Setup
Overview
Time: minObjectives
Install and authenticate Tableau subscription
Install and setup Zoom if needed
Download data files for this workshop
Software setup
Tableau
There are three steps to take for installing Tableau Desktop Version. First, you must request a free student license (access lasts one year) and then install Tableau software and activate it for use using the student license.
Getting a Student License for Tableau
For activating the tableau with Free student key, you will need to register on the below link using university ID:
https://www.tableau.com/university-students
Click on Get Student License for free.
Instructions to Download Tableau Software
We can install the Tableau Desktop version from the link below: https://www.tableau.com/support/releases
- Open the Product Downloads and Release Notes(Link opens in a new window) page and select Tableau Desktop or Tableau Prep Builder from the list on the left side of the page.
- Click on the version you want to install.
- In the Download Files section of the page, click on the installer for your operating system to download it. Select Windows or mac according to your requirements.
Activating Tableau
After installation is complete, you will need to activate and register the product to begin using it.
Fill out the fields on the registration form and then click Activate Tableau.
Or, activate with a product key: Use this option if you are activating using the user interface and have a product key from Free student version product key.
All set you should be set to use Tableau Desktop version.
Run the installer and follow the prompts.
Open the Disk image file (.DMG) and double-click the installer package (.PKG) to start the installation.
Install the videoconferencing client
If you haven't used Zoom before, go to the official website to download and install the Zoom client for your computer.
Set up your workspace
Like other Carpentries workshops, you will be learning by "coding along" with the Instructors. To do this, you will need to have both the window for the tool you will be learning about (a terminal, RStudio, your web browser, etc..) and the window for the Zoom video conference client open. In order to see both at once, we recommend using one of the following set up options:
- Two monitors: If you have two monitors, plan to have the tool you are learning up on one monitor and the video conferencing software on the other.
- Two devices: If you don't have two monitors, do you have another device (tablet, smartphone) with a medium to large sized screen? If so, try using the smaller device as your video conference connection and your larger device (laptop or desktop) to follow along with the tool you will be learning about.
- Divide your screen: If you only have one device and one screen, practice having two windows (the video conference program and one of the tools you will be using at the workshop) open together. How can you best fit both on your screen? Will it work better for you to toggle between them using a keyboard shortcut? Try it out in advance to decide what will work best for you.
Data files:
Please download the following file(s) to particpate in the workshop:
Link to Data Set: https://uofi.box.com/s/6q4p6u601z28b5iacmmydbuw3p6r0ezm
Link to Tableau File: https://uofi.box.com/s/fxios6tbtzg5r3xsr4uzl5ykwsop96ce
About the Data Used in this Workshop:
The dataset used is a sample dataset from Tabelau. It is a basic data collection of US supermarkets.
Let us understand the attributes of this data set:
- ‘Row ID’ - This is nothing but Serial No.
- ‘Order ID’ - ID created when a product order is placed.
- ‘Order Date’ - Date on which a customer places his/her order.
- ‘Ship Date’ - Date on which the order is shipped.
- ‘Ship Mode’ - Mode of shipment of each order.
- ‘Customer ID’ - ID assigned to each customer who places an order.
- ‘Customer Name’ - Name of Customer.
- ‘Segment’ - Section from where the order is placed.
- ‘Country’ - Country details of this data set. We are looking only for US store data.
- ‘City’ - Cities of US are listed here.
- ‘State’ - States of US are listed here.
- ‘Postal Code’ - pin code
- ‘Region’ - grouped into region wise
- ‘Product ID’ - Product ID of each product
- ‘Category’ - Category to which each product belongs to.
- ‘Sub-Category’ - Sub-Category of each Category
- ‘Product Name’ - Name of products.
- ‘Sales’ - Selling Price of each product.
- ‘Quantity’ - number of quantity available for a particular product.
- ‘Discount’ - Discount available on each product.
- ‘Profit’ - Profit gained on each product.
Key Points