Avoid Being Workaholic

2019-03-242019-02-19 by Steph

workaholic, burn, out, office, computer, bone, skeleton

What’s up ? This is THE stephane ANDRE !!! I watched an Olivier Roland’s video and I learned some good stuff.

There is a trick to avoid being a workaholic that the majority of entrepreneurs don’t do. It’s to have a productive activity outside of work (because the company is based on a passion). If you’re not sure what a productive activity is, you can read this article I wrote. Click here ].

A lot of entrepreneurs are workaholics, which means that they’re work addicts. It’s not really a bad behavior, especially in the early years of the company because there are many new things to learn and few employees. But in the long term, it can block you to achieve the success you should have.

Workaholic

When I say « work addict », I don’t mean that a person is an addict like with cocaine, heroine, crystale methamphetamine, etc. We, human beings, are afraid of emptiness. This is very well explained in the Tim Ferriss book « 4-hour Workweek » . For example, you become more and more efficient using the 20/80 method (Pareto’s law) and you manage to earn 2 hours of free time per week. Now, what are you going to do with these 2 hours of free time ? Are you going to sit and count the insects ? No ! And as today more and more entrepreneurs have a laptop, they’ll continue to work on the laptop.

The problem of working during free time are :

Too much nose to the grindstone and do things that aren’t really useful. It prevents you from having peace of mind, serenity, being creative, decompressing, taking a step back, etc.

Work to work. For many people, consciously or unconsciously, if they don’t work, they’ll be bored. So they’ll do things that aren’t really useful to be busy. We can call it « intelligent procrastination ». With « intelligent procrastination » people around you see that you’re working but it’s not things that really make your company evolve. For example, spending 2 days choosing the font and colors of your website is « intelligent procrastination ».

In the long term doing things that are not really useful for the company’s evolution, will have negative effects. You’ll lose you serenity and have more stress. The symptoms of this state of mind are that you have the impression that everyone is stupid. At that moment, you have to take a holiday right away, otherwise you’ll have a burn-out.

I know it’s a little paradoxical because the first years of the company, you have to work as much as you can because there are lots of things to do and there is no budget to pay employees, but it’s important to have a productive activity to keep the balance in your life.

Usually when you start looking for an idea to start a company, you make a list of the things you like to do the most. This productive activity can be one of those things from the list that wasn’t used to create your company. This can be an activity such as flying a plane, kickboxing, meditation or something else that allows you to relax and forget about work.

Don’t hesitate to write this productive activity in the comment section and if you don’t know, make a list of things you like to do to get ideas.

Subscribe to my newsletter and share this article if you think it can help someone you know. Thank you.

-Steph

P.S. If you’re in Miami and you like Caribbean food, go to my cousin’s bistro to eat Haitian food, click here.

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Combine 2 charts

2018-05-30 by Steph

I have just enrolled in a Data Science course on Udemy and I learned good stuff.

We’ll move to the next level. We’ll work with 2 bar charts in parallel to have a more efficient data mining. In a previous article, we created 2 different bar charts. The 1^st was an A/B test (actually, it’s a classification test) that told us in which age range the clients were most likely to leave the bank. The 2^nd was a bar chart showing the age distribution of clients in our sample of 10 000 clients.

Let’s go. We’re going to have an A/B test with age range and we’ll add a bar chart of the client distribution below. To add a bar chart, we must start by choosing what we want to keep and what we want to add. In our case, we want to keep the columns because they’re the same in the 2 bar charts.

And we just want to add a new line so we will add a new variable in « Rows ». As we want to add a bar chart of distribution, we will use the variable which corresponds to the number of observation « Number of Records ».

In « Measures » moves the variable « Number of Records » in « Rows » to the right of « SUM(Number of Records).

We have a 2^nd bar chart below the 1^st bar chart. As you can see, these 2 bar charts are in one column. « Columns » is « Age(bins) ». These 2 bar charts are in 2 different lines which are the lines that correspond to the 2 « SUM(Number of Records) » in « Rows ».

The space on the left has also changed. There is « All » which represents the 2 bar charts at the same time. It means, when your select « All », you make change in the 2 bar charts.

