Data Storytelling with Tableau

23 Ratings

Course Number: TAB-110

Duration: 2 days (13 hours)

Format: Live, hands-on

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 Data courses are available as live, online classes for individuals.

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

Expand All | Collapse All

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 Dates
  • Setting the Fiscal Year
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
    • Box Plots
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


Accelebrate gets great teachers that know that our time is valuable and teaches only what is relevant and value added.

 Anonymous - Naval Air Systems Command, JBMD Lakehurst, NJ

Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

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Multiple Payment Options

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