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Toan Hoang

Tableau Desktop is often referred to as the Gold Standard for Data Visualization, Data Discovery and Self-Service Data Analytics, and caters for all users from IT Practitioners, to Data Scientists, to Data Consumers. In this course, we are going to push the limits of what we can show in Tableau by creating Bespoke (Custom) Data Visualizations, and more importantly, learn the techniques required, push our boundaries, and stretch our imagination.

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What's inside

Learning objectives

  • Creating bespoke (custom) data visulisations
  • Bespoke data visualisation design
  • Intermediate / advanced tableau concepts
  • How to use table calculations in tableau
  • Data densification techniques in tableau
  • Drawing using polygons
  • How to take your data visualisations to the next level

Syllabus

We will understand more about bespoke data visualisations as well as the flow and content of this course.

Hello, my name is Toan Hoang, and I am going to be your instructor for this course on Creating Bespoke Data Visualisations in Tableau. So let me introduce myself.

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Let us start by understanding the objectives in this course, the various sections and how to optimise your learning. More importantly, you will get to know a little more about your instructor and the reason for this courses existence.

We will talk about the nature of bespoke data visualisations, what they are, and how we can achieve these in Tableau.

We will talk about the reasons for learning more about bespoke data visualisations and how, through learning about bespoke data visualisations, you will improve your Tableau dashboarding skills.

There is some contention and disagreements about the use of bespoke data visualisations, and we will discuss the pros and cons of bespoke data visualisations, when to use them, and more importantly, when not to use them.

This course is not just about creating cool things; although you will create some awesome stuff. However, it is about going through the process of learning various techniques, and to be able to apply them to your own creativity.

You will be equiped with various techniques and be able to use these techniques to build bespoke data visualisations.

In this section, we are going to cover all the core Tableau techniques required to create Bespoke Data Visualisations.

In this lecture, we are going to look at Table Calculations and the INDEX() Function. When creating Bespoke Data Visualisations, this is perhaps the single most important function to know as it will be key to our calculations. There are very few Dashboards that I have built that does not feature this versatile Table Calculation.

In this lecture, we are going to look at the following Table Calculations: WINDOW_SUM(), WINDOWS_MIN() and WINDOWS_MAX(); Knowledge of these are essential for building bespoke data visualisations.

Explore Additional Table Calculations

In this lecture, we are going to look into the technique of Data Densification; this technique allows us to take two points and create additional points between for manipulation, so in essence, making our data more dense.

In this lecture, we are going to build our first, albeit simple, bespoke data visualisation to get a better understanding of Data Densification and Table Calculations. We will be building a Shaped Bar Chart which is a nice alternative to your standard Bar Chart.

In this lecture, we are going to look into the drawing curved lines using the SIN() Function. We will using Data Densification, Table Calculations and the SIN() function to draw this data visualisation. This lecture will help cement our knowledge on the techniques presented.

In this lecture, we will be looking at using Data Densification, Table Calculations and the Polygon Mark Type to draw shapes. We will combine all our techniques to draw a few fun shapes and will be building up to drawing more complex objects.

In this lecture, we will be reinforcing our knowledge on our learned techniques to create a Packed Circle Chart in Tableau. We will be drawing circles and sizing them based on our data set.

In this video, we will be creating a Radial Bar Chart in Tableau. We will be using Data Densification and leveraging various Table Calculations in our bespoke data visualisation.

We have now learned quite a lot and practice does make perfect. Please follow the links below and complete the various exercises to reinforce your knowledge and learned techniques.

We have covered a lot of grounds and have learned some of the available core techniques that we require to build bespoke data visualisations. So let us review.

You will be able to go through the various steps from finding inspiration to having a bespoke data visualisation design that is ready for Tableau.

In this section, we will talk about finding inspiration, sketching and designing your Bespoke Data Visualisations in Tableau.

We are going to talk about the various sources of inspiration that is at your disposal. You can find inspiration anywhere you look, you just have to pay attention, be aware, be open and let it come to you.

Once you have found some inspiration, we will go through the process of distilling this down to its fundamental parts. We will work on pen and paper, go through my process, and start sketching out our various possibilities for our bespoke data visualisation.

The final step is choose and sketch out our bespoke data visualisation; this will give us our basis for our Tableau design and build using the techniques we have learned so far.

A lot of people look at a visualisation and think that they can never build it, however, this could not be further from the truth. Once you see a data visualisation, you can distil, sketch and design a bespoke visualisation that can be built in Tableau.

You will now be able to apply the techniques that you have learned and build a bespoke data visualisations.

We are going to explore a Sunburst Chart. We will look at when could it be used, what use cases could it be appropriate for and, more importantly, when not to use it.

We will prepare our data source for our Sunburst chart by taking into account Data Densification technique. We will also go into how we can make this as flexible as possible, especially as we may want to use this in our production dashboards.

