God, grant me the serenity to accept the things I cannot change, The courage to change the things I can, And the wisdom to know the difference. (Serenity Prayer, Reinhold Niebuhr)

MBA 611 Data Visualization

This course focuses on the area of data visualization. This is the process of representing business or scientific data typically in a tabular format as images and charts that can aid in understanding the meaning of the data.

Lessons

WATCH: Getting Started (25 mins)

Introduction (Ch 1)

  1. WATCH: The Tableau Interface (4 mins)
  2. READ: Ch 1 Cycle of Analytics - pages 9-11
  3. DO: Ch 1 Connecting to Data - pages 11-12
  4. READ: Ch 1 Foundations - pages 13-20
  5. DO: Ch 1 Visualizing Data (bar, line, maps, show me) - pages 20-39
  6. READ: Ch 1 Dashboards - pages 39-42
  7. DO: Ch 1 Building Dashboards - pages 43-44
  8. WATCH: Distributing and Publishing (4 mins)

Working with Data in Tableau (Ch 2)

  1. WATCH: Getting Started with Data (6 mins)
  2. READ: Ch 2 Tableau Paradigm - pages 47-48
  3. DO: Ch 2 Simple Example - pages 49-53
  4. READ: Ch 2 Connecting to Data - pages 54-55
  5. DO: Ch 2 Connecting to a Data File - pages 55-57
  6. WATCH: Connect to Data from the Web (3 mins)
  7. READ: Ch 2 Connecting to Data on a Server - pages 58-60
  8. DO: Ch 2 Connecting to Data in the Cloud - pages 60-61
  9. WATCH: Managing Metadata (4 mins)
  10. READ: Ch 2 Managing Source Metadata - pages 62-63
  11. DO: Ch 2 Managing Source Metadata - pages 63-64
  12. WATCH: Managing Extracts (4 mins)
  13. READ: Ch 2 Working with Extracts - pages 64-74
  14. WATCH: Join Types with Union (4 mins)
  15. WATCH: Cross-database Joins (3 mins)
  16. READ: Ch 2 Joins and Blends - pages 74-80
  17. WATCH: Data Blending (5 mins)
  18. WATCH: Additional Data Blending Topics (4 mins)
  19. READ Ch 2 Blending Data Sources - pages 80-84
  20. READ Ch 2 Filtering Data - pages 84-91

Extras

Advanced Visualizations (Ch 3)

  1. WATCH: Getting Started with Visual Analytics (6 mins)
  2. WATCH: Drill Down and Hierarchies (5 mins)
  3. WATCH: Sorting (5 mins)
  4. WATCH: Grouping (4 mins)
  5. WATCH: Additional Ways to Group (4 mins)
  6. READ: Ch 3 Bar Charts - pages 93-98
  7. DO: Ch 3 Bar Charts - pages 98-106
  8. WATCH: Date Calculations (3 mins)
  9. READ: Ch 3 Visualizing Dates and Times - pages 107-114
  10. DO: Ch 3 Gantt Charts - pages 114-117
  11. READ: Ch 3 Stacked Bar Charts - pages 118-120
  12. DO: Ch 3 Stacked Bar Charts - pages 121-122
  13. READ: Ch 3 Treemaps, Area Charts, Pie Charts, Circle Charts, Box & Whisker, Histograms - pages 123-135
  14. DO: Ch 3 Histograms - pages 136-138
  15. READ: Ch 3 Scatterplots & Combination Charts - pages 139-143

Calculations (Ch 4)

  1. WATCH: Getting Started with Calculations (3 mins)
  2. WATCH: Calculation Syntax (4 mins)
  3. WATCH: Modifying Table Calculations (5 mins)
  4. READ: Ch 4 Calculations - pages 147-152
  5. WATCH: Logic Calculations (3 mins)
  6. WATCH: String Calculations (3 mins)
  7. WATCH: Number Calculations (2 mins)
  8. WATCH: Type Calculations (3 mins)
  9. DO: Ch 4 Row Level Calculations - pages 153-156
  10. WATCH: Aggregate Calculations (4 mins)
  11. DO: Ch 4 Aggregate Level Calculations - pages 157-160
  12. READ: Ch 4 Why the Row-Level/Aggregate-Level Difference Matters - pages 160-163
  13. WATCH: Introduction to LOD Expressions (6 mins)
  14. WATCH: Conceptual Topics with LOD Expressions (4 mins)
  15. WATCH: Aggregation and Replication with LOD Expressions (5 mins)
  16. WATCH: Nested LOD Expressions (3 mins)
  17. READ: Ch 4 Level of Detail Calculations - pages 163-167
  18. WATCH: Using a Parameter to Change Fields (3 mins)
  19. WATCH: Parameters (5 mins)
  20. WATCH: Dynamic Parameters (2 mins)
  21. WATCH: Parameter Actions (7 mins)
  22. READ: Ch 4 Parameters - pages 168-168
  23. DO: Ch 4 Creating Parameters - pages 168-171
  24. READ: Ch 4 Fixing Data Issues - pages 172-174
  25. DO: Ch 4 Enhancing User Experience, Analysis & Visualizations - pages 175-177
  26. READ: Ch 4 Ad hoc calculations- pages 177-181

