Unit4_BIDV

Noida Institute of Engineering and Technology, Greater Noida
Data visualization
Unit: Unit 4
Subject Name: Business Intelligence and

Data visualization Ms. Rachna Sharma
CSDS
Course Details
(Ex: B Tech 5th Sem)
Business Intelligence and Data Visualization Unit 4

1
12/27/2024
Content
• Manipulating Data in Tableau
• Advanced Visualization Tools
• Creating Dashboards & Stories
• Distributing & Publishing Your Visualization
12/27/2024 2
Course Objective
• This course introduces data visualization theories, techniques, and tools

particularly for analyzing and presenting business data. Students will design,
develop, and evaluate effective visualizations and dashboards, using various
development tools.
• This course focuses on how business intelligence in Tableau uses business

analytics tools that make it easy to combine data from multiple sources, analyze
and visualize information. It helps trainees in making more informed and better
decisions to guide the business. After the completion of the course trainee will be
through with all the concepts of business intelligence and Tableau.
• The objective of this course is to assist the folks in running a business

strategically. One of the main objectives of this training is to train you on all the
concepts that are related to business intelligence and Tableau. The purpose of the
Business Intelligence using Tableau training program is to support better business
decision-making. Topics like BI – Business Intelligence, Business Intelligence with
Tableau, are covered in the training program.
Faculty Name Subject code and abbreviation Unit

12/27/2024 Number 3
Course Outcome
CO 1 Apply quantitative modeling and data analysis techniques to the solution of real-
world business problems
CO 2 Understand the importance of data visualization and the design and use of many
visual components
CO 3 Understand as products integrate defining various analytical process flow.
CO 4 Learn the basics of troubleshooting and creating charts using various formatting
tools.
CO 5 Learn basics of structuring data and creating dashboard stories adding
interactivity dashboard stories.
12/27/2024 Faculty Name Subject code and abbreviation Unit Number 4

CO-PO and PSO Mapping
CO,PO & PSO Mapping(Business intelligence

and data visualization)
P P P P P P P P P P P P PS PS PS
O1 O2 O3 O4 O5 O6 O7 O8 O9 O1 O1 O1 O1 O2 O3
0 1 2
C 2 1 1 2 2 1 1 1 1
O1
C 1 2 2 1 3 1 1 1 2 1 2 2 2 1
O2
C 1 2 1 1 1 2 1 2 2 1 1
O3
C 1 2 1 1 1 1 1 1 1 2 2
O4
C 1 3 1 1 1 1 1 2 1 2
O5
AV 1.2 2 1.25 1 1.6 1.5 1 1 1 1.25 1.333 1.6 1.333 1.4 1.5
G

Prerequisite and Recap
Prerequisite Knowledge:
To be successful in this program, you should have basic statistics and data
analysis skills.

Manipulating Data in Tableau
Cleaning-up the data with the Data Interpreter:


Data Interpreter can give you a head start when cleaning your
data. It can detect things like titles, notes, footers, empty cells, and
so on and bypass them to identify the actual fields and values in
your data set.

To apply cleaning operations to fields, use the toolbar options or
click More options on the field profile card, data grid or Results
pane to open the menu.

you perform the same cleaning operations or actions over and over
throughout your flow, you can copy and paste your steps, actions
or even fields. For more information

Manipulating Data in Tableau Continue..

Select your view:

You can perform cleaning operations outside of the profile or results pane in the
data grid or in the list view. Use the view toolbar to change your view, then click
More options on a field to open the cleaning menu.
Show profile pane : This is the default view. Select this button to go back to the
Profile pane or Results pane view.

Show data grid :

Collapse the profile or results pane to expand and show only the data
grid. This view provides a more detailed view of your data and can be
useful when you need to work with specific field values. After you
select this option, this view state persists across all steps in your flow
but you can change it at any time.

Show list view :

Convert the profile pane or results pane into a list. After you select this option,
this view state persists across all steps in your flow but you can change it at
any time.
In this view you can:
Select and remove multiple rows using the X option.