Using our prepared data source, we are going to draw our the first segments of our Sunburst chart so that we have a basic understanding of the mechanics. This is always the important first step as we will very quickly see if this is going to be fit for purpose.

We are going to complete our first layer of our Sunburst using additional Table Calculations to position our segments around the circle. We will need to move our segments around and make sure they are relative to each other.

We will now add our second layer to our Sunburst which will complete our bespoke data visualisation from a functional point of view. Once we have our second layer, we can add additional layers through manipulating our data source.

Now that we have our Sunburst completed, we will look into adding our final touches and work on additional cosmetics to ensure that we have a very nice look at feel to our bespoke data visualisation.

That must have felt like a mini marathon, but alas we are done and will now do a review of the end-to-end design, data preparation, and build of our Sunburst Bespoke Data Visualisation.

We will now finish off the course with a review as well as our final thoughts to you.

Where there is a beginner there is an end, and I am thankful that you have made it this far, and hopefully you have learned a lot from this course. We are going to go review the entire course and talk about our journey.

Check out the following tutorials for you to get through. Given you have come all this way and completed the course, you will be in a better place to understand how these bespoke data visualisations work, and hopefully, they will spark off your imagination.

While I have trained thousands of people in person, this is my first Tableau Course on Udemy. I hope that you have enjoyed it and I do hope that you keep in touch and let me know about your progress. Do reach out and connect with me on my various platforms.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Suitable for Data Practitioners, Data Scientists, and Data Consumers
Reinforces Table Calculations, Data Densification, Drawing using Polygons and Creating Bespoke Data Visualisations
Develops Intermediate to Advanced Tableau Concepts
Taught by Toan Hoang, who is recognized for their expertise in Tableau
Introduces hands-on techniques for creating bespoke data visualizations
Applicable to a wide range of users, from beginners to experienced professionals

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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 Creating Bespoke Data Visualisations in Tableau - Part One with these activities:
Tableau Conference
Attend the Tableau Conference to connect with Tableau experts, learn about the latest advancements, and discover new resources to support your learning and professional development in Tableau.
Show steps
  • Register for the Tableau Conference.
  • Attend keynote speeches, breakout sessions, and workshops.
  • Network with other Tableau users and industry professionals.
Review of Tableau concepts
Review key Tableau concepts such as data connections, data types, and chart types to refresh your memory and strengthen your foundation for learning advanced visualization techniques.
Browse courses on Tableau
Show steps
  • Review Tableau documentation or online resources on fundamental concepts.
  • Create a simple Tableau dashboard using familiar data to practice basic operations.
Tableau User Group Meeting
Attend Tableau User Group meetings to connect with other users, learn about best practices, and discover new techniques to enhance your Tableau skills and knowledge.
Show steps
  • Locate a Tableau User Group in your area or online.
  • Attend meetings and participate in discussions, presentations, and workshops.
  • Network with other Tableau users and learn from their experiences.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Tableau Study Group
Join a study group with other Tableau users to discuss course concepts, share knowledge, and collaborate on projects, providing opportunities to learn from peers and enhance your understanding.
Show steps
  • Find or create a study group with other Tableau learners.
  • Meet regularly to discuss course topics, share tips, and work on projects together.
Data Manipulation Exercises
Practice manipulating data in Tableau using table calculations, calculated fields, and data blending to enhance your data analysis skills and prepare for creating bespoke visualizations.
Browse courses on Data Cleaning
Show steps
  • Download a sample dataset and import it into Tableau.
  • Create calculated fields to derive new insights from the data.
  • Use table calculations to perform aggregations and calculations across different dimensions.
Explore Advanced Tableau Techniques
Expand your knowledge of Tableau by exploring advanced techniques such as level of detail expressions, custom chart types, and spatial analysis to enhance your data visualization capabilities.
Show steps
  • Identify an area of Tableau you want to improve in.
  • Search for online tutorials or documentation on the specific technique.
  • Follow the tutorial and apply the technique to a sample dataset.
Interactive Dashboard Project
Design and develop an interactive Tableau dashboard that showcases your data visualization skills and ability to communicate insights effectively to a target audience.
Browse courses on Dashboard Design
Show steps
  • Identify a business problem or dataset that you want to visualize.
  • Design a dashboard layout and select appropriate chart types to convey the data effectively.
  • Implement interactive features such as filters, tooltips, and drill-down capabilities.
  • Present your dashboard to peers or colleagues and gather feedback.
Tableau Portfolio Project
Develop a portfolio of Tableau visualizations that demonstrate your skills and knowledge in data visualization, problem-solving, and data storytelling, showcasing your ability to apply advanced Tableau techniques to real-world problems.
Browse courses on Data Storytelling
Show steps
  • Identify a problem or dataset that you want to visualize.
  • Design and develop a Tableau dashboard that effectively communicates your insights.
  • Create a portfolio website or presentation to showcase your work.

