Data Analysis with Tableau

Course Description

This course provides participants with the skills to harness the power of Tableau, a leading data visualization tool, to analyze, interpret, and present data effectively. It covers the fundamentals of data analysis, visualization best practices, and the use of Tableau’s dynamic features to create interactive dashboards and compelling visual reports. Participants will gain hands-on experience in connecting to various data sources, transforming data, and generating insights that drive informed decision-making.

Course Objectives

To introduce participants to the core concepts of data visualization and analysis.
To teach the fundamentals of using Tableau for data preparation and visualization.
To enable participants to connect Tableau to different data sources.
To familiarize participants with designing interactive dashboards and stories.
To help participants analyze data and derive actionable insights.
To provide knowledge of Tableau’s advanced features, such as calculations and parameters.

Course Outcomes

By the end of this course, participants will be able to:

Use Tableau to connect to and transform data from various sources.
Create visualizations such as bar charts, line graphs, maps, and scatter plots.
Design interactive dashboards and publish them for sharing and collaboration.
Apply filters, parameters, and calculated fields to enhance analysis.
Interpret data insights to support business decisions.
Use Tableau’s advanced features, including data blending, LOD expressions, and forecasting.
Present data effectively using storytelling techniques in Tableau.

Course Aim

The aim of this course is to empower participants with the knowledge and skills to use Tableau for effective data analysis and visualization. Participants will learn how to turn raw data into actionable insights and visually compelling reports to support data-driven decision-making.

Course Content

Module 1: Introduction to Tableau

Overview of Tableau and its applications
Understanding the Tableau interface
Key concepts: Dimensions, Measures, and Fields
Installing and setting up Tableau

Module 2: Connecting to Data Sources

Connecting Tableau to various data sources (Excel, CSV, databases, etc.)
Understanding data connections and extracts
Data preparation and cleaning in Tableau
Managing metadata and joining datasets

Module 3: Creating Basic Visualizations

Building bar charts, line graphs, and scatter plots
Creating maps for geographic data analysis
Using filters, sorting, and grouping
Highlighting and annotations in visualizations

Module 4: Advanced Data Visualization

Dual-axis and combination charts
Using calculated fields and table calculations
Working with hierarchies and drill-down analysis
Creating heatmaps and tree maps

Module 5: Designing Interactive Dashboards

Best practices for dashboard design
Adding interactivity with filters, actions, and parameters
Combining multiple views in a dashboard
Publishing and sharing dashboards

Module 6: Storytelling with Tableau

Introduction to Tableau Stories
Structuring a data-driven narrative
Using Tableau to present findings effectively
Exporting and presenting dashboards and stories

Module 7: Advanced Features in Tableau

Data blending and relationships
Level of Detail (LOD) expressions
Using forecasting and trend analysis
Tableau extensions and integrations

Module 8: Tableau Online and Tableau Server

Publishing workbooks to Tableau Online/Server
Sharing dashboards with collaborators
Setting permissions and managing access
Understanding Tableau Public for open sharing

Module 9: Real-World Applications and Capstone Project

Applying Tableau to solve real-world business problems
Case studies of successful Tableau applications
Capstone project: Designing and presenting an interactive dashboard for a given dataset