Understanding what Data Storytelling means and Tableau interface overview
- Fundamentals of KPIs and their respective visual format
- The visual variables used in visualizations
- What differentiates a good visualization from a bad one
- Basic technical terminologies to get started with Tableau
- Different kinds of charts in Tableau
Getting started with Tableau
- Connect and join different data sources
- Create union/blend of two tables
- Create relationships between multiple tables
- Create data extracts and filter out data at source
- Create basic charts (pie charts, bar charts, line charts)
- Format text and colors in a chart
Organize and sort data, apply filters and use quick calculations
- Conversion of data types
- Create hierarchies in data
- Create groups and sets
- Apply in-built filters to a chart as slicers/ radio buttons/drop down menu
- Create bins and plot histograms/frequency plots
- Use quick table calculations to see percentage of total/running total/difference from previous
- Use hierarchy to create dynamic aggregations
User defined calculations and functions, parameter control
- Apply the If-Then logic
- use pre-defined functions for strings, numbers and dates
- Calculate percentages
- Apply logical functions
- Split and merge fields
- Create dynamic filters and variable bin size
- Use the created fields in visualizations and as filters
Advanced analytics
- See correlation and fit regression line
- Forecast the future value using in-built mechanisms
- Create clusters and visualize them
- Create trend line/average line to make charts more interpretable
Maps and Creating Analytical Dashboards
- Fit multiple visualizations into a dashboard and format them for interpretable
- Use single filter for multiple visualizations, highlight an anomaly and redirect to external websites on click
- Add images and annotations to the dashboards
- Place marks on a map
- Customize maps
External map service, Storypoints and publishing to server
- Add Mapbox map service to create more detailed maps
- Explain the origin of a problem to solution using storypoint navigation
- Publish dashboard to Tableau Public / Custom server and Web Authoring
Case Study
In the short case study, participants will have a chance to design a user-friendly dynamic dashboard and publish it to your Tableau Public profile. The case study helps participants to apply the skills and functions they learned from the training so that they know exactly how to build interactive and informative dashboards in their work. A typical case study could be HR Analytics, for which the dataset will be provided