(version 2021.1.4 and later) Select and hide or unhide multiple rows using the
option.
(version 2021.2.1 and later) Rename fields in bulk.
Use the More options menu to apply operations to selected fields.
If you assign a data role to the field, or select Filter, Group Values, Clean, or
Split Values, you will be returned to the Profile or Results view to complete
those actions. All other options can be performed in the list view.


structuring your data

Use this setting if you want Tableau to take care of any resizing. For best
results, use a tiled (rather than floating) dashboard layout. Automatic sizing
can lead to unpredictable results on different screens, so use this setting with
caution if you don't know where the dashboard will be consumed.

Under Size on the Dashboard pane, select the dashboard's dimensions

Sorting, and filtering Tableau data
1) Sorting of data is a very important feature of data analysis. Tableau allows

the sorting of data of the fields, which are called dimensions. There are two
ways in which Tableau carries out the sorting.

Computed Sorting is the sort directly applied on an axis using the sort
dialog button.

Manual Sorting is used to rearrange the order of dimension fields by
dragging them next to each other in an ad hoc fashion.

2) Filtering is the process of removing certain values or range of values
from a result set. Tableau filtering feature allows both simple scenarios using
field values as well as advanced calculation or context-based filters. In this
chapter, you will learn about the basic filters available in Tableau.

Sorting, and filtering Tableau data Continue..
There are three types of basic filters available in Tableau.
1) Filter Dimensions are the filters applied on the dimension fields.
2) Filter Measures are the filters applied on the measure fields.
3) Filter Dates are the filters applied on the date fields.

Pivoting Tableau data

Pivoting data is the technique of data shaping that rotates data from a state
of rows to a state of columns. Simply put as the process of converting data
from crosstab format (which can be difficulty to work with) to columnar format.

Pivot the data after you have set up the data source, in the grid, select two
or more columns. Click the drop-down arrow next to the column name, and
then select Pivot. New columns called "Pivot field names" and "Pivot field
values" are created and added to the data source. The new columns replace
the original columns that you selected to create the pivot.



Add to the pivot
To add more data to the pivot, select another column, click the drop-down arrow
next to the column name, and then select Add Data to Pivot. Make sure that the
pivot columns and values look as expected before you begin your analysis.

Advanced Visualization Tools continue..

Visualization Using the Detail panel and Size Panel:

instead of using color, shape size , can adjust based on data values.
Using size to indicate values also works well with maps. When you
have several data points in the same size on a visualization, they
blend together and it's difficult to differentiate values.

Bar charts are effective at comparing categories within a single
measure and one of the most common data visualizations.

The line graph connects several distinct data points, presenting
them as one continuous evolution

Histograms and box plots show where your data is clustered and
can compare categories.

Formatting your data with colours

Power BI provides many different ways to customize your reports. This article
details a collection of tips that can make your Power BI visualizations more
interesting, and customized to your needs.

The following tips are provided. Have another great tip? Great! Send it our
way and we’ll see about adding it to this list
1)Apply a theme to the entire report

2)Change the colour of a single data point
3)Conditional formatting
4)Base the colours of a chart on a numeric value
5)Base the colour of data points on a field value
6)Customize colours used in the colour scale
7)Use diverging colour scales
8)Add colour to table rows

Formatting your data with colours continue..

Change the color of a single data point:

The following visualization ranks units sold by product segment.

.


Expand the Data colors card and turn the slider On for Show all. This
displays the colors for each data element in the visualization. You can now
modify any of the data points.


Set Extreme to orange.

Creating Dashboards & Stories
Data storytelling

Data storytelling is the concept of building a compelling narrative based on
complex data and analytics which help support the message of your story to
influence and inform a particular audience. Data storytelling is very similar to
human storytelling, but provides the added benefits of deeper insights and
supporting evidence through graphs and charts.

Effective data storytelling can also:
1. Help businesses learn about its audience’s wants and needs.
2. Eliminate risk exposures to unknown processes.
3. Provide credibility as an industry and topic thought leader

Creating Dashboards & Stories Continue..
benefits of data storytelling

Constructing a data story that moves a person to take action can be a very
powerful tool. Effective data storytelling can be a positive impact for people
and your organization. Some benefits of successful data storytelling include:
1. Adding value to your data and insights.
2. Interpreting complex information and highlighting essential key points to the

audience.
3. Providing a human touch to your data.
4. Offering value and potential influence for your audience and industry.
5. Provide credibility as an industry and topic thought leader

creating your first dashboard and Story

Use stories to make your case more compelling by showing how facts are
connected, and how decisions relate to outcomes. You can then publish your
story to the web, or present it to an audience.

Each story point can be based on a different view or dashboard, or the entire
story can be based on the same visualization seen at different stages, with
different filters and annotations.
1. Click the New Story tab.

Tableau opens a new story as your starting point:


2. the lower-left corner of the screen, choose a size for your story. Choose
from one of the predefined sizes, or set a custom size, in pixels:

3. By default, your story gets its title from the sheet name. To edit it, right-click
the sheet tab, and choose Rename Sheet.
If you're using Tableau Desktop, you can also rename a story by double-clicking
the title.
4. To start building your story, double-click a sheet on the left to add it to a story
point.
In Tableau Desktop, you can also drag sheets into your story point.


5. Click Add a caption to summarize the story point.
In Tableau Desktop, you can highlight a key takeaway for your viewers by
dragging a text object to the story worksheet and typing a comment.
6. To further highlight the main idea of this story point, you can change a filter or
sort on a field in the view. Then save your changes by clicking Update on the
story toolbar above the navigator box:

7. Add another story point by doing one of the following.

Click Blank to use a fresh sheet for the next story point.

Start customizing a story point and click Save as New on the toolbar above
the navigator box.


Click Duplicate to use the current story point as the basis for a new one.

Design for different displays

When you open a dashboard, you’ll notice a “device preview” button in the
dashboard pane.

Clicking the button reveals two new authoring tools that preview the dashboard
layout across a variety of device types and models.

The first is the preview toolbar. It lets you select from a variety preview device types
(desktop, tablets, and phones) and models (iPhone 6S, iPad Pro, etc.). The second is
a black outline of the device’s screen (in logical pixels) overlaid on your dashboard.
We call this the preview frame.

the example below, notice that the dashboard extends beyond the borders of the
preview screen



But there’s an easy fix! Click the “add tablet layout” button in the preview
toolbar. That creates a special customization of the dashboard that we call
device layout.

With device layout, you can customize the dashboard’s content on a device
by its sizing behavior. For this dashboard, I’ll select the “fit all” option, and the
dashboard will automatically scale to fit inside the preview frame.



Adding interactivity to your Dashboard:
1. Click on the Profit by State Worksheet to select it (there is a gray outline once it's
selected).
2. Click on the funnel icon, the third one. It turns white once you've clicked on it. The
icon is highlighted
3. Click on any state on the map and be proud! You just created an interactive
Dashboard that automatically filters a selected state. You can also use Ctrl
(Windows) or command (Mac) to select multiple states.


Distributing & Publishing Your Visualization

Tableau file types:

You can save your work using several different Tableau specific file types,
workbooks, bookmarks, packaged data files, data extracts, and data connection files.
Each of these file types are described below. For related details, see Save Your Work.

Workbooks (.twb) – Tableau workbook files have the .twb file extension.
Workbooks hold one or more worksheets, plus zero or more dashboards and stories.

Bookmarks (.tbm) – Tableau bookmark files have the .tbm file extension.
Bookmarks contain a single worksheet and are an easy way to quickly share your
work. For more information

Distributing & Publishing Your Visualization Continue..

Packaged Workbooks (.twbx) – Tableau packaged workbooks have the .twbx file
extension. A packaged workbook is a single zip file that contains a workbook along
with any supporting local file data and background images. This format is the best
way to package your work for sharing with others who don’t have access to the
original data.

