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Tableau and R for Analytics Projects

Tableau and R for Analytics Projects

2h 19mIntermediate2025-11-07

Authors

Curt Frye

Curt Frye

President of Technology and Society, Incorporated

Course details

On its own, Tableau is a powerful tool that helps professionals analyze, display, and generally make sense of the data at their fingertips. With the addition of R—a free, open-source language for data science—you can glean even more insights from your data. In this course, learn how to combine the analytical strengths of R with the visualization power of Tableau to analyze and present data more effectively. Instructor Curt Frye demonstrates how to install R and RServe; create a connection between Tableau and R; perform several types of analyses in R, from linear regression to cluster identification; and incorporate those analyses into Tableau visualizations.

Learning objectives
Configure and establish a functional connection between R and Tableau by installing R, RServe, and necessary CRAN packages, then successfully connecting both platforms to enable integrated analytics workflows.
Construct multiple types of predictive models in R including linear regression, logistic regression, and clustering algorithms, then integrate these models into Tableau visualizations for business decision-making.
Evaluate and interpret complex data patterns using advanced R algorithms (support vector machines and random forests) and assess model performance to determine the most appropriate analytical approach for specific business scenarios.
Design comprehensive analytics solutions that leverage the complementary strengths of both R and Tableau, creating end-to-end workflows from data import through advanced analysis to compelling visualization and presentation.

Concepts

Introduction

  • Gain valuable insights using Tableau and R

Introducing Tableau and R

  • Compare the strengths of Tableau and R
  • How Tableau and R can work together
  • Install R on a computer
  • Download and install CRAN packages in R
  • Run RServe and establish a connection to Tableau

Preparing for Analysis Using Tableau and R

  • Import data into R
  • Create calculations in R
  • Import data into Tableau
  • Create a visualization in Tableau
  • Create a calculated field in Tableau

Creating and Visualizing Linear Regression Models

  • Describe linear regression and multiple regression models
  • Create single- and multiple-variable linear regression models
  • Analyze regression variables for significance
  • Visualize data for linear regression in Tableau
  • Add an R regression model to a Tableau viz

Classifying Data Using Logistic Regression

  • Describe logistic regression algorithms
  • Create a logistic regression model
  • Visualize data for logistic regression in Tableau
  • Add an R logistic regression model to a Tableau viz

Classifying Data Using Support Vector Machines

  • Describe support vector machine algorithms
  • Create a support vector machine model
  • Visualize support vector machine data in Tableau
  • Add an R support vector machine model to a Tableau viz

Grouping Data Using Cluster Analysis

  • Describe cluster analysis
  • Do cluster analysis in R
  • Troubleshoot cluster analysis in Tableau
  • Write cluster data to a CSV file for use in Tableau

Classifying Data Using Random Forests

  • Describe random forest analysis
  • Create a random forest analysis model in R
  • Visualize data for random forest analysis in Tableau

Conclusion

  • Further resources

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