You are an experienced Tableau user who wants to learn more about best practices for displaying information and insights in Tableau. Ideally, you have taken the Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate courses, but these are not official prerequisites. This course uses Tableau to develop and discuss visualizations, but does not include instruction on how to use Tableau.
- NOTE: This course is available in 2-full days or abbreviated class hours in 5-day schedule. If unable to find your session of choice, click 'View more available dates'.
Skills Gained
When you complete this course, you will be able to:
- Design visualizations that reduce cognitive load to effectively leverage short-term memory.
- Design visualizations that align with pre-attentive attributes to effectively leverage sensory memory.
- Design visualizations to inform viewers without misleading.
- Effectively use chart types to answer specific questions.
- Design dashboards and stories using visual best practices.
Who Can Benefit
Business Analyst, Consultant, Designer, End User, Marketer, Business User
Prerequisites
Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate are recommended but not required
Course Outline
Visual Analytics Process
- Visual Analytics
- Visual Analytics Process
- Advantages of Visual Analysis
Memory and Processing
- Memory and Processing Types
Short-Term Memory
- Cognitive Load
- Focus and Guide the Viewer
- Remove Visual Distractions
- Organize Information into Chunks
- Design for Contiguity
Sensory Memory: Overview
- Preattentive Attributes
- Quantitatively-Perceived Attributes
- Categorically-Perceived Attributes
Sensory Memory: Form
- Form Attributes
- Length
- Width
- Size
- Orientation
- Shape
- Enclosure
Sensory Memory: Color
- Color Attributes
- Color Relativity
- Color Vision Deficiency
- Color Hue
- Color Intensity
- Sensory Memory: Position
- Position Attributes
- 2-D Position
- Spatial Grouping
Informing without Misleading
- Gestalt Principles
- Visual Area Assumptions
- Axis Assumptions
- Color Assumptions
- Amount of Detail
Charts for Viewing Specific Values
- Questions that Lead to Viewing Specific Values
- Chart Types for Viewing Specific Values
- Best Practices and Considerations for Viewing Specific Values
Charts for Comparing and Ranking Categories
- Questions that Lead to Comparing and Ranking Categories
- Chart Types for Comparing and Ranking Categories
- Best Practices and Considerations for Comparing and Ranking Categories
Charts for Comparing Parts to Whole
- Questions that Lead to Comparing Parts to Whole
- Chart Types for Comparing Parts to Whole
- Best Practices and Considerations for Comparing Parts to Whole
Charts for Comparing Measures
- Questions that Lead to Comparing Measures
- Chart Types for Comparing Measures
- Best Practices and Considerations for Comparing Measures
Charts for Viewing Correlation
- Questions that Lead to Viewing Correlation
- Chart Types for Viewing Correlation
- Best Practices and Considerations for Viewing Correlation
Charts for Viewing Distributions
- Questions that Lead to Viewing Distributions
- Chart Types for Viewing Distributions
- Best Practices and Considerations for Viewing Distributions
Charts for Viewing Data Over Time
- Questions that Lead to Viewing Data Over Time
- Chart Types for Viewing Data Over Time
- Best Practices and Considerations for Viewing Data Over Time
Charts for Mapping
- Questions that Lead to Mapping
- Chart Types for Mapping
- Best Practices and Considerations for Mapping
Dashboards and Stories
- Development Process for Dashboards and Stories
- Plan the Visualization
- Create the Visualization
- Test the Visualization