Group4_ws9

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Centennial College *

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Jan 9, 2024

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BAN140 Introduction to Data Visualization WorkShop9 Page 1 of 19 Contents Instructions: .................................................................................................................................... 2 Part One: Introduction ................................................................................................................... 3 Dashboard definition .................................................................................................................. 3 Create an empty dashboard tab ................................................................................................. 4 Objects ........................................................................................................................................ 4 Adding Worksheet Visualizations ............................................................................................... 5 Tiled vs. Floating Objects: ........................................................................................................... 6 Fonts to Guide Analysis: .............................................................................................................. 6 Tableau Stories ............................................................................................................................ 7 Part One: Create a Dashboard - is least profitable always unprofitable? ..................................... 8 Bar Chart: Overall Profit by Category ......................................................................................... 9 Bar Chart: Top 10 Least Profitable Items .................................................................................. 10 Map Chart: Profit by State ........................................................................................................ 12 Line Chart: Profit Trend ............................................................................................................. 13 Creating the dashboard ............................................................................................................ 14 Implementing actions to guide the story .................................................................................. 17 Deliverables: ............................................................................................................................. 19

BAN140 Introduction to Data Visualization WorkShop9 Page 2 of 19 Instructions: • The workshop can be completed in a group of four (recommended) . • All members should work together to complete the workshop, and they will receive the same mark. • This workshop is worth 2.5% of the total course grade and will be evaluated through your written submission. • Please submit the submission file(s) through Blackboard. • Only one person must submit for the group, and only the last submission will be marked .

BAN140 Introduction to Data Visualization WorkShop9 Page 3 of 19 Part One: Introduction The business world is enamoured by dashboards. Why? Few static reporting tools emulate the interactivity and drill-down capabilities of a dashboard, making dashboards an incredibly powerful decision-making tool. As usual, you will likely create numerous data visualizations. These visualizations give you a snapshot of a story within the data. Each insight into the data answers a question or two. At times, the discovery and analysis phase is enough for you to make a critical decision, and the cycle is complete. In other cases, you will need to bring the snapshots together to communicate a complete and compelling story to your intended audience. Tableau allows you to bring together related data visualizations into a single dashboard. This dashboard could be a static view of various aspects of the data or a fully interactive environment, allowing users to dynamically filter, drill down, and interact with the data visualizations. Allowing the audience to interact with a dashboard and change the details being displayed provides a means to shift context — leading to new and potentially important discoveries. Assembling dashboards in Tableau is fun for the designer, and a good dashboard design can delight the audience. Dashboard definition From a Tableau perspective, a dashboard is an arrangement of individual visualizations, along with other components such as legends, filters, parameters, text, containers, images, extensions, buttons, and web objects that are arranged on a single canvas. Ideally, the visualizations and components should work together to tell a complete and compelling data story. Dashboards are usually (but not always) interactive.

BAN140 Introduction to Data Visualization WorkShop9 Page 4 of 19 Create an empty dashboard tab Create or Open a new dashboard tab like opening a new worksheet. You can click the New Dashboard icon at the bottom of the workbook, indicated by the box divided into four sections Objects Dashboards are made up of objects that are arranged on a canvas. You'll see a list of objects that can be added to a dashboard in the left-hand pane of a dashboard: In addition to the objects that you can add through the sidebar, other objects may apply to a given dashboard: ➢ Filters : These will appear as controls for the end-user to select values to filter. A dashboard's power is the ability to set up filters and interactive components to change the data in the visualization to enhance your users' analysis ultimately. In a dashboard, a good rule to follow is to organize the filters as a list on the right side of the dashboard. ➢ Parameters : Like filters, these will show up as controls for the end-user to select a parameter option

BAN140 Introduction to Data Visualization WorkShop9 Page 5 of 19 ➢ Page controls : These are controls that give the end-user options for paging through the data ➢ Legends : These include color, size, and shape legends to help the end-user understand various visualizations ➢ Highlighters : These allow the user to highlight various dimension values within views ➢ Dashboard title : A special text object that displays the name of the dashboard sheet by default Adding Worksheet Visualizations Once a dashboard sheet is created, click the worksheet views you built (listed under Sheets to the left) and drag them to your dashboard sheet on the right. A gray, shaded area indicates where you can drop your visualization:

BAN140 Introduction to Data Visualization WorkShop9 Page 6 of 19 Tiled vs. Floating Objects: ➢ Tiled: Tiled visualizations become part of a single-layer grid that resizes based on the dashboard size. It pairs well with the automatic canvas selection. Tiled visualizations do not overlap. o If it is a tiled object, it will snap into the dashboard or layout container where you drop it. ➢ Floating: Free-floating visualizations that can be layered over other objects. Equivalent to Microsoft Word Wrap Text: In front of the text. o If it is a floating object, then it will float over the dashboard in layers. ➢ In the example below, a DonutChart floats over tiled visualizations: Fonts to Guide Analysis: Use font to guide the Tableau viewers through a visualization, specifically font selection, size, and formatting. ➢ Font selection: Limit the number of fonts to one or two and a second font if the font selected for the words on the view does not look good when applied to the numbers on the view. Occasionally, use a secondary or even tertiary font if there is a special section on the dashboard where you want to call attention. ➢ Font size: Use a hierarchy with larger or smaller sizes to help denote where new sections begin and/or communicate the relative importance of sections. For example, the title font maybe 18 points; section-headers 14 points; and annotations or tooltips 10 points. ➢ Font format: format can be used to explain how sections can be broken up and can also be used to provide instructions. For example, I may use bold titles and section headers but use italic lettering to communicate that the user can use a filter or dashboard action. When you consistently use the same formats as a subtle way to explain the user experience of your dashboards, your users will become conditioned to know how to use them.

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