Effective Data Visualization with Tableau

2 Days

12 CPD hours

This course is relevant to anyone who needs to work with and understand data including:
Business Analysts, Data Analysts, Reporting and BI professionals
Marketing and Digital Marketing professionals
Digital, Web, e-Commerce, Social media and Mobile channel professionals
Business managers who need to interpret analytical output to inform managerial decisions

This course will cover the basic theory of data visualization along with practical skills for creating compelling visualizations, reports and dashboards from data using Tableau.
Outcome: After attending this course delegates will understand -
How to move from business questions to great data visualizations and beyond
How to apply the fundamentals of data visualization to create informative charts
How to choose the right visualization type for the job at hand
How to design and develop basic dashboards in Tableau that people will love to use by doing the following:
Reading data sources into Tableau
Setting up the roles and data types for your analysis
Creating new data fields using a range of calculation types
Creating the following types of charts - cross tabs, pie and bar charts, geographic maps, dual axis and combo charts, heat maps, highlight tables, tree maps and scatter plots
Creating Dashboards that delight using the all of the features available in Tableau.

The use of analytics, statistics and data science in business has grown massively in recent years. Harnessing the power of data is opening actionable insights in diverse industries from banking to tourism.

From Business Questions to Data Visualisation and Beyond

• The first step in any data analysis project is to move from a business question to data analysis and then on to a complete solution. This section will examine this conversion emphasizing:
• The use of data visualization to address a business need
• The data analytics process ? from business questions to developed dashboards

Introduction to Tableau ? Part 1

• In this section, the main functionality of Tableau will be explained including:
• Selecting and loading your data
• Defining data item properties
• Create basic calculations including basic arithmetic calculations, custom aggregations and ratios, date math, and quick table calculations
• Creating basic visualizations
• Creating a basic dashboard

Introduction to Tableau ? Part 2

• In this section, the main functionality of Tableau will be explained including:
• Selecting and loading your data
• Defining data item properties
• Create basic calculations including basic arithmetic calculations, custom aggregations and ratios, date math, and quick table calculations
• Creating basic visualizations
• Creating a basic dashboard

Key Components of Good Data Visualisation and The Visualisation Zoo

• In this section the following topics will be covered:
• Colour theory
• Graphical perception & communication
• Choosing the right chart for the right job

Data Exploration with Tableau

• Exploring data to answer business questions is one of the key uses of applying good data visualization techniques within Tableau. In this section we will apply the data visualization theory from the previous section within Tableau to uncover trends within the data to answer specific business questions. The types of charts that will be covered are:
• Cross Tabs
• Pie and bar charts
• Geographic maps
• Dual axis and combo charts with different mark types
• Heat maps
• Highlight tables
• Tree maps
• Scatter plots

Introduction to Building Dashboards with Tableau

• In this section, we will implement the full process from business question to final basic dashboard in Tableau:
• Introduction to good dashboard design
• Building dashboards in Tableau