Data Analytics & Visualization All-in-One For Dummies - Jack A. Hyman - E-Book

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Jack A. Hyman

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Beschreibung

Install data analytics into your brain with this comprehensive introduction

Data Analytics & Visualization All-in-One For Dummies collects the essential information on mining, organizing, and communicating data, all in one place. Clocking in at around 850 pages, this tome of a reference delivers eight books in one, so you can build a solid foundation of knowledge in data wrangling. Data analytics professionals are highly sought after these days, and this book will put you on the path to becoming one. You’ll learn all about sources of data like data lakes, and you’ll discover how to extract data using tools like Microsoft Power BI, organize the data in Microsoft Excel, and visually present the data in a way that makes sense using a Tableau. You’ll even get an intro to the Python, R, and SQL coding needed to take your data skills to a new level. With this Dummies guide, you’ll be well on your way to becoming a priceless data jockey.

  • Mine data from data sources
  • Organize and analyze data 
  • Use data to tell a story with Tableau
  • Expand your know-how with Python and R

New and novice data analysts will love this All-in-One reference on how to make sense of data. Get ready to watch as your career in data takes off.

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Data Analytics & Visualization All-in-One For Dummies®

To view this book's Cheat Sheet, simply go to www.dummies.com and search for “Data Analytics & Visualization All-in-One For Dummies Cheat Sheet” in the Search box.

Table of Contents

Cover

Title Page

Copyright

Introduction

About This Book

Foolish Assumptions

Icons Used in This Book

Beyond the Book

Where to Go from Here

Book 1: Learning Data Analytics & Visualizations Foundations

Chapter 1: Exploring Definitions and Roles

What Is Data, Really?

Discovering Business Intelligence

Understanding Data Analytics

Exploring Data Management

Diving into Data Analysis

Visualizing Data

Chapter 2: Delving into Big Data

Identifying the Roles of Data

What’s All the Fuss about Data?

Identifying Important Data Sources

Role of Big Data in Data Science and Engineering

Connecting Big Data with Business Intelligence

Analyzing Data with Enterprise Business Intelligence Practices

Chapter 3: Understanding Data Lakes

Rock-Solid Water

A Really Great Lake

Expanding the Data Lake

More Than Just the Water

Different Types of Data

Different Water, Different Data

Refilling the Data Lake

Everyone Visits the Data Lake

Chapter 4: Wrapping Your Head Around Data Science

Inspecting the Pieces of the Data Science Puzzle

Choosing the Best Tools for Your Data Science Strategy

Getting a Handle on SQL and Relational Databases

Investing Some Effort into Database Design

Narrowing the Focus with SQL Functions

Making Life Easier with Excel

Chapter 5: Telling Powerful Stories with Data Visualization

Data Visualizations: The Big Three

Designing to Meet the Needs of Your Target Audience

Picking the Most Appropriate Design Style

Selecting the Appropriate Data Graphic Type

Testing Data Graphics

Adding Context

Book 2: Using Power BI for Data Analytics & Visualization

Chapter 1: Power BI Foundations

Looking Under the Power BI Hood

Knowing Your Power BI Terminology

Power BI Products in a Nutshell

Chapter 2: The Quick Tour of Power BI

Power BI Desktop: A Top-Down View

Services: Far and Wide

Chapter 3: Prepping Data for Visualization

Getting Data from the Source

Managing Data Source Settings

Working with Shared versus Local Datasets

Storage and Connection Modes

Data Sources Oh My!

