Lab Overview

This lab teaches you how to customize existing visualizations and create a map visualization in Tableau Public following best practices. You will work with an existing workbook (from Lab 1 Part A) and apply formatting, color palettes, and geographic filters.

Deliverables (30 points)

1. Bubbles Visualization Screenshot — Match the result shown at the end of Step 17 in these instructions. Include your name from the top-right corner of Tableau. (10 pts)
2. Region by Top 10 Products by Quantity Screenshot — Match the result shown at the end of Step 31. Include your name. (10 pts)
3. Map Visualization Screenshot — Match the result shown at the end of Exercise 2, Step 16. Include your name. (10 pts)

Part 1: Customize Existing Visualizations

Step-by-Step Instructions

1. Navigate to public.tableau.com. Click Sign In, enter your Tableau Public credentials, and click SIGN IN.
2. Click the Profile icon (top right) → My Profile.
3. Click the Hidden tab and select the MyCleanData visualization.
4. In the top right, click the Edit icon to open the workbook.
5. At the bottom of the page, click the Bubbles worksheet tab.

A. Customizing the Bubbles Sheet

6. Drag Revenue from the Data pane to Label on the Marks card. Each circle now shows the product name and revenue details.
7. In the Marks card, click the dropdown arrow (default "Circle") and change it to Square.
8. Hover over the Product Name legend in the right-hand pane. Click the small black arrow → Edit Colors.
9. In the Edit Colors dialog, select the dropdown at the top and choose the second-from-bottom palette: Winter. Click OK.
10. Double-click the Bubbles visualization title. Select the text and format as: Tableau Book font, 20 pt, bold, dark pink, center-aligned.

B. Customizing the Region Top 10 Products Sheet

13. Right-click the RegionTop10Products worksheet tab → Duplicate.
14. On the duplicated tab, click Show Me and select Side-by-Side Bars. Close the Show Me menu.
15. Click the Fit icon in the toolbar → Fit Width.
16. Double-click the title. Rename to "Region by Top 10 Products by Quantity" and format as: Tableau Book font, 20 pt, bold, dark grey, center-aligned.
17. Open Format → Worksheet. Under Fonts set to 12 pt with a chosen color. Collapse Fonts.
18. In Shading → Fill, change to Dark Palette and pick a color. Collapse Shading.
19. In Borders, set Column Dividers to black, Level 2. Collapse Borders.
20. In Interactive Controls, set Background Style to a chosen color. Close the Format dialog.

C. Publish

21. Click Publish in the workbook toolbar.

Part 2: Create and Customize a Map Visualization

22. At the bottom, click the New Worksheet icon.
23. In the Data pane on the left, collapse all tables.
24. Drag Longitude (generated) to the Columns shelf and Latitude (generated) to the Rows shelf.
25. Expand the Instructions table.
26. Drag Revenue to Color on the Marks card.
27. Drag State or Province to Detail on the Marks card.
28. Click the Show Mark Labels icon (the "A" with dots) in the toolbar.
29. If needed, use the map tools to pan and zoom into the United States.
30. Drag State or Province from the Data pane to the Filters shelf. Click OK when prompted (keep "All").
31. In the Filters shelf, hover over State or Province, click the white arrow → Show Filter.
32. Open the main menu → Map → Background Maps → Satellite.
33. Open the main menu → Map → Background Layers. Under Background Map Layers, check Cities.
34. In the State or Province filter on the right, select only: California, Georgia, Minnesota, and New York.
35. Rename the sheet to Map.

D. Publish

32. Click Publish.

Screenshot Requirements

Each deliverable screenshot must:

• Show the completed visualization matching the description above.
• Include your name visible in the top-right corner of the Tableau interface.
• Capture the relevant shelves (Rows, Columns), Marks card, and any active filters.