Tableau Training Overview
Accelebrate's Data Storytelling with Tableau training course teaches participants how to effectively find and communicate insights in data with a focus on context, design, communication, and automation. This class includes time for workshopping with your own data to make improvements and create more impactful data-driven narratives.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Understand the difference between exploratory and explanatory analysis
- Distinguish between data visualization and data storytelling
- Learn the data storytelling process
- Learn which charts to use to appropriately analyze data for insights
- Build advanced charts for immediate insights
- Ask the right questions to impact business decisions
- Determine which metrics are important and how to analyze, visualize them appropriately
- Choose the appropriate story type for the data story
- Construct the data story
- Identify common pitfalls of data analysis and visualization
- Apply best practices of data visualization and storytelling
- Communicate insights in a clear, simple way that tells a story to drive action
Prerequisites
All students should have prior experience working with corporate reporting.
Outline
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Understanding the difference between data visualization and data storytelling
The data storytelling process overview
Starting in Tableau
- Simple Data Connections and the Data Connection Interface
- The Main Tableau Interface and Navigation Menu
- Building Simple Visualizations
- Saving Options
Dimensions vs. Measures and How They Affect a Viz
- What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
Continuous vs. Discrete Variables
Basic Aggregations
Context and Logistics
- Obtaining context
- Focus on the why (why -> root cause)
- Challenging assumptions
- Identifying key metrics
- Logistics
- Does the data exist for what's being asked?
- Do you need permission to access the data set?
Five Types of Analyses Overview
- 1 – Distributions of Data, Rankings, Part-to-Whole
- The Standard Bar Chart
- The Side-by-Side Bar
- Pie Charts with Percent of Total
- Bar Chart with Max Color Calculated Field
- 2 – Relationships between variables
- Using Measure Names and Measure Values to Build a Data Table
- Highlight Tables
- Scatterplots
- Creating Dual Axis Charts and Combo Charts
- 3 – Trends and patterns over time
- Advanced Time Series Analytics
- 4 – Geographical and spatial relationships
- Filled Map
- Symbol Map
- Dual Axis Map
- 5 – Outlier Analysis
Secondary Characters That Help the Protagonist (The Analysis)
- Advanced Tooltips
- Annotations
- Dynamic titles
- Sets/Combined Sets
- Conditional Filter (if needed)
- Top/Bottom N Filter (if needed)
Select Your Data Story
- Narrate Change over Time.
- Start Big and Drill Down.
- Start Small and Zoom Out.
- Highlight Contrasts.
- Explore the Intersection.
- Dissect the Factors.
- Profile the Outliers.
Tableau/Data Secondary Characters
- Using KPIs and BANS
- KPI Indicators with YTD vs. Prev YTD (or similar types of time periods)
Sketch
- Story Mountain, translated for data
- How will this be visually represented? (Sketch it out)
Dashboard
- Advanced Formatting & Dashboard Best Practices
- Layout Containers
- Floating Elements
- When to Use Which
- Effective Dashboard Layouts
- Layout Best Practices
- Dashboard filters for end-user use
- Labeling, Annotations, Tooltips, and Data Highlighting
- Axis Labels
- Annotations
- Tooltips
- Storypoints
Conclusion
Training Materials
All Tableau training students receive comprehensive courseware.
Software Requirements
- Data Visualization tools, like Tableau or Power BI
- Microsoft Excel 2016 or later
- Internet access
- Related data and lab files that Accelebrate would provide
