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Skills for Success
Tips to Help you Become a
Better Analyst with
Tableau
Sarah Bartlett
Charlotte TUG | June 2020
Sarah Bartlett
Consultant @ Slalom
Tableau Zen Master
Tableau Social Ambassador
Co-leader of London TUG
@sarahlovesdata | sarahlovesdata.co.uk
2
My Professional
Background
• 12+ years working in analytics
• Tableau user for 6 years
• 3 years consulting experience
• Tableau Certified Associate – 2018
• Tableau Certified Professional – 2019
• Founded #IronQuest - 2019
3
4
Excel
My First Love
6
7
8
9
MyFirstViz
10
MySecondViz
11
MostRecentViz
Why Tableau?
• Data skills are in demand
• Tableau offers market leading software
• Industry-agnostic
• Easy to learn
• Free, open source version
• The Community!
Why Tableau?
Tips to Advance
your Career in
Analytics with
Tableau
14
Data
Tools Design
Credit: Will Chase @W_R_Chase
The Data
Visualisation
Skills
Triangle
Data Viz
Triangle
16
Data
• Data collection methods
• Data wrangling
• Data structures
• Basic statistics
• Evaluate hypothesis’s & data storytelling
Design
• Layout
• Fonts
• Colour
• UX
Tools
• BI tools – i.e. Tableau, Power BI, MS Excel
• Code – i.e. SQL, D3.js, ggplot2, Python
• Pen & paper
Credit: Will Chase @W_R_Chase
1.
Master the Basics
Master
The
Basics
○ Utilise free training resources
◦ www.tableau.com/learn/training/20202
◦ elearning.tableau.com/
◦ thetableaustudentguide.com/
◦ Python, R, SQL: datacamp.com/, freecodecamp.org
○ Attend a formal training class
◦ At work, online (i.e Udemy) or via a user group
○ Learn data visualisation best practices
◦ community.storytellingwithdata.com/
2.
Practice
Regularly
Practice
Regularly
• Download the free Tableau Public app
• Choose learning projects that challenge you
• Choose a combination of small scale & larger
projects
21
3.
Ask the Right
Questions
(of your data)
Know the
Questions
to Ask
Is your data source trustworthy?
Is my data complete?
Can this data actually help me answer my
question or do I need additional data?
Understand the limits of your data
○ How Charts Lie by Alberto Cairo
○ Avoiding Data Pitfalls by Ben Jones
4.
Study Design
Fundamentals
Study
Design
Fundamentals
Traditional design teachings (i.e. web or graphic design)
do not always apply to data viz
○ The Design of Everyday Things by Don Norman
○ Practical Typography by Matthew Butternick
○ The Big Book of Dashboards by Steve Wexler,
Jeffery Shaffer and Andy Cotgreave
○ Storytelling with Data by Cole Nussbaumer Knaflic
○ Reflections in Design blog by Sam Parsons
5.
Publish your
Work
Publish
your
Work
○ Publish your work to Tableau Public
○ Share on social media – Twitter / LinkedIn /
Instagram / Pinterest
○ Seek feedback & iterate - #MMVizReview
○ Show progression
○ Create a visual CV
28
29
6.
Engage with the
Community
Engage
with the
Community
• Join a user group (TUG) - usergroups.tableau.com/
• Follow others on Tableau Public
• Join Twitter & follow data people - #datafam
• Join the Data Visualisation Society
• Find a mentor - mentoringmeetup.com/
• SWD Community – Practice, give/receive feedback
https://community.storytellingwithdata.com/
32
7.
Get Certified
Get
Certified
• Prove your Tableau (& data viz) skills
• Boost your CV
• Stand out from the crowd
• Test your knowledge – fill in the gaps
• Earn badges & swag!
35
SPECIALIST
• 1 HOUR
• 30 X MULTIPLE CHOICE
• COSTS $100 (CURRENTLY
DISCOUNTED BY 50%)
• VALID FOREVER
ASSOCIATE
• 2 HOURS
• 36 X MULTIPLE CHOICE
• COSTS $250
• VALID FOR 2 YEARS
PROFESSIONAL
• 3 HOURS
• PRACTICAL, HANDS ON
• COSTS $600
• VALID FOR 3 YEARS
Tableau Certification Paths
8.
Leverage
Community
Resources
Community
Resources
• Viz Wiz – Over 1,000 Tableau blog posts by Andy
Kriebel - www.vizwiz.com/
• Playfair Data – Tableau Tutorials by Ryan Sleeper
- playfairdata.com/blog/
• Flerlage Twins –Tableau tutorials & templates to
help you shape your data for more advanced chart
types - flerlagetwins.com
• Data Revelations –Tutorials and Best Practices,
including advice for working with survey data -
www.datarevelations.com/blog-page
• Tableau Tim – Tableau Training Videos covering
new features & tips -
www.youtube.com/user/tfngwena/featured
9.
