TableauLogo RGB
8621  Reviews star_rate star_rate star_rate star_rate star_half

Advanced Data Storytelling with Tableau

This Tableau training course is for learners with some Tableau experience who want to take their skills to the next level by mastering the art of data storytelling. This course teaches learners to...

Read More
Duration 2 days
Course Code TAB-DATA-STORY
Available Formats Classroom

Overview

This Tableau training course is for learners with some Tableau experience who want to take their skills to the next level by mastering the art of data storytelling. This course teaches learners to craft clear, compelling stories that drive decision-making and inspire action.

By the end of the course, you'll be able to create effective data stories, build interactive dashboards, and communicate data insights with confidence and clarity. You'll discover how to take your analysis to the next level by crafting stories that resonate with your audience and drive action, leading to meaningful results for your organization. This course offers a unique blend of theoretical knowledge and practical application, allowing you to work with your organization's own data, if desired.

Skills Gained

  • Master the step-by-step process of creating impactful data stories, from exploratory to explanatory analysis
  • Present data visually and tell a compelling story with data
  • Ask questions that drive meaningful outcomes and identify key metrics to analyze and visualize data
  • Identify the right charts for different types of data analysis and build advanced charts for immediate insights
  • Build a cohesive and engaging data story that resonates with your audience and drives action
  • Choose the best storytelling approach for your data narrative
  • Implement industry-best practices to enhance your data visualizations and storytelling
  • Clearly and simply communicate your findings in a way that inspires action and decision-making
  • Recognize and avoid common mistakes in data analysis and visualization

Prerequisites

Learners should have taken Ascendient Learning's Introduction to Tableau course or have the equivalent experience. Learners should also have at least 2 months of experience creating charts in Tableau.

Course Details

Materials

  • Tableau Desktop
  • Microsoft Excel 2010 or later (2013 or later recommended) with the latest update installed
  • Internet access
  • Related data and lab files will be provided

Course Outline

Part 1: Set Up/Context

  • Understanding The Difference Between Data Visualization and Data Storytelling: How Data Visualization and Data Storytelling Complement Each Other
  • The Data Storytelling Process Overview
  • Question/Problem Statement/Obtain Context
  • Analysis
  • Exploratory To Get to Explanatory
  • Select Your Data Story Type
  • Create a Rough Sketch of Your Data Story
  • Learn How to Effectively Communicate Your Data Story
  • Which Story Book (The Different Ways to Communicate Your Data Story) Should You Use
  • Starting In Tableau
    • Connecting To Data Sources in Tableau
    • The Main Tableau Interface and Navigation Menu
    • Create Basic Visualizations in Tableau
    • Saving Options
  • Part 1 Question: What Is the Problem Statement?
  • Tableau Piece
    • Dimensions Vs. Measures and How They Affect a Viz
    • What If We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
    • Continuous Vs. Discrete Variables
    • Work With Date Data in Tableau
    • Set The Fiscal Year in Your Data
    • Perform Basic Data Aggregations
  • Storytelling Piece: Context And Logistics
    • Gather The Necessary Context for Your Data Story
    • Focus On the Why (Why ? Root Cause)
    • Challenging Assumptions
    • Identifying Key Metrics
    • Logistics: Does The Data Exist for What's Being Asked?

Part 2: Analysis

  • Storytelling Piece: Five Types of Analyses Overview
  • Tableau Piece: Distributions Of Data, Rankings, Part-To-Whole
    • Create Standard Bar Charts for Data Distribution
    • Use Side-By-Side Bar Charts for Comparisons
    • Create Pie Charts to Show Parts of a Whole
    • Enhance Bar Charts with Color Calculations
  • Relationships Between Variables
    • Using Measure Names and Measure Values to Build A Data Table
    • Calculate Totals and Subtotals in Your Data
    • Use Highlight Tables to Emphasize Key Data Points
    • Create Scatterplots to Show Relationships Between Variables
    • Build Dual-Axis and Combo Charts for Complex Comparisons
    • Compare Actual Data Against Target Values
  • Trends And Patterns Over Time
    • Advanced Time Series Analytics
    • Line Chart with Year Over Year Growth
    • Running Total Charts
  • Geo
    • Use Filled Maps to Visualize Geographical Data
    • Create Symbol Maps for Spatial Data Visualization
    • Build Dual-Axis Maps For Detailed Geographical Analysis
  • Outlier Analysis
    • Use Box Plots to Identify Outliers in Your Data
  • Secondary Characters That Help the Protagonist (The Analysis)
    • Enhance Your Visualizations with Advanced Tooltips
    • Add Annotations to Provide Context and Insights
    • Create Dynamic Titles That Update with Your Data
    • Use Sets and Combined Sets for Advanced Data Segmentation
    • Apply Conditional Filters to Refine Your Data
    • Filter Data to Show Top or Bottom N Values

Part 3: Select Your Data Story

  • Data Storytelling Piece: There Are Seven Types of Data Stories:
    • Tell A Story About Changes Over Time
  • Tableau/Data Secondary Characters
    • Using KPIs And BANS
    • KPI Indicators with YTD Vs. Prev YTD (Or Similar Types of Time Periods)

Part 4: Sketch

  • Data Storytelling Piece
    • Define The Main Goal of Your Data Story
    • Identify Your Target Audience
    • Story Mountain, Translated for Data
  • Tableau Piece
    • Learn The Steps to Build Your First Dashboard in Tableau

Part 5: Communicate

  • Data Storytelling Piece
    • Communicating Through Story “Books”
    • Advanced Formatting & Dashboard Best Practices
    • Learn When to Use Different Dashboard Elements
    • Design Dashboards That Are Easy to Navigate and Understand
    • Follow Best Practices for Dashboard Layout
    • Use Clear and Descriptive Titles and Labels
    • Choose Colors That Enhance Readability and Impact
    • Create Slide Decks and Story Points to Present Your Data Story Effectively
  • Tableau Piece
    • Construct A Comprehensive Dashboard in Tableau
    • Implement Filters to Enhance User Interaction
    • Labeling, Annotations, Tooltips and Data
    • Choose Your Own Adventure Stories (For More Advanced Tableau Users)

Schedule

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Course was great and the instructor had an answer for anything that was asked during the course.

Overall experiance is very nice. the online training plateform is very advance.

I think the platform is very good and look forward to taking my next course in early October.

great class and packed with material, would have lived to spread it more into many days but overall very informative.

Course was great and informative. The instructor had a good flow and was very personable.