Business Intelligence
Turn in Chapter 5 Assignment. Here is the Assignment Instruction: Follow all the tasks shown in the video clips in Ch 5 and do them yourself while watching the clips. At the end, turn in a file(s) that contains all the results that the author produces.
Now that you know what you are looking for, let's learn how to find it in Tableau and Excel using the insurance.csv dataset below. Download the file and import it into Tableau. Then follow along with the video below as needed. Please note that you may use either Tableau, Excel, or both to complete the assessment at the end of this chapter depending on your instructor's directions. Therefore, you may be able to skip some of the videos, or portions or videos, through the remainder of this chapter which cover both tools
Insurance.csv
video clips links:
Because we assume that you'll have at least basic Excel skills before taking this class, we will not explicity cover filling out the variable and data type fields in Excel. But the end result of what we want to begin developing for the Data Description Report is below. You will notice that this report is the same whether we develop the values and images using Tableau or Excel
At this point, the univariate table in your report should contain the measures in the example table below
As usual, you have the option of learning to generate the statistics and visualizations required to assess numeric-to-numeric relationships in either Tableau or Excel. The Tableau video below is much longer because it includes the process of recording the results in the Data Exploration Report while the Excel video simply shows how to generate the statistics and visualizations. If you would like to use the Excel video, you can still see how to incorporate the results into the Data Exploration Report by simply examining the completed report below as you follow along with the video. Similarly, you can speed through sections of the Tableau video by using the template below rather than recreating the report yourself
The video below combines both Tableau and Excel examples. The reason for this is that while calculating t-tests and one-way ANOVAs can be done in Tableau, it is much easier to do in Excel. However, you may be prefer to create your visualizations in Tableau by now. It is common to use a variety of tools. The point is, you can likely skip much of the video below depending on which tool you decide to use. Personally, I like to make my visualizations in Tableau and calculate statistics in Excel (if I'm not using Python; but that's another lesson for another class)
As with the N2N section, the Tableau video below includes greater explanation behind the concepts as well as a demonstration of how to calculate the merics and visualizations in Tableau whereas the Excel video is simplified and focuses just on the stats and viz generation. You can take your pick of which video to follow along with.
Interactions with multiple dimensions (3D, 4D, 5D, etc. through ND) are an important final step after generating all univariate and relevant bivariate statistics and visualizations. They reveal important explanations that are not clear based on bivariate analyses alone. Follow along with the video below to learn how to generate and interpret these charts