Tableau zoom in pie chart

Tableau Graphs Needed

Visualization Project Rubric 1

Background: The purpose of this project is to introduce you to Tableau and its various capabilities. As a group, you are to find your own set of data and you will create five different graphs/dashboards that each relate to the same topic. You will present your work to your lab session as well as submit an annotated PowerPoint presentation that fully details your work.

Data Requirements:

You are not permitted to use data from:

 Tableau Public

 The course textbook Otherwise, data can come from any source you wish. All graphs and dashboards must relate to a common topic. This topic can be as broad or as narrow as your group wants. For example, you can have a project which focus on only one sports team/season or you can have a project that covers an entire league over multiple years. Common topics include sports, movies, universities, Olympics, demographics, crime statistics, and global economic indicators. You can combine data from different sources if needed.

Visualization Requirements:

As a group, you must create five graphs or dashboards. Each graph must ensure the following:

 It cannot be easily replicated in Excel

 It has proper axis labels, number formats, legends, etc. and it has a professional look Each dashboard must ensure the following:

 Comprised of two or more separate graphs

 The graphs do not need to be more complex than the basic Excel graphs

 Each dashboard graph has proper axis labels, number formats, legends, etc. and they each have a professional look

Across all the graphs, you must ensure the following:

 You must use at least one dashboard that features an interactive component controlled from the dashboard.

 At maximum, two graphs (not dashboards or the graphs used to make a dashboard) can be of the same type. For example, at most two of the standard graphs (not graphs in the dashboard) can be bar graphs even if you use a basic bar graph in a dashboard somewhere else.

 None of the graphs were created by duplicating one graph and changing only one element

 You properly account for sample size when possible (for example, you don’t graph the count of children in each US state, you graph the percentage of children in each US state)

 You do not have a lot of blank space on map graphs (for example, if you graph a map of the US, do not zoom out to take a full screenshot of the 48 states, Alaska, and Hawaii. This creates a lot of blank, unused space. Instead, take three separate screenshots).

SCM 315: Visualization Project Rubric 2

Presentation Requirements:

Your team will provide a 5 minute presentation. You are recommended to use a PowerPoint presentation with the following slides:

 Title slide: Team name and names of team members

 Project/Data description slide(s): Introduce the topic/data

 Visualizations: One or more slides (if needed) for each graph/dashboard For any interactive graphs/dashboards (e.g. ones which use the “Page” feature or dashboard with a filter which would like to demonstrate), you are allowed to switch from PowerPoint (or similar software) to Tableau when you present to show the interactivity. Therefore, a group member must bring a computer to use during the presentation and they must ensure they can open all files/graphs. One of the most important aspects of the presentation is the 5 minute time limit. We must fit in every presentation (8 to 9) in only one lab session so if you have to cut out some key details (such as an additional conclusion from your graph), that is fine. The grader either will ask during the Q&A session after your presentation if something is unclear or will be able to read it in the ‘Annotated PowerPoint’ (see the next section). IMPORTANT: For either the Presentation or Annotated PowerPoint, do not alter the height/width ratio of figures/graphs/dashboards.

Annotated PowerPoint Requirements:

Starting from the PowerPoint created for the presentation, create the following Annotated PowerPoint. This file will just serve as a hard-copy version of your presentation. It should contain the following (some of which is the same as your presentation PowerPoint).

 Title Slide (Team Name, Names of Team Members)

 Project/Data Description o Explanation of data sources (use citations) o Explanation of information obtained from each data source o Explanation of any data your team excluded from your analysis

 At least 3 slides per visualizations (more can be used if needed) o Explanation of visual and why you selected that visualization type o Visualization o Observations/conclusions you obtain from that visualization

An important aspect of this project is identifying any obvious or easily evident patterns, trends, and conclusions in each graph. If there is anything that stands out which you do not state as a conclusion, points will be deducted. It is highly recommended to be as thorough as possible on the annotated powerpoint.

