How to Colour Scale a Map Using Set Actions!

I thought my Best of DS11 blog would be my final blog post on the Data School website but no, I have one quick blog post left. Set Actions. They’re new and exciting, right? Today at the Data School, Harry of DS11 taught us (and the coaches) set actions as he was assigned to teach the public this topic a few weeks ago. He has two blog posts on set actions which will delve much deeper than my blog post right now, check them out here and here. Andrew has also written one on proportional brushing here.

In this blog post, I will show you how to use set actions to change the colour scale of your filled maps depending on the locations you choose to lasso.


Let’s start!

Figure 1 below shows a map of Europe with sum of sales on colour (this is EU Superstore). The first step to creating this set action is to create a set. Right-click on ‘State’ which is every region or some sort of chunk within each country and click Create> Set. Select all the “states” and call the field ‘State Set’.

Fig 1. Starting map
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The Prep Off: Alteryx vs Tableau Prep Round 2


Two major contenders in the ring tonight: new but developing at light speed, Tableau Prep and tried and trusted, Alteryx Designer.

Who will win this time after a draw in the last Prep Off? Watch the replay of Round 1 here.

How do these two softwares compare when cleaning an Excel spreadsheet with 182 fields? The chosen data features the table seen in Figure 1. This data was used in Makeover Monday Week 2 2019 (after it was cleaned, of course). Download the Excel file (Freedom of the Press) and follow along with me. 


Fig 1. Original Excel spreadsheet. Years go from 1979-2016


Ready? Fight!

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Organising your Tableau Data Pane for Bliss and Harmony

Today DS11 and DS12 were treated to a talk from Simon Beaumont about data architecture, enabling customers to understand your dashboards, how to make your workbooks easy for others to pick up and more. In this post, I will go over a few things about organising your Tableau workbook Data Pane to make it easier for others to understand.

 

Why organise your Data Pane?

If you are working in an organisation with multiple analysts and/or people who you will hand over workbooks to, you want them to be able to understand your workbook quickly. It is better to avoid future analysts having to spend hours picking your workbook apart to understand what a calculation does or what this set is used for, etc…

Also, if you publish your work to Tableau Public, you might want to make the workbook easy to understand in case someone downloads it to learn a technique you demonstrated.

Additionally, it may help you later down the line. If you have to refer back to an old workbook and realise you don’t understand how you got to what you did, that would be a pain.

As you can see, there are numerous reasons why one should organise their Data Pane.

 

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How to Prepare for your Alteryx Designer Core Exam

This month, many of DS11 are taking the Alteryx Designer Core Exam (as well as the Tableau QA), including myself. If you’re interested in my top tips on how to pass the Tableau QA, see my post here.

 

In this post, I will go through:

  1. The resources I found helpful while preparing for the exam
  2. My experience of taking the exam
  3. My top tips for passing!

 

Click to keep reading!

How to Teach Tableau/Alteryx

Last month, DS11 taught the public Tableau and Alteryx and this month, we are conducting webinars teaching the same content. Check out our meetup page for more details on upcoming webinars and events!

For both of these lessons, I taught Alteryx Data Prep. If you missed my webinar, it was recorded and will be uploaded so I will update this post with a link later.

In this blog post, I will go over my teaching experience and some top tips from myself and from the beautiful people at the Information Lab.

 

My Teaching Experience and Top Tips!

Fig 1. DS11’s Alteryx Training Day

 

To prepare for teaching, I sought advice from the wealth of experience of the Information Lab consultants. The advice I received was super useful and helped me to prepare my lesson plan. Figure 2 below shows all the teaching tips I gathered categorised into four sections.

 

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Tableau Tip: Watch Out for Misleading Average Lines!

Tableau’s Analytics pane allows you to slap an average line onto your view. Drag, drop, done?

Not quite. In this blog, I will show you an example of when the average line Tableau creates for you may not be doing what you think it does.

 

Let’s start

So Figure 1 below shows a vertical bar chart with the height of each bar indicating the number of customers that fall into each number of orders bucket. For example, 134 customers have ordered 5 times; 1 customer has ordered 17 times.

 

Fig 1. A vertical bar chart showing how many orders customers have

 

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Tableau Tip: Stop Your Viz In Tooltips From Being Filtered

For Dashboard Week Day 4, we looked at Seattle cycling data (see my blog here). I decided to incorporate Viz in Tooltips to enhance my infographic (Tableau Public here) and give the reader more context (see Figure 1).

Now I don’t often use Viz in Tooltips because I’ve always had issues with filtering, this was again true for this viz. This issue is when the filters in the parent sheet applies to the tooltip sheet. I want my tooltip sheet to be static and unaffected by the filters in the parent sheet but for some reason, my tooltip sheet kept being filtered. In this post, I go over how to overcome this common Viz in Tooltip issue.

 

seattle tooltip
Fig 1. Viz in Tooltip in my Seattle cycling viz

 

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Dashboard Week Day 4 : Seattle, i.e. Cyclist Heaven

It’s day 4 of dashboard week and I am starting to fatigue. No matter! We push on.

 

The Challenge

Today’s dataset counts the number of cyclists riding through the roads of Seattle. Potentially very interesting for a Seattleite (/satellites) or a keen cyclist. For me, a person who learned to ride a bike at 12 and has hardly touched one since, it didn’t excite me. The data is as shown in Figure 1 below.

 

Fig 1. 1 cyclist, 5 cyclists, 2, 0, 2, 0, 0, 0, 0….

 

My Approach

Looking at this dataset didn’t immediately give me ideas (well.. besides a map. But I’ve overdone that). So I decided to make a colourful infographic-type viz to make the cycling data pop. I did a quick google search on cycling infographics for inspiration and came across this one:

 

Fig 2. My inspiration for today’s viz

 

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Dashboard Week Day 3 : Power BI for noobs

SPOILER ALERT: I like Power BI. Of course it has pros and cons, but overall, not too shabby.

 

Woah, we’re half way there! Woahhhhh!

It’s day 3 of Dashboard week which means we’re at the halfway point! See my viz from yesterday here.

Last night, Andy commented on Twitter that today’s project will be an ‘adventure’ (Figure 1). Immediate alarm bells!

Fig 1. Day 3 will be an adventure? Hmmmm that can’t be good.

 

And what an adventure it was.

 

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