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Tableau Visual Best Practices: Go from Good to GREAT!

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Price: INR 800 (1,000)

 

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About This Course

The focus of this course is to enable you to take your data visualization skills from good to GREAT. This course has been designed for data analysts/scientists who are passionate about data visualization that may find it challenging to create dashboards that are not only visually appealing but also user friendly and well-received by their audience.

Key Takeaways

  • Improve visualizations/ dashboards to be in line with best practices
  • Learn formatting tips that will help take your dashboards from good to GREAT

Prerequsites

  • Basic knowledge of how Tableau Desktop / Tableau Public works is helpful but not required
  • Short introductory video on how to get started with Tableau will be provided

Syllabus

  • Lecture 1: Introduction

    Course introduction and meet the instructor

  • Lecture 2: Importance of Effective Data Visualization

    Define how people use data visualizations and discuss the advantages of using charts and graphs to tell a story

    Discuss components of an effective data visualization; informative, appealing, and efficient

  • Lecture 3: Brief Introduction to Tableau

    Discuss advantages of using Tableau for data visualizations (intro to Tableau Public – free tool)

    Demonstrate how to connect to data and create a chart; explain measures & dimensions

    Introduce the Show Me option as a quick start

  • Lecture 4: Memory & Cognitive Load

    Explain how different types of memory is used to interpret visualizations

    Define preattentive attributes and how they impact a user’s ability to interpret data visualizations

    Demonstrate why we need to reduce cognitive load (the amount of mental effort being used in the working memory)

  • Lecture 5: Choosing the Right Chart Type

    Describe the guidelines that help choose the most appropriate chart type(s) to answer specific questions of your data

    Demonstrate the use of Tableau’s Show Me option for easy chart selection & recommendation

    Formatting tips for specific chart types (e.g. maps, bar charts, line charts, etc.)

  • Lecture 6: Using Color Effectively

    Discuss the different uses of color (sequential, diverging, categorical, highlight, & alert); color needs to be used intentionally to tell a story

    Limit color usage to less than 5 in a dashboard

    Consider those with color vision deficiency

  • Lecture 7: Reducing Clutter

    Demonstrate how to format the axes, zero Lines, borders, legends, & filters

    Customize font types & size and number formats

    Using titles effectively

    Leveraging Tooltips to reduce cognitive load; formatting Tooltips

  • Lecture 8: Dashboard Creation & Formatting

    Discuss the need to hide sheets from view

    Demonstrate how to avoid scrollbars using fit options

    Introduction to Dashboard Actions

    Review examples of how to take dashboards from good to GREAT

    Demonstrate how to publish your dashboard to Tableau Public

  • Assignment: Create Your Own Dashboard

    Choose the dataset for this week’s MakeoverMonday and create a visualization (http://www.makeovermonday.co.uk/data/)

    Share it on LinkedIn and tag me if you want me (Kate Strachnyi) to provide feedback; you’ll likely get feedback from others as well, which can help you improve even more

Project

Data visualization project at the end of the course to help retain knowledge gained

Course Staff

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Kate Strachnyi

Kate is passionate about all things data! She has extensive experience with data visualization tools (i.e. Tableau) and is highly proficient with gathering user requirements and developing custom interactive reports and dashboards using multiple data sources.

She is also author of Journey to Data Scientist; which is essentially compilation of interviews that Kate herself conducted with over 20 amazing data scientists. — with backgrounds ranging from LinkedIn and Pinterest to Bloomberg and IBM. She is also the creator of Humans of Data Science (HoDS) - a project that works on showing the human side of data science (housed on her Story by Data YouTube channel).

Data Visualization Specialist working in the analytics & reporting space. She previously served as an insights strategy manager and research analyst, where she was responsible for enabling the exchange of information in an efficient and timely manner. Prior to working with data, she focused on risk management, governance, and regulatory response solutions for financial services organizations.

Received a bachelor of business administration in finance and investments from Baruch College, Zicklin School of Business. Certifications include Project Management Professional (PMP) and Tableau Desktop 10 Qualified Associate.

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