Cleansing, Transforming, and Loading Your Data

Chapter 4: Tweaking Data for Primetime

Stepping through the Data Lifecycle

Resolving Inconsistencies

Evaluating and Transforming Column Data Types

Configuring Queries for Data Loading

Resolving Errors During Data Import

Chapter 5: Designing and Deploying Data Models

Creating a Data Model Masterpiece

Managing Relationships

Arranging Data

Publishing Data Models

Chapter 6: Tackling Visualization Basics in Power BI

Looking at Report Fundamentals and Visualizations

Choosing the Best Visualization for the Job

Chapter 7: Digging into Complex Visualization and Table Data

Dealing with Table-Based and Complex Visualizations

Using AI Tools to Create Questions and Answers

Formatting and Configuring Report Visualizations

Diving into Dashboards

Chapter 8: Sharing and Collaborating with Power BI

Working Together in a Workspace

Slicing and Dicing Data

Troubleshooting the Use of Data Lineage

Datasets, Dataflows, and Lineage

Defending Your Data Turf

Book 3: Using Tableau for Data Analytics & Visualization

Chapter 1: Tableau Foundations

Understanding Key Tableau Terms

Getting to Know the Tableau Product Line

Choosing the Right Version

Knowing What Tools You Need in Each Stage of the Data Life Cycle

Understanding User Types and Their Capabilities

Chapter 2: Connecting Your Data

Understanding Data Source Options

Connecting to Data

Setting Up and Planning the Data Source

Relating and Combining Data Sources

Working with Data Relationships

Joining Data

Chapter 3: Diving into the Tableau Prep Lifecycle

Dabbling in Data Flows

Saving Prep Data

Chapter 4: Advanced Data Prep Approaches in Tableau

Peering into Data Structures

Structuring for Data Visualization

Normalizing Data

Chapter 5: Touring Tableau Desktop

Getting Hands-On in the Tableau Desktop Workspace

Making Use of the Tableau Desktop Menus

Tooling Around in the Toolbar

Understanding Sheets versus Workbooks

Chapter 6: Storytelling Foundations in Tableau

Working with Dashboards

Creating a Compelling Story

Chapter 7: Visualizing Data in Tableau

Introducing the Visualizations

Converting a Visualization to a Crosstab

Publishing Visualizations

Chapter 8: Collaborating and Publishing with Tableau Cloud

Strolling through the Tableau Cloud Experience

Evaluating Personal Features in Tableau Cloud

Sharing Experiences and Collaborating with Others

Book 4: Extracting Information with SQL

Chapter 1: SQL Foundations

SQL and the Relational Model

Sets, Relations, Multisets, and Tables

Functional Dependencies

Keys

Views

Users

Privileges

Schemas

Catalogs

Connections, Sessions, and Transactions

Routines

Paths

Chapter 2: Drilling Down to the SQL Nitty-Gritty

Executing SQL Statements

Using Reserved Words Correctly

SQL’s Data Types

Handling Null Values

Applying Constraints

Chapter 3: Values, Variables, Functions, and Expressions

Entering Data Values

Working with Functions

Using Expressions

Chapter 4: SELECT Statements and Modifying Clauses

Finding Needles in Haystacks with the SELECT Statement

Modifying Clauses

Chapter 5: Tuning Queries

SELECT DISTINCT

Temporary Tables

The ORDER BY Clause

The HAVING Clause

The OR Logical Connective

Chapter 6: Complex Query Design

What Is a Subquery?

