Tableau: Data Visualization

Learn to harness full potential of your data and visualize to predict accurate business trends.

We aren’t naturally good at storytelling with data

While technology has increased access to and proficiency in tools to work with data, there remain gaps in capabilities. You can put some data together and create a graph.
For many, the process of data visualization ends there. This can render the most interesting story completely underwhelming, or worse—difficult or impossible to understand. Tool defaults and general practices tend to leave our data and the stories we want to tell with that data sorely lacking.

There is a story in your data

Our tools don’t know what the story is. That’s where it takes you—the analyst or communicator of the information—to bring that story visually and contextually to life.
That process is the focus of this course. We’ll dive through a good number of examples before-and-after to give you a visual sense of what you’ll learn, we’ll cover each of these in detail at various points in this Tableau course.
This course will enable you to shift from simply showing data to storytelling with data.
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What skill will you learn ?

Tableau course overview

Intro to Tableau

The module will cover the best practices that can be applied in graphing and Business Intelligence software. There are a vast number of tools that can be leveraged to tell effective stories with data. Taking the time to learn the tool, so that it does not become a limiting factor when it comes to applying the lessons we’ll cover throughout this course.
  • What is data visualization?
  • Comparison and benefits against reading raw numbers
  • Real use cases from various business domains
  • Some quick and powerful examples using Tableau
  • Installing Tableau
  • Tableau interface

Core Topics in Tableau

We’ll start exploring the role Tableau plays in Data Visualization and what Tableau feature can be leveraged as a top-of-the-line tool used in the industry to represent data and make Business predictions.
  • Core Topics in Tableau
  • Dimension vs Measures
  • Discrete vs. Continuous
  • Application of Discrete and Continuous Fields
  • Aggregation in Tableau

Charts and Graphs

Challenging a distinction between charts and graphs. Typically, “chart” is the broader category, with “graphs” being one of the subtypes (other chart types include maps and diagrams). We don’t tend to draw this distinction, since nearly most of the charts used on a regular basis are graphs. Throughout this module, we’ll be using the words chart and graph interchangeably.
  • Creating Charts in Tableau
  • Bar Chart
  • Stacked Bar Chart
  • Line Chart
  • Scatter Plot
  • Dual-Axis Charts
  • Combined-Axis Chart
  • Funnel Chart
  • Cross Tabs
  • Highlight Tables
  • Maps
  • Measure Name and Measure Values

Working with Metadata

When you first encounter a dataset, often the first thing you see is the raw data—numbers, dates, text, field names, and data types. Almost certainly, there are insights and stories that need to be uncovered and told, decisions to make, and actions to take. But how do you find the significance and uncover the meaning to tell the stories that are hidden in the data?
  • Working with Metadata
  • Data Types
  • Rename, Hide, Unhide and Sort Columns
  • Default Properties of Fields

Advanced Data Manipulations

Tableau is an amazing platform for seeing, understanding, and making key decisions based on your skills to manipulate data as per your needs. With it, we will be able to achieve incredible data discovery, data analysis, and data storytelling. We’ll accomplish these tasks and goals visually using an interface that is designed for a natural and seamless flow of thought and work.
  • Mark and highlight
  • Groups
  • Sets (creating and editing sets, IN/OUT)
  • Bins
  • Hierarchies
  • Folders
  • Sorting and Types
  • Using the Formatting pane to work with the menu, fonts, alignments, settings, etc.
  • Editing axes and annotations

Filters in Tableau

Often, we will want to filter data in Tableau in order to perform an analysis on a subset of data, narrow your focus, or drill into detail. Tableau offers multiple ways to filter data. If we want to limit the scope of our analysis to a subset of data, we can filter the data at the source using the techniques covered in the following module.
  • Filters in Tableau
  • Dimension Filter
  • Date Filter
  • Measure Filter
  • Visual Filter
  • Interactive Filter
  • Data source Filter
  • Context Filter

Applying Analytics to the Worksheet

We’ll focus on worksheet-level formatting now, as we’ve already covered metadata and we’ll also be covering dashboards and stories in the future. However, it is beneficial to see the big picture of formatting in Tableau.
  • Applying Analytics to the Worksheet
  • Sets
  • Parameters
  • Group
  • Calculated Fields
  • Date Functions
  • Text Functions
  • Bins and Histogram
  • Sort
  • Reference and Trend Lines
  • Table Calculations
  • Pareto Chart
  • Waterfall Chart

Working with Mapping

As Tableau can also read shape files and geometries from some databases. These and other geographic capabilities will be covered in more detail in this Mapping Techniques section of Advanced Data Visualizations.
  • Working on coordinate points
  • Plotting longitude and latitude
  • Editing unrecognized locations
  • Customizing geocoding, polygon maps, WMS: web mapping services
  • Working on the background image, including add image
  • Plotting points on images and generating coordinates from them
  • Map visualizations
  • How to create map projects in Tableau
  • Creating dual axes maps, and editing locations

Level of detail

Level of detail calculations are a type of calculation that allow you to perform aggregations at a specified level of detail, which may be different from the level of detail that was defined in the view. In many cases, you can then work with the resulting value at a row-level. In this way, you might think of LOD calculations as a hybrid between aggregate calculations and rowlevel calculations.
  • Introduction to Level of Detail (LOD)
  • Fixed LOD
  • Include LOD
  • Exclude LOD
  • Publish to Tableau Public

Dashboards and Stories

Tableau allows you to build fully interactive dashboards and stories with your visualizations and insights so that you can share the data story with others.
All of this is done visually. Data visualization is the heart of Tableau. You can iterate through countless ways of visualizing the data to ask and answer questions, raise new questions, and gain new insights.
  • Dashboard
  • Working with Layout
  • Objects in Dashboard
  • Making Interactive Dashboard
  • Actions in Dashboard
  • Best Practices for Dashboard Creation
  • Dashboards for Mobile
  • Story
  • Case Study

Modifications to Data Connections

With Tableau, you have the ability to join (at a row level) across multiple different data connections. Joining across different data connections is referred to as a cross database join.
With that, we’ll be performing revision exercises for the entire Data Visualization process.
  • Modifications to Data Connections
  • Edit Data Source
  • Union
  • Joins
  • Data Blending

What you will receive

14 credit points at beginner certification level

Credits are awarded on passing the final assessment. Find out how academic credit points work and where you can use them in our - Terms and Services.

A Certificate of completion from The RouteFabric Academy

The certificate can be used in your resume to validate the skills that have been gained during the course journey.

Ready for this learning Journey

We regularly update our courses, as, we strive to provide the latest concepts and best practices , thus creating an impeccable learning experience for our alumni.

Updated on

2 March 2024

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