SCM 315: Visualization Project Rubric 3

General Expectations:

The project is due by 11:59 PM the day before your Week 6 lab session. The annotated PowerPoint is the only document that will be submitted. Grading will be determined as follows:

 Each graph/dashboard is worth 18 points. Each graph will be graded based on its complexity (beyond Excel), its use of proper axis/legends/number formats, its professionalism, and your ability to indicate any obvious conclusions/trends/patterns. Each dashboard will be graded based its use of proper axis/legends/number formats, its professionalism, and your ability to indicate any obvious conclusions/trends/patterns

 The presentation is worth 10 points. It will be graded based on your ability to stay within the five minute time limit and

 The annotated PowerPoint is worth 25 points. It will be graded based on following the rules/guidelines provided in the “Annotated PowerPoint Requirements” section of the rubric.

 Your team’s ability to follow the other rules listed under “Visualization Requirements” is worth 25 points.

Frequently Asked Questions:

What are common topics for the project?

There are a lot of common topics students use on this project. They include sports, census data, college data, movies, crime statistics, and demographic data. There is no restrictions on the data you can use and there is no limit/requirement on the scope. For instance, you can have an entire presentation on football worldwide or a presentation on one player or match. If you are having trouble thinking of a topic, focus instead on looking up data sources and using your favorite from what you find.

Can I ask the TA if this is a good topic?

You can ask, but the only criteria for a good topic is whether or not the data exists for that topic. If you think you have enough data, try to make the visualizations. If you can't make 5 which fit all the requirements, try to find more to add to your existing data set.

When I make a graph and add labels, why are not all of the labels showing up?

Tableau adds labels and tries to fit as many as it can such that the labels do not overlap. You do have some control over this, but I recommend just letting the default options control the displayed labels. Only change it if you really need certain labels to be shown on the visualization.

How do I zoom on maps?

There are control in the upper left of the screen to zoom in and out of maps. However, these jumps in zoom tend to be quite dramatic. On a PC, you can hold the CTRL key and scroll to have finer control over the zooming.

SCM 315: Visualization Project Rubric 4

What are examples of "beyond Excel"?

Simple bar, line, scatter, and pie charts are not permitted. You have plenty of options to modify your graphs to make it go beyond Excel (adding colors or size differences, making multiple simple graphs into an appropriate dashboard, etc.).

Do we have to have one conclusion per visualization or one overall conclusion for the project?

You should have at least one conclusion per visualization (see the sample annotated PowerPoint). However, the annotated PowerPoint can contain any conclusions/discussions you would like so long as they are supported by the graph/dashboard. You are encouraged to be thorough to ensure you don’t miss any obvious patterns, trends, and conclusions.

How do we share files between group members?

To share Tableau files, you have to send the Tableau file (.twb) as well as the data it is based off of. This is either the Excel file (if you chose to "Connect Live") or the Tableau Data Extract(.tde - if you told Tableau to save its own version of the data).

How do I get visuals into PowerPoint?

In the top menu, there are two drop down menus (one for Worksheets and one for Dashboards). Whichever you are trying to insert into Powerpoint, select the appropriate menu and there is a copy feature. You can then paste this image into PowerPoint for professional images.

How can we get feedback on our visualizations?

If you want feedback, either come see me in office hours or send screenshots of your visualizations via email. If you send them via email, note I will not go in depth on my feedback. DO NOT send me .twb files via email. I can't open these files unless you send the data as well and I am not going to be opening and analyzing such workbooks via email.

Are the annotated PowerPoint and presentation two seperate documents?

Yes, your annotated PowerPoint and presentation are two separate files. The annotated PowerPoint should be much longer and text based than the presentation file. The presentation file should simply be one or two introduction slides and then one or more slides per visualization with minimal text.

SCM 315: Visualization Project Rubric 5

If we use the page feature, how should we present that in the presentation and annotated PowerPoint?

If you use the page feature, you can open Tableau while presenting to show the animation. In your annotated PowerPoint, copy and paste each 'page' into the annotated PowerPoint document. There is not limit to the annotated PowerPoint length so this shouldn't be a problem. If this will make your annotated PowerPoint extremely long, talk with the instructor about how to show the page visualization in the annotated PowerPoint.