Below this tab « All » we have 2 tabs. The 1^st tab represents the 1^st bar chart so the 1^st « SUM(Number of Records) » in « Rows » and the 2^nd tab represents the 2^nd bar chart so the 2^nd « SUM(Number of Records) » in « Rows ».

Which means that if you want to make changes on the 2 bar charts at the same time, you make the changes in the tab « All ». If you want to make changes only in the first bar chart, you select the first tab below « All ». If you want to make changes only in the 2^nd bar chart, you select the second tab below « All ».

So if you change the color in tab « All », our 2 bar charts will be colored by the same color.

Select the « All » tab and click on « Colors ».

Click on « Edit Colors… » and select « Stayed ». Select the green color and click on the « OK » button.

As you can see, the color changed in the 2 bar charts.

Click on the tab of the 2^nd bar chart.

Removes the « Exited » variable from « Colors » to remove colors only in the 2^nd bar chart.

Removes the « SUM(Number of Records) » variable from « Label » to remove the labels only in the 2^nd bar chart.

We will add color on this 2^nd bar chart. Click on « Colors », click on « More colors… » and select the blue color. Click on the « OK » button.

Now, we would like to see the colors vary in intensity depending on the number of observations. Take « SUM(Number of Records) » from the 2^nd line in « Rows » and holding « Ctrl » or « Command », move it to « Colors ».

Cool ! We will take care of the 1^st bar chart. Select the tab of the 1^st bar chart.

Click on « Colors ». Click on « Edit Colors… ». Select « Stayed ». Select the brown color and click on the « OK » button.

For more clarity, we will add labels in 2^nd bar chart. Click on the tab of the 2^nd bar chart. Take « SUM(Number of Records) » from « Colors » and holding « Ctrl » or « Command » and move it to « Labels ».

Perfect. Now we will change the location of the bar chart. We will put the 2^nd bar chart instead of the 1^st bar chart. According to the logic of « Rows » and « Columns », simply put the 2^nd line « SUM(Number of Records) » to the left to pass in 1^st line.

BOOM, the bar chart of the age distribution is going over because it’s in the 1^st line in « Rows ». With these changes, tabs to change the bar charts have changed order.

Observation

What we can observe with these bar chart is that we see on the 1^st bar chart that the majority of bank’s clients are in the age group of 30 to 34 years old and 35 to 39 years old. In these 2 age groups, we see on the 2^nd bar chart that client of 30 to 34 years old are less likely to leave the bank than clients between 35 and 39 years old. Look at ages 30 to 34, the rate of clients leaving the bank is 8% while in the 35 to 39 age group, the number of clients leaving the bank is 13%.

In the age group of 40 to 54 years old, we see on the 2^nd bar chart that the rate of clients leaving the bank is increasing and is above of the average rate of clients leaving the bank (20%). But we see in the 1^st bar chart that the number of clients in the age group of 40 to 54 years old decrease with the age groups.

Do you remember the potential for anomalies in age groups 75, 85 and 90 ? We’ll check it. In the 1^st bar chart we can see that there are 11 clients in the age group of 80 to 84 years old, 2 clients in the age group of 85 to 89 years old and 2 clients in the age group of 90 to 94 years old. We can conclude that these observations in age group of 80, 85 and 90 aren’t very significant from a statistical point of view because 2 clients is something negligible in this sample of 10 000 clients.

In the first age group of 15 to 19 years old, we can see that there are 49 clients, which is not very significant.

Compare these 2 bar chart in parallel allows us to have additional insights.

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-Steph

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Create Bins and View Distributions

2018-05-09 by Steph

I have just enrolled in a Data Science course on Udemy and I learned good stuff.

It’s cool, you finished the 1^st part. Now we’re going to do more deep Data Mining analysis with this bank’s dataset.

To make these analyzes more deep, we’ll create a more statistical approach.

To do that we will create a new tab.

For this new tab, we want to understand how client distributed according to their age. Is there a majority of young or old people ?

Move the variable « Age » in « Columns ».

