(cheerful upbeat music)
- Hello, I am professor Rick Jerz,
and I welcome you to this session titled,
Other Graphics in Tableau.
In this session, we are going to explore
some additional graphics that are difficult
to produce in Microsoft Excel,
and we are going to see how to produce these in Tableau.
I think that you will really enjoy this session.
Let's get started.
Our goals and objectives for this session
are to explore chart types for descriptive statistics.
We will learn how to create
some additional Tableau chart types.
Namely, a map geographic chart, a treemap,
a packed bubble chart, a word cloud
and a scatter diagram with bubbles.
I have provided to you a real estate dataset
that contains cells of homes
from the North Valley Real Estate Company.
We will use this dataset to create our charts using Tableau.
I begin by opening Tableau and connecting
to this Excel real estate file.
Immediately, the data is brought into Tableau.
I am going to work on sheet one.
A map chart is used to plot geographic data.
Tableau makes it easy to create these kinds
of geographic maps and it offers
two different general categories.
We are going to make a map with bubbles.
In order to make a geographic map,
you need geographic data within your data file.
In the original Excel real estate file,
there was not any geographic information.
So I had to add zip code information to each record.
Let's say that I am interested in exploring
the total value of homes sold by zip code.
I am going to use Tableau Show Me wizard to do this chart.
I click on Zipcode and Price,
and immediately this map is produced.
I can size the bubbles by clicking on the size tool
and just increasing the bubble size.
I will name this sheet Map for Goodyear
since these zip codes are for Goodyear, Arizona.
The background map that Tableau uses
is really for Goodyear, Arizona.
At this point and time, I'm not sure how to improve
the appearance of this background map,
but when I go to Google and search for Goodyear, Arizona,
I do see that the map shown in Tableau
is indeed for Goodyear, Arizona.
Maps are fun charts to produce using Tableau.
I think you will enjoy spending more time
with geographic information and seeing
what kind of maps you can produce.
Remember to save your Tableau file.
A treemap is an interesting chart to produce
and Tableau produces these charts very easily.
The size of each box represents a quantity
for some measure and Tableau allows you to color these boxes
based upon a characteristic of some other value or measure.
The treemap provides a convenient way
of looking at some descriptive statistics.
Let's say that we want to explore the total sales
for each real estate agent and we want to color the boxes
based upon their average price sale.
We start this by creating a new sheet.
I could do this with the Treeplan wizard,
but instead, I'm just going to do this manually.
I drag Agent to Text and Price to Size,
and then I drag Price also to Color.
By default, Tableau makes this color price to be Sum,
but I can easily change this to be the Average.
I can easily change the color spectrum
by clicking on Color, Edit Colors and picking colors
from the palette of prebuilt colors
or could customize this to anything I want.
I am done, I will rename this sheet to Treemap.
Since treemaps are so easy to produce in Tableau,
students in the past have enjoyed
making treemaps of all kinds of data.
Give it a try and remember to save your Tableau file.
A packed bubble chart represents data
similar to what a treemap does,
but instead of using squares, it uses circles.
Some people like the look of a packed bubble chart,
and sometimes people prefer the look of a treemap.
You create packed bubble charts almost identically
to how we create a treemap.
In fact, it is so similar, that I am going begin this
by duplicating my treemap sheet.
I will rename this to Packed Bubble.
To convert my tree plan to a packed bubble chart,
all that I have to do is change the Mark
from Automatic to Circle and I am done.
Treemaps and packed bubble charts make it easy to show
three kinds of datas conveniently in one chart.
Remember to save your Tableau file.
Okay, let's move on.
I am sure that many of you have seen
these word clouds in the past.
Word clouds are produced from text data
and typically, the size of the word in these word clouds
represents how frequently the word has occurred
in, oh maybe, a paragraph or a story
or some other body of text.
Tableau can produce these word clouds.
And, in addition to the size of the text
representing some quantity, in this case,
the quantity of times that the word has occurred,
Tableau can add another characteristic from your data
and use color to represent that characteristic.
