Data Storytelling with Tableau

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This course is taught by a live virtual Tableau Certified Instructor over the course of 4 half days.  Participants discover how to effectively find and communicate insights in data, with a focus on context, design, communication, and automation. Class will include time for workshopping with your own data to make improvements and create more impactful data-driven narratives.

Please read pre-class Participant Checklist here.

Who

• Anyone who works with or uses data.
• Anyone who works with self-service data analysis tools.
• Anyone who needs to communicate data insights effectively.
• Anyone who uses data to influence business decisions or actions.

Objectives

• Understand how to get the right context for any analysis
• Understand what kinds of analyses to do
• Understand common pitfalls of data visualization and storytelling
• Understand best practices of data visualization and storytelling
• Understand how to tell a story that actually drives action

Course Outline

• What keeps the CEO up at night
• Obtaining context and tying analyses back to key business metrics
• Common pitfalls of data visualization
• Best practices of data visualization
• Using the 5 types of analyses
  • Trends and patterns over time
  • Distributions of data
  • Correlations between variables
  • Geographical and spatial relationships
  • Outliers
• Understanding story structure and how to create a data story
• Adding emotional impacts to drive action and change

Prerequisites

All students should have prior experience working with data visualization and corporate reporting.

Course Highlights

• Hands-on work shopping activities
• Bring your own data on day 2 to apply what you have learned
• Comprehensive manual with visualization examples
• Checklists to guide your storytelling journey
  • Example below

The Narrative Checklist

Here’s a checklist (also included in the Appendix) on how to ensure your story is right.

• Have I clearly identified my audience?
• Do I know who the highest paid person in the room is? (Their needs always win)
• Have I gathered the right facts and data?
• Do I have a clear insight in mind that I want people to take away from this presentation?
• Have I posed a thought-provoking question, scenario that needs or needed fixing, or otherwise highlighted something that people need to care about?
• Have I shared something unusual or surprising?
• Have I added tension by using the rule of 3’s?
• Have I made it simple and easy to understand? Can they “grok” the message in 10 seconds or less?
• Have I crafted a creative or memorable metaphor?
• Have I used the right images to convey impact?
• Have I thought of anecdotes I can share that are relevant?