Tableau Project 1a
Budget: $30 – $250 USD
All work is done in Tableau. If Possible, please include steps on how each table is done.
1. Prepare the Data Source
The data within nyc-rolling-sales is very dirty. Many of the data types were not recognized properly by Tableau. Spend time exploring and clearing up the data before moving on to building tables.
More specifically, make sure to clean:
-Field data types
-Dimensions and measure classifications
2. Create Table 1
The real estate investment company you work for is interested in analyzing a record of every building or building unit sold per borough in the NYC market. They would like you to build a table that compares all the Boroughs within New York City real estate data.
Instructions:
1. Create a Borough Name field
Create a calculated field that uses a logical statement to change the Borough field from numbers to the name of the Borough. Call this new field Borough Name.
1 = "Manhattan"
2 = "Bronx"
3 = "Brooklyn"
4 = "Queens"
5 = "Staten Island"
2. Build a Table Comparing Boroughs
Calculate Price Per Sq-Ft and use the field to compare Boroughs. To calculate Price Per Sq-Ft you need to divide Sale Price by Gross Square Feet.
Use the average aggregate function when the field is added to the visual.
3. Add finishing touches
Make sure your table has:
-a title
-proper numeric formatting
Add the finishing touches to your table. Some guiding questions to help you determine those finishing touches are the following:
-Is the visual communicating the right message to your stakeholder(s)?
-Is the visual following best practices?
3. Create Table 2
The management team has requested that you build a heat map to help them visualize the best time to buy property throughout the year.
Instructions:
1. Create a New Worksheet
Create a new worksheet. Don't delete work you have already created.
2. Create a Heat Map
Create a table that has each day of every month in rows and the months of the year in columns with total Sales Price as the color shading.
3. Add a Worksheet Borough Filter
Add the Borough calculated field you created earlier as a quick filter on the worksheet.
4. Add finishing touches
Make sure your table has:
-a title
-proper numeric formatting
Add the finishing touches to your table. Some guiding questions to help you determine those finishing touches are the following:
Is the visual communicating the right message to your stakeholder(s)?
Is the visual following best practices?
4. Create Table 3
Your manager would like you to convert the Commercial Units and Residential Units fields into percentages. The hope is that this will help describe the percentage of total units sold per group, allowing the acquisitions team to make informed decisions about the type of property to look for (commercial or residential) and in which Borough.
Instructions:
1. Create a New Worksheet
Create a new worksheet. Don't delete work you have already created.
2. Create Calculated Fields
Calculate the percentage of total units sold for both Commercial and Residential property.
3. Display in Table
For each Borough, show the percentages along with price information to help the acquisition team.
4. Add finishing touches
Make sure your table has:
a title
proper numeric formatting
Add the finishing touches to your table. Some guiding questions to help you determine those finishing touches are the following:
Is the visual communicating the right message to your stakeholder(s)?
Is the visual following best practices?
6. Customize the Formatting
Your manager plans on presenting all three tables at the next company Town Hall. Before this happens, you have been asked to customize the visual format of the three visualizations. Specifically, you need to edit the font size and background color.
All three tables should have a similar theme along with:
A title
Proper numeric formatting
Worksheet usage and insight highlighting
Custom visual format
1. Prepare the Data Source
The data within nyc-rolling-sales is very dirty. Many of the data types were not recognized properly by Tableau. Spend time exploring and clearing up the data before moving on to building tables.
More specifically, make sure to clean:
-Field data types
-Dimensions and measure classifications
2. Create Table 1
The real estate investment company you work for is interested in analyzing a record of every building or building unit sold per borough in the NYC market. They would like you to build a table that compares all the Boroughs within New York City real estate data.
Instructions:
1. Create a Borough Name field
Create a calculated field that uses a logical statement to change the Borough field from numbers to the name of the Borough. Call this new field Borough Name.
1 = "Manhattan"
2 = "Bronx"
3 = "Brooklyn"
4 = "Queens"
5 = "Staten Island"
2. Build a Table Comparing Boroughs
Calculate Price Per Sq-Ft and use the field to compare Boroughs. To calculate Price Per Sq-Ft you need to divide Sale Price by Gross Square Feet.
Use the average aggregate function when the field is added to the visual.
3. Add finishing touches
Make sure your table has:
-a title
-proper numeric formatting
Add the finishing touches to your table. Some guiding questions to help you determine those finishing touches are the following:
-Is the visual communicating the right message to your stakeholder(s)?
-Is the visual following best practices?
3. Create Table 2
The management team has requested that you build a heat map to help them visualize the best time to buy property throughout the year.
Instructions:
1. Create a New Worksheet
Create a new worksheet. Don't delete work you have already created.
2. Create a Heat Map
Create a table that has each day of every month in rows and the months of the year in columns with total Sales Price as the color shading.
3. Add a Worksheet Borough Filter
Add the Borough calculated field you created earlier as a quick filter on the worksheet.
4. Add finishing touches
Make sure your table has:
-a title
-proper numeric formatting
Add the finishing touches to your table. Some guiding questions to help you determine those finishing touches are the following:
Is the visual communicating the right message to your stakeholder(s)?
Is the visual following best practices?
4. Create Table 3
Your manager would like you to convert the Commercial Units and Residential Units fields into percentages. The hope is that this will help describe the percentage of total units sold per group, allowing the acquisitions team to make informed decisions about the type of property to look for (commercial or residential) and in which Borough.
Instructions:
1. Create a New Worksheet
Create a new worksheet. Don't delete work you have already created.
2. Create Calculated Fields
Calculate the percentage of total units sold for both Commercial and Residential property.
3. Display in Table
For each Borough, show the percentages along with price information to help the acquisition team.
4. Add finishing touches
Make sure your table has:
a title
proper numeric formatting
Add the finishing touches to your table. Some guiding questions to help you determine those finishing touches are the following:
Is the visual communicating the right message to your stakeholder(s)?
Is the visual following best practices?
6. Customize the Formatting
Your manager plans on presenting all three tables at the next company Town Hall. Before this happens, you have been asked to customize the visual format of the three visualizations. Specifically, you need to edit the font size and background color.
All three tables should have a similar theme along with:
A title
Proper numeric formatting
Worksheet usage and insight highlighting
Custom visual format