What Subqueries Do

Using Subqueries in INSERT, DELETE, and UPDATE Statements

Tuning Considerations for Statements Containing Nested Queries

Tuning Correlated Subqueries

UNION

INTERSECT

EXCEPT

Chapter 7: Joining Data Together in SQL

JOINS

ON versus WHERE

Join Conditions and Clustering Indexes

Book 5: Performing Statistical Data Analysis & Visualization with R Programming

Chapter 1: Using Open Source R for Data Science

Downloading Open Source R

Comprehending R’s Basic Vocabulary

Delving into Functions and Operators

Iterating in R

Observing How Objects Work

Sorting Out R’s Popular Statistical Analysis Packages

Examining Packages for Visualizing, Mapping, and Graphing in R

Chapter 2: R: What It Does and How It Does It

The Statistical (and Related) Ideas You Just Have to Know

Getting R

Getting RStudio

A Session with R

R Functions

User-Defined Functions

Comments

R Structures

for Loops and if Statements

Chapter 3: Getting Graphical

Finding Patterns

Doing the Basics: Base R Graphics, That Is

Chapter 4: Kicking It Up a Notch to ggplot2

Histograms

Bar Plots

Dot Charts

Bar Plots Re-revisited

Scatter Plots

Scatter Plot Matrix

Box Plots

Book 6: Applying Python Programming to Data Science

Chapter 1: Discovering the Match between Data Science and Python

Creating the Data Science Pipeline

Understanding Python’s Role in Data Science

Learning to Use Python Fast

Working with Python

Using the Python Ecosystem for Data Science

Chapter 2: Using Python for Data Science and Visualization

Using Python for Data Science

Sorting Out the Various Python Data Types

Putting Loops to Good Use in Python

Having Fun with Functions

Keeping Cool with Classes

Checking Out Some Useful Python Libraries

Chapter 3: Getting a Crash Course in Matplotlib

Starting with a Graph

Setting the Axis, Ticks, and Grids

Defining the Line Appearance

Using Labels, Annotations, and Legends

Chapter 4: Visualizing the Data

Choosing the Right Graph

Creating Advanced Scatterplots

Plotting Time Series

Plotting Geographical Data

Visualizing Graphs

Index

About the Authors

Advertisement Page

Connect with Dummies

End User License Agreement

List of Tables

Book 1 Chapter 2

TABLE 2-1 Quantification of Data Storage

TABLE 2-2 The Differences Between Data and Information

Book 1 Chapter 5

TABLE 5-1 Types of Data Visualization, by Audience

Book 2 Chapter 1

TABLE 1-1 Power BI Desktop, Common, Service Features

Book 2 Chapter 4

TABLE 4-1 Join Types

TABLE 4-2 Fuzzy Matching Options

Book 2 Chapter 5

TABLE 5-1 Buttons On the Power BI Model View Home Ribbon

Book 3 Chapter 1

TABLE 1-1 Licensing Differences between Tableau Server and Tableau Cloud

TABLE 1-2 Tools to Utilize For the Tableau Data Life Cycle

Book 3 Chapter 2

TABLE 2-1 Connection Types in Tableau Desktop and Prep

TABLE 2-2 Data Source Planning Categories and Questions

Book 3 Chapter 3

TABLE 3-1 Join Relationship Types for Input Step Data Flows

Book 3 Chapter 4

TABLE 4-1 Field Types Categories

Book 4 Chapter 1

TABLE 1-1 PROJECT Relation

TABLE 1-2 PROJECTS Relation

Book 4 Chapter 3

TABLE 3-1 Sample Literals of Various Data Types

TABLE 3-2 Photographic Paper Price List per 20 Sheets

TABLE 3-3 Examples of String Value Expressions

Book 4 Chapter 4

TABLE 4-1 SQL’s Comparison Predicates

TABLE 4-2 SQL’s

LIKE

Predicate

Book 4 Chapter 6

TABLE 6-1 Ford Small-Block V-8s, 1960–1980

TABLE 6-2 Chevy Small-Block V-8s, 1960–1980

Book 4 Chapter 7

TABLE 7-1 LOCATION

TABLE 7-2 DEPT

TABLE 7-3 EMPLOYEE

Book 5 Chapter 1

TABLE 1-1 Popular Operators

Book 5 Chapter 3

TABLE 3-1 Types and Frequencies of Cars in the Cars93 Data Frame

TABLE 3-2 US Commercial Space Revenues 1990–1994 (in Millions of Dollars)

Book 6 Chapter 3

TABLE 3-1 Matplotlib Line Styles

TABLE 3-2 Matplotlib Colors

TABLE 3-3 Matplotlib Markers

Guide

Cover

Table of Contents

Title Page

Copyright

Begin Reading

Index

About the Authors

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Data Analytics & Visualization All-in-One For Dummies®

Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, www.wiley.com

Copyright © 2024 by John Wiley & Sons, Inc., Hoboken, New Jersey

Media and software compilation copyright © 2024 by John Wiley & Sons, Inc. All rights reserved.

Published simultaneously in Canada

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the Publisher. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and may not be used without written permission. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHORS MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHORS SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHORS OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ.

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Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com.

Library of Congress Control Number: 2024932207

ISBN 978-1-394-24409-6 (pbk); ISBN 978-1-394-24411-9 (ePDF); ISBN 978-1-394-24410-2 (epub)

Introduction

Everywhere you go in the business world, you are likely to encounter executives who make decisions driven by tidbits of raw data that together tell a meaningful story. In fact, in our everyday worlds, websites and mobile apps express data using powerful visualizations to explain complex numbers and concepts, not extensive written passages anymore. The phrase “a picture speaks a thousand words” rings true in the world of data analytics and visualization, and for good reason.

Data analytics and visualization allow anyone to turn raw data into meaningful stories and insights. You, as the analyst, act as the detective. Instead of having to solve a mystery with clues, you are provided datasets that, if provided with enough clarity, can answer complex questions using trend and pattern analysis. If you review a dataset enough, you’ll inevitably have an ah-ha moment in your interpretation quest, but if the dataset can be presented visually, you can accelerate your understanding like a racecar going from 0 to 100 miles per hour in seconds.

Data analytics and visualization help you uncover creative ways to showcase data in a manner that is both informative and engaging. Data often starts out as nothing more than a bunch of jumbled numbers; turning those numbers into a story that can influence decisions and drive change is incredibly powerful. Global enterprises rely on folks who have the skills you are about to embark on in this book as a way to determine business strategies, make corporate decisions, and influence change. If you are ready to learn these skills, you are in for a treat with this book.

About This Book

If you’ve picked up this book, you might be on a quest to piece together a whole lot of terms being thrown around in the information economy regarding data, the most precious tool in the information economy. Data is a business asset that sits at the intersection of many disciplines; the resultant product from data can be methodologies, processes, algorithms, and system outputs. To the end user though, the end game is extracting knowledge and insights from the byproducts of data, and taking action upon review.

