Lab | Tableau

Learning Outcomes

Upon completion of this lab, you will be able to:

• Load and integrate datasets into Tableau for analysis.
• Differentiate between and appropriately assign measurements and dimensions within Tableau.
• Construct insightful barplots to compare categorical data.
• Design a treeplot to visualize hierarchical data.
• Synthesize cross tables to examine relationships between two categorical variables.
• Assemble a comprehensive dashboard that encapsulates multiple facets of the dataset.
• Save your Tableau workbook for future reference and sharing.

Instructions

1. Data Import: Begin by loading the dataset we_fn_use_c_marketing_customer_value_analysis.csv available here into Tableau.

2. Gender Barplot: Create a barplot to visualize the distribution of customers by Gender.

3. Employment and Gender Barplot: Construct a barplot that represents the number of customers by EmploymentStatus segmented by Gender.

4. Measurements vs. Dimensions: Review the Measurements and Dimensions identified by Tableau. Adjust them if necessary to ensure they match your data structure and analysis needs.

5. Gender Barplot Sheet: Develop a sheet dedicated to displaying the barplot of customer counts by Gender.

6. Employment and Gender Barplot Sheet: Prepare a separate sheet to showcase the barplot of customer counts by EmploymentStatus and Gender.

7. State Treeplot Sheet: Create a sheet with a treeplot (also known as a treemap) illustrating the number of customers in each State.

8. Marital Status and Gender Cross Table: Generate a cross table that breaks down the customers by Marital status and Gender.

9. Dashboard Assembly: Compile all the created sheets into a single, interactive dashboard for an integrated view of the data insights.

10. Save Your Work: Preserve your Tableau workbook by saving it as tableau-lab.tbwx.