
In today’s data driven business world, the ability to characterise and communicate practical implications of quantitative analyse to any stakeholders become a crucial skill to master at the workplace.
In this course, you will learn how to become a master at communicating business relevant implications of data analyses using Tableau. The course investigates visual analytics and related concepts with tableau through the completion of real-world case studies.
What is BI?
Business intelligence (BI) combines business analytics, data mining, data visualization, data tools and infrastructure, and best practices to help organizations to make more data-driven decisions.
What is Tableau?
Tableau is an interactive visualization software, designed for the individual but scaled for the enterprise.
From connection through collaboration, Tableau provides secure and flexible end-to-end analytics platform.
Tableau Desktop and Tableau Prep is supported in both Windows and MacOS environments.
Before you can build a view and analyze your data, you must first connect Tableau to your data. Tableau supports connecting to a wide variety of data, stored in a variety of places.
Explore live connections in Tableau by linking to a sample superstore Excel data source and refreshing changes to see the Tableau data source update in real time.
Learn how to create an extract connection in Tableau by saving an Excel workbook as a packaged data source, then compare the live connection with the extract connection.
All fields in a data source have a data type. The data type reflects the kind of information stored in that field.
In this part, we will help to differentiate two key sets of terms: dimensions vs measures, discrete vs continuous.
Explore how Tableau distinguishes dimensions from measures and discrete from continuous fields using category, subcategory, order date, year, and profits.
Explore how to use measure names and measure values in Tableau to label table cells, filter measures, and visualize multiple measures with dual and blended axes.
Explore how to build and customize visualizations in Tableau using shelves, marks, colors, and labels to convey quantity, segment, and region insights across bar charts, tree maps, and scatter plots.
Chart Suggestions—A Thought-Starter from The Extreme Presentation™ Method created by Dr. Andrew Abela.
Create a Tableau scatterplot to show the relationship between sales and profits using measures on columns and rows, with category and customer dimensions, and add a linear trend line.
Create a dual-axis bar chart in Tableau to compare left-axis sales with right-axis profit ratio, customizing marks with circle or bubble options to reveal technology leads in both metrics.
Build and interpret a box plot in Tableau using the five-number summary to show distribution, skewness, and outliers, then compare subcategories and segments.
Learn to build and customize geographical maps in Tableau, using states, countries, regions, and postcodes to compare metrics like obesity and covid-19 deaths, with background maps and layers.
Build a simple waterfall chart in Tableau by using a running total of subcategory profits, converting marks to a candle-style chart, and color-coding positives and negatives.
Explore complex sorting in Tableau by sorting regions and subcategories with nested sorts. Learn to sort subcategories within each region by the nested sort option based on sum of sales.
Learn to create and navigate data hierarchies in Tableau, drill down and up through date levels, switch between discrete and continuous time, and build hierarchies for geography and product categories.
Create and refine sets in Tableau by selecting regions or defining conditions to form dynamic subsets. Visualize members inside and outside sets and highlight top customers, profits, and sales.
Create Tableau sets for profit-positive and sales greater than 100000, then combine them into an intersecting set that updates visuals. Render a scatterplot to show how subcategories meet both criteria.
Calculated fields allow the user to create new data from data that already exists in the data source.
Creating a calculated field is essentially creating a new field (or column) in the data source, which cane used throughout the workbook (all worksheets).
Explore basic and aggregate calculations in Tableau, then master table calculations and level of detail expressions to control data granularity, including ranking, running totals, and moving averages.
Learn to scope table calculations in Tableau using partitioning and addressing fields, with examples across region, category, and date, and apply directions across, down, or both.
Explore level of detail expressions in Tableau to control granularity and calculations without altering visuals. Learn how fixed, include, and exclude define calculation scope for region, category, and customer insights.
Explore level of detail expressions in Tableau, using include and exclude to control granularity, and compare LOD by customer name with standard aggregations.
Master how level of detail expressions in Tableau use fixed, include, or exclude to shape measures and dimensions, and learn how filters and a decision tree guide table calculations.
Explore level of detail expressions in Tableau, including include and exclude methods, and learn a decision tree to choose between level of detail calculations and table calculations for aggregations.
Explore creating and using parameters in Tableau to make dashboards interactive. Define data types, current values, and display formats that drive chart updates.
Learn to use parameters to swap measures and boost interactivity in Tableau visuals, from scatterplots to covid-19 dashboards with selectable metrics like sales, profits, quantity, and discount.
Use parameters as filter to synchronize year-based filtering across multiple data sources in a Tableau dashboard, by creating a year parameter, a calculated field, and a true/false filter.
Explore the four W principles for Tableau dashboard design: who, where, why, and what. Identify how audience, device, and purpose shape information, interactions, and KPI dashboard content in dashboards.
Design dashboards by matching device and viewing context, sizing for desktop, tablet, or print, and balancing interactions to maintain clarity before building.
Clarify why data is shared and the purpose behind dashboards. Explore four types—exploratory, informative, explanatory, and eye-tracking—showing how each guides discovery, storytelling, and attention.
Apply a dashboard narrative with a beginning, middle, and end—exposition, rising action, climax, and falling action—to guide viewers through insights and decisions.
Explore visual design best practices for dashboards, including selecting appropriate chart types, storytelling through context and titles, and maintaining color consistency for interactive Tableau layouts.
Apply the dashboard design checklist to improve layout, color, font, alignment, and axis consistency, with before-and-after examples of cancer survival and industry comparison dashboards to create clear context and narrative.
After you've created one or more sheets, you can combine them in a dashboard, add interactivity, and much more.
After you create a dashboard, you might need to resize and reorganize it to work better for your users.
Explore the Boeing market outlook and build a Tableau dashboard to visualize regional trends, traffic flows, and growth forecasts from 2019 to 2039.
In today’s data-driven business world, the ability to characterize and communicate practical implications of quantitative analyses to any stakeholders becomes a crucial skill to master at the workplace.
Get Started Today
In this course, you will learn how to become a master at communicating business-relevant implications of data analyses using Tableau. This course investigates visual analytics and related concepts with Tableau through the completion of real-world case studies.
Course Highlights:
Business intelligence overview:
what is business intelligence?
why it is important to business?
what is tableau? why Tableau?
Tableau Workspace:
navigate the Tableau interface
high level overview of Tableau functionality
Data Connection/Types:
connect to data file/database
build table relationships
make data extraction
Create Tables, Charts, Graphs:
detailed steps to create various charts, maps, scatterplots, waterfall etc. as dashboard components
Organize Data with Sort, Filter, Group & Set
Field Calculation, Table Calculation, Level of Details (LOD)
field calculation: mathematical, string, date, logical operations
table calculation: aggregation, percentage, difference, running total etc.
LOD: FIX, EXCLUDE, INCLUDE
Parameters and dynamic calculated fields:
walk through the different techniques to build interactivity using parameters
Data source Joins, Blending, Unions
Dashboard Design Principles and checklist:
main principles of dashboarding from design prospective
Tableau Dashboard & Story: combine the components into a compelling data stories
Implement efficiency tips and tricks
Build dashboards and make impacts with two real-world examples
Hands-on Projects
The final part of the course has two hands-on project where you use Tableau to create your own interactive visualization dashboards. Save your project to the Tableau Public website and you'll have a project you can show potential employers.
COVID-19 tracking project
Boeing Market Outlook 2020-2039 project