Data Visualization for Nonprofit using Tableau Public

Prerequisites:

No previous experience in Tableau or BI tools is needed.

Audience:
All people working in nonprofit organizations.

Overview:

This is a course dedicated to all professionals working in the nonprofit sector. The aim is to learn how to communicate the data with a broader audience using Tableau Public. 

This course is designed for the learner who has never used Tableau before, or who may need a refresher.  It will guide you through the steps necessary to create your first visualization from the beginning. You will also learn how to apply essential design principles to your Tableau visualizations. By the end of the course, you will be able to create and share your insights with the broader audience.

Course milestones:

• Configure your Tableau Public profile.
• Connect to and work with your data.
• Use the Tableau interface.
• Build an insightful visualization.
• Share your work with a broader audience.

Format of the Course:

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Outline:

Introduction

• Setting up Tableau
• Overview of Tableau Software
• Navigating the Tableau User Interface

Connecting to your data

• Available data connections
• Simplifying and preparing data
• Joining database sources
• Inner, outer, left, and right join
• Blending different data sources in a single worksheet

Working with Data in Tableau

• Using multiple measures in a view
• Showing the relationship between numerical values
• Viewing specific values
• Customizing your data
• Dimension vs. Measure
• Data types, discrete versus continuous, for measure

Creating calculations in Tableau 

• Row-level calculations
• Aggregate calculations
• Arithmetic, string, and date calculations
• Custom aggregations and calculated fields
• Quick table calculations
• Working with dates and times

Design Principles and how to implement them in Tableau

• Pre-attentive attributes
• Usage of the color
• Choosing the right chart
• Inclusive design

Building your first data visualization

• Tables
• Bar chart variations - bar chart, column chart, bullet charts, bar-in-bar
• Stacked bars and area charts
• Pie charts
• Scatter Plots
• Maps

Taking the most out of formatting

• Labels
• Legends
• Tooltips
• Highlighting data with reference lines
• Annotations

Telling a Data Story with Dashboards

• Dashboard framework
• Filter actions
• Parameters
• Highlight actions
• URL actions

Sharing your work with others

• Publishing your work
• Sharing options

Summary and Next Steps:

• Learning about Tableau Community
• Helpful resources for further learning