shelf.
○ Drag the "Sales" field to the Columns shelf.
5. Choose a Visualization Type:
○ In the “Show Me” panel, select a bar chart or map to visualize the sales data across states.
6. Format the Visualization:
○ Adjust colors, labels, and axes for clarity.
○ Optionally, add filters if you need to focus on specific states or time periods.
7. Customize the View:
○ Modify the design as needed, such as changing the color palette or adding a title.
8. Save and Publish:
○ Save your workbook and publish it to Tableau Public or Tableau Server if desired.
Output:

Result:

A bar chart or map will be displayed showing the total sales amount for each state. The states will
be listed along the X-axis, and sales amounts will be represented on the Y-axis, making it easy to compare
the sales across different regions.
Ex. No. 14 Calculating the Sum of Sales per State for Each

Date: 24/09/2024 Product Category in Tableau

Aim:

To calculate and visualize the total sales for each product category, grouped by state, using Tableau.

Procedure:

1. Prepare the Data:


○ Ensure that the dataset contains relevant columns such as State, Product Category, and
Sales.
○ Open Tableau and connect to your data source (e.g., Excel, CSV, or database).
2. Drag and Drop Fields:
○ In the Data Pane, drag the State field into the Rows shelf.
○ Drag the Product Category field into the Columns shelf.
3. Sum of Sales:
○ Drag the Sales field into the Text or Sum field in the view (depending on the version of
Tableau).
○ Tableau will automatically calculate the sum of sales for each product category and state.
4. Adjust the View:
○ Ensure that the Sales field is summarized as "Sum" (if not, right-click on the Sales field and
select Summarize).
○ Adjust the table or chart as per your preference (e.g., change to a bar chart for better
visualization).
5. Format and Customize:
○ You can customize the font, add color to the table, or change chart styles to improve clarity.
6. Review the Results:
○ The resulting table or chart will show the sum of sales for each product category by state.
Output:

Result:

A table or chart showing the total sales for each product category, grouped by state. The sum of
sales will be calculated and displayed clearly, enabling easy comparison across states and categories.
Ex. No. 15 Excluding Region from Sales Figures Calculated for Every Month in
Tableau
Date: 24/09/2024

Aim:

To demonstrate how to exclude the "Region" field while calculating the monthly sales figures in
Tableau.

Procedure:

1. Open Tableau and load the dataset that includes sales data.
2. Drag and drop "Sales" into the Rows shelf to display the total sales.
3. Drag and drop "Month" into the Columns shelf to show the sales data for each month.
4. Remove the "Region" field from the Columns or Rows shelf if it is already added.
5. In the Filters pane, click on the "Region" field (if present) and deselect all the regions.
6. The sales data will now be calculated without the inclusion of the "Region" field, showing sales for
all regions combined by month.
7. Optionally, you can also use a calculated field to manually exclude "Region" by right-clicking on
"Sales" and creating a new Calculated Field, excluding the region in the formula.
8. Drag the newly created field into the Rows shelf to display the desired result.
Output:
Result:

The monthly sales figures will be displayed without any segmentation by region, providing a total
sales figure for each month across all regions.
Ex. No. 16 Applying Dimension Filters on Subcategory and Showing Profit by Shipping
Mode in Tableau
Date: 25/09/2024

Aim:

To apply dimension filters on the Subcategory and display the Profit by Shipping Mode in a
Tableau worksheet.

Procedure:

1. Open Tableau:
○ Launch Tableau and connect to the data source (e.g., Excel file, SQL database, etc.).
2. Load Data:
○ Load your dataset that includes Subcategory, Shipping Mode, and Profit fields.
○ Go to the "Worksheet" tab to create a new worksheet.
3. Drag Fields to Rows and Columns:
○ Drag the Shipping Mode field to the Columns shelf.
○ Drag the Profit field to the Rows shelf.
4. Apply Dimension Filter on Subcategory:
○ Drag the Subcategory field to the Filters shelf.
○ A dialog box will appear showing a list of all subcategories. Select the subcategories you
want to filter and click OK.
5. Adjust the View:
○ If needed, adjust the chart type (e.g., bar chart, line chart) for better visualization.
○ You can also apply color or labels to enhance the clarity of the data.
6. Apply Formatting:
○ Format the worksheet for better readability (e.g., adjust axis titles, font sizes, and colors).
7. Analyze the Result:
○ The table will now show the Profit for each Shipping Mode, filtered by the selected
Subcategories.
Output:

Result:

A Tableau worksheet displaying the Profit by Shipping Mode, filtered by selected Subcategories,
providing insights into the profitability associated with each shipping mode for the chosen product
subcategories.
Ex. No. 17
Creating a Scatter Plot using Tableau
Date: 01/10/2024

Aim:

To visualize the relationship between two variables using a scatter plot in Tableau.

