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Tableau Hand-On ExercisesFor Life Sciences TOC \o "1-1" \h \z \u Overview2Exercise 1 – Connecting to Data3Exercise 2 – Exploring the Data4Exercise 3 – Geographic Analysis - Maps6Exercise 4 –Time Series Analysis7Exercise 5 – Telling a Story – Dashboards and interactivity8OverviewYou will be playing the role of a Data Analyst tasked with identifying adverse drug outcomes from Phase 1 clinical trials.Need to understand overall scope of trialWas study effectively randomized?Identify high and low risk drugs to progress with next stagesUltimately, I’d like to then present my findings with my team and management.Exercise 1 – Connecting to DataWe will start with our first step to any analysis- connecting to data. Luckily, we are working with a simple .csv file.Launch Tableau Desktop.Select ‘Text File’ under connections.Navigate to wherever you saved our sample data titled – ‘Clinical Trials Workshop Data’Click the orange Sheet 1 tab.Tableau Desktop Tableau organizes and categorizes your data for you. Measures are the numeric data elements – the things you add, average, or otherwise do calculations on. Think of them as the “numbers”, these will always be at the bottomDimensions are the (typically) non-numeric data elements – they are the things you group by or drill down by. Think of them as the “words”.Marks CardFiltersPagesColumn ShelfRow ShelfExercise 2 – Exploring the DataLet’s first understand our sample, how many participants do we have. We know that each row represents a unique person. We will use auto-generated field ‘Number of Records’Double-click on Number of Records.(125,624 Participants)Patient Outcomes is also very important.Click and drag Patient Outcome to ColumnsTableau made a bar chart, but it’s a little hard to see, let’s Swap Rows & Columns and make this view bigger. Where you see the screen fitting to Standard, select drop down for Entire ViewAnd I want this view to be sortedSort descending either from the top toolbar icon or the sort icon on the axis.Let’s add a bit more detail and see if there is a gender skew?Click + drag Patient Gender to the Rows shelf, to the left of Patient Outcome. Also add Patient Gender to Color on MarksI’d also like to group my participants by age, but let’s try something different.Click + drag Age Group and hover right above your bar chart. You should see a dotted line, telling you where the field will be dropped. Go ahead and release the fieldIn just a few minutes you just made a small multiples chart!Save this Sheet as ‘Patient Outcomes’22278044400213247319383200158381198898003196811232205700817493926244Now I want to dig deeper, which drugs may be having adverse outcomes?Open a new Sheet. Double Click on Drug Name.It seems we have the same drug repeated due to naming conventions. Let’s group those.Click on NIVOLUMAB, hold your ‘ctrl’ key and click down to grab all 5 instances. Right click and Select Group (paperclip icon). Right click on your new group, find Edit Alias to edit your new group’s nameWhich drugs are we trialing the most?Click+Drag Number of Records to ColumnsWe are also interested in Drug Reactions.Click+ Drag Drug Reactions on top of Bar ChartTableau made a stacked bar chart, let’s explore other ways of visualizing.Navigate to Show Me, toggle to a few visualization types. Ultimately come back to your original stacked bar chart (Unlimited Back arrow/ctrl+z) We can use Show Me and the Marks Card together to customize our visualization.On your Marks Card, change from Automatic to Circles. Increase Size with SliderBut, we are only interested in adverse outcomes .On your color legend find ‘No Severe Reaction’ and ExcludeSave this sheet as ‘Adverse Drug Outcomes’379857019494506940551130935016151126540239382706604004147820222250Exercise 3 – Geographic Analysis - Maps It’s also very important that we have a randomized and qualified trial site sample. We’ll use Tableau’s built-in mapping features to do this.You’ll notice a little globe symbol next to State. This means Tableau automatically sees geographic information in these fields.Open a new worksheet, double click StateNo special processing of our data is required – Tableau does this on the fly. We recognize countries, provinces, states, cities, zip codes, etc.Now double click on CityLet’s add a bit more detail that will give us a more analytical view.Drag + drop Number of Records directly on top of your map (click on Size to use slider adjust circle size)Drag + drop Patient Weight to Color on Marks. Right click on field, you will see dropdown arrow to change aggregation from SUM() to an AVG()Finally, we have not added any filters to our data, we know our end users like to analyze by age cohorts. Let’s add a filter to our analysis.Find field Age Bracket, right click -> Show Filter Let’s ensure this filter behaves as we expect, we want this filter to interact with all of our visualizations, not just the map we created.In the top right corner of the filter, drop into the little downward arrow. Find Apply to Worksheets and Select “All Using This Data Source”Optional- in same menu list, select Multiple Values Drop down to clean up the viewBonus- can you change your map background? (Hint Map Tab)Save Sheet as ‘Trial Sites’7003802829680065986996008800Exercise 4 –Time Series AnalysisOur last analysis is to trend our trial starts. We want to ensure there is smooth enrollment over this 3 year study.Open a new worksheet.Double-click on Number of Records.Watch what happens when I add a date to the viz.Double-click on Trial Start DtThis just saved me a lot of work – It changed to a line chart because we are now looking at trend data and line charts are best for this. It has automatically summed participants by year.Right-click on Year in Columns she to drop down the field menu. We will choose a continuous Month( 2nd month option) meaning we will trend for each data point aggregating up to Month . Note that discrete dates are built-in hierarchies in Tableau.Optional- select Area on Marks cardBonus* - Can you add an Average Line to your analysis? (Hint Analytics Pane)Save sheet as ‘Enrollment Trends’6817018874730194310-279400Exercise 5 – Telling a Story – Dashboards and interactivityWe are nearly finished with our analysis and I want to be able to present my findings and share them with others in my organization.Dashboards are a great way to share the results of an analysis.Create a new dashboard. Click on the tab at bottom that looks like a window-pane1140819115294Name it ‘Trial Outcomes Analysis’. Click on checkbox in lower left to ‘Show the Title’.Let’s Add all 4 sheets to our Dashboard by dragging them onto canvas.Now we need to add interactivity, I may want to investigate certain trial sites, outcomes by gender, specific drugs etc…Select any one of your sheets, click on the little funnel in upper right corner so it is highlighted white. Do this for all your sheets. 862523299472Let’s start drilling into the details…Can you find which drug had the most adverse outcome for the 65 Yrs and Older Age Bracket located in Miami?Sandostatin-8536237494000 ................
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