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Job Role

Business Analyst, Consultant, Designer, End User, Marketer, Business User

Duration

In-Person: 2 Full Day(s)
Virtual: 2 Full Day(s) or 4 Half Day(s)

Overview

Who should take this course?


This course is designed for experienced Tableau users who are responsible for visualizing data with Tableau Desktop. Students should have a solid understanding of Tableau Desktop. This course exclusively covers how to visualize data with Tableau and does not instruct students how to use Tableau. If you are interested in gaining experience with Tableau Desktop, we highly recommend Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate.


When you complete this course, you will be able to:


  • Design visualizations that reduce cognitive load to effectively leverage short-term memory.
  • Build visualizations that align with pre-attentive attributes to effectively harness sensory memory.
  • Craft visualizations to inform viewers without misleading them.
  • Harness appropriate chart types to answer specific questions.
  • Construct dashboards and stories using visual best practices.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Visual Analytics Process

  • Define Visual Analytics
  • Follow the Visual Analytics Process
  • Recognize Advantages of Visual Analysis

 

Memory and Processing

  • Distinguish Between Memory and Processing Types

 

Short-Term Memory

  • Define Cognitive Load
  • Focus and Guide the Viewer
  • Remove Visual Distractions
  • Organize Information into Chunks
  • Design for Contiguity

 

Sensory Memory: Overview

  • Describe Pre-attentive Attributes
  • Define Quantitatively-Perceived Attributes
  • Understand Categorically-Perceived Attributes

 

Sensory Memory: Form

  • Describe Key Form Attributes
  • Define Length
  • Measure Width
  • Understand Size
  • Determine Orientation
  • Apply Shape
  • Build an Enclosure

 

Sensory Memory: Color

  • Define Color Attributes
  • Describe Color Relativity
  • Understand Color Vision Deficiency
  • Select a Color Hue
  • Determine Color Intensity

 

Sensory Memory: Position

  • Define Position Attributes
  • Describe 2-D Position
  • Understand Spatial Grouping

 

Informing Without Misleading

  • Follow Gestalt Principles
  • Test Visual Area Assumptions
  • Determine Axis Assumptions
  • Assess Color Assumptions
  • Decide an Appropriate Amount of Detail

 

Charts for Viewing Specific Values

  • Ask Questions that Lead To Viewing Specific Values
  • Select Chart Types for Viewing Specific Values
  • Follow Best Practices for Viewing Specific Values

 

Charts for Comparing and Ranking Categories

  • Ask Questions that Lead To Comparing and Ranking Categories
  • Select Chart Types for Comparing and Ranking Categories
  • Follow Best Practices for Comparing and Ranking Categories

 

Charts for Comparing Parts to Whole

  • Ask Questions that Lead To Comparing Parts to Whole
  • Select Chart Types for Comparing Parts to Whole
  • Follow Best Practices for Comparing Parts to Whole

 

Charts for Comparing Measures

  • Ask Questions that Lead To Comparing Measures
  • Select Chart Types for Comparing Measures
  • Follow Best Practices for Comparing Measures

 

Charts for Viewing Correlation

  • Ask Questions that Lead To Viewing Correlation
  • Select Chart Types for Viewing Correlation
  • Follow Best Practices for Viewing Correlation

 

Charts for Viewing Distributions

  • Ask Questions that Lead to Viewing Distributions
  • Select Chart Types for Viewing Distributions
  • Follow Best Practices for Viewing Distributions

 

Charts for Viewing Data Over Time

  • Ask Questions that Lead To Viewing Data Over Time
  • Select Chart Types for Viewing Data Over Time
  • Follow Best Practices for Viewing Data Over Time

 

Charts for Mapping

  • Ask Questions that Lead To Mapping
  • Select Chart Types for Mapping
  • Follow Best Practices for Mapping

 

Dashboards and Stories

  • Follow the Development Process for Dashboards and Stories
  • Plan the Visualization
  • Create the Visualization
  • Test the Visualization