Queen Essays

Prepared by Dr. Majed Al-Ghandour Page 1 of 1

LAB 4 Data Visualization Analytics→Introduction to

Tableau

OBJECTIVES

This lab assignment shows you to how to connect with excel file using Tableau and introduces you to

some of the tasks and benefits of analyzing real data on a dashboard for NC Retail Order Data.

INSTRUCTIONS

Download the Excel workbook called “VandelaySales2015.xlsx”.

• Install Tableau as we showed you on the class as free trial.

• Review the data and come with your own ANY FOUR business questions and create different

visualizations to answer them. For each question, create a Tableau sheet that includes

A. The question,

B. The answer, and

C. Your visualization that supports your answer.

• Try to find the best (concise, clear) visualization for each question (use Show Me to help). There

is no single, right or wrong answer. Write your question and answer on each sheet using text tool

on the Dashboard or any annotations in worksheets.

• Creating for each visualization on a separate Tableau sheet and renaming your sheet with a short

key description related to your findings, for examples, Sales2015, Region7Sales, WalmartProducts,

etc.

• Each chart needs to be different visualization type and for a different question. For example, you

cannot use Pie Chart twice for two different questions, etc.

RUBRIC:

1. FOUR different charts with different business analytics question and answer are worth 25 points.

2. -1 point if missing sheet name.

3. -15 points if same question used twice.

4. -15 points if same chart type used twice.

5. -10 points if the chart, question, and answer is not clear.

6. -5 points for each chart if formatting is not complete, for example to $ for sales numbers, etc.

SUBMISSION

Take snapshot for each graph from Tableau and past it into your word document then same as PDF.

Name your file “YouName_LAB4.pdf” and turn it in to Canvas.

Thank you.

Majed

Introduction to Tableau

Dr. Majed Al-Ghandour Page 1

Download and Install Tableau

Setup – Tableau Desktop: Start your free 14-day trial

If you do not have a license, the14-day full-feature trial of Tableau Desktop Professional Version (latest

version) can be installed and downloaded from Tableau's website (http://www.tableau.com/). Be sure you

install it before the class starts one day to get over the 2 weeks class time with a valid license. See Step 1.

Step 0:

Review your system requirements:

Tableau Desktop System Requirements:

Windows

• Windows 7 or newer (64 bit)

• Intel Pentium 4 or AMD Opteron processor or faster

• 2 GB memory

• 1.5 GB minimum free disk space

Mac

• iMac/MacBook computers 2009 or newer

• macOS High Sierra 10.13, macOS Mojave 10.14 and macOS Catalina 10.15

• 1.5 GB minimum free disk space

Step 1:

Download Tableau Desktop

To download Tableau Desktop, first Go to the official tableau website by clicking this link:

https://www.tableau.com/products/desktop/download

Option A: Download Tableau Desktop: Start your free 14-day trial.

Step2:

Fill your email (highlighted on yellow) and download.

Introduction to Tableau

Dr. Majed Al-Ghandour Page 2

Step3:

Install Tableau Desktop

Navigate your download folder to the Tableau Software that we downloaded previously. You will be get a

Tableau file, based on the latest version, for example:

TableauDesktop-64bit-2021-1-0.exe (may be different version, always get the latest)

Setup is very easy with run the .exe file that you download and the first page of installing Tableau desktop

is a Welcome page. Please check-mark that I have read and accept the terms of the license agreement

option ☺ and click the Install button.

Wait until the Tableau desktop installation completed move to setup wizard screens and keep default

values to finish.

If successfully installed, now you can run Tableau and prompt to register your details and start trials now.

Any time you want to run Tableau, either from your desktop as short cut or go to windows under T for

Tableau 2021.x (your version may be the latest and different):

Introduction to Tableau

Dr. Majed Al-Ghandour Page 3

Notice: I have several history files that I opened on section A, on your case only you will see the sample

workbooks on section B and no files on section A.

Step 4:

Download Class Data Files

To download all data files that we will use web link on the class labs for hands-on. The link will be shared

with you on first day of class.

Look forward to seeing you very soon. If you have any issue, please contact me:

Dr. Majed Al-Ghandour

Ph.D., P.E., CNA, MCP, MCSD, MCT, CPM

Introduction to Tableau

Dr. Majed Al-Ghandour Page 4

[Option B: if you are Student with a valid student email and with a valid student ID, you can obtain a valid

Tableau License for one year. Please read below.]

FYI

If you are a Student (Holding valid Student ID), then you can download the Tableau for Students, and

license valid for one year. To download Tableau for students, click this link Download Link

https://www.tableau.com/academic/students

Clicking the Get Tableau For Free button will show you the following form. Please fill your details and

then upload your ID card. Next, allow some time for the tableau team to verify your details. Once your ID

is confirmed, the Tableau team sends you the License Key, which is valid for One Year.

Introduction to Tableau

Dr. Majed Al-Ghandour Page 5

Introduction to Tableau

Dr. Majed Al-Ghandour Page 6

Introduction to Tableau

Dr. Majed Al-Ghandour Page 7

Software Resources

Tableau

1. Download:

http://www.tableausoftware.com/public/download

2. Training Videos and Tutorials:

3. https://help.tableau.com/current/guides/get-started-tutorial/en-us/get-started-tutorial-

connect.htm

4. http://www.tableausoftware.com/public/training#yt-player

http://www.tableausoftware.com/learn/training

5. YouTube Channel:

https://www.youtube.com/user/tableausoftware

6. Community:

http://www.tableausoftware.com/public/community