Career center

Learners who complete Creating Bespoke Data Visualisations in Tableau - Part One will develop knowledge and skills that may be useful to these careers:
Data Visualization Analyst
Data Visualization Analysts translate complex data into easy-to-understand visual representations. They create charts, graphs, and other visual aids that help decision-makers understand data and make informed decisions. This course can help you develop the skills and knowledge you need to succeed as a Data Visualization Analyst. You will learn how to use Tableau, a powerful data visualization software, to create custom visualizations that are both informative and visually appealing. You will also learn how to apply data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in data visualization and prepare for a career as a Data Visualization Analyst.
Tableau Developer
Tableau Developers are responsible for developing and maintaining Tableau dashboards and visualizations. They work closely with data analysts and business users to understand the data and create visualizations that meet their needs. This course can help you develop the skills and knowledge you need to succeed as a Tableau Developer. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in Tableau development and prepare for a career as a Tableau Developer.
Data Analyst
Data Analysts collect, analyze, and interpret data to help businesses make informed decisions. They use a variety of statistical and data visualization techniques to identify trends and patterns in data. This course can help you develop the skills and knowledge you need to succeed as a Data Analyst. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in data analysis and prepare for a career as a Data Analyst.
Business Intelligence Analyst
Business Intelligence Analysts use data to help businesses make informed decisions. They analyze data to identify trends and patterns, and then develop recommendations for how to improve business performance. This course can help you develop the skills and knowledge you need to succeed as a Business Intelligence Analyst. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in business intelligence and prepare for a career as a Business Intelligence Analyst.
Data Scientist
Data Scientists use data to solve complex business problems. They use a variety of statistical and machine learning techniques to build models that can predict future outcomes or identify new opportunities. This course can help you develop the skills and knowledge you need to succeed as a Data Scientist. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in data science and prepare for a career as a Data Scientist.
Web Designer
Web Designers create and maintain websites. They work to create websites that are visually appealing and easy to navigate. This course can help you develop the skills and knowledge you need to succeed as a Web Designer. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in web design and prepare for a career as a Web Designer.
User Experience Designer
User Experience Designers create products and services that are easy to use and enjoyable to interact with. They work to understand the needs of users and then design solutions that meet those needs. This course can help you develop the skills and knowledge you need to succeed as a User Experience Designer. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in user experience design and prepare for a career as a User Experience Designer.
Information Architect
Information Architects design and organize websites and other information systems. They work to create systems that are easy to use and navigate. This course can help you develop the skills and knowledge you need to succeed as an Information Architect. You will learn how to use Tableau to create custom visualizations, as well as how to use data densification techniques and drawing using polygons to create even more sophisticated visualizations. This course is a great way to build a foundation in information architecture and prepare for a career as an Information Architect.
Photographer
Photographers take pictures for a variety of purposes, including commercial, artistic, and journalistic. They use a variety of cameras and techniques to capture images.
Art Director
Art Directors oversee the visual style and concepts of a variety of media, including magazines, newspapers, product packaging, and websites.
Animator
Animators create animated images, such as those seen in cartoons, video games, and commercials. They use a variety of software and techniques to bring their creations to life.
Graphic designer
Graphic Designers create visual concepts, using computer software or by hand, to communicate ideas that inspire, inform, and captivate consumers. They develop the overall layout and production design for applications such as brochures, magazines, and corporate reports.
Engineer
Engineers design and build a wide range of products, from cars to computers to bridges. They use a variety of software and techniques to create plans and models.
Architect
Architects design and oversee the construction of buildings and other structures. They use a variety of software and techniques to create plans and models.
Doctor
Doctors diagnose and treat illnesses and injuries. They use a variety of medical tools and techniques to provide care to their patients.

Reading list

We've selected ten 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 Creating Bespoke Data Visualisations in Tableau - Part One.
This comprehensive guide covers all aspects of data visualization using Tableau. It is an excellent resource for both beginners and experienced users. The book provides step-by-step instructions, real-world examples, and troubleshooting tips.
Provides a comprehensive overview of Tableau and how to use it effectively for data visualization. It also covers some of the more advanced features of Tableau, such as creating custom visualizations and working with large datasets.
Explores the principles of effective data visualization and provides guidance on choosing the right chart type for different types of data.
A practical guide for getting started with Tableau. It provides hands-on exercises and real-world examples to help users learn the basics of data visualization.
Offers a comprehensive overview of dashboard design, focusing on principles and best practices for creating effective and informative dashboards.
Provides a comprehensive introduction to data visualization, covering topics such as data representation, visual perception, and different types of visualizations.
A classic work on data visualization, providing detailed insights into the design and presentation of statistical graphics.
Presents best practices and guidelines for effective data visualization using Tableau. It provides practical tips and techniques for designing and creating engaging visualizations.

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