Teach Others
Teach
Others
○ Start a blog or video channel
○ Mentor someone
○ Present at TUG’s & Meetups
○ Answer questions on the Forums
○ Tableau Doctor / Lunch & Learns
Let’s Recap!
41
Master the
Basics
Build strong
foundations
Practice
Regularly
Refine your skills &
choose projects that
challenge you
Publish your
Work
Share your work & seek
feedback
Engage with the
Community
Engage with others &
build your network
Get Certified
Prove your skills
Teach Others
Share your knowledge
and give back
Ask the Right
Questions
Know the questions to
ask of your data
Study Design
Fundamentals
Layout, typography,
colour
Leverage
Community
Resources
42
Thanks!
Twitter | @sarahlovesdata
Blog | www.sarahlovesdata.co.uk
Email | sarah_bartlett@outlook.com
Public | public.tableau.com/profile/sarah.bartlett#!/
Presentation template by SlidesCarnival

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Become a Better Data Analyst with Tableau - Charlotte TUG

  • 1. Skills for Success Tips to Help you Become a Better Analyst with Tableau Sarah Bartlett Charlotte TUG | June 2020
  • 2. Sarah Bartlett Consultant @ Slalom Tableau Zen Master Tableau Social Ambassador Co-leader of London TUG @sarahlovesdata | sarahlovesdata.co.uk 2
  • 3. My Professional Background • 12+ years working in analytics • Tableau user for 6 years • 3 years consulting experience • Tableau Certified Associate – 2018 • Tableau Certified Professional – 2019 • Founded #IronQuest - 2019 3
  • 4. 4
  • 6. 6
  • 7. 7
  • 8. 8
  • 13. • Data skills are in demand • Tableau offers market leading software • Industry-agnostic • Easy to learn • Free, open source version • The Community! Why Tableau?
  • 14. Tips to Advance your Career in Analytics with Tableau 14
  • 15. Data Tools Design Credit: Will Chase @W_R_Chase The Data Visualisation Skills Triangle
  • 16. Data Viz Triangle 16 Data • Data collection methods • Data wrangling • Data structures • Basic statistics • Evaluate hypothesis’s & data storytelling Design • Layout • Fonts • Colour • UX Tools • BI tools – i.e. Tableau, Power BI, MS Excel • Code – i.e. SQL, D3.js, ggplot2, Python • Pen & paper Credit: Will Chase @W_R_Chase
  • 18. Master The Basics ○ Utilise free training resources ◦ www.tableau.com/learn/training/20202 ◦ elearning.tableau.com/ ◦ thetableaustudentguide.com/ ◦ Python, R, SQL: datacamp.com/, freecodecamp.org ○ Attend a formal training class ◦ At work, online (i.e Udemy) or via a user group ○ Learn data visualisation best practices ◦ community.storytellingwithdata.com/
  • 20. Practice Regularly • Download the free Tableau Public app • Choose learning projects that challenge you • Choose a combination of small scale & larger projects
  • 21. 21
  • 23. Know the Questions to Ask Is your data source trustworthy? Is my data complete? Can this data actually help me answer my question or do I need additional data? Understand the limits of your data ○ How Charts Lie by Alberto Cairo ○ Avoiding Data Pitfalls by Ben Jones
  • 25. Study Design Fundamentals Traditional design teachings (i.e. web or graphic design) do not always apply to data viz ○ The Design of Everyday Things by Don Norman ○ Practical Typography by Matthew Butternick ○ The Big Book of Dashboards by Steve Wexler, Jeffery Shaffer and Andy Cotgreave ○ Storytelling with Data by Cole Nussbaumer Knaflic ○ Reflections in Design blog by Sam Parsons
  • 27. Publish your Work ○ Publish your work to Tableau Public ○ Share on social media – Twitter / LinkedIn / Instagram / Pinterest ○ Seek feedback & iterate - #MMVizReview ○ Show progression ○ Create a visual CV
  • 28. 28
  • 29. 29
  • 31. Engage with the Community • Join a user group (TUG) - usergroups.tableau.com/ • Follow others on Tableau Public • Join Twitter & follow data people - #datafam • Join the Data Visualisation Society • Find a mentor - mentoringmeetup.com/ • SWD Community – Practice, give/receive feedback https://community.storytellingwithdata.com/
  • 32. 32
  • 34. Get Certified • Prove your Tableau (& data viz) skills • Boost your CV • Stand out from the crowd • Test your knowledge – fill in the gaps • Earn badges & swag!
  • 35. 35 SPECIALIST • 1 HOUR • 30 X MULTIPLE CHOICE • COSTS $100 (CURRENTLY DISCOUNTED BY 50%) • VALID FOREVER ASSOCIATE • 2 HOURS • 36 X MULTIPLE CHOICE • COSTS $250 • VALID FOR 2 YEARS PROFESSIONAL • 3 HOURS • PRACTICