Training Course on Data Visualization using Tableau

Course Overview

The Data Visualization using Tableau training is designed to equip participants with essential skills in leveraging Tableau for effective data visualization and analysis. The participants will be exposed to the concepts of Data Visualization, different combo charts, and stories, working with filters, parameters, and sets, and building interactive dashboards. 

The course combines theoretical insights with hands-on practical exercises, ensuring a well-rounded learning experience. Participants will have the opportunity to work on real-world projects, applying the knowledge acquired in a practical setting.

Course Objectives

At the end of the training, the participants will:

• Demonstrate an understanding of the principles and importance of data visualization in decision-making.
• Attain proficiency in utilizing Tableau software to create interactive and dynamic visualizations.
• Acquire knowledge of best practices for data visualization design and storytelling.
• Develop skills in preparing and cleaning data for effective visualization.
• Explore various chart types and visualization techniques in Tableau.
• Master advanced features and functionalities of Tableau for complex data analysis.
• Understand how to integrate multiple data sources and establish data connections in Tableau.
• Enhance their knowledge of creating interactive dashboards and storyboarding in Tableau.
• Learn effective techniques for presenting and communicating data insights using Tableau.
• Build a portfolio of data visualizations to showcase their skills and expertise in Tableau.

Course Duration

• Online training: 6 days
• Classroom training: 5 days

Course Outline

Module 1: Introduction to Data Visualization and Tableau

• Data Visualization
• Introduction to Tableau
• Tableau Architecture
• Tableau Server Architecture

Module 2: Connecting to Data Sources and Preparing Data

• Types of Connections
• Connecting to Different Data Sources
• Create flows in Tableau Prep Builder
• Preparing Data for Analysis
• Joins and Unions
• Data Blending
• Aggregation in Tableau

Module 3: Basic Visual Techniques

• Creating Basic Charts: Bar Chart, Line Chart, and Pie Chart
• Hierarchies
• Data Granularity and Highlighting
• Sorting and Filtering
• Grouping and Sets

Module 4: Calculations in Tableau

• Types of Calculations
• Built-in Functions (Number, String, Date, Logical and Aggregate)
• Operators and Syntax Conventions
• Table Calculations
• Level of Detail (LOD) Calculations

Module 5: Advanced Charts in Tableau

• Box and Whisker’s Plot
• Bullet Chart
• Bar in Bar Chart
• Gantt Chart
• Waterfall Chart
• Pareto Chart
• Control Chart
• Funnel Chart
• Bump Chart
• Step and Jump Lines
• Word Cloud
• Donut Chart

Module 6: Dashboard Design and Layout

• Introduction to Dashboards
• The Dashboard Interface
• Dashboard Objects
• Building a Dashboard
• Dashboard Layouts and Formatting
• Interactive Dashboards with actions
• Designing Dashboards for devices

Module 7: Advanced Visual Analytics and Mapping

• Implementing advanced analytics (e.g., forecasting, trend lines, clustering)
• Creating geographic visualizations and maps
• Incorporating spatial data and custom geocoding

Module 8: Exploring Tableau Online

• Publishing Workbooks to Tableau Online
• Interacting with Content on Tableau Online
• Data Management through Tableau Catalog
• AI-Powered features in Tableau Online (Ask Data and Explain Data)
• Understand Scheduling
• Managing Permissions on Tableau Online
• Data Security with Filters in Tableau Online

Note: This outline provides a general structure for the training. The specific content, activities, and duration of each session may be adjusted based on the target audience, learning objectives, and available time.