Skip to main content

Module 4: Advanced Techniques

Advanced Visualization Techniques

Objective:​

  • Introduce participants to advanced chart types and their applications
  • Teach participants how to implement advanced features in Tableau
  • Guide participants in creating interactive filters, actions, and tooltips
  • Provide hands-on experience with incorporating maps and spatial analysis into visualizations

4.1 Advanced Chart Types​

  • Introduction to advanced chart types in Tableau
  • Scatter plots, dual-axis charts, area charts, and bubble charts
  • Hierarchical and network visualizations

Exercise 4.1: Creating Advanced Chart Types​

  • Participants are given datasets suitable for advanced chart types.
  • Participants use Tableau to create advanced charts and explore their features and applications.

4.2 Advanced Features in Tableau​

  • Working with sets, groups, and hierarchies in Tableau
  • Implementing table calculations and level of detail (LOD) expressions
  • Introduction to forecasting and trend analysis in Tableau

Exercise 4.2: Applying Advanced Features​

  • Participants are given scenarios that require the use of advanced features.
  • Participants use Tableau to apply sets, groups, hierarchies, table calculations, and LOD expressions as per the scenarios.

4.3 Interactive Filters, Actions, and Tooltips​

  • Creating interactive filters for dynamic data exploration
  • Implementing actions for interactivity between sheets and dashboards
  • Customizing tooltips for additional data insights

Exercise 4.3: Adding Interactivity to Visualizations​

  • Participants enhance their existing visualizations by adding interactive filters, actions, and tooltips.
  • Participants explore the impact of interactivity on the user experience and analysis capabilities.

4.4 Incorporating Maps and Spatial Analysis​

  • Introduction to Tableau's mapping capabilities
  • Creating maps using geospatial data and geographic roles
  • Implementing spatial analysis techniques: distance calculations, clustering, etc.

Exercise 4.4: Creating Maps and Spatial Analysis​

  • Participants are provided with geospatial data or access to a mapping service.
  • Participants use Tableau to create maps and perform spatial analysis based on the provided data.

4.5 Advanced Analytics and Integration​

  • Integrating Tableau with R and Python for advanced analytics
  • Utilizing statistical functions and calculations in Tableau
  • Overview of machine learning integration and predictive analytics

Exercise 4.5: Integrating Tableau with R or Python​

  • Participants explore the integration of Tableau with R or Python to leverage advanced analytics capabilities.
  • Participants perform a simple data analysis or visualization using the integrated tools.