Procedure:

1. Open Tableau:
○ Launch Tableau software on your computer.
2. Connect to Data:
○ Select a data source (Excel, CSV, or other) containing the variables you want to visualize.
3. Drag Data to the Tableau Workspace:
○ Drag the data file (or table) to the workspace.
4. Select Scatter Plot:
○ From the "Show Me" panel on the right side, select the Scatter Plot chart type.
5. Choose Variables for the Axes:
○ Drag the field (variable) you want to plot on the X-axis to the Columns shelf.
○ Drag the field (variable) you want to plot on the Y-axis to the Rows shelf.
6. Adjust the View (Optional):
○ You can adjust the size, color, or shape of the points by dragging other fields (like category
or sales) to the Size, Color, or Shape shelves.
7. Analyze the Plot:
○ Observe the scatter plot to understand the relationship between the two variables, whether
they are positively correlated, negatively correlated, or have no correlation.
8. Save and Export:
○ Save your workbook by clicking on File > Save As.
○ Export the scatter plot as an image if needed.
Output:

Result:

A scatter plot is created displaying the relationship between the selected variables. Points on the
plot will show how the values of the two variables correlate with each other. You can visually interpret
patterns or trends in the data.
Ex. No. 18
Visualization of Box Plot Using Tableau
Date: 01/10/2024

Aim:
To create a Box Plot in Tableau to analyze the distribution of data and identify the spread, central
tendency, and any outliers in a given dataset.

Procedure:

1. Prepare the Data:


○ Open Tableau and load a dataset that contains numerical data. For example, use the
"Superstore" dataset or any dataset that includes numeric fields (e.g., Sales, Profit,
Quantity).
2. Connect to Data:
○ Open Tableau and click on "Connect to Data."
○ Select the dataset you want to use and load it into Tableau.
3. Drag Fields to the View:
○ Go to the “Sheet” tab.
○ Drag the numeric field (such as "Sales" or "Profit") to the "Rows" shelf.
○ Drag a categorical field (like "Region" or "Category") to the "Columns" shelf. This will
segment the data for the Box Plot.
4. Choose the Box Plot Visualization:
○ From the “Show Me” panel on the right side, select the Box Plot chart type. Tableau will
automatically display the Box Plot based on the data you selected.
5. Adjust the View (Optional):
○ You can adjust the Box Plot further by adding more dimensions or measures. For example,
you can drag the “Order Date” to the "Filters" shelf to filter data by a specific time period.
○ You can also modify the color, size, or labels to make the visualization clearer.
6. Interpret the Box Plot:
○ The Box Plot will display the minimum, first quartile, median, third quartile, and maximum
values.
○ Any outliers will be shown as individual points outside the "whiskers" of the box.

Output:
Result:

The box plot is successfully created, providing a clear visualization of the data distribution. The
plot displays the median, quartiles, and any outliers in the data, which helps to quickly understand the
spread and potential anomalies in the dataset.
Ex. No. 19
Creating a Histogram Using Tableau
Date: 03/10/2024

Aim:
To create a histogram in Tableau to visualize the distribution of data and understand its frequency
distribution.

Procedure:

1. Open Tableau:
○ Launch Tableau software and connect to your dataset (e.g., Excel file, CSV, database, etc.).
2. Drag Data to Tableau:
○ Once the data is loaded, go to the “Data” pane on the left side.
○ Drag the field (e.g., sales, age, etc.) you want to analyze into the “Rows” shelf.
3. Create Histogram:
○ From the "Show Me" panel on the right, select the Histogram chart type.
○ Tableau will automatically create a histogram based on your selected field.
4. Adjust the Number of Bins (Optional):
○ If needed, right-click on the field in the "Bins" shelf and select Edit to adjust the number
of bins or their size to fit your analysis.
5. Customize the Histogram (Optional):
○ You can customize the appearance by changing colors, adding labels, or adjusting the axis
settings.
6. View the Histogram:
○ Your histogram will appear on the Tableau workspace, showing the distribution of your
selected data.

Output:
Result:
The histogram will display the distribution of data, with bars representing different ranges (bins)
of the selected variable. This helps to visualize patterns, trends, and the frequency of data points within
each range.
Ex. No. 20
Creating a Motion Chart Using Tableau
Date: 09/10/2024

Aim:
To create an interactive motion chart in Tableau that visualizes changes in data over time, allowing
users to track patterns and trends dynamically.

Procedure:

1. Open Tableau: Launch Tableau Desktop and select "File" > "New" to start a new workbook.
2. Connect to Data: Click on "Connect to Data" and choose your data source (e.g., Excel, CSV, or
any other database).
3. Select Data: Import the dataset you want to visualize. Ensure it contains a time-based column (e.g.,
Date) and numerical data.
4. Drag and Drop Fields:
○ Drag the Date field into the "Columns" shelf.
○ Drag a numerical field (e.g., Sales, Profit) into the "Rows" shelf.
5. Enable Motion Chart:
○ Drag a dimension (e.g., Region, Category) into the "Pages" shelf.
○ Drag a measure (e.g., Profit, Sales) into the "Size" or "Color" shelf to differentiate the data
points.
6. Adjust the Pages Shelf: In the "Pages" shelf, click the dropdown to set how the motion chart
animates (e.g., by year, quarter, or month).
7. Play the Motion Chart: Click the play button on the Pages shelf to see the data evolve over time
as a motion chart.
8. Customize the Chart: You can adjust the size, colors, or labels to make the chart more visually
appealing and easier to understand.
Output:

Result:
A dynamic motion chart is created in Tableau that allows you to visualize how data points (e.g.,
sales, profit, or other metrics) change over time. The motion chart updates automatically as the data is
animated, providing a clear view of trends and changes in the dataset over a given time period.

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