Course Overview: Tableau
Course Description
This course provides a comprehensive introduction to Tableau, a powerful data visualization and business intelligence tool used for analyzing and presenting data insights. Students will learn how to connect to various data sources, create interactive dashboards and visualizations, and share their findings with stakeholders. The course covers essential features, data manipulation techniques, advanced analytics, and best practices for effective data storytelling using Tableau.
Learning Objectives
By the end of the course, students will be able to:
Connect to and import data into Tableau from different sources.
Navigate the Tableau interface and utilize its core features.
Create interactive dashboards and visualizations to explore data.
Perform basic and advanced data manipulations, calculations, and aggregations.
Apply statistical techniques and advanced analytics within Tableau.
Share insights through compelling data stories and presentations.
Collaborate with colleagues by publishing and sharing Tableau workbooks and dashboards.
Optimize dashboards for performance and usability.
Course Outline
Module 1: Introduction to Tableau
Overview of Tableau and its capabilities
Installing Tableau Desktop and setting up Tableau Server/Online
Understanding the Tableau workspace (data pane, shelves, cards)
Connecting to data sources (Excel, CSV, databases, web data connectors)
Module 2: Basic Visualization Techniques
Building basic charts (bar charts, line charts, scatter plots)
Applying filters, sorting, and grouping data
Creating maps and geographical visualizations
Using marks and color to encode data information
Module 3: Intermediate Visualization Techniques
Working with calculated fields and parameters
Creating interactive dashboards with multiple sheets
Using sets and groups to organize and analyze data
Visualizing trends and forecasting with Tableau
Module 4: Advanced Analytics and Data Manipulation
Implementing advanced calculations (table calculations, LOD expressions)
Integrating R and Python scripts for advanced analytics
Performing statistical analysis and hypothesis testing
Using predictive analytics and machine learning models within Tableau
Module 5: Dashboard Design and Optimization
Design principles for effective dashboard layouts
Incorporating interactivity (actions, tooltips, filters)
Optimizing dashboard performance (data extracts, caching)
Using dashboard extensions and customizing interactivity
Module 6: Data Storytelling and Presentation
Structuring and organizing data stories for impact
Creating annotations and narratives within Tableau
Using storytelling techniques to convey insights
Presenting and sharing Tableau visualizations and dashboards
Module 7: Collaboration and Deployment
Publishing Tableau workbooks and dashboards to Tableau Server/Online
Managing permissions and access control
Scheduling and refreshing data extracts
Integrating Tableau with other business intelligence tools and platforms
Module 8: Best Practices and Case Studies
Best practices for efficient data preparation and visualization
Real-world case studies of Tableau usage in different industries
Peer review and feedback sessions
Assessment
Quizzes and assignments to reinforce learning.
Hands-on projects applying Tableau concepts to real-world datasets.
Final project: Developing a comprehensive data visualization project using Tableau.
Prerequisites
Familiarity with basic data concepts and data analysis.
No prior experience with Tableau required, but familiarity with data visualization tools is beneficial.
Resources Provided
Course textbook and supplementary materials.
Access to online resources, sample datasets, and Tableau’s official documentation.
Online forums and support for discussions and queries.