If you think about this data scenario a little bit,
you might finally conclude that this kind of representation
of data is very similar to a treemap
and a packed bubble chart, except it's using text
instead of a shape to represent some data.
Well, guess what?
We can produce this kind of word cloud chart very quickly
from the data that we have been currently using.
I'll do basically the same thing that I did
to create the packed bubble chart.
I will begin Tableau by duplicating
the packed bubble chart sheet.
I will rename this to Word Cloud.
Then, all that I need to do is change the Mark type
from a Circle to Text and I am finished.
Our real estate data does not vary all that much
so it's a little bit hard to appreciate
what we are seeing in this word cloud.
The size of the person's name represents their total sales
and the color of their name represents the average sales.
Red being the lowest and dark green being the highest.
Quite honestly, I haven't had time to practice
with these word clouds and I would love
to be able to spend some more time just experimenting
a little bit and seeing what I can do.
So, of course, I would encourage you to do the same thing.
Experiment and see where you end up.
Oh, remember to save your Tableau file.
I'd like to now show you how to create
a scatter diagram with bubbles.
In order to produce this kind of chart,
what I first need to show you how to do,
is to create a scatter diagram.
Remember that a scatter diagram is a two dimensional
representation of two variables.
In Excel, a scatter diagram is very easy to produce.
In fact, Excel provides this tool
to create a scatter diagram.
Let's see how we will do this using Tableau.
I begin by creating a new sheet.
I will rename this sheet to Scatter Diagram.
Let's say that we are wondering whether or not
the price of a home is dependent upon the size of the home.
In this case, the size of the home
will be our independent variable,
and the price be our dependent variable.
I drag the Size Measure to Columns and the Price to Rows.
Hmm, so far I don't see a whole lot happening.
The one dot that shows represents
the total size of all homes, we want to
split this out to individual homes.
So what I need to do is to drop down this right arrow
on the Size and switch this over to Dimension.
Now it's looking a little bit better.
We have a line chart and I really want to see this
as dots, so I just change the Mark type
from Automatic to Circle and my scatter diagram is complete.
However, I do notice one thing.
The price dimension shows Sum,
and what I am really interested in,
is whether or not the average price
of the home depends upon it's size.
So, I have to change this Sum to Average.
Now this is looking a little bit better.
The beauty of Tableau is that it is able to show
more than two characteristics on these scatter diagrams.
In fact, we could show three, four
or maybe even more dimensions on a 2D chart
by using Size and Color.
So let's say we are wondering whether or not
more expensive homes tend to have more bedrooms.
I will begin this exploration by duplicating
this scatter diagram sheet and calling it
Scatter Diagram With Bubbles.
Then I drag the Bedroom dimension over to the Size icon
and I will change the size of this
to something that looks pretty good.
When I look at this diagram, it's a little bit hard
to detect, but it does appear to me that those homes
selling for less money have fewer bedrooms.
Those homes that sell for more money, more bedrooms.
Now let's do something interesting.
Let's add one more characteristic to this scatter diagram.
The number of baths.
I will drag Baths to Color and I will edit the color
to make it look more attractive.
Well, this is pretty interesting.
The price of the home does seem to depend
upon the size of the home and more expensive homes
certainly seem to have more bathrooms.
This visualization tells this kind of creative story
about our data that, by just looking at the raw data,
meaning the numbers, one might never detect.
This is the power of data visualizations.
Well, there we have it, a bunch of new charts
being made in Tableau.
Just to review, we have created a map chart,
a tree plan, a packed bubble chart, a word cloud,
a scatter diagram and a scatter diagram with bubbles.
What I would suggest doing after you have finished
this assignment is to go back and repeat it.
Repeating what you have done will help you learn
how to use this Tableau product.
Thanks for taking time to spend some moments with me.
I hope that you have enjoyed what I have shared with you.
If you ever have any questions or need my help,
please let me know.
(cheerful upbeat music)