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Course Outline

Introduction and Getting Started

Filtering, Sorting & Grouping

  1. Advanced options for filtering and hiding data
  2. Understanding various options for ordering and grouping your data
  3. Sorting, groups, bins, and sets
  4. Interrelationships between all options for efficient data management

Working with Data in Tableau

  1. Dimensions versus measures
  2. Data types: discrete versus continuous
  3. Joining database sources
  4. Inner, left, and right joins
  5. Blending different data sources in a single worksheet for comprehensive analysis
  6. Working with extracts instead of live connections to optimize performance
  7. Addressing data quality problems for reliable insights
  8. Metadata management and sharing connections for collaboration

Calculations on Data and Statistics

  1. Row-level calculations for detailed analysis
  2. Aggregate calculations for summarizing data
  3. Arithmetic, string, and date calculations to manipulate data effectively
  4. Custom aggregations and calculated fields for tailored insights
  5. Control-flow calculations to manage complex logic
  6. Understanding the underlying mechanisms of calculations
  7. Advanced statistical methods for deeper analysis
  8. Working with dates and times for time-series analysis

Table Calculations

  1. Quick table calculations for rapid insights
  2. Scope and direction settings for precise control
  3. Addressing and partitioning to refine calculations
  4. Advanced table calculations for sophisticated analyses

Advanced Geo Techniques

  1. Building basic maps for geographical visualization
  2. Utilizing geographic fields and map options for detailed views
  3. Customizing a geographic view to meet specific needs
  4. Using Web Map Service (WMS) for enhanced mapping capabilities
  5. Visualizing non-geographical data with background images for context
  6. Tips for effective mapping in Tableau
  7. Distance calculations for spatial analysis

Parameters in Tableau

  1. Creating parameters to control dynamic values
  2. Using parameters in calculated fields for flexible analysis
  3. Parameter control options for user interaction
  4. Enhancing analysis and visualizations with parameters for government applications

Building Advanced Chart Visualizations

  1. Bar chart variations: bullet, bar-in-bar, highlights charts
  2. Date and time visualizations, including Gantt charts
  3. Stacked bars, treemaps, area charts, and pie charts for diverse data representation
  4. Heat maps for intensity visualization
  5. KPI charts for performance monitoring
  6. Pareto charts for prioritizing factors
  7. Bullet charts for comparing measures against a target

Advanced Formatting

  1. Custom labels for clarity and precision
  2. Legends to enhance data interpretation
  3. Highlighting to draw attention to key data points
  4. Annotations for providing additional context and insights

Telling a Data Story with Dashboards

  1. Dashboard framework for structured presentation of information
  2. Filter actions to enable interactive exploration
  3. Highlight actions to focus on specific data elements
  4. URL actions for linking to external resources
  5. Cascading filters to refine and drill down into data layers

Trends and Forecasting

  1. Understanding and customizing trend lines for predictive analysis
  2. Analyzing distributions to understand variability
  3. Forecasting future trends based on historical data

Integrating Tableau and R for Advanced Data Analytics

  1. Possibility to include various data analytics methods in R upon request, enhancing the analytical capabilities of Tableau for government use

Requirements

  • An understanding of fundamental Tableau concepts, including data connections and basic visualizations
  • Experience in creating dashboards and worksheets within Tableau
  • Familiarity with basic data analysis and visualization principles

Audience

  • Data analysts looking to enhance their proficiency with Tableau for government applications
  • Business intelligence professionals engaged in data visualization tasks
  • Advanced Excel or reporting users transitioning to Tableau for more sophisticated analytics
 14 Hours

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