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Data Storytelling with Tableau

Skills Gained Understand the difference between exploratory and explanatory analysis Distinguish between data visualization and data storytelling Learn the data storytelling process Learn which...

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Course Code TAB-110
Duration 2 days
Available Formats Classroom

Skills Gained

  • 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.

Course Details

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

Outline

  • 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