Make your data
visually appealing
I N T R O D U C T I O N T O TA B L E A U
Carl Rosseel
Head of BI Curriculum at DataCamp
The art of formatting
From a chart with many issues...
INTRODUCTION TO TABLEAU
The art of formatting
... to a clearly explained visualization
INTRODUCTION TO TABLEAU
Formatting tips
1
Enhance your visualizations :
Write informative titles
Use colors and fonts to increase legibility
Add a legend
Adjust axes (titles) if necessary
Create tooltips
1More information can be found in the Understanding Data Visualization and Data Visualization in Tableau
courses
INTRODUCTION TO TABLEAU
Format at the workbook and sheet level
Workbook: Sheet:
What you open at the start of an exercise, Similar to a tab in an Excel File
such as 1_1_loading_workbooks.twbx
Displayed along the bottom of a workbook
Organize, save, share, and publish results as tabs
Contains multiple sheets
Similar to a whole Excel file There are three different types of sheets:
1. Worksheet (you used this so far)
2. Dashboard (later in this chapter)
3. Story (later in this chapter)
INTRODUCTION TO TABLEAU
Let's practice!
I N T R O D U C T I O N T O TA B L E A U
Applying visual best
practices
I N T R O D U C T I O N T O TA B L E A U
Carl Rosseel
Head of BI Curriculum at DataCamp
Let's practice!
I N T R O D U C T I O N T O TA B L E A U
Dashboards and
stories
I N T R O D U C T I O N T O TA B L E A U
Carl Rosseel
Head of BI Curriculum at DataCamp
Dashboards
INTRODUCTION TO TABLEAU
Dashboard
Collection of several views
Makes it easy to compare data
Helps uncover key insights
Data is automatically connected to your worksheets
More advanced dashboards allow users to drill down and do their own analysis
Views can be connected, allowing one view to function as an interactive filter
INTRODUCTION TO TABLEAU
Stories
Useful dashboard/worksheet insights
Sequence of visualizations to tell a
narrative
Each individual visualization is called a
story point
INTRODUCTION TO TABLEAU
Stories
INTRODUCTION TO TABLEAU
Stories
INTRODUCTION TO TABLEAU
How does everything fit together?
INTRODUCTION TO TABLEAU
Let's practice!
I N T R O D U C T I O N T O TA B L E A U
Creating
dashboards and
stories
I N T R O D U C T I O N T O TA B L E A U
Carl Rosseel
Head of BI Curriculum at DataCamp
Let's practice!
I N T R O D U C T I O N T O TA B L E A U
Congratulations!
I N T R O D U C T I O N T O TA B L E A U
Carl Rosseel
Head of BI Curriculum at DataCamp
Getting Started with Tableau
Load data and workbooks
Navigate Tableau
First visualizations
INTRODUCTION TO TABLEAU
Building and customizing visualizations
Sorting and filtering
Aggregation
Calculated fields
INTRODUCTION TO TABLEAU
Digging deeper
Map geographic data
Work with dates
Reference lines, trend lines, and forecasting
INTRODUCTION TO TABLEAU
Presenting your data
Improve and format your visualizations
Convey findings with Dashboards and
Stories
INTRODUCTION TO TABLEAU
It's just the beginning
Wide foundational knowledge and skills
Load data, manipulate it
Explore and choose appropriate
visualization for question
Improve your visualization
INTRODUCTION TO TABLEAU
Congratulations!
I N T R O D U C T I O N T O TA B L E A U