As we want to see the distribution of client ages, we need to use the variable « Number of Records » to see the number of observations. Move the variable « Number of Record » to « Rows ».

Boom, we have a chart but there is only one point on the top right. What happened is that Tableau took the sum of the ages of all the bank’s clients and the sum of all the « Number of Records », it means the total number of clients, 10 000 clients.

We’ll find a solution but before we’ll change the format to better see the chart. Right-click in the middle of the chart and select « Format ».

For the font’s size, select « 12 ».

Here you can see that the total age is 39 218 but that’s not what we’re looking for. What we want to see is the number of clients for each age.

I’ll explain what’s going on. We took the aggregated sums of our variables. Aggregate means that we took the total sum of the variable for each category. We added the ages but in fact we want to see the total number of observations for each age separately.

To have that, just click on the arrow in « SUM(Age) » in « Columns ».

Then select « Dimensions »

You see, Tableau doesn’t take the aggregated sum of ages but it takes ages separately. We have a curve that shows us the continuous distribution of our clients ages. That is to say, for each age, the curve gives is the number of clients of this age.

We’ll look at the dataset. Right-click on « Churn Modelling » and select « View Data… ».

There is window that appears that shows us the data in detail. If you scroll to the right, you will find the column « Age ».

We see that the ages rounded. As all ages rounded, Tableau is able to group clients by age. By positioning the mouse on the curve, we can see that there are 200 clients who are 26 years old.

If in the dataset, ages weren’t rounded, you would have seen clients with 26.5 or 26.3 years. It would create a lot of irregularity, there would be plenty of spikes with lots of variations.

Oooooh look, there is a variation that isn’t normal.

Let’s analyze it in detail. Around this peak, we see that there are 348 clients who are 29 years old.

Here, 404 clients who are 31 years old.

And this peak down that shows us that there are 327 clients who are 30 years old.

How to explain this irregularity ? It’s possible that many people of 29 years old are about to turn 30 years old and many people of 31 years old who just had 31 years old. It’s chance that make us have inaccuracies. You may have other inaccuracies if you data isn’t precise and rounded. In our case, the ages are rounded but we want to get rid of our small irregularity that we see on our curve.

There is way to see our distribution without our irregularities, it’s « bins ». « Bins » consists of grouping the information into different categories. That is we’re going to regroup our clients in different age groups.

Right-click on « Age » in « Measures ». Select « Create » and select « Bins… ».

A window appears. We’ll group our clients in 5-years increments. In « Size of bins », write « 5 » and click on the « OK » button.

As you can see, the variable « Age » has remained in « Measures » but there is a new variable in « Dimensions ».This is the variable we created « Age(bins) ».

Our « Age(bins) » variable was correctly placed in « Dimensions » because it is a category variable because each category corresponds to a 5-year age group.

For example, one category is 20 to 24 age group. Now we’ll create a new distribution based on « bins ».

To do that, we’ll remove the variable « Age » from « Columns » with a click and drag outside.

You move the variable « Age(bins) » from « Dimensions » to « Columns ».

Note

In this case, it’s not possible to directly replace « Age » by « Age(bins) » over « Age » on « Columns ». This is because « Age » is a measure and « Age(bins) is a dimension.

That’s nice distribution, it’s usually the type of distribution (chart) we see in economics or mathematics. The difference with the old chart is that this chart is discrete. This chart is discrete because the clients grouped by age group while the previous chart was continuous.

On this distribution (chart), each bar corresponds to an age range. For example, this bar corresponds to the 25-29 age group.

Now, we’ll change the colors.

In « Row », move « SUM(Number of Record) » while holding down the « Ctrl » or « Command » key on your keyboard to « Colors ».

We get our distribution in blue but we’ll change the color to red. Click on « Colors » and click on « Edit Colors »

In the window that appears, click on the blue square on the right to display the color pallet.

Select the red color and click on the « OK » button.

Click on the « OK » button of the « Edit Colors » window.

To facilitate the reading of the bar chart, we’ll add the number of clients in each age group. In « Row », move « SUM (Number of Record) » while holding the « Ctrl » or « Command » key on your keyboard to « Label ».

