From Tableau Beginners to Advanced User Training Course

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 to integrate multiple government databases
• Inner, outer, left, and right join for comprehensive data integration
• Blending different data sources in a single worksheet for enhanced analysis

Working with Data in Tableau

• Using multiple measures in a view to provide detailed insights
• Showing the relationship between numerical values for informed decision-making
• Viewing specific values to focus on key metrics
• Customizing your data to meet government reporting standards
• Distinguishing between dimension and measure for accurate data representation
• Data types, discrete versus continuous, for precise measurement in government reports

Creating Calculations in Tableau

• Row-level calculations to enhance data granularity
• Aggregate calculations for summarizing large datasets
• Numeric, string, and date calculations to support various government analyses
• Custom aggregations and calculated fields to tailor reports to specific needs
• Quick table calculations for rapid insights
• Working with dates and times to track temporal trends in government data

Analyzing Data with Table Calculations

• Quick table calculations for immediate analysis
• Scope and direction of calculations for precise control
• Addressing and partitioning data for detailed segmentation

Organizing, Filtering, Sorting & Grouping Data

• Organizing your data to improve clarity and usability
• Slicing your data by date to track temporal changes
• Simplifying and sorting your data for easier interpretation
• Advanced options for filtering and hiding irrelevant information
• Understanding various options for ordering and grouping data for government reports
• Sort, Groups, Bins, Sets for structured data presentation

Parameters in Tableau

• Creating parameters to enhance user interaction with government data
• Using parameters in calculated fields for dynamic analysis
• Parameter control options to customize user experience
• Enhancing analysis and visualizations with parameters for better insights

Building Basic and Advanced Visualizations

• Cross tabs for detailed data comparison
• Geographic maps, heat maps, and tree maps to visualize spatial data
• Pie charts and bar charts for clear data representation
• Date and time visualizations to track temporal trends
• Stacked bars and area charts for cumulative data analysis
• KPI charts to monitor key performance indicators
• Dual axis and combined charts with different mark types for complex data sets
• Highlight tables to emphasize important data points
• Scatter plots to identify correlations in government datasets

Advanced Formatting

• Labels for clear data identification
• Legends to explain visual elements
• Tooltips for additional information on hover
• Highlighting data with reference lines for context
• Annotations to provide explanatory notes

Telling a Data Story with Dashboards

• Dashboard framework for coherent data presentation
• Filter actions to refine data views dynamically
• Parameters to enhance user interaction and customization
• Highlight actions to draw attention to specific data points
• URL actions to link to external resources or detailed reports

Trends and Forecasting

• Understanding and customizing trend lines for predictive analysis
• Distributions to understand data variability
• Forecasting future trends based on historical data

Sharing Your Work

• Publishing the dashboard for government stakeholders
• Working with extracts instead of live connections for performance optimization
• Metadata and sharing a connection to ensure data integrity

Summary and Next Steps:

• Knowledge test and hands-on project at the end of the course to reinforce learning
• Helpful resources for further learning and professional development