Teaching with Tableau



Successfully integrating Tableau into the classroom

go.ncsu.edu/crash2


Alison Blaine

ablaine@ncsu.edu

Goals

Make an informed decision about using Tableau for classroom use

Know the strengths and limitations of Tableau for class assignments

Know how to prepare data for Tableau

Use the Tableau interface

Create a well-designed visualization

What is Tableau?

Tableau for Educators


Free 1-year licenses for:

academic instructors
students
classes

tableau.com/academic

Tableau is Big


$199.9 million company


3,193 employees around the world


Leader in visual analytics and business intelligence

The Case for Using Tableau in the Classroom


It's free (for educators)

Easier to do visual exploration of data

Integrates well with other platforms

Marketable skill

Is it easy?


Open Tableau Public on your computer

Visit go.ncsu.edu/crash2

Download the data set

Create a well-designed visualization in Tableau with that data set

Discussion

What were your emotions?

Were you successful?

What preparation, guidance or resources would you need to be successful?

Did you want to figure it out yourself or seek help?

Considerations


Tableau is not collaboration software

Tableau requires clean data

Interface and menus are not intuitive

Procrastinators will be sorry :(

What Tableau is Good For

Encouraging students to think visually during data analysis

Visual experimentation without altering original data

Creating calculations on data during the vis process

Filtering data

No need for pivot tables

Interactivity

Integrating Tableau: Questions to Consider

What are the students ultimately trying to accomplish?

What skills do they need to get there?

What level of support will they need?

Determining level of support

How crucial is Tableau to the overall project? (the more crucial, the more support)

What does the original data look like? (the messier, the more support)

Will statistical analysis be required? (the more complex, the more support)

Is streaming or big data involved? (if yes, much more support)

Minimal Instruction Support


making a basic bar or line chart with two variables using clean data

More Instruction Support


filtering

designing a chart for communication with annotations

using dashboard actions

selecting a non-traditonal chart style successfully

pivoting data, splitting data, or making data unions

Most Instruction Support


working with multiple data sources

extracting data from PDFs

cleaning messy data

creating custom calculated fields

integrating with R or other software

professional-looking design

Data Pre-Processing


Characteristics of clean data:

single row of data per line

no nested headers or sub headers

no sub tables or extraneous descriptive text above or below table

each variable measured should be in own column

only one thing measured per table (ex: life expectancy)

So clean

Messy Data


NHIS Data

Clean Data, but not Tidy


Gapminder Data on C02 Emissions Per Capita

Demo

THE END