Extras

Cleaning & Structuring Messy Data (Ch 9)

  1. READ: Structuring Data for Tableau - pages 345-351
  2. READ: Good Structure, Star Schema, Data Marts and Data Warehouses - pages 352-355
  3. READ: Dealing with Data Structure Issues - pages 355-361
  4. READ: Union Files Together - pages 361-366
  5. READ: Cross Database Joins - pages 366-377

Tableau Prep Introduction (Ch 10)

  1. WATCH: Getting Started with Tableau Prep Builder (5 mins)
  2. WATCH: The Tableau Prep Builder Interface (8 mins)
  3. READ: Tableau Prep - pages 379-386
  4. WATCH: The Input Step (5 mins)
  5. READ: Connecting to Data - pages 387-391
  6. WATCH: The Cleaning Step (7 mins)
  7. READ: Cleaning the Data - pages 392-394
  8. WATCH: Group and Replace (6 mins)
  9. READ: Grouping and Cleaning - pages 395-398
  10. WATCH: The Profile Pane (6 mins)
  11. WATCH: The Pivot Step (4 mins)
  12. WATCH: The Aggregate Step (5 mins)
  13. READ: Calculations and Aggregations in Tableau Prep - pages 399-412
  14. WATCH: The Join Step (4 mins)
  15. WATCH: The Union Step (5 mins)
  16. WATCH: The Output Step (5 mins)
  17. WATCH: Tableau Prep Conductor (5 mins)

Table Calculations

  1. WATCH: Intro to Table Calculations (3 mins)
  2. READ: Ch 5 Table Calculations - pages 183-189
  3. READ: Ch 5 Relative vs Fixed, Scope & Direction - pages 189-192
  4. DO: Ch 5 Working with Scope & Direction - pages 192-195
  5. READ: Ch 5 Addressing and Partitioning - pages 195-196
  6. DO: Ch 5 Addressing and Partitioning - pages 196-201
  7. READ: Ch 5 Custom Table Calculations & Functions - pages 201-210
  8. READ: Ch 5 Dynamic Titles with Totals - pages 210-212
  9. READ: Ch 5 Late Filtering - pages 213-214
  10. READ: Ch 5 Data Densification - pages 214-224

Making Visualizations Ch 6 & Storytelling with Data Book

  1. WATCH: Formatting (7 mins)
  2. WATCH: The Formatting Pane (7 mins)
  3. WATCH: Basic Tooltips (7 mins)
  4. WATCH: Viz in Tooltip (6 mins)
  5. READ: Ch 6 Making Visualizations Look Great in Tableau - pages 225-251
  6. READ: Storytelling with Data Book

Dashboards (Ch 7)

  1. WATCH: Getting Started with Dashboards and Stories (4 mins)
  2. WATCH: Building a Dashboard (5 mins)
  3. WATCH: Dashboard Objects (4 mins)
  4. WATCH: Dashboard Formatting (4 mins)
  5. READ: Ch 7 Dashboards - pages 253-260
  6. DO: Ch 7 Dashboard Example - pages 260-267
  7. WATCH: Dashboard Interactivity Using Actions (5 mins)
  8. DO: Ch 7 Implementing Actions - pages 268-270
  9. WATCH: Ways to Filter (2 mins)
  10. WATCH: Using the Filter Shelf (7 mins)
  11. WATCH: Interactive Filters (4 mins)
  12. WATCH: Where Tableau Filters (4 mins)
  13. WATCH: Additional Filtering Topics (7 mins)
  14. READ: Ch 7 Context Filtering, Actions- pages 270-285
  15. WATCH: Creating Sets (6 mins)
  16. WATCH: Working with Sets (4 mins)
  17. WATCH: Set Actions (6 mins)
  18. DO: Ch 7 Actions & Dashboard Examples - pages 286-293
  19. WATCH: Story Points (5 mins)
  20. DO: Ch 7 Stories - pages 294-301

Extras

Trends, Clustering, Distributions and Forecasting (Ch 8)

  1. WATCH: Trend Lines (5 mins)
  2. DO: Trend Lines - pages 303-312
  3. WATCH: Reference Lines (7 mins)
  4. READ: Trend Models - pages 313-317
  5. WATCH: Explain Data (5 mins)
  6. READ: Analyzing Trend Models - pages 318-323
  7. WATCH: Clustering (2 mins)
  8. READ/DO: Clustering - pages 326-331
  9. READ: Distributions - pages 331-334
  10. WATCH: Forecasting (6 mins)
  11. READ: Forecasting - pages 335-341
  12. WATCH: Analysis with Cubes and MDX (5 mins)

Unassigned Bonus Learning Items

Advanced Visualizations, Techniques, Tips and Tricks

Why is Tableau Doing That?

How To