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Angela Tao

Are you looking to create interactive dashboards to visualize data? This Guided Project was designed to help sales and data analysts who want to gain a solid understanding of Tableau and learn how to create impactful data visualizations. More specifically in this 1 hour long project based course, you will learn how to set up Tableau desktop and import an e-commerce dataset, link and create single visualization on multiple data sources in Tableau, and last but not least create interactive dashboard for customer analysis. To achieve this you will analyze customer data from an E-commerce platform using Tableau Desktop. Tableau Desktop is a user-friendly and powerful tool that allows you to load, link, and visualize multiple data sources. Additionally, you will explore multi-way interactivity, which enables complex Tableau dashboards to drill down into data at different levels for deeper analysis. No advanced prerequisites are required, although a basic understanding of data analysis concepts, such as visualization techniques and data modelling, is recommended. Now let's get going!

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What's inside

Syllabus

Project Overview
Through this project, you will learn how to effectively use Tableau to create interactive dashboards for visualizing data from multiple sources. We will analyze customer data from an E-commerce platform using Tableau Desktop. Tableau Desktop is a user-friendly and powerful tool that allows you to load, link, and visualize multiple data sources. Additionally, you will explore multi-way interactivity, which enables complex Tableau dashboards to drill down into data at different levels for deeper analysis. This course is designed for learners who want to gain a solid understanding of Tableau and how to create impactful data visualizations. No advanced prerequisites are required, although a basic understanding of data analysis concepts, such as visualization techniques and data modeling, is recommended.

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Multi-Table data analysis with Tableau: Customer Analysis with these activities:
Review Data Visualization Principles
Reviewing data visualization principles will help you better understand how to create effective and impactful dashboards in Tableau.
Browse courses on Data Visualization
Show steps
  • Read articles on chart types and their uses.
  • Study examples of good and bad visualizations.
  • Practice identifying misleading visualizations.
Review 'The Visual Display of Quantitative Information'
Reviewing 'The Visual Display of Quantitative Information' will provide a deeper understanding of the principles behind effective data visualization.
Show steps
  • Read the book and reflect on the examples.
  • Analyze existing dashboards using Tufte's principles.
  • Discuss the book's concepts with other data analysts.
Follow Tableau Tutorials on Data Blending
Following tutorials on data blending will provide hands-on experience in linking multiple data sources within Tableau, a key skill taught in the course.
Show steps
  • Find tutorials on Tableau's website or YouTube.
  • Replicate the steps in the tutorial with sample data.
  • Apply the techniques to your own datasets.
Four other activities
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Practice Creating Different Chart Types in Tableau
Practicing creating various chart types will reinforce your understanding of Tableau's capabilities and improve your ability to choose the right visualization for your data.
Show steps
  • Load sample data into Tableau.
  • Create bar charts, line charts, and scatter plots.
  • Experiment with different chart options and settings.
Review 'Storytelling with Data'
Reviewing 'Storytelling with Data' will enhance your ability to communicate insights effectively through Tableau dashboards.
Show steps
  • Read the book and take notes on key concepts.
  • Apply the principles to your Tableau dashboards.
  • Share your dashboards with others and get feedback.
Analyze Publicly Available E-commerce Data
Starting a project with publicly available e-commerce data will allow you to apply the skills learned in the course to a real-world scenario and create a portfolio piece.
Show steps
  • Find an e-commerce dataset on Kaggle or UCI.
  • Import the data into Tableau.
  • Create visualizations to explore customer behavior.
  • Build an interactive dashboard to present your findings.
Create a Customer Segmentation Dashboard
Creating a customer segmentation dashboard will allow you to demonstrate your ability to analyze customer data and create actionable insights using Tableau.
Show steps
  • Identify key customer segments based on purchase history.
  • Create visualizations to compare and contrast segments.
  • Design an interactive dashboard to explore segment characteristics.
  • Document your findings and recommendations.

Career center

Learners who complete Multi-Table data analysis with Tableau: Customer Analysis will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Multi-Table data analysis with Tableau: Customer Analysis.
Focuses on how to communicate data effectively through visualizations. It provides practical guidance on choosing the right chart types, designing clear and concise visuals, and crafting compelling narratives. It valuable resource for anyone who wants to improve their data storytelling skills and create more impactful presentations. This book is commonly used by business professionals and data analysts.
Classic in the field of data visualization. It explores the principles of effective visual design and provides numerous examples of both good and bad visualizations. While more theoretical than practical, it offers a deep understanding of the underlying principles of data visualization. This book is more valuable as additional reading than as a current reference, providing a strong foundation for understanding data visualization best practices.

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