Data Visualization

for Institute of Public Enterprise

(Tableau)

Ramesh Manickavel
CA Technologies
31-March-2017
© 2017 CA. ALL RIGHTS RESERVED.
Ramesh Manickavel - Principal Agile Program Manager and Adjunct Faculty @ Ca Technologies
+91-8978070606 ramesh.manickavel@gmail.com

Principal Agile Program Manager (CA)

• Managing the release of IT Service Management. Coached and trained teams on scaled agile framework (Leading SAFe). Also
facilitated big room planning for larger enterprise team (100+) distributed over multiple geographical locations
• Trained 1000+ associates in agile: scrum for development teams & Kanban for teams working in operations, support & maintenance
• Conducted hands-on workshops on agile methodologies as part of organization-wide agile transformation

Lean Six Sigma Training (CA, Dell & GE)

• Trained 100+ Green Belt across the organization and mentored organization-wide impact projects (cycle time/manual effort reduction,
improvement in customer satisfaction and productivity enhancements)
• Guided support organization to lean the overall value stream and gain productivity improvements

Big Data Analytics (Data Science Sessions)

• Conducted introductory sessions on predictive data analytics and big data storage & retrieval
• Led and executed live projects – Click stream, HR attrition analysis and sentiment analytics and working on prediction of potential
customer escalations
Papers:
• Agile and Emotional Intelligence
• Monte-Carlo simulation in Agile Project Estimation Forecasting Schedule and Required Velocity

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 Art of Storytelling

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 A picture is worth a thousand words

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Source: https://tax.thomsonreuters.com/blog/the-importance-of-visual-content-marketing-infographic-2/
 Types of Analytics

Reports

Correlation

Prediction

6 Recommendation
 Steps prior to Data Visualization

Problem Definition

Data Collection

Data Analysis

7 Interpretation
 Visualization Tools
 For Developers  For Non-Developers
– D3.js – Datawrapper
– FusionCharts – Tableau
– Chart.js – Raw
– Google Charts – Timeline JS
– Highcharts – Infogram
– Leaflet – Plotly
– dygraphs – ChartBlocks

Source: https://thenextweb.com/dd/2015/04/21/the-14-best-data-visualization-tools/
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 Tableau
http://public.tableau.com

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 Save the ‘DataSet_IPE_2017.xlsx’ locally. This workbook has
two sheets ‘Placement’ and ‘Orders’ data
 We will be using ‘Placement’ data primarily
 Open Tableau -> Connect -> Excel -> ‘DataSet_IPE_2017.xlsx’
and drag ‘Placement’ sheet

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Your playground is here…

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 Line Chart/Graph

 Trend over time

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 Line Chart/Graph
• Drag ‘Year’ from Dimensions to Columns
• Drag ‘Placed Students’ from Measures to Rows
• Enable ‘Show mark labels’ in Marks card
• You can edit ‘Title’ and other attributes to customize

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 Line Chart/Graph

 Trend over time (Comparison of two or more series)

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 Line Chart/Graph

• Drag ‘Year’ from Dimensions to Columns

• Drag ‘Company A’ from Measures to Rows
• Drag ‘Company B’ from Measures and place it on the label
‘Company A’

• You can edit ‘Title’ and other fields

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 Area Chart

 Trend over time graphically

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 Area Chart
• Drag ‘Year’ from Dimensions to Columns
• Drag ‘Placed Students’ from Measures to Rows
• Drag ‘Branch’ from Dimensions to Marks -> Color
• Enable ‘Show mark labels’ in Marks card
• You can edit ‘Title’ and other attributes to customize

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 Bar Chart/Graph

 To compare data across categories

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 Bar Chart/Graph
• Convert ‘Year’ into Discrete
• Drag ‘Year’ into Columns
• Drag ‘Total Students’ from Measures to Rows
• Drag ‘Placed Students’ from Measures to Rows
• Click ‘side-by-side bars’ to change the
• Enable ‘Show mark labels’ in Marks card
• You can edit ‘Title’ and other attributes to customize

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 Bar Chart/Graph

 To compare data across categories

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 Bar Chart/Graph
• Drag ‘Year’ from Dimensions to Columns
• Drag ‘Placed Students’ from Measures to Rows
• Drag ‘Branch’ from Dimensions to Marks -> Color
• Change the chart type to ‘Bar’
• Enable ‘Show mark labels’ in Marks card
• You can edit ‘Title’ and other attributes to customize

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 Pie Chart

 To show the distribution

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 Pie Chart
• Drag ‘Year’ from Dimensions to Filters
• Drag ‘Branch’ from Dimensions to Marks -> Color
• Change the chart type to ‘Pie’
• Drag ‘Company A’ from Measures to Marks -> Angle
• Enable ‘Show mark labels’ in Marks card
• You can edit ‘Title’ and other attributes to customize
• Press Ctrl + Shift + B to increase the size of the pie

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 Text Table
 Summarize the data in tabular form

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 Text Table
• We will be using ‘Orders’ data for this
• Drag ‘Order Date’ from Dimensions to Columns
• Drag ‘Sub-Category’ from Dimensions to Columns
• Drag ‘Profit’ from Measures to Marks -> Text
• You can edit ‘Title’ and other attributes to customize

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 Highlight Table
 Summarize the data in tabular form & highlight in color range

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 Highlight Table
• Drag ‘Order Date’ from Dimensions to Columns
• Drag ‘Sub-Category’ from Dimensions to Columns
• Drag ‘Profit’ from Measures to Marks -> Text
• Select ‘highlight tables’ from right window and set the
appropriate color range
• You can edit ‘Title’ and other attributes to customize

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 Heat Map
 Comparing Categorical Data Using Color

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 Heat Map

 Comparing Categorical Data Using Color

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 Heat Map
• Drag ‘Branch’ from Dimensions to Columns
• Drag ‘Year’ from Dimensions to Columns
• Drag ‘Placed Students’ from Measures to Marks -> Color
• Change the Marks type from ‘Automatic’ to ‘Circle’
• Change the color scheme on right window card as you wish
• You can edit ‘Title’ and other attributes to customize

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 Tree Map
 Displaying hierarchical data in nested rectangles

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 Tree Map
 Displaying hierarchical data in nested rectangles

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 Tree Map
• Drag ‘Placed Students’ from Dimensions to Marks -> Size
• Drag ‘Placed Students’ from Dimensions to Marks -> Color
• Drag ‘Branch’ from Dimensions to Marks -> Label
• Drag ‘Year’ from Dimensions to Marks -> Label
• Change the Marks type from ‘Automatic’ to ‘Square’
• Change the color scheme on right window card as you wish
• You can edit ‘Title’ and other attributes to customize

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 Dashboard

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  From Menu, click Dashboard -> New Dashboard
 Set the layout & size
 Place the sheets and other widgets (images, URLs)

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Assignment 
 Story is a sequence of visualization that work together to convey information

 Reference: http://onlinehelp.tableau.com/current/pro/desktop/en-us/stories.html

 Create a story to illustrate your thoughts and convey.

 Sample:

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Links

 12 Great Charts and when to use them: http://www.stratigent.com/community/analytics-

insights-blog/12-great-charts-and-when-use-them

 Best Practices for Effective Dashboards:

http://onlinehelp.tableau.com/current/pro/desktop/en-us/dashboards_best_practices.html

 Building effective dashboards and scorecards (E-Book):

http://viewer.media.bitpipe.com/1178304416_32/1255101187_197/Tableau_sDataMgt_SO-
23765-EBook_10.5.pdf

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 Thank You & All The Best!

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