That’s it, we can see how many clients there are in each age group.

We see that the dominant bar is the 35-39 age bracket and the second dominant bar is the 30-34 age bracket. Overall, we can see that most clients are between 25 and 40 years old, which seems consistent.

On our bar chart, we have absolute values. We’ll replace that with percentages. Click in the little arrow in « SUM(Number of Records) » in « Label » and you select « Add Table Calculation… » but I’ll show you another way to do it.

Instead of clicking « Add Table Calculation… », click on « Quick Table Calculation » and select « Percent of total ».

It’s cool, we have the exact percentage of people in each age bracket. Now, we can see that in the 25 to 40 age group, we have 20 + 23 +17= 60% of clients.

I’ll show you one last thing.You can change the size of the slices easily, just click on « Age(bins) » and select « Edit ».

In the windows, you can change the size of the slices (bins). Put « 10 » instead of « 5 » to get 10-years slices. Click on the « OK » button.

Now, we have a distibution with fewer slices and the dominant slice is 30 to 39 years old.

Well, it was just to show you how to change the size of bins. To go back to the old distribution with the 5-years slices, click on « Back » button.

As you can see, the values on bars are in percentages but the values on the axis are in absolutes values. Here is an exercise that I ask you to do : « Put the values of the axis in percentage ». I’ll give you the answer the next article.

Share this article if you think if can help someone you know.Thank you.

-Steph

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Boost Your Marketing Based On Science (Part 3)

2019-03-242018-02-13 by Steph

I watched an Olivier Roland’s video and I learned good stuff.

Click if you didn’t read Part 1 and Part 2 .

Taste

Taste is a bit of an amalgam of 5 senses because it’s necessary to use 5 senses to have the full sensation of taste in the brain. It’s enough that it misses 1-2 senses so that the flavor modified. When a brand works to be recognized by several senses, it improves the credibility and the memorization of the brand.

An effective sensory marketing is based on the coherence of the senses to increase the positive evaluation of products, stores and visiting intentions. This multisensory experience increases the probability of creating strong and lasting emotional connection with the consumer.

Cognitive ergonomics, pricing, distribution and sales

Rules of innovation, presentation product/service and a good selling price increases the turnover and improves a brand’s perceptions. Consumers spend more time in a store when the place is thematized, theatrical or with a sensory experience.

Creating nice design for the brain helps a product to succeed in a market. Certain specific packaging’s elements attract the attention and interest of the brain. Imaging and iconography provike emotional evocation, color awakens somatic makers, writing gives meaning to the product and the brand gives the product qualities linked to its essence.

The preception and the price of a product/service by the brain have important consequences on the amount of purchases. An inapproritate price compared to consumers perception on the price-quality ratio can cancel a sale. A consumer refuses to pay for an expensive product if the quality seems low. With a price too low, a consumer thinks that the quality is bad.

The psychological price, which is the price that a consumer is willing to pay to buy a product/service, is the fundamental basis for the price policy.

Pay creates an impression of pain in the brain and there are several solutions to decrease or avoid this feeling : payment term, credit, deferred payment, product/service presentation like Premium, billing per month rather than per hour, price below a fixed price ($ 299.99 instead of $ 300.00).

When stores are thematized, theatrical or with a sensory experience, it increases the presence time of consumers as well as the interest. The result is an increase in turnover and an improvement in the brand perception of the store.

Subliminal relationship

Since antiquity, communication has used many subliminal techniques to be more persuasive. Subliminal communication target directly the brain’s subconscious. Ads is still based on Aristote’s rhetoric method to improve credibility and Cicero. Here are Ciceron’s recommendations : It’s necessary to prove the truth of what you say, it’s Logos. To reconcile the benevolence of the listeners by using the Ethos and to awaken in them all the emotions useful to the cause with Pathos.

Logos

This corresponds to the choice of logical and rational messages. Theses messages show indisputable arguments about the quality of the product/service on an innovation that other brands don’t have.
Ethos

This is to give confidence or seduce consumers.
Pathos

It’s about message based on emotions.

