Creating Dashboards and Storytelling with Tableau

4.6
213 ratings
45 reviews

Course 4 of 5 in the Data Visualization with Tableau Specialization

Leveraging the visualizations you created in the previous course, Visual Analytics with Tableau, you will create dashboards that help you identify the story within your data, and you will discover how to use Storypoints to create a powerful story to leave a lasting impression with your audience. You will balance the goals of your stakeholders with the needs of your end-users, and be able to structure and organize your story for maximum impact. Throughout the course you will apply more advanced functions within Tableau, such as hierarchies, actions and parameters to guide user interactions. For your final project, you will create a compelling narrative to be delivered in a meeting, as a static report, or in an interactive display online.
Globe

100% online course

Start instantly and learn at your own schedule.
SvgLevelBeginner

Beginner Level

Clock

Approx. 14 hours to complete

Suggested: 4 weeks of study, 5-7 hours/week
CommentDots

English

Subtitles: English

What you will learn

  • Check
    Apply advanced Tableau functions such as hierarchies, actions, and parameters
  • Check
    Balance the goals of your stakeholders with the needs of your end-users
  • Check
    Create dashboards that help you identify the story within your data
  • Check
    Use Storypoints to leave a lasting impression with your audience

Skills you will gain

Tableau SoftwareStoryboardingData Visualization
Globe

100% online course

Start instantly and learn at your own schedule.
SvgLevelBeginner

Beginner Level

Clock

Approx. 14 hours to complete

Suggested: 4 weeks of study, 5-7 hours/week
CommentDots

English

Subtitles: English

Syllabus - What you will learn from this course

1

Section
Clock
5 hours to complete

Planning and Preproduction: Aligning your Audience, Stakeholders, and Data

Welcome to the first module of this course! In the following modules, you will learn and work with concepts, tips, and techniques to help you explore data, identify meaningful findings, and then explain them through the power of data visualization and storytelling. In this module, you will be able to determine the who, what, why, and how of the story and discover the importance of planning before you start. You will be able to interview your stakeholders and assess your audience to find the right story in the data. By the end of this module, you will be able to define what a story is and build a basic framework for presenting your story. Let's get started!...
SvgReading
11 videos (Total 71 min), 6 readings, 2 quizzes
Video11 videos
What is a Story?6m
Introduction to Planning and Preproduction for Visualizations1m
A Design Checklist of the Who, What, Why, and How7m
Start with Your Stakeholders3m
Addressing Your Audience and Their Context9m
Finding the Story14m
Prioritizing, Optimizing, and Designing the Data Story5m
Case Study - "The Tale of 100 Entrepreneurs" (Part 1)6m
Case Study - "The Tale of 100 Entrepreneurs" (Part 2)3m
Case Study - "The Tale of 100 Entrepreneurs" (Part 3)7m
SvgReading6 readings
Save Workbooks to Tableau Public10m
Journalistic Data Stories20m
Additional Readings20m
Project Brief5m
Sylvia and Terrence Personas5m
Sample - SuperStore Dataset5m
Quiz1 practice exercises
Module 132m

2

Section
Clock
3 hours to complete

Key Metrics, Indicators, and Decision Triggers

Welcome to Module 2. In this module, you will identify the key metrics that will provide the answers to your business question. You will develop an understanding of the types of ways KPIs can be visualized. You will create calculated fields for KPIs to build a figure that will be used to measure progress in the data. By the end of this module, you should be able to set thresholds and create alerts to trigger a decision. We will also discuss the topic of quality and constraints of the data....
SvgReading
6 videos (Total 52 min), 1 quiz
Video6 videos
Key Performance Indicators (KPIs)6m
Tableau Calculated Fields and KPIs4m
Creating Complex KPIs Using Tableau15m
Thresholds and Alerts6m
Data Quality18m
Quiz1 practice exercises
Module 2 Quiz22m

3

Section
Clock
5 hours to complete

Dashboard and Storytelling with Data

Welcome to Module 3. In this module, you will go from learning Tableau's six best practices for dashboard design. By the end of this module, you should be able to apply hierarchies, actions, filters, and parameters within Tableau. You will also review five videos associated with the topic and discover how to uncover the story in the data and be able to frame your story. ...
SvgReading
8 videos (Total 106 min), 2 readings, 2 quizzes
Video8 videos
Dashboard Design Principles 1, 2, & 310m
Dashboard Design Principles 4, 5, & 67m
Hierarchies, Actions, Filters, and Parameters (Part 1)26m
Hierarchies, Actions, Filters, and Parameters (Part 2)24m
Hierarchies, Actions, Filters, and Parameters (Part 3)18m
Hierarchies, Actions, Filters, and Parameters (Part 4)12m
Important Considerations for Creating Dashboards3m
SvgReading2 readings
Pre-Reading: Tableau Whitepaper10m
Recommended Readings30m
Quiz1 practice exercises
Module 320m

4

Section
Clock
6 hours to complete

Tell the Story of Your Data

Welcome to Module 4. Although this course focuses on Tableau, we will look at a wider range of examples and techniques to help you become a better data storyteller. By the end of this module, you should be able to leverage concepts and techniques designed to help you become a more focused and compelling storyteller with data as the foundation. We will discuss ways to avoid unintentionally creating false narratives with good data. You will also learn about what neuroscience research tells us about stories, audience engagement, and decision drivers. You will use structural story elements to help improve the relatability of the story and explore ways design and textual elements can affect the emotional tone of a story. Lastly, you will learn how to frame and format the data story based on your design checklist. Let's get started! ...
SvgReading
17 videos (Total 132 min), 3 readings, 2 quizzes
Video17 videos
The Art of Storytelling (Past, Present, and Future)3m
Storytelling and the Human Brain5m
Bringing Data to Life: Emotions and Data Storytelling7m
Emotion Modulators: Color, Language, and Other Design Elements8m
Framing and Format4m
Framing, Conventions, and Priming8m
False Narratives and Data Storytelling6m
Telling the Stories within the Story (Part 1)5m
Telling the Stories within the Story (Part 2)4m
Story Considerations6m
Preparation of the Story Points11m
Setting Up the Story14m
Creating Points in the Story16m
Interactive Story6m
Create a Data Story in a Static Presentation20m
Course Summary1m
SvgReading3 readings
Pre-Reading: Tableau Whitepaper and Training Video10m
Examples of Emotions in Data Storytelling10m
Additional Readings30m
Quiz1 practice exercises
Module 422m
4.6
SvgDirectionSigns

38%

started a new career
Briefcase

83%

got a tangible career benefit from this course

Top Reviews

By MHMar 16th 2017

Overall its a great course to be introduced with tableau's functionalities and its usage in Business analysis and then explaining stories, Discoveries via visuals,dashboards and story telling

By RKFeb 12th 2018

Theory very well balanced with practice. A lot of practice tasks necessary to complete this module makes it one of the most valuable parts of the whole training path. Really good course.

Instructors

Avatar

Govind Acharya

Principal Analyst
Avatar

Hunter Whitney

Sr. Consultant, Author, Instructor

About University of California, Davis

UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact....

Frequently Asked Questions

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • If you pay for this course, you will have access to all of the features and content you need to earn a Course Certificate. If you complete the course successfully, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. Note that the Course Certificate does not represent official academic credit from the partner institution offering the course.

  • Yes! Coursera provides financial aid to learners who would like to complete a course but cannot afford the course fee. To apply for aid, select "Learn more and apply" in the Financial Aid section below the "Enroll" button. You'll be prompted to complete a simple application; no other paperwork is required.

More questions? Visit the Learner Help Center