DATA DOZEN PRESENTS

A Deeper Dive:
Data Visualization with Tableau

a completely virtual hands-on workshop series built for the Olin Business School community

WELCOME

Hi there, I’m Erin.

I’m the owner of Data Dozen, a visual analytics studio, and a data visualization specialist. I’m delighted to collaborate with Olin again this semester to bring you a whole new suite of hands-on Tableau workshops. 

FIRST THINGS FIRST

Here’s what to do next.

1

BOOKMARK THIS WEBPAGE

Since this workshop series will be entirely virtual, we will reference this webpage a lot. I will post all of the resources for each workshop here, from the links to each event’s live stream to the data sets we’ll explore. Go ahead and bookmark it. Your future self will thank you!

2

PICK YOUR WORKSHOPS

This Tableau series is comprised of four different workshops. Check out the descriptions below, and pick the ones (or all!) that look right for you. Then go ahead and get those dates on your calendar. Got a conflict? Don’t fret. We’ll share the recordings of each event as well.

3

JOIN OUR SLACK WORKSPACE

We’ve got our very own Slack workspace set up for this workshop series. Go ahead and join the conversation! You can use this space to introduce yourself, tell us what you’re hoping to learn in each workshop, ask questions, and share what you’ve created in Tableau.

4

PREPARE YOUR TECHNOLOGY

We’re getting creative as we translate our live events into a virtual experience. Before the live stream of each event begins, you’ll want to have your laptop all set up to build along with me in Tableau. Follow our steps below to make sure you’re ready to build.

PICK YOUR WORKSHOPS

We’ve got a workshop for each phase of the data visualization lifecycle.

Each workshop is built to stand on its own. Once you’ve got the Beginner Bootcamp under your belt, you can pick and choose whichever workshops interest you most (which may just be all of them).

1

Beginner Bootcamp

How to Start Building Dynamic Charts and Interactive Dashboards 

WEDNESDAY, APRIL 8
11:00 AM -1:30 PM

Kickstart your data visualization skill set with this engaging introduction to Tableau Software. Using business data and real world questions, you’ll learn how to use Tableau’s drag-and-drop interface to build dynamic data visualizations. We’ll identify which fundamental chart types are most effective for displaying different types of data, and how to stitch multiple charts together into a series of highly interactive dashboards. Whether you’re brand new to Tableau, or looking to reboot your skill set, this workshop is the perfect place to start.

2

Advanced Charts

How to Visualize Time, Benchmarks, and Key Performance Indicators

MONDAY, APRIL 13
11:00 AM -1:30 PM

Ramp up your Tableau skills with the next round of more complicated chart types. Leveraging combination charts and a variety of calculations, we’ll explore strategies for displaying longitudinal data, tracking progress towards a goal, conducting comparative peer benchmarking, and highlighting overarching key performance indicators. As we expand our technical repertoire in Tableau, we’ll discuss when adding such complexity benefits our work and when it detracts from our ultimate goals.

3

Data Preparation

How to Structure, Clean, and Validate Your Data Set for Tableau  

TUESDAY, APRIL 21
11:00 AM -1:30 PM

Transform unruly data into Tableau-ready files. Designed for the technical novice, this workshop will give all business analysts a substantial leg up when it comes to data analytics. This workshop is the bedrock for all Tableau projects in the real world. We’ll dive into the nitty gritty of preparing your data set for analysis. From creating the proper data structure with pivots, joins, and unions, to cleaning up the data’s inconsistencies with calculated fields, data type changes, groups, and sets, you’ll learn how to maximize the possibilities your data set has to offer.

4

Dashboard Design

How to Build Visually Impactful and Delightfully Intuitive Dashboards

WEDNESDAY, APRIL 29
11:00 AM -1:30 PM

Last but certainly not least, our final workshop is all about design. We’ll explore a suite of design elements that transform basic Tableau dashboards into visually striking final products that your end audience will love to use. With a steady eye on the user experience, we’ll unpack how elements like color, fonts, weight, and spacing can coalesce into dashboard layouts that offer both aesthetic impact and precise interpretations. This final workshop shows analysts how to ensure that their analytic efforts consistently produce insightful, meaningful experiences for their audience.

JOIN OUR SLACK WORKSPACE

Let’s get the conversation started.

Introduce yourself, ask questions, share insights, post your work. We’ve got a channel for each workshop as well as a place for introductions and tech questions.
Just click here to join.

PREPARE YOUR TECHNOLOGY

Here’s how to prepare for a workshop.

Each event is designed to be a hands-on workshop. When the event starts, you’ll just come to this webpage, click the link the YouTube Live stream below, and follow along on your computer. There’s no video conference or meeting software needed. We’ve even got a sample of what the live stream will feel like (bumps and all!) in this quick video about how to prepare.

We’ll build all of our visualizations and dashboards in Tableau Public, which is a completely free version of Tableau. Click here to download Tableau Public. Just enter your email address next to the orange box and click download the app. Then just install the software on your computer.

NOTE If you’re working on a laptop issued by your employer, be sure to do this step early! You might not have permission to install new software onto your laptop, and need to work with someone in IT to get the software ready. 

Now you’ll want to be able to save what you build in Tableau Public, so click here to go back to Tableau Public again and click the orange Sign Up button in the upper right corner. Enter your name, your email address, and a new password, and then click Create My Profile. Now you’ll have a place to save everything you build during our workshops. 

NOTE Saving to Tableau Public saves to Tableau’s cloud. Only upload things you’re comfortable sharing. Tableau Public is not HIPPA or FERPA complaint, nor the place to save proprietary data. 

Each workshop will have a different data set. They will be relatively small Excel files. Several days before the workshop, I will post the data set for you to download underneath the workshop’s description. If you scroll up, you’ll notice that the data set for the first workshop is there and ready to download.  

Last but not least, I’d recommend that you pick a second screen. Here’s what I mean by that. For those of you who have worked with me before, you know that usually during an in person workshop, you would watch me build the charts on a projector screen, and then you would look down and build your own charts on your laptop. 

But since this is entirely virtual event, we need to replace that projector screen. When the event starts, you’ll click the YouTube Live link below and see me presenting. If you have a dual monitor setup, great! You’ll just put the YouTube Live stream on one side and build in Tableau on the other. But if you don’t have two screens, you might want to have a tablet, tv, or even cell phone on hand to pull up the YouTube Live stream as well. This could make it easier to follow along instead of constantly toggling back and forth. 

QUESTIONS? Join our Slack workspace to chat there or send me an email at contact @ data dozen . com, and we’ll get your technology all ready to go!  

GET EXCITED

Our next live workshop starts in:

Days
Hours
Minutes
Seconds

WEDNESDAY, APRIL 29 @ 11:00AM – 1:30PM

Dashboard Design

How to Build Visually Impactful and Delightfully Intuitive Dashboards

When it’s time for the workshop to start, the link above will become live and you will just click the button to join the YouTube Live Stream. There’s no special software needed. Just you and the internet. 

JUST FINISH A WORKSHOP?

Share Your Thoughts

We’d so appreciate your honest feedback to help us improve future workshops.

QUESTIONS?

Let me know how I can help you.

If you have questions, I’m eager to help. Feel free to message me in our Slack Workspace or to send me an email at contact @ data dozen.com and we’ll get you set up for success!

An enormous thank you to the team at Olin making this series possible: Ashley Macrander, Hayley Huffman, Timothy Dugan, Cory Barron, and many more. Their creativity during these unprecedented times has brought this series to life. Thank you!

OUR MISSION

To help democratize quantitative knowledge by creating educational resources and experiences that make data visualization–and by extension, data itself–approachable, exciting, and meaningful.

DATA DOZEN, LLC

Copyright © 2020