Creating Dashboards and Storytelling with Tableau

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Description

When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: 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 …

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Didn't find what you were looking for? See also: Storytelling, Visualization, Statistics, Fiction Writing, and Film.

When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: 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.

Who is this class for: This course is primarily aimed at individuals with some fundamental data visualization knowledge, who are familiar with Tableau, and want to increase their knowledge in explanatory analysis, applying key design principles and data storytelling. This is the fourth course in a series designed for the beginner who wants to gain experience in presenting data visually. It is also appropriate for those who can analyze data and want to gain more exposure to visualization design concepts.

Created by:  University of California, Davis
  • Taught by:  Govind Acharya, Principal Analyst

    Budget and Institutional Analysis
  • Taught by:  Hunter Whitney, Sr. Consultant, Author, Instructor

    Design Strategy and Data Visualization
Basic Info Course 4 of 5 in the Data Visualization with Tableau Specialization Level Beginner Commitment 4 weeks of study, 5-7 hours/week Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.5 stars Average User Rating 4.5See what learners said Coursework

Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.

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University of California, Davis UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact.

Syllabus


WEEK 1


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!


11 videos, 6 readings expand


  1. Video: Course Introduction
  2. Video: What is a Story?
  3. Reading: Save Workbooks to Tableau Public
  4. Video: Introduction to Planning and Preproduction for Visualizations
  5. Video: A Design Checklist of the Who, What, Why, and How
  6. Video: Start with Your Stakeholders
  7. Video: Addressing Your Audience and Their Context
  8. Video: Finding the Story
  9. Video: Prioritizing, Optimizing, and Designing the Data Story
  10. Reading: Journalistic Data Stories
  11. Video: Case Study - "The Tale of 100 Entrepreneurs" (Part 1)
  12. Video: Case Study - "The Tale of 100 Entrepreneurs" (Part 2)
  13. Video: Case Study - "The Tale of 100 Entrepreneurs" (Part 3)
  14. Reading: Additional Readings
  15. Discussion Prompt: The Who, What, Why, and How
  16. Reading: Project Brief
  17. Reading: Sylvia and Terrence Personas
  18. Reading: Sample - SuperStore Dataset
  19. Peer Review: Part 1: Create a Design Checklist

Graded: Module 1

WEEK 2


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.


6 videos expand


  1. Video: Introduction to Key Metrics, Indicators, and Decision Triggers
  2. Video: Key Performance Indicators (KPIs)
  3. Video: Tableau Calculated Fields and KPIs
  4. Video: Creating Complex KPIs Using Tableau
  5. Video: Thresholds and Alerts
  6. Video: Data Quality
  7. Discussion Prompt: Part 2: Key Performance Indicators (KPIs)

Graded: Module 2 Quiz

WEEK 3


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.


7 videos, 2 readings expand


  1. Reading: Pre-Reading: Tableau Whitepaper
  2. Video: Best Practices for Dashboard Design
  3. Video: Dashboard Design Principles 1, 2, & 3
  4. Video: Dashboard Design Principles 4, 5, & 6
  5. Video: Hierarchies, Actions, Filters, and Parameters (Parts 1 & 2)
  6. Video: Hierarchies, Actions, Filters, and Parameters (Part 3)
  7. Video: Hierarchies, Actions, Filters, and Parameters (Part 4)
  8. Video: Important Considerations for Creating Dashboards
  9. Reading: Recommended Readings
  10. Discussion Prompt: Part 3: Narrative Arc & the 3C's

Graded: Creating a Dashboard
Graded: Module 3

WEEK 4


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!


17 videos, 3 readings expand


  1. Reading: Pre-Reading: Tableau Whitepaper and Training Video
  2. Video: Tell the Story of Your Data Introduction
  3. Video: The Art of Storytelling (Past, Present, and Future)
  4. Video: Storytelling and the Human Brain
  5. Video: Bringing Data to Life: Emotions and Data Storytelling
  6. Reading: Examples of Emotions in Data Storytelling
  7. Video: Emotion Modulators: Color, Language, and Other Design Elements
  8. Video: Framing and Format
  9. Video: Framing, Conventions, and Priming
  10. Video: False Narratives and Data Storytelling
  11. Video: Telling the Stories within the Story (Part 1)
  12. Video: Telling the Stories within the Story (Part 2)
  13. Video: Story Considerations
  14. Video: Preparation of the Story Points
  15. Video: Setting Up the Story
  16. Video: Creating Points in the Story
  17. Video: Interactive Story
  18. Video: Create a Data Story in a Static Presentation
  19. Reading: Additional Readings
  20. Discussion Prompt: Single-Frame Visualization (Optional Activity)
  21. Video: Course Summary
  22. Discussion Prompt: Course Reflection

Graded: Part 4: Story Points Presentation
Graded: Module 4
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