how to teach tableau to beginners in 2 days · 2020-01-06 · same exercise as the prerequisite...
TRANSCRIPT
How to teach Tableau to beginners in 2 days
#TC18
Yvan Fornes Business Analytics Senior Consultant
Amadeus
@YvanFornes
Page 3
Vizs made by the students
Let see How It was possible with only a 2 day class and a data challenge
What can you expect from this presentation
1. What to teach to beginners
2. How to teach Tableau efficiently
Page 5
Master
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Skills
Beginner
Page 6
Master
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Skills
Beginner
Page 7
Master
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Skills
Beginner
Page 8
Master
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Skills
Beginner
Page 9
Master
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Risk to give up
Struggle Understand
Goals
1. Provoke the WoW effect
2. Encourage them to learn by themselves
Tools
1. Instructions to get Tableau
2. Link to online self-learning content
3. Pre-Class Assignment
Skills
Page 10
Pre-class Assignment
1. Choose a business question to answer with the data provided
2. Build a dashboard to answer your question
3. Publish your dashboard to Tableau Public
4. Share your Tableau Public link on Google Spreadsheet
Publish a Dashboard on Tableau Public
Page 11
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Risk to give up
Struggle Understand
1. Keep everyone onboard
2. Make them understand how Tableau works
Goals
Skills
Page 12
Agenda
Why Tableau
You should not use it for
Infrastructure and Vocabulary
Data types
Data interpreter
Split
Pivot
The 4 Pill Types
Aggregation
Common Viz Types
Using Multiple Measures
Four Levels of Calculation
Filters & Order of Operation
Dashboard & Interactivity
Using Parameters
Data Connection Options
Tableau Data Extract
Join and Union
Data Visualization best practices
Tableau concepts
Data
Dashboard
Why should they learn ?1.1
Page 14
Top Companies looking for Tableau Talent
Page 15
Page 16
The Tableau Flow
Live Demo to show the “Tableau Flow” | 20 mn to build an interactive dashboard
Same Exercise as
the prerequisite Assignment
Page 17
2 Days training
Why Tableau
You should not use it for
Infrastructure and Vocabulary
Data types
Data interpreter
Split
Pivot
The 4 Pill Types
Aggregation
Common Viz Types
Using Multiple Measures
Four Levels of Calculation
Filters & Order of Operation
Dashboard & Interactivity
Using Parameters
Data Connection Options
Tableau Data Extract
Join and Union
Data Visualization best practice
Tableau concepts
Data
Dashboard
The 4 Pill Types
Page 19
Dimensions vs. Measures
DimensionsThe way you
categorize / segment the data
Measure
Numeric data Aggregated as a sum, average,…
How do I want to Segment the data ?
Page 20
Discrete vs Continuous
I want to write => DiscreteI want to draw => Continuous
How do I want to display the Data ?
Page 21
The Four Pill Types
Continuous Discrete
How do I want to
display the data ?
How do I want to
segment the data ?
Source: Jonathan Drummey & Datablick
1
2
Aggregation
1. VizLOD
2. Aggregation calculations
7
Page 23
Let’s practice
VizLOD
with a Scatter Plots graph
Demo
Page 24
Calculate the average phones Price for:
Sub-Category: Phones
Order Date: January 2016
Correct answer: $ 60
Aggregation calculation challengeWith the SuperStore Data Source
Page 25
Aggregation calculation challengeSuperStore - Row data
First you must know what each data source row (records) represent
Page 26
$170
Tableau Automatic aggregation calculationAverage per Order
Page 27
$1,019 17
/
$ 60
Customized calculationAverage per Product
Page 28
2 Days training
Why Tableau
You should not use it for
Infrastructure and Vocabulary
Data types
Data interpreter
Split
Pivot
The 4 Pill Types
Aggregation
Common Viz Types
Using Multiple Measures
Four Levels of Calculation
Filters & Order of Operation
Dashboard & Interactivity
Using Parameters
Data Connection Options
Tableau Data Extract
Join and Union
Data Visualization best practice
Tableau concepts
Data
Dashboard
Page 29
2 Days training
Why Tableau
You should not use it for
Infrastructure and Vocabulary
Data types
Data interpreter
Split
Pivot
The 4 Pill Types
Aggregation
Common Viz Types
Using Multiple Measures
Four Levels of Calculation
Filters & Order of Operation
Dashboard & Interactivity
Using Parameters
Data Connection Options
Tableau Data Extract
Join and Union
Data Visualization best practice
Tableau concepts
Data
Dashboard
Four Levels of Calculation
Page 31
Four Levels of Calculation
1. Record level Result computed for each row of data before aggregation
Can be measure or dimension
2. Aggregate Result computed at the granularity of the view/Marks
Must be measure
3. Table calculations Let us perform further aggregations at different levels of detail
Must be measure
4. Post-aggregations Reference Lines, Grand Totals, forecasting etc.
Page 32
The 3 main calculation levels
Record level
Calculations
Calculations are processed 1 after each others – This a flow
Aggregated
Calculations
Table
Calculations1 2 3
Filters & Order of Operation
Page 37
Filters & Order of Operation
Set | Conditional | Top Filters
Demo
Page 38
Top & Conditional Filters are computed before regular dimension filters
Set | Conditional | Top Filters
SQL = Having
SQL = Where
Page 39
Context Filters are computed before
Set | Conditional | Top Filters
SQL = Having
SQL = Where
Page 40
2 Days training
Why Tableau
You should not use it for
Infrastructure and Vocabulary
Data types
Data interpreter
Split
Pivot
The 4 Pill Types
Aggregation
Common Viz Types
Using Multiple Measures
Four Levels of Calculation
Filters & Order of Operation
Dashboard & Interactivity
Using Parameters
Data Connection Options
Tableau Data Extract
Join and Union
Data Visualization best practice
Tableau concepts
Data
Dashboard
Dashboard & Interactivity
The 3 golden rules
Page 42
Answer
questions
Viz with intent…
Best practices
Test
hypothesis
Or
Lessons from Photography: Viz with intent
Page 43
• Use 2 colors (never more than five) and play with the color shades
• Use 2 fonts and play with the font styles
How to build a Viz with a strong unity and at the same time that is not too simple, not boring ?
Keep it simple but not too much
Page 45
Start from the overview then use more detailed charts
Hierarchy
Overview
Detailed
views
Keep in mind the reader's
eyes heat map
Page 46
Practice
I do with them a dashboard | Same Exercise as the prerequisite Assignment
Page 47
2 Days training
Why Tableau
You should not use it for
Infrastructure and Vocabulary
Data types
Data interpreter
Split
Pivot
The 4 Pill Types
Aggregation
Common Viz Types
Using Multiple Measures
Four Levels of Calculation
Filters & Order of Operation
Dashboard & Interactivity
Using Parameters
Data Connection Options
Tableau Data Extract
Join and Union
Data Visualization best practice
Tableau concepts
Data
Dashboard
9 Data Visualization Tips & Guidelines
1. Add context
2. Define your KPIs wisely
3. Segment to spot outliers
4. Use aggregation with caution
5. Use white space
6. Reduce chart junk
7. Use color blind colors
8. Titles and text are key
9. Use a story, do not show the data
Page 49
The Tableau learning curve
Time
Risk to give up
Discover Learn Struggle Understand
WOW
Pre class assignment
2 days
Training
Post class assignment
Risk to give up
Struggle Understand
1. Get them out of the danger zone
2. Push them to practice to become autonomous
1. A data viz challenge
Goals
Tools
Skills
Page 50
The Post Class Assignment
Answer a question with a data visualization published on Tableau Public
Page 51
_ Every 15 mn, change your teaching support:
• Presentation
• Demo
• Practice
• Movie
_ Adapt to the users needs (subject, data, schedule)
_ Focus on the Tableau core concepts. They can learn the rest
_ Explain; Illustrate; Practice
Teaching recommendations
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Thank you!
#TC18
@YvanFornes