DATA 605 - Data Visualization & Reporting

(FU-DATA605.AJ1)
Lessons
Lab
TestPrep
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Skills You’ll Get

1

Taking Off with Tableau

  • Foundations for building visualizations
  • Visualizing data
  • Using Show Me
  • Putting everything together in a dashboard
2

Connecting to Data in Tableau

  • The Tableau paradigm
  • Connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
  • Using sets and groups
  • Filtering data
3

Moving Beyond Basic Visualizations

  • Comparing values
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures
4

Starting an Adventure with Calculations and Parameters and LOD Calculations

  • Introduction to calculations
  • Row-level calculations
  • Aggregate calculations
  • Parameters
  • Practical examples of calculations and parameters
  • Performance considerations
  • Overview of level of detail
  • Level of detail calculations
  • Examples of fixed level of detail calculations
  • Examples of include level of detail expressions
  • Example of exclude level of detail calculations
5

Diving Deep with Table Calculations and Making Visuals

  • An overview of table calculations
  • Creating and editing table calculations
  • Quick table calculations
  • Fundamental table calculation concepts
  • Custom table calculations
  • Practical examples
  • Visualization considerations
  • Leveraging formatting in Tableau
  • Adding value to visualizations
6

Telling a Data Story with Dashboards

  • Introduction to dashboards
  • Designing dashboards in Tableau
  • A dashboard to understand profitability
  • Designing for different displays and devices
  • Interactivity with actions
  • A regional scorecard dashboard
  • Stories
7

Trends, Clustering, Distributions, Forecasting and Advanced Visualizations

  • Trends
  • Explain Data
  • Clustering
  • Distributions
  • Forecasting
  • Advanced visualizations – when and why to use them
  • Slope charts and bump charts
  • Waterfall charts
  • Step lines and jump lines
  • Sparklines
  • Dumbbell charts
  • Unit/symbol charts
  • Marimekko charts
  • Animated visualizations
  • Enhancing analysis with animation
  • Enhancing data storytelling with animation
8

Dynamic dashboards, Exploring Mapping and Advanced Geospatial Features

  • Show/Hide buttons
  • Sheet swapping
  • Basic principles of sheet swapping
  • Using sheet swapping to change views on a dashboard
  • Automatically showing and hiding other controls
  • Overview of Tableau maps
  • Rendering maps with Tableau
  • Using geospatial data
  • Leveraging spatial functions
  • Creating custom territories
  • Map layers
  • Tableau mapping – tips and tricks
  • Plotting data on background images
9

Advanced Features and Tableau Data Model: Joins and Blends

  • Tableau Dashboard Extensions
  • Tableau analytics extensions
  • AI with CRM Analytics (Einstein Discovery)
  • Explanation of the sample data used in this lesson
  • Exploring the Tableau data model
  • Using joins
  • Using blends
  • When to use a data model, joins, or blends
10

Structuring Messy Data and Taming Tableau with Tableau Prep

  • Structuring data for Tableau
  • The four basic data transformations
  • Overview of advanced fixes for data problems
  • Getting ready to explore Tableau Prep Builder
  • Understanding the Tableau Prep Builder interface
  • Flowing with the fundamental paradigm
  • Using parameters in Tableau Prep Builder
  • Options for automating flows
11

Sharing Your Data Story

  • Presenting, printing, and exporting
  • Sharing with users of Tableau Desktop and Tableau Reader
  • Sharing with users of Tableau Server, Tableau Cloud, and Tableau Public

1

Taking Off with Tableau

  • Creating a Connection in a New Workbook
  • Creating a Bar Chart
  • Creating a Line Chart
  • Creating Filled, Symbol, and Density Maps
  • Using the Show Me Toolbar
  • Building a Dashboard
2

Connecting to Data in Tableau

  • Viewing the Aggregate Data
  • Connecting to an Excel File
  • Managing Metadata
3

Moving Beyond Basic Visualizations

  • Building a Bullet Chart
  • Building a Bar-in-Bar Chart
  • Highlighting Categories of Interest
  • Creating a Gantt Chart
  • Creating a Stacked Bar Chart
4

Starting an Adventure with Calculations and Parameters and LOD Calculations

  • Performing Aggregate Calculations
  • Enhancing the User Experience, Analysis, and Visualizations
5

Diving Deep with Table Calculations and Making Visuals

  • Performing a Quick Table Calculation
6

Telling a Data Story with Dashboards

  • Creating a Dashboard and Implementing Actions
  • Using a Set Action
  • Creating a Regional Scoreboard
  • Creating a Story
7

Trends, Clustering, Distributions, Forecasting and Advanced Visualizations

  • Exploring Clustering, Distributions, and Data Explanation
8

Dynamic dashboards, Exploring Mapping and Advanced Geospatial Features

  • Exploring Geospatial Features
9

Advanced Features and Tableau Data Model: Joins and Blends

  • Analyzing Data Blending
10

Structuring Messy Data and Taming Tableau with Tableau Prep

  • Creating a Union
  • Using Parameters in Tableau Prep Builder

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