Job Role

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

Duration

In-Person: 2 Day(s)
Virtual: 2 or 5 Day(s)

Overview

Who should take this course?


You are an experienced Tableau user who wants to learn more about best practices for displaying information and insights in Tableau. Ideally, you have taken the Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate courses, but these are not official prerequisites. This course uses Tableau to develop and discuss visualizations, but does not include instruction on how to use Tableau. 

 

Tableau Visual Analytics is included in the Tableau Training Pass.

 

 

Prerequisites 

 

Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate are recommended but not required


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


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

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Visual Analytics Process

  • Visual Analytics
  • Visual Analytics Process
  • Advantages of Visual Analysis

 

Memory and Processing

  • Memory and Processing Types

 

Short-Term Memory 

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

 

Sensory Memory: Overview 

  • Preattentive Attributes 
  • Quantitatively-Perceived Attributes 
  • Categorically-Perceived Attributes 

 

Sensory Memory: Form 

  • Form Attributes 
  • Length 
  • Width 
  • Size 
  • Orientation 
  • Shape 
  • Enclosure 

 

Sensory Memory: Color 

  • Color Attributes 
  • Color Relativity 
  • Color Vision Deficiency 
  • Color Hue 
  • Color Intensity 
  • Sensory Memory: Position 
  • Position Attributes 
  • 2-D Position 
  • Spatial Grouping 

 

Informing without Misleading 

  • Gestalt Principles 
  • Visual Area Assumptions 
  • Axis Assumptions
  • Color Assumptions 
  • Amount of Detail 

 

Charts for Viewing Specific Values

  • Questions that Lead to Viewing Specific Values 
  • Chart Types for Viewing Specific Values 
  • Best Practices and Considerations for Viewing Specific Values 

 

Charts for Comparing and Ranking Categories 

  • Questions that Lead to Comparing and Ranking Categories 
  • Chart Types for Comparing and Ranking Categories
  • Best Practices and Considerations for Comparing and Ranking Categories 

 

Charts for Comparing Parts to Whole 

  • Questions that Lead to Comparing Parts to Whole 
  • Chart Types for Comparing Parts to Whole 
  • Best Practices and Considerations for Comparing Parts to Whole 

 

Charts for Comparing Measures 

  • Questions that Lead to Comparing Measures
  • Chart Types for Comparing Measures 
  • Best Practices and Considerations for Comparing Measures

 

Charts for Viewing Correlation 

  • Questions that Lead to Viewing Correlation 
  • Chart Types for Viewing Correlation 
  • Best Practices and Considerations for Viewing Correlation 

 

Charts for Viewing Distributions 

  • Questions that Lead to Viewing Distributions 
  • Chart Types for Viewing Distributions 
  • Best Practices and Considerations for Viewing Distributions 

 

Charts for Viewing Data Over Time 

  • Questions that Lead to Viewing Data Over Time 
  • Chart Types for Viewing Data Over Time 
  • Best Practices and Considerations for Viewing Data Over Time 

 

Charts for Mapping 

  • Questions that Lead to Mapping 
  • Chart Types for Mapping 
  • Best Practices and Considerations for Mapping 

 

Dashboards and Stories 

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