Creating Dashboards and Storytelling with Tableau
University of California, Davis via Coursera
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Overview
Class Central Tips
Leveraging the visualizations you created in the previous course, Visual Analytics with Tableau, you will create dashboards that help you identify the story within your data, and you will discover how to use Storypoints to create a powerful story to leave a lasting impression with your audience.
You will balance the goals of your stakeholders with the needs of your end-users, and be able to structure and organize your story for maximum impact. Throughout the course you will apply more advanced functions within Tableau, such as hierarchies, actions and parameters to guide user interactions. For your final project, you will create a compelling narrative to be delivered in a meeting, as a static report, or in an interactive display online.
Syllabus
- Planning and Preproduction: Aligning your Audience, Stakeholders, and Data
- Welcome to the first module of this course! In the following modules, you will learn and work with concepts, tips, and techniques to help you explore data, identify meaningful findings, and then explain them through the power of data visualization and storytelling. In this module, you will be able to determine the who, what, why, and how of the story and discover the importance of planning before you start. You will be able to interview your stakeholders and assess your audience to find the right story in the data. By the end of this module, you will be able to define what a story is and build a basic framework for presenting your story. Let's get started!
- Key Metrics, Indicators, and Decision Triggers
- Welcome to Module 2. In this module, you will identify the key metrics that will provide the answers to your business question. You will develop an understanding of the types of ways KPIs can be visualized. You will create calculated fields for KPIs to build a figure that will be used to measure progress in the data. By the end of this module, you should be able to set thresholds and create alerts to trigger a decision. We will also discuss the topic of quality and constraints of the data.
- Dashboard and Storytelling with Data
- Welcome to Module 3. In this module, you will go from learning Tableau's six best practices for dashboard design. By the end of this module, you should be able to apply hierarchies, actions, filters, and parameters within Tableau. You will also review five videos associated with the topic and discover how to uncover the story in the data and be able to frame your story.
- Tell the Story of Your Data
- Welcome to Module 4. Although this course focuses on Tableau, we will look at a wider range of examples and techniques to help you become a better data storyteller. By the end of this module, you should be able to leverage concepts and techniques designed to help you become a more focused and compelling storyteller with data as the foundation. We will discuss ways to avoid unintentionally creating false narratives with good data. You will also learn about what neuroscience research tells us about stories, audience engagement, and decision drivers. You will use structural story elements to help improve the relatability of the story and explore ways design and textual elements can affect the emotional tone of a story. Lastly, you will learn how to frame and format the data story based on your design checklist. Let's get started!
Taught by
Govind Acharya and Suk S. Brar, M.B.A.