Communications can be based on hedonism to look for inner well-being or joy like luxury or sex. To trigger strong emotions and enter in the memory, messages can be violent as for example advertisements on the road safety.

Subliminal communication target directly the brain’s subconscious, bypassing the barrier of reasoning. Even though subliminal communication is prohibited in some countries, many methods are allowed and used in advertising.

Advertising entertainment is an advertising based on the spectacular using humor or art with the harmony’s rules like Golden Ratio , Vitruvian Man , eroticism, etc.

Brands works with emotions to influence the consumers brain to make purchase. Consumer’s brain is attracted by brands whose history is reminiscent of known myths memorized in the unconscious (copy by somatic markers).

Brands need to create a story, an original epic that can be told in the community and be told for several generations.

Community and social networks

Community and social networks influence the consumer’s individual consciousness, which make it a collective consciousness. A consumer has access to a huge amount of information from different sources in real time. This information comes from all over the planet. This access to information allows the consumer to make comparisons before buying. With interactivity, a consumer becomes a neuro-consumer-actor. We’re living the creations of a new behaviororal generation of neuro-consumer multiprogrammed, it means people who consult several media at the same time.

We’re slowly entering a world where zapping replaces logic and reflection. A world where people prefer sequential information based on emotion rather than linear information based on conceptual reasoning.

Several factors influence the purchasing behavior : free economy, uberisation or participative economy of purchases, return of auctions, the wait of the proposal of purchases of the last minute, used to choose from several references as with Amazon (70 millions products), geolocalisation use of different sales channels (social networks, internet, smartphone, etc).

There are methods to meet these new expectations, permission marketing and digital marketing desire.

Permission marketing

Permission marketing allows communication only with prospects who have given their agreements.
Desire digital marketing

The digital marketing of desire is based on quality content and the pratice of « one-to-one ». « One-to-one » is the creation of a personalized relationship with each consumer and to develop this relationship.

Consumers saturated by the advertising of digital marketing gives a very limited confidence to the brands coming from traditional communication. They prefer to seek advice from people who have already tested the brand, product or service.

Use a viral marketing, buzz or word of mouth to spread positive communication on social networks across communities can seriously increase sales. This viral marketing, buzz or word of mouth is based on the oldest media in the world : the rumor. With the development of internet (website, blog and social networks), recommendation becomes more important than the communication.

Share this article if you think it can help someone you know. Thank you.

-Steph

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Boost Your Marketing Based On Science (Part 2)

2018-02-09 by Steph

I watched an Olivier Roland’s video and I learned good stuff.

If you didn’t read the Part 1, click here .

Let’s continue with the memory.

Memory

In the theme of memory, there are several elements that greatly influence the behavior of the human brain. These are memory, somatic markers and mirror neurons. For information to be stored in memory for the long term, it’s necessary to encoded them. These are only useful information related to personal interest, an exceptional event are related to a strong emotion that will be transferred into this memory.

A consumer will keep in mind mainly advetisements and brands corresponding to these criteria, the others will be forgotten. It’s for this reason that there is a low rate of memorization of the majority of advertising on television and that even if the repetition of these advertisements has a positive effect on memory.

Somatic markers

Consumers unconsciously follow the influence of their own somatics.

Memories are mainly related to emotions or sensory stimuli are stored in the subconscious. These memories reactivated when the person confrontated with the same emotions or stimulis. Organize somatic sensibility of brands work a lot to create an emotional image based on a real or invented story. These stories (storytelling) can recall happy or exceptional moments in the memory of consumers.

A brand tells its story in a saga’s form with feeling and values of heroes. The purpose of this saga is to create for consumers a feeling of nostagic affection for the past.

Emotions and desirs in decisions

Communication is better memorized with emotions. Accessing the consumer’s emotional memory is a great way to attract sympathy. Nostalgia of the past inscribed in the somatic markers bring moments of joy. To reactivate these moments of joy, it’s necessary to use known characters living or dead. For example, Christian Dior’s Eau Sauvage is represented by the actor Alain Delon when he was young.

Songs that touched consumers in the past are taken up to create a feeling of nostalgia and the goal is to transfer that feeling of nostalgia to a brand or a product to promote.