Book 1 covers the foundational aspects of the data analytics and visualization lifecycle that every user must understand to be proficient as an analytics and visualization savvy. Books 2 and 3 focus on the two leading tools in the enterprise business intelligence market used to perform complex data analytics and visualization tasks; Microsoft Power BI and Tableau. Books 4 through 6 cover the key programming languages used by both proprietary and open-source data analytics and visualization platforms to extract, assess, and visualize data at scale when commercial off-the-shelf enterprise business platforms are unavailable.

This book uses the following technical conventions:

Bold text means that you’re meant to type the text just as it appears in the book. The exception is when you’re working through a steps list: Because each step is bold, the text to type is not bold.

Web addresses and programming code appear in monofont. If you’re reading a digital version of this book on a device connected to the Internet, note that you can click the web address to visit that website, like this:

www.dummies.com

.

For command sequences in software, this book uses the command arrow. Here’s an example that uses Microsoft Word: Click the Office button and then choose Page Layout⇒  Margins⇒  Narrow to decrease the default margin setting.

If you don’t think the book contains any conventions that need to be spelled out in this section, discuss omitting conventions information with your editor.

To make the content more accessible, we divided it into 6 books:

Book 1, “Learning Data Analytics & Visualization Foundations.”

Book 1 introduces terms and fundamental concepts. You learn about big data, data lakes, and data science, and you see how you can apply visualization tools to create meaningful stories based on data you collect.

Book 2, “Using Power BI for Data Analysis & Visualization.”

Book 2 covers Microsoft Power BI, a data analysis and visualization tool used by many large organizations. This book illustrates how you can use Power BI to make sense of structured, unstructured, and semi-structured data, and develop robust business analytics outputs for your organization.

Book 3, “Using Tableau for Data Analysis & Visualization.”

Book 3 covers Tableau, a data analysis and visualization tool favored by researchers and educational institutions. In this book, you discover how to prepare data and present your findings using Tableau’s storytelling and visualization features. You also see how to collaborate and publish your work with Tableau Cloud.

Book 4, “Extracting Information with SQL.”

Book 4 describes SQL and the relational database model. You discover how SQL is a powerful tool that nonprogrammers can use to write complex queries to get the most out of their data, and more.

Book 5, “Performing Statistical Data Analysis & Visualization with R Programming.”

Book 5 introduces the open-source R programming language. You see how you can use R to perform statistical data analysis, data visualization, and other data science tasks.

Book 6, “Applying Python Programming to Data Science.”

Book 6 describes how Python is used as a data science and visualization tool. The book includes a “crash course” on MatPlotLib.

Foolish Assumptions

To get the most out of this book, you need the following:

Access to the Internet:

This may sound a bit obvious. Even with the Desktop client, an Internet connection is required in order to access datasets from the Internet.

A meaningful dataset:

A meaningful dataset includes at least 300 to 400 records containing a minimum of five or six columns’ worth of data.

Icons Used in This Book

Throughout this book, icons in the margins highlight certain types of valuable information that call out for your attention. Here are the icons you’ll encounter and a brief description of each.

Best Practice icons highlight points of common knowledge among seasoned professionals in the data industry. If you don’t want to look like a complete newbie, follow the well-worn advice described in these paragraphs.

Tips point out shortcuts or essential suggestions that you can use to do things quicker, faster, and more efficiently.

Consider these small suggestions that are quite helpful. Remember icons are like signs on the road to suggest a potential better route.

The Technical Stuff icon marks information of a highly technical nature that you can normally skip over. When appropriate, these paragraphs also suggest specialized resources you may find helpful down the road.

The Warning icon makes you aware of a common issue or product challenge many users face. Don’t fret, but do take note when you see this icon.

Beyond the Book

In addition to the abundance of information and guidance related to data analysis and visualization provided in this book, you get access to even more help and information online at Dummies.com. Check out this book’s online Cheat Sheet. Just go to www.dummies.com and search for “Data Analysis & Visualization All-in-One For Dummies Cheat Sheet.”

Where to Go from Here

The book has three core themes: foundational concepts, tools, and programming languages.

If you want to learn the essential data analytics and visualization concepts, including learning the lingo of the land, head to Book 1.

If you’re looking to get up to speed on Microsoft’s Enterprise BI tools, head to Book 2. Tableau, a tool used for Enterprise BI but heavily leveraged in communities where data is regulated such as banking, healthcare, insurance, and government, head to Book 3.

The underpinning for data analytics and visualization is SQL, a querying language. To get a crash course on SQL, which is necessary for any proprietary or open-source data analytics and visualization platform, head to Book 4.

Finally, Books 5 and 6