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Introduction to Data Visualization with Tableau

Time and Location

Sep-9, 2022 at 9:00am - 3:00pm EDT

The Westin Atlanta Perimeter North

Details and Agenda

1. Tableau introduction


  • Development environment

  • Data connections

  • Dimensions, Measures, and Shelves

  • Groups and hierarchies


2. Basic Exploratory Analysis

  • Charts

  • Marks

  • Page

  • Filter

  • Calculated Measures

  • Table Calculations

  • Parameters


3. Advanced

  • Data Blending

  • Time Series

    • Trends and forecasts

    • Percent change, moving averages


  • Plot Maps

  • Data Layers

  • Use Cases

4. Dashboards

  • Actions/Passing Parameters

  • Navigation

  • Storyboarding

  • Best practices

Workshop Requirements


  • Have Tableau downloaded prior to class (Tableau offers 2-week free trial – make sure not to download outside of two-week window)

  • Be able to download course material (data extracts, .csv and .xlsx files) from an external site

  • No prior knowledge of Tableau is necessary, but this workshop will move quicker than a traditional training. The ability to pick things up conceptually is very beneficial.

  • An external mouse makes things a lot easier, but not a requirement.


Who Should Attend?


  • People interested in learning best-practices around data visualization

  • People wanting a high-level overview of Tableau

  • People curious about Tableau’s analytical capabilities such as clustering, forecasting, and R/Python integrations

  • People who are more focused on business intelligence as opposed to the technical operations


Who Should NOT Attend?


  • Tableau Zen masters looking to dive into the advanced realms of Tableau’s data-padded, triple nested LOD calculated, custom geo-coded capabilities. 



Who Is Your Speaker?


Nian Yan, Data Scientist, Core Recommendations at Home Depot Online

Received a Ph.D. degree in Information Technology with a concentration in machine learning from the University of Nebraska Omaha, Nian has a decade of successful experience working as an R&D practitioner using advanced analytics to solve business problems. Prior to his current role, he served as a data scientist leading the research and product development in Identify Fraud Solutions at Equifax. Nian has more than 10 years of experience using Tableau as a communication tool to the business as the showcase of machine learning and analytical solutions. Nian also loves photography and he develops films by himself.

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