Fear is used with consumers who don’t control their emotions well. This speeds up the sale of a product/service that can reduce or eliminate the problem. You have to be careful because fear can become anxiety , if it’s too intense or there is an important dilemma of choice. Often a consumer frustrated after choosing a product/service based on fear because he/she thinks he/she missed a better offer.

Emotion marketing based on « zero frustration » principle for the customer consists in detecting all emotions felt by the consumer before and after the purchase process. This is another concept that aims to satisfy consumers by overcoming emotional frustrations. The entire marketing process (product, price, distribution, sales, communication) based on this concept.

Sens

Sight

Using senses improves the effectiveness of marketing and creates a lasting link with a brand. In 2005, 99% of brand communication based on 2 senses : sight and hearing. In fact 1/3 of our brain is devoted to sight and sound, 70% of sensory receivers of our body are in our eyes and 80% of the information we receive are visual.

The best way to get the attention of the human brain is through sight. It’s for this reason design is important for packaging, website, advertising, smartphone application. Design is important for a logo and to improve the memorization of a logo. The trend is to simplify as for the Coke’s logo. The link between colors, a symbol and a brand allows to activate a somatic markers stored in the emotional memory of consumers.

Some brands can be recognized only with a symbol without the name, this is the case with the Nike’s Swoosh.

Hearing

Sound is an effective way to reach consumers. Sounds are used in marketing with ads, jingles, songs of a brand.

Music can give you energy or relax. Music is very often linked to memories or past experiences. Music is a good strategy for building a strong brand in the mind of consumers.

Auditory marketing has the same principles as sensory marketing, it’s a notion of coherence. There is no good or bad music, the music or the sound is consistent with the target (type of consumers) and the goal sought.

Smell

Smell is a great way to access memories and emotions. The link between smells and emotions is able to influence the mood, create a state of awakening or relaxation and reactivate emotional memories. There are smells that are psychological stimulants and others have relaxing and calming properties. Odors can build effective links with a brand.

Touch

Touch is the essential meaning for the survival of the human being. Touch can influence the decision of a purchase but it depends on consumers and the product’s category. Not being able to touch a product reduces consumers confidence, especially if the consumer needs the product quickly. To compensate the absence of touch in distance selling, it’s necessary to put several pictures and make a detailed written description of the product.

This is the end of the 2^nd part. Taste other things will be in 3^rd part.

Share this article if you think it can help someone you know. Thank you.

-Steph

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Connect Tableau to An Excel File

2018-01-102018-01-10 by Steph

I have just enrolled in a Data Science course on Udemy and I learned good stuff.

Now that you downloaded the dataset in Excel file format, we’ll use Tableau to analyze this.

We’ll connect to the dataset using the « Excel » option.

Now that you downloaded the dataset which is in Excel format, we will use Tableau to analyze this.

We will connect the the dataset using the « Excel » option.

Select the dataset in Excel file you downloaded and click on the « Open » button.

And as you can see, there is only one tab.

There is only one tab because in the Excel file there is only one tab. If in the Excel file there were several tabs, they would all have been listed here.

It’s necessary to check that all data is « OK ». Scroll the lines and columns to see that. Everything is good, there are 10 000 lines as in the Excel file.

Excellent, we connected our Excel source file to Tableau.

Now, click on the « Sheet1 » tab to access the Worksheet.

We’ll have a little fun.

For example, let’s look at what we have with « Geography »

« Geography » is the dimension that gives us the country, so we’ll make a map to see where the clients from the bank come from.

Move « Geography » on this area.

Ah, it’s odd, nothing happens ?!? Why ? Look, when you look at « Geography », it’s not recognized by Tableau as a geographic dimension. Here,, you can see that Tableau recognized « Geography » as a dimension of type text with the label « ABC »

Don’t worry, we can fix it quickly. Click on the arrow of « Geography ».

Selects « Geography Roles » and « Country Region » so that the « Geography » dimension become geography’s type.

Now you remove « Geography » made a table with a click-and-drag.

Look, we have a globe next to « Geography ». This means that Tableau recognize that « Geography » is a geographic dimension.

