Training on Data Visualization & Storytelling with Tableau

Module 1: Introduction to Tableau and Data Visualization

• Tableau interface and workflow fundamentals

• The principles of effective data visualization

• Connecting to different data sources

• Creating your first Tableau dashboard

Module 2: Data Preparation and Cleaning

• Data types and structures in Tableau

• Using Tableau Prep for cleaning and shaping data

• Handling missing values, nulls, and outliers

• Combining data from multiple sources

Module 3: Chart Types and Best Practices

• Choosing the right visualization for your data

• Building bar, line, pie, and area charts

• Dual-axis and combination charts

• Avoiding misleading visuals and clutter

Module 4: Calculations and Parameters

• Basic and advanced calculated fields

• Table calculations and logic

• Using parameters for user interactivity

• Filtering, sorting, and grouping data dynamically

Module 5: Dashboard Design and Interactivity

• Principles of intuitive dashboard layout

• Using actions: filters, highlights, and URL links

• Designing for desktop vs. mobile

• Incorporating KPI indicators and metrics

Module 6: Storytelling with Data

• Narrative structures for data presentations

• "The Big Idea" framework for executive storytelling

• Annotating visualizations to tell a story

• Real-world examples of effective data storytelling

Module 7: Advanced Visual Analytics

• Forecasting and trend lines

• Clustering and segmentation

• Geo-mapping and spatial analytics

• Building dynamic dashboards with user inputs

Module 8: Performance Optimization and Data Governance

• Improving dashboard load time and usability

• Best practices in data security and access control

• Managing workbooks and project files efficiently

• Version control and team collaboration

Module 9: Publishing and Sharing Dashboards

• Tableau Server vs. Tableau Public vs. Tableau Cloud

• Exporting and embedding dashboards

• Creating presentations with live dashboards

• Receiving feedback and making improvements

Module 10: Capstone Project and Presentation

• Developing a complete dashboard from raw data

• Applying storytelling techniques for impact

• Peer review and feedback

• Final presentation to simulated stakeholders