CBS Training

Data Visualization And Storytelling with Tableau

Case-study based data analytics using Tableau

Tableau is a powerful and fastest growing data visualization tool used in the Business Intelligence Industry. It helps in simplifying raw data into the very easily understandable format. Data analysis is very fast with Tableau and the visualizations created are in the form of dashboards and worksheets. The data that is created using Tableau can be understood by professional at any level in an organization. It even allows a non-technical user to create a customized dashboard.

This course is customized for corporate managers and executives who are required to prepare various types of impressive executive management reports and business key performance reports. The great thing about Tableau software is that it doesn’t require any technical or any kind of programming skills to operate. The main objective of this course is to provide the participants invaluable insights and equip them with advanced charting and reporting skills to professionally present their reports in the form of a story.

Course Objectives
  • Identify the core principles of data visualisation and data storytelling
  • Identify the different types of business questions and analytical patterns
  • Be able to conduct exploratory and diagnostic analysis
  • Develop dashboards as part of data storytelling for business needs
  • Understand and work with Tableau
Course Outline
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

Course Pre-Requisite
This course is suitable for beginners and does not require any prior knowledge of the tool. A comprehensive course structure will ensure that the candidates take away a clear understanding of the concepts of data storytelling and gain strong hands-on experience on the tool.

Participants are required to bring a laptop for the course.

Who Should Attend
  • Professionals who work with data and are looking to improve their data visualisation skills
  • Individuals seeking to gain knowledge and explore opportunities in the areas of business analytics
  • Individuals with a keen interest to understand Tableau and its capabilities
  • This course is designed for professionals and individuals from all levels, industries, and job functions with an interest to make a bigger impact with their analysis.

This is a case study-based course. A generic retail dataset will be used for the practical hands-on to reinforce your understanding of the concepts and tool. The course will train participants how to create dynamic dashboards and stories in Tableau using external data, how to create relationships between multiple tables, how to use advanced Tableau built-in filters, functions and reporting features to enhance user interactivity with the dashboard, how to build and manage an efficient data model that feeds the dashboard with updatable business data, and also how to use the publish the dashboards and share it via a URL.

At the end of the course, a case study related to the topics learned will be given. Participants will have a chance to discuss the case study scenario and come out with the solution. This case study helps participants to have a better understanding of the topics learned and know how to apply the skills in their work. Model answers of the case study and samples of Tableau Dashboards will be given to participants for reference and revision after the course.

Trainer
Mallikarjun is an experienced Data Scientist and has worked across multiple functions in multi-billion dollar companies. He specializes in Business Intelligence and Machine Learning and has worked on assignments in Australia, Malaysia, Japan, and India. He has coached people for data analytics, business intelligence, and data visualization.

He has extensive experience working on various problem statements that involve data analytics and data science, including automating financial and HR reports for the C-level management of his company and working on showing the perfect recommendation to a consumer on the e-commerce platform which directly impacts the revenue. His day to day tasks involves supporting business decisions using BI and visualization tools, training machine learning models with petabyte-scale datasets and communicating insights to the business users for making informed decisions. His creative skills combined with programming skills have given him an edge in the tech industry.