Data Visualization and Analytics with Tableau

Name: Data Visualization and Analytics with Tableau
Rating: 4.4 (28 reviews)

Create powerful Tableau visualization with hands-on exercises - Master Tableau for Data Visualization and Analytics

Created byJason Zhang

Last updated 6/2024

English

English [Auto],

What you'll learn

Learn the fundamentals of Tableau workspace
Create bar charts, pie charts, histogram, geographical maps and more
Use sort, filter, group, set in Tableau to analyze views
Create calculated fields with string/date/maths/logical functions
Use parameters to create dynamic dashboards
Combine multiple data sources using joins, blends, unions and relationships
Learn to style and format the dashboards to highlight the key information
Build professional interactive dashboards to effectively communicate data insights

Course content

6 sections • 56 lectures • 5h 51m total length

Course Objective and Course Agenda2:49
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.
Introduction to Business Intelligence5:35
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.
Introduction to Tableau8:22
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 Installation3:36
Tableau Desktop and Tableau Prep is supported in both Windows and MacOS environments.
Data Connection in Tableau7:14
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.
Extract vs Live Datasource3:20
Live Connection Demo1:46
Extract Connection Demo2:56
Tableau Workspace17:54
Tableau Basics

Data Types in Tableau5:47
All fields in a data source have a data type. The data type reflects the kind of information stored in that field.
Dimension vs Measure and Discrete vs Continuous2:15
In this part, we will help to differentiate two key sets of terms: dimensions vs measures, discrete vs continuous.
Categorize Fields Demo6:09
Measure Names vs Measure Values5:21
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.
6 Marks10:34
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 Suggstions4:40
Chart Suggestions—A Thought-Starter from The Extreme Presentation™ Method created by Dr. Andrew Abela.
Show Me in Tableau5:02
Tableau Chart - Scatter Plot4:18
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.
Tableau Chart - Bar Chart7:14
Tableau Chart - Bar Chart with Dual Axis2:55
Tableau Chart - Histogram5:48
Tableau Chart - Boxplot6:36
Build and interpret a box plot in Tableau using the five-number summary to show distribution, skewness, and outliers, then compare subcategories and segments.
Tableau Chart - Geographical Map5:36
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.
Tableau Chart - Waterfall Chart4:36
Analyze View - Filtering (Part 1)8:49
Analyze View - Filtering (Part 2)4:47
Analyze View - Sorting (Part 1)6:29
Analyze View - Sorting (Part 2)2:54
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.
Analyze View - Grouping6:31
Analyze View - Hierarchy7:50
Analyze View - Set (Part 1)5:22
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.
Analyze View - Set (Part 2)5:48
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.
Analyze View - Alias6:23
Tableau Fundamentals

Overview of Calculated Fields12:44
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).
Table Calculation (Part 1)7:25
Table Calculation (Part 2)10:30
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.
Level of Details (Part 1)7:08
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.
Level of Details (Part 2)5:19
Level of Details (Part 3)8:54
Level of Details (Part 4)3:00
Create Parameters11:01
Use Parameter to Swap Measures7:34
Use Parameter as Filter3:08
Use Paraemeter to Change Color5:07
Tableau Calculated Fields and Parameters

4W Dashboard Design Principles5:52
Design Principle - WHO8:25
Design Principle - WHERE6:28
Design dashboards by matching device and viewing context, sizing for desktop, tablet, or print, and balancing interactions to maintain clarity before building.
Design Principle - WHY5:56
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.
Design Principle - WHAT5:14
Dashboard Narrative Structure5:17
Dashboard Visual Best Practices4:37
Dashboard Design Checklist4:48
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.

Requirements

Interest in Data Visualization/Business Intelligence
You should have access to a computer running Mac or Windows. The course will show you how to download and install the Tableau software.

Description

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

Who this course is for:

You should take this course if want to learn Tableau completely from scratch
You should take this course if you know some Tableau skills but want to get better
You should take this course if you want to build skills in data visualization and business intelligence

Data Visualization and Analytics with Tableau

What you'll learn

Explore related topics

Course content

Introduction to Business Intelligence and Tableau9 lectures • 54min

Tableau Fundamentals23 lectures • 2hr 12min

Master Tableau Calculations11 lectures • 1hr 22min

Dashboard Design Principles8 lectures • 47min

Build a dashboard and Publish3 lectures • 25min

Build your own dashboards2 lectures • 12min

Requirements

Description

Who this course is for: