Tableau for Greater Good Greenville

1 Overview

You will go through the entire process of creating a Tableau dashboard

• from data import & transformation
• through design & analysis
• to implementation & sharing.

2 What you will be doing

During class

• Get introduced to concepts
• Group discussions and activities
• Initial exposure to and attempts with the software

Outside of class

• Read and work through the chapters & sample project
• Use Prep and Tableau extensively
• Send me questions via email (with Tableau in subject)

3 The book

You will receive a copy of this 200+ page book when you come to class.

• Written by me for you
• Four chapters, one per week
• Ten appendices
  • Project (description and charts)
  • Tableau details (chart types and color palettes)
  • Importing and pivoting (vital for your future usage of Tableau)
  • Guideline documents (Dashboard Project, example Dashboard Project Document, Chart samples, Chart Creation Checklist, and use of Chart Creation Checklist for multiple charts)

4 Schedule

Week 1 Overview

Introduction to Tableau and data visualization generally. Go through the whole cycle.

• Slides
• File: SLO-Fake-Data.zip:
  • slo_fake_data_neat_wide.csv
  • slo_fake_data_neat_wide.tfl
• File: AppendixB.zip:
  • exercise-records.csv (142b)
  • school-grades.csv (151b)
  • student-monoitoring.csv (733KB) — thanks, Susan!
• File: StudentActivity.zip:
  • student_activity.csv (19.2MB)

Week 2: Preparing the plan and the data

Define a project, import data, clean & transform data, understand data; prepare to build charts

• Slides
• File: week2.zip. This ZIP file contains the following eight files:
  • Student activity pivot example
    • student_activity.csv
    • student_activity_output.hyper
    • student_activity_in_class_flow.tfl
  • Simple pivot examples
    • wide_in_class_wk2.csv
    • grades_wk2_inclass.csv
  • Student monitoring pivot example
    • student-monitoring.csv
    • student-monitoring-in-class-flow.tfl
  • Chart types
    • charttypes-workbook.twb

Week 3: Building charts

Go through the details of building charts

• Slides
• File: week3.zip. This ZIP file contains the following file:
  • student_activity_output.hyper

Week 4: Building the dashboard

Go through all the details of building a dashboard and sharing it

• Slides
• File: week4.zip: This ZIP file contains the following files:
  • week4-in-class-start.twb
  • student_activity_output.hyper