I am very new to Tableau – I have a bit of Software experience – but feel a bit clueless with Tableau as I try to accomplish specific tasks. For my learning purposes, I realize that I am generally ok in terms of what to do with visualizations, and my challenges lie in preparing / cleaning the data in a way that it makes sense and makes it compatible with Tableau for said visualizations.
Background: I work for a small legal firm that is transitioning from a paper and pencil kind of firm with respect to forecasting or analytical methods in place to a firm that is trying to implement software like Tableau to do some of that stuff for us. I transitioned from another role in the firm to this, and my current job is to learn Tableau so we can hopefully implement it down the road – so all and any help is much appreciated as I begin to learn.
Here is my current project. We do revenue recovery for medical providers, and the current data source is the revenue generated for 12 clients, from the years 2007-2017. The revenue generated is from two different departments (two different legal areas), and department 1 is broken down into “Settled” and “Awarded” indicating the manner in which the revenue was generated for that department.
Each of the 12 clients have their own table, and each table contains 6 columns.
· Department 1 Settled
· Department 1 Awarded
· Department 1 Total (Dept. Settled + Dept. Awarded)
· Department 2 Total
· Grand Total
Not all tables have data for all years, depending on when they became and client and if/when they stopped being a client.
This is a sample of how the data looks at present (There are 12 tables like this):
The reason I am looking to use Tableau for this is:
A. because I am still in the trial period, I’d like to see if this is the software we want to use and to show my team members what Tableau could do for us and
B. obviously, Tableau could do far more with this than Excel ever could. Notably, I could hide and remove different departments depending on which revenue I’m looking to see, and look at different clients as well as using different graphs. (I am aiming to use a line graph to see the growth in revenue, with the possibility of using a column or bar graph.)
That being said, I’d like to know how to upload the data in a way that makes the above possible. I don’t know if I should add other columns with tags (i.e. a column for different clients, tagged by their assigned acronym) or perhaps eliminate one or two of the columns (not having “Total” columns and just having the other 3 columns, as I’m sure Tableau can total them anyway for me anyway).
I am not sure if it is helpful in this case, because my problem in this case has less to do with the actual visualization and more to do with preparing the data in a way that makes sense so I can get to the visualization. However, per forum rules / suggestions, I have published a sample workbook (I am on the trial period still, so I can’t export a packaged workbook in this case). Of course, for the aforementioned reasons of it being a data prep issue, all I was able to achieve on the workbook was putting the years in the column box. However, it is my understanding the workbook is downloadable, so I do it is helpful to see where my data issues may lie.
The link for the sample workbook is below:
ANY and all input is very much appreciated. I apologize for being perhaps clueless, as I certainly don’t want someone to do the work for me, I just need some guidance on how to clean/organize and upload the data in a way that makes sense and helps me get to the visualization I want to achieve.