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Data Storytelling with Tableau

Skills Gained Understand the difference between exploratory and explanatory analysis Distinguish between data visualization and data storytelling Learn the data storytelling process Learn which...

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Duration 2 days
Course Code TAB-110
Available Formats Classroom

Overview

Skills Gained

  • Understand the difference between exploratory and explanatory analysis
  • Distinguish between data visualization and data storytelling
  • Learn the data storytelling process
  • Learn which charts to use to appropriately analyze data for insights
  • Build advanced charts for immediate insights
  • Ask the right questions to impact business decisions
  • Determine which metrics are important and how to analyze, visualize them appropriately
  • Choose the appropriate story type for the data story
  • Construct the data story
  • Identify common pitfalls of data analysis and visualization
  • Apply best practices of data visualization and storytelling
  • Communicate insights in a clear, simple way that tells a story to drive action

Prerequisites

All students should have prior experience working with corporate reporting.

Course Details

Training Materials

All Tableau training students receive comprehensive courseware.

Software Requirements

  • Data Visualization tools, like Tableau or Power BI
  • Microsoft Excel 2016 or later
  • Internet access
  • Related data and lab files that Ascendient Learning would provide

Outline

  • Understanding the difference between data visualization and data storytelling
  • The data storytelling process overview
  • Starting in Tableau
    • Simple Data Connections and the Data Connection Interface
    • The Main Tableau Interface and Navigation Menu
    • Building Simple Visualizations
    • Saving Options
  • 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
  • Basic Dates
    • Setting the Fiscal Year
  • Basic Aggregations
  • Context and Logistics
    • Obtaining context
      • Focus on the why (why -> root cause)
      • Challenging assumptions
      • Identifying key metrics
    • Logistics
      • Does the data exist for what's being asked?
      • Do you need permission to access the data set?
  • Five Types of Analyses Overview
    • 1 – Distributions of Data, Rankings, Part-to-Whole
      • The Standard Bar Chart
      • The Side-by-Side Bar
      • Pie Charts with Percent of Total
      • Bar Chart with Max Color Calculated Field
    • 2 – Relationships between variables
      • Using Measure Names and Measure Values to Build a Data Table
      • Highlight Tables
      • Scatterplots
      • Creating Dual Axis Charts and Combo Charts
    • 3 – Trends and patterns over time
      • Advanced Time Series Analytics
    • 4 – Geographical and spatial relationships
      • Filled Map
      • Symbol Map
      • Dual Axis Map
    • 5 – Outlier Analysis
      • Box Plots
  • Secondary Characters That Help the Protagonist (The Analysis)
    • Advanced Tooltips
    • Annotations
    • Dynamic titles
    • Sets/Combined Sets
    • Conditional Filter (if needed)
    • Top/Bottom N Filter (if needed)
  • Select Your Data Story
    • Narrate Change over Time.
    • Start Big and Drill Down.
    • Start Small and Zoom Out.
    • Highlight Contrasts.
    • Explore the Intersection.
    • Dissect the Factors.
    • Profile the Outliers.
  • Tableau/Data Secondary Characters
    • Using KPIs and BANS
    • KPI Indicators with YTD vs. Prev YTD (or similar types of time periods)
  • Sketch
    • Story Mountain, translated for data
    • How will this be visually represented? (Sketch it out)
  • Dashboard
    • Advanced Formatting & Dashboard Best Practices
      • Layout Containers
      • Floating Elements
      • When to Use Which
      • Effective Dashboard Layouts
      • Layout Best Practices
    • Dashboard filters for end-user use
    • Labeling, Annotations, Tooltips, and Data Highlighting
      • Axis Labels
      • Annotations
      • Tooltips
    • Storypoints
  • Conclusion

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

This course gave me a clearer understanding of the AWS cloud architecture.

Labs and the study materials provided for Architecting on AWS course are very easy to understand and explains all the topics required to pass the Associate certification.

my experince was great from the day i regetered to the actuall day of the class.

Brandon was a great instructor. The virtual course materials and labs provided were very informative.

this class was informative, made me think about certifying for the suse manager cert.