Since « Geography » is a dimension of geography type, there are 2 new measures that have appeared : Latitude (generated) and Longitude (generated).

Put « Geography » in this space with a click and drag.

Look, this time there is a map.

You have the possibility of zooming with these buttons.

The map is fine but we’ll remove the blue dots and modify the map so that it’s easier to read.

We’ll color the countries and display the clients number that has in each country.

We know that in the dataset each line corresponds to a client. What we can do is use the « number Of Record », it means the total of number of observations. In this way, we can visualize the number of lines attended to each country and the number of lines attended to each country is the number of client per country.

Then, take the « number Of Record » and move it to « Colors ».

Boom ! Each country has a color.

Look at the color contrasts. France has a darker color which indicates that it is the country with the most clients. Germany and Spain have almost the same colors which indicates that they have almost the same clients number.

But we want to know the clients number per country without have the cursor on the country.

To do this we’ll add a label. Take « number Of Record » and moves it to « Label ».

We’ll increase the text’s size and put in bold. Click on « Label », click on « Font » and select « 12 » and bold.

It’s cool, we can see the clients number per country. You have the possibility to zoom on a region. Click on « Zoom area » and drag and drag to select the region on the map.

Now we can see that the majority of clients are in France, this represents almost half of the total clients number of the dataset. Germany and Spain have almost the same number of clients.

Share this article if you think it can help someone you know. Thank you.

-Steph

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Export Worksheet

2017-12-20 by Steph

I have just enrolled in a Data Science course on Udemy and I learned good stuff.

Now is the time to learn how to export your worksheet as an image in another document.

You have made an excellent report that can be shown to your customers or your managers and you need to export it in a Word, PowerPoint or other document.

The only way to do with the free version of Tableau (Public Tableau) is to make a snapshot (printscreen).

In the paid version of Tableau, there is a function to copy the bar chart with a right-click.

But before doing this, it’s necessary to change the worksheet’s title because at the top of the bar chart, you can read the title « Sheet 1 ».

« Sheet 1 » is the tab’s name at the bottom of the screen.

To change the tab’s name, you do a right-click on it and you select « Rename Sheet ».

You rename the tab « Annual Bonus Analysis ».

You have the possibility to put the title visible or not on the bar chart. Click on « Worksheet » and activate/deactivate « Show Title ».

The worksheet’s title is at the top of the bar chart.

You can edit the title by double-clicking on it.

If you want to change the title border, do a right-click on it and select « Format Title ».

On the left, a tab appears to change the border.

If you want to change the text’s format, you need to double-click on « Annual Bonus Analysis ». A window appears to change the size, etc.

To export the bar chart to a Word document, do a snapshot or a print screen with the PrintScreen key (PrtSc) or Command+shift+3 for Mac on your keyboard.

Personally, I use the Paint.net software to remove unnecessary elements from the image.

One you saved the bar chart’s image, you insert or paste this image into the Word file.

In this image, you can see that the bar chart’s title is « Annual Bonus Analysis » instead of « Sheet1 ». It’s perfect for presenting to your clients or managers.

Then you can add text below the bar chart to present your insights.

To export the bar chart into a PowerPoint document, it’s the same principle. Do a snapshot or a print screen with the PrintScreen key (PrtSc) or Command+shift+3 for Mac on your keyboard.

Then you remove the unnecessary elements of the image.

Once you saved the bar chart image, you insert or paste this image into PowerPoint file. Be sure that the title on PowePoint is at the top of the page otherwise the title will be under the image.

To save your workspace, click on the « File » menu and select « Save To Public Table As… »

« Tableau Public Sign In » appears to connect to your account.

A tab will appear on your web browser to display your Tableau Public account and you can see your workspace saved on the server.

Caution, Tableau doesn’t automatically save your work so it’s up to you to save regularly.

This section is now closed. We made an introduction to Tableau with a simple dataset to discover functions like calculated field, add colors, add labels and how to format.

Now you know the basics of Tableau and later we will use complex functions.

Share this article if you think it can help someone you know. Thank you.

-Steph

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