Course Outline
Introduction to Tableau Desktop for Government
Overview of Tableau Desktop
- What is Tableau?
- Key features and benefits
- Tableau interface and navigation
Understanding Data Visualization Principles
- Importance of visual data representation in public sector workflows
- Best practices for effective visualization to enhance governance and accountability
Types of Data Connections
- Connecting to Excel, CSV, and text files for government use
- Connecting to databases (SQL Server, Oracle, etc.) for secure data access
- Connecting to cloud-based data sources (Google Sheets, AWS, etc.) for seamless integration
Managing Data Connections
- Live vs. extract connections for efficient data management
- Data connection settings and management to ensure data integrity
Understanding Data Types and Structure
- Dimensions and measures in government datasets
- Discrete vs. continuous fields for accurate analysis
Data Preparation Techniques
- Cleaning and shaping data in Tableau to meet public sector standards
- Renaming, splitting, and merging fields for clarity and consistency
Using Tableau’s Data Interpreter
- Automatic data cleaning to streamline workflows for government
- Handling null values and missing data to ensure completeness
Joining and Blending Data
- Inner joins, left joins, right joins, full joins for comprehensive data integration
- Blending data from different sources to enhance decision-making capabilities
Creating and Formatting Tables
- Simple tabular views for clear data presentation
- Formatting rows, columns, and cells to meet public sector requirements
Creating Graphs and Charts
- Bar charts, line charts, and pie charts for visualizing government data
- Dual-axis charts and combination charts for complex data analysis
Creating Filters
- Using filters for dimensions and measures to refine data views
- Interactive filters in dashboards for dynamic user engagement
Creating Maps
- Geographic mapping to visualize spatial data
- Plotting data on maps with latitude/longitude for precise location analysis
- Creating filled maps to highlight regional trends
Working with Hierarchies and Groups
- Building hierarchies for drill-down capabilities in government reports
- Grouping data for enhanced analysis and reporting
Using Sets
- Static and dynamic sets to segment data effectively
- Applying sets in filters and calculations to refine insights
Creating Calculated Fields
- Basic formulas and functions for custom data manipulation
- Logical functions (IF, CASE, etc.) for conditional analysis
- String functions and date functions for data transformation
Using Parameters
- Introduction to parameters for dynamic visualizations in government dashboards
- Creating and using parameters to enhance user interaction
- Parameters in filters and calculated fields for flexible analysis
Building Dashboards
- Creating a basic dashboard for government use
- Adding interactive filters and actions to improve user experience
- Formatting dashboards for professional presentation
Storytelling with Tableau
- Using story points to tell a narrative in government reports
- Combining visualizations for impactful storytelling to support decision-making
Exporting and Sharing Workbooks
- Exporting to PDF, PowerPoint, and images for easy distribution
- Sharing workbooks via Tableau Public for collaborative efforts
Publishing to Tableau Server
- Introduction to Tableau Server for government organizations
- Publishing dashboards for collaborative use in public sector environments
Summary and Next Steps
Requirements
- A foundational understanding of data concepts, including databases, spreadsheets, and CSV files
- Familiarity with basic computer operations
Audience for Government
- Data analysts
- Managers
Testimonials (5)
The energy, knowledge and style of teaching of the trainer
Ioana - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
Weronika created a really friendly, informal atmosphere. The training involved a lot of useful knowledge transfer, technical skills exercises and theory, as well as best practices and guidance on how to handle our own data.
Julia Kuczma - DLA Piper GSC Poland Sp. z o.o.
Course - Tableau Intermediate Training Course
The trainer answered all of my questions and gives us a walkthrough.
Mark Xavier Rimas - AIGSS- BPI
Course - Tableau Fundamentals to Advanced
The knowledge of trainor about the tool.
Kendrick Bacani - Thakral One Inc.
Course - Data analysis with Tableau
In terms of product knowledge, he’s really knowledgeable and very open to answer questions.
