Course Outline

Introduction

  • Setting up Tableau for government use
  • Overview of Tableau Software for government applications
  • Navigating the Tableau User Interface for efficient data analysis

Connecting to your Data

  • Available data connections for government datasets
  • Simplifying and preparing data for government reporting
  • Joining database sources for comprehensive data integration
  • Understanding inner, outer, left, and right joins in a government context
  • Blending different data sources in a single worksheet to enhance analysis

Working with Data in Tableau

  • Using multiple measures in a view for detailed insights
  • Showing the relationship between numerical values for informed decision-making
  • Viewing specific values to support targeted analysis
  • Customizing your data to meet specific government requirements
  • Distinguishing between dimensions and measures for accurate data representation
  • Understanding data types, discrete versus continuous, for measure in government datasets

Creating Calculations in Tableau

  • Performing row-level calculations for granular analysis
  • Conducting aggregate calculations to summarize data
  • Executing arithmetic, string, and date calculations for versatile data manipulation
  • Developing custom aggregations and calculated fields for tailored insights
  • Utilizing quick table calculations to streamline data processing
  • Working with dates and times to track temporal trends in government data

Design Principles and How to Implement Them in Tableau

  • Leveraging pre-attentive attributes for effective visualization
  • Strategic use of color to enhance clarity and impact
  • Selecting the right chart type for your data story
  • Applying inclusive design principles to ensure accessibility

Building Your First Data Visualization

  • Creating tables for structured data presentation
  • Utilizing bar chart variations such as bar charts, column charts, bullet charts, and bar-in-bar for diverse visual representations
  • Constructing stacked bars and area charts to show cumulative data
  • Designing pie charts for proportional data visualization
  • Generating scatter plots to identify correlations
  • MAPPING data to geographical locations for spatial analysis

Taking the Most Out of Formatting

  • Adding labels for clear data annotation
  • Using legends to guide data interpretation
  • Enhancing interactivity with tooltips
  • Highlighting key data points with reference lines
  • Annotating visualizations to provide context and insights

Telling a Data Story with Dashboards

  • Designing a dashboard framework for cohesive data presentation
  • Implementing filter actions to enable dynamic data exploration
  • Using parameters to customize user interactions
  • Incorporating highlight actions to emphasize important data points
  • Utilizing URL actions to link external resources and reports

Sharing Your Work with Others

  • Publishing your work for government collaboration and transparency
  • Exploring sharing options to disseminate insights across agencies

Summary and Next Steps:

  • Learning about the Tableau Community for ongoing support and resources
  • Accessing helpful resources for further learning and development in data visualization for government

Requirements

No prior experience in Tableau or business intelligence tools is required.

Audience:
All individuals working in nonprofit organizations, including those supporting government initiatives for government.

 21 Hours

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