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Tableau for Intermediate Users

“Visualization gives you answers to questions you didn’t know you had.” - Ben Schneiderman

In a 2020 World Economic Forum study on ‘Jobs of Tomorrow: Mapping Opportunity in the New Economy’, it was identified that 30% of new job opportunities globally will be in Data, Artificial Intelligence, Engineering and Cloud Computing by 2022. At the same time, in Singapore, a study by SkillsFuture SG has identified that the majority of Digital Economy in Singapore are tech-lite jobs that involve the use of foundational digital solutions at work. These tech-lite jobs involved skills such as Data Analytics , Statistical Analysis, Data Visualisation and Data Governance among others. While many organisations hire data analysts and scientists to make sense of their data, they often find it challenging communicating these insights clearly and effectively. Data visualization provides a graphical representation of the data that communicates key insights quickly and effectively; even to those who are less numerically inclined. To this end, data visualization has become an increasingly indispensable part of the analytics toolkit today.

Tableau is one of the leading platforms in data visualization and is widely used in many organizations. It is also featured in 2021 as a Leader in the Magic Quadrant for Analytics and Business Intelligence Platforms

This workshop is targeted at intermediate users to build operating skills that go beyond simply loading data and building simple charts.

Because this is positioned as an intermediate workshop, attendees need to have already attended Tableau Beginner class or at least is very familiar with how it works with basic functionalities. If you are unsure, kindly refer to the brochure on the Beginners’ class to validate if you know those functionalities.

In this workshop, attendees will learn more intermediate concepts including the data preparation, data modelling and cardinality. The focus of the course is on practical applications and as such, we will spend a lot of time applying the learning through case studies. In each case study, we will bring the attendee from data loading to data preparation (using Power Query) to data visualisation using charts and dashboards.

This is targeted at professionals and managers in non-analyst roles but may be required to work with or make sense of data and presenting data in their work. This is the next step from the Beginners class and will be a bit more technical compared to the Beginners class.

Objective

By the end of this course, the participants would be able to：

• Understand the different methods of importing data beyond Excel
• Learn the concepts of Data Modelling and Cardinality
• Learn and apply different types of Table Calculations
• Learn what is Tableau Prep and how it differs from Power Query (from Microsoft).
  Appreciate how Power Query is used to automate data preparation steps
• Gain practical experience in advanced visualizations such as Maps and Scatter Plots as well as the use of advanced filtering techniques
• Develop an interactive dashboard from scratch starting from business requirements to gaining insights from it

Outline

Tableau: Fundamentals
Data Importing
  • Different methods such as Web as Source, Live Connection and Extract. How to choose?
Power Query (vs Tableau Prep)
  • Advanced Transformational Methods
  • Automating Query Steps: Case Study
Data Modelling
  • Definition and why it is important?
  • Complex relationships
Table Calculations
  • Table Down
  • Table Across
Advanced Visualisations
  • Matrix
  • Advanced Filtering
  • Pareto Chart
  • Scatter Plots and Animation
Capstone Case Study
  • Download, Clean and Load
  • Develop business questions
  • Design and Develop Dashboards to gain insights

Who should attend

This workshop is designed for managers, professionals and staff at all levels who want to make a bigger impact with their analysis through Tableau. The course is suitable for participants across all industries and job functions. Participants should have either

• Attended the Tableau Beginner class; or
• Regularly use and/or are familiar with MS Excel and Tableau features such as charting and navigation

Note that the workshop WILL NOT cover the basic features and operations of Tableau; it will start on the assumption that attendees come with the above knowledge. If you did not attend the beginner class, you may check the brochure on the Beginners’ class to validate if you know those functionalities.

Methodology

FYT takes a practical approach to analytics, and therefore the workshop emphasizes practical analytic skills through learning of key principles and analytics skills. A combination of lectures and hands-on exercises are designed to enable participants to acquire those practical skills. This workshop utilises Power BI for the computer-based exercises.

Particular of Michael-Lee

MBA, BSc
Principal Consultant

• An IT professional by training with more than 25 years of consulting & practical experience across many functions (sales, client management, business operations & customer service) throughout various roles (Vendor, Systems Integrator, Distributor and End-user) in the public & private sectors
• Prior to joining FYT, Michael managed the Asia Pacific Sales Operations for Linksys; his portfolio included the day-to-day operations within Asia Pacific. He was also running the China sales. Prior to that, Michael led the Asia Pacific Sales Operations for Cisco System and the Business Operations for Customer Service in Asia Pacific & Japan in Cisco. In addition, he headed a global Metrics & Business Intelligence team comprising members from Asia Pacific, Europe and the Americas.
• Michael holds a bachelor’s degree in Computer Science & Mathematics as well as an MBA from the National University of Singapore. Michael is also an ACTA certified trainer