Extract (.hyper or .tde) – Depending on the version the extract was created in,
Tableau extract files can have either the .hyper or .tde file extension. Extract files are
a local copy of a subset or entire data set that you can use to share data with others,
when you need to work offline, and improve performance.

Data Source (.tds) – Tableau data source files have the .tds file extension. Data
source files are shortcuts for quickly connecting to the original data that you use
often. Data source files do not contain the actual data but rather the information
necessary to connect to the actual data as well as any modifications you've made on
top of the actual data such as changing default properties, creating calculated fields,
adding groups, and so on.

Packaged Data Source (.tdsx) – Tableau packaged data source files have the .tdsx
file extension. A packaged data source is a zip file that contains the data source file
(.tds) described above as well as any local file data such as extract files (.hyper
or .tde), text files, Excel files, Access files, and local cube files.
Publishing to Tableau Online:

1. With the workbook open in Tableau Desktop, click the Share button in the toolbar.
If you aren’t already signed in to Tableau Server or Tableau Online, do so now. If you
don’t have a site yet, you can create one on Tableau Online.
2. In the Publish Workbook dialog box, select the project to publish to.
3. Name the workbook according to whether you’re creating a new one or publishing
over an existing one.

4. Under Data Sources, select Edit. For Authentication, select Allow refresh access or
Embed password.

For some data connections, only one authentication option appears. If None shows,
leave it set to that.

5. Click Publish.

If this is your first time publishing a workbook, test it on the server and work out any
glitches before letting other users know the workbook is available.

sharing your visualization:
1. Select Server > Tableau Public > Save to Tableau Public.
2. Enter your Tableau Public credentials in the dialog box.

If you don't have a Tableau Public profile, click Create one now for free and follow the
prompts.

3. If you see this dialog box, open the Data Source page. Then in the top-right corner,
change the Connection type from Live to Extract.

4. For the second (and last) time, select Server > Tableau Public > Save to Tableau
Public.
5. When your browser opens, review your embedded story. It will look like this:

6. Click Edit Details to update the title of your viz, add a description, and more.
7. Click Save. Your story is now live on the web.

8. To share with colleagues, click Share at the bottom of your viz.

Printing in Tableau:
There are several steps to print in tableau-
1. Specify page setup options for each sheet in your workbook.
2. Select File > Print to PDF.
3. Print to PDF dialog box, select the print Range.
4. Select a Paper Size.
5. Select View PDF File After Printing if you want to automatically open the PDF after
creating it.

Exporting file in Tableau:
Export the data that is used to generate the view as an Access database (Windows
only) or .csv file
1. In Tableau Desktop, select Worksheet > Export > Data.

2. Select a location and type a name for your Access database or .csv file.
3. Click Save.
If you're on Windows, the Export Data to Access dialog box displays to give you the
option to immediately use the new Access database and continue working in Access
without interrupting your work flow.

12/27/2024 50
Faculty Video Links, Youtube & NPTEL Video Links and
Online Courses Details
• Youtube/other Video Links
https://www.youtube.com/watch?v=FJRm4LZv5Ws
https://www.youtube.com/watch?v=a5ovw-B60as
12/27/2024 51
Daily Quiz
1.What is true about Data Visualization?

A. Data Visualization is used to communicate information clearly and efficiently
to users by the usage of information graphics such as tables and charts.
B. Data Visualization helps users in analyzing a large amount of data in a
simpler way.
C. Data Visualization makes complex data more accessible, understandable,
and usable.
D. All of the above
2. Data can be visualized using?

A. graphs
B. charts
C. maps
D. All of the above
3. Data visualization is also an element of the broader _____________.

A. deliver presentation architecture
B. data presentation architecture
C. dataset presentation architecture
D. data process architecture
Daily Quiz continue..
4. Which method shows hierarchical data in a nested format?
A. Treemaps
B. Scatter plots
C. Population pyramids
D. Area charts
5. Which is used to inference for 1 proportion using normal approx?
A. fisher.test()
B. chisq.test()
C. Lm.test()
D. prop.test()

Weekly Assignment
Q.1 Which are the best libraries for data visualization in python?
Q.2 What is the use of Stacked plots?
Q.3 How can we visualize more than three dimensions of data in a single
chart?
Q.4 How to add a title to subplots in matplotlib?
Q.5 What is Data Visualization?

MCQ s
1. Which of the following does not visualize data?

a. Charts
b. Maps
c. Shapes
d. Graphs
2. Which of the following type of chart is not supported by pyplot?
a. Histogram
b. Boxplot
c. Pie
d. All are correct
3. To display histogram with well-defined edge we can write
a. df.plot( type = ‘hist’, edge = ‘red’)
b. df.plot( type = ‘hist’, edgecolor = ‘red’)
c. df.plot( type = ‘hist’, line = ‘red’)
d. df.plot(type = ‘hist’, linecolor = ‘red’)
4. plot which is used to given statistical summary is
a. Bar
b. Line
c. Histogram
d. Box plot
Old Question Papers

Old Question Papers

Old Question Papers

Old Question Papers

Old Question Papers

Old Question Papers

Old Question Papers
12/27/2024 62
Expected Questions for University Exam
1. What makes data visualisation good?
2. How can you visualise more than three dimensions in a single chart?
3. What are the steps involved in 3D Transformation of data visualisation?
4. What is depth cueing in visualisation?
5. What is Row-Level Security?

Summary
Data visualization isÂ the graphical representation of

information and data. By using visual elements like charts,
graphs, and maps, data visualization tools provide an
accessible way to see and understand trends, outliers, and
patterns in data.

References
Text Book:
1. Efraim Turban, Ramesh Sharda, Dursun Delen, “Decision Support and
Business Intelligence Systems”, 9th Edition, Pearson 2013.
2.
Learning Tableau 10 - Second Edition: Business Intelligence and data visual
ization that brings your business into focus” by Joshua N. Milligan
3. Tableau Your Data! - “Daniel G. Murray and the Inter Works BI Team”-Wiley

References
Thank You

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Noida Institute of Engineering and Technology, Greater Noida

Subject Name: Business Intelligence and

Business Intelligence and Data Visualization Unit 4

• Manipulating Data in Tableau

• Advanced Visualization Tools

• Creating Dashboards & Stories

• Distributing & Publishing Your Visualization

• This course introduces data visualization theories, techniques, and tools

• This course focuses on how business intelligence in Tableau uses business

• The objective of this course is to assist the folks in running a business

Faculty Name Subject code and abbreviation Unit

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 4

CO,PO & PSO Mapping(Business intelligence

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 5

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 6

Cleaning-up the data with the Data Interpreter:

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 7

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 8

Select your view:

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 9

Show data grid :

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 10

Show list view :

Select and remove multiple rows using the X option.

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 11

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 12

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 13

1) Sorting of data is a very important feature of data analysis. Tableau allows

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 14

There are three types of basic filters available in Tableau.

1) Filter Dimensions are the filters applied on the dimension fields.

2) Filter Measures are the filters applied on the measure fields.

3) Filter Dates are the filters applied on the date fields.

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 15

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 16

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 17

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 18

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1)Apply a theme to the entire report

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12/27/2024 Faculty Name Subject code and abbreviation Unit Number 21

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 22

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1. Help businesses learn about its audience’s wants and needs.

2. Eliminate risk exposures to unknown processes.

3. Provide credibility as an industry and topic thought leader

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 24

benefits of data storytelling

1. Adding value to your data and insights.

2. Interpreting complex information and highlighting essential key points to the

5. Provide credibility as an industry and topic thought leader

12/27/2024 Faculty Name Subject code and abbreviation Unit Number 25

creating your first dashboard and Story

1. Click the New Story tab.

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5. Click Add a caption to summarize the story point.