Data Storytelling with Tableau

Part 1: Set Up/Context

• Understanding the difference between data visualization and data storytelling
• The data storytelling process overview
• Starting in Tableau
  • Simple Data Connections and the Data Connection Interface
  • The Main Tableau Interface and Navigation Menu
  • Building Simple Visualizations
  • Saving Options
  • Dimensions vs. Measures and How They Affect a Viz
    • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
  • Continuous vs. Discrete Variables
  • Basic Dates
    • Setting the Fiscal Year
  • Basic Aggregations

Part 2: Analysis

• Distributions of Data, Rankings, Part-to-Whole
  • The Standard Bar Chart
  • The Side-by-Side Bar
  • Pie Charts with Percent of Total
  • Bar Chart with Max Color Calculated Field
• Relationships between variables
  • Using Measure Names and Measure Values to Build a Data Table
    • Totals and Subtotals
  • Highlight Tables
  • Scatterplots
  • Creating Dual Axis Charts and Combo Charts
    • Actual vs. Target
• Trends and patterns over time
  • Advanced Time Series Analytics
    • Line Chart with Year over Year Growth
    • Running Total Charts
• Geographical and spatial relationships
  • Filled Map
  • Symbol Map
  • Dual Axis Map
• Outlier Analysis
  • Box Plots
• Secondary characters that help the protagonist (the analysis):

• • Advanced Tooltips
  • Annotations
  • Dynamic titles
  • Sets/Combined Sets
  • Conditional Filter (if needed)
  • Top/Bottom N Filter (if needed)

Part 3: Select Your Data Story

• Seven types of data stories
• Tableau/data secondary characters:

• • Using KPIs and BANS
  • KPI Indicators with YTD vs. Prev YTD (or similar types of time periods)

Part 4: Sketch

• Story Mountain, translated for data
• How will this be visually represented? (Sketch it out)

Part 5: Communicate

• Communicating through story “books”
  • Dashboard
    • Advanced Formatting & Dashboard Best Practices
      • Layout Containers
      • Floating Elements
      • When to Use Which
      • Effective Dashboard Layouts
      • Layout Best Practices
        • Titles and Labeling
        • Color Choices
        • Dos & Don’ts
    • Dashboard filters for end user use
    • Labeling, Annotations, Tooltips and Data Highlighting
      • Axis Labels
      • Annotations
      • Tooltips
  • Storypoints

IF TIME:  Choose your own Adventure Stories (for more advanced Tableau users):

• Using Actions to Create Interactive Dashboards
  • Filter Actions
  • Highlight Actions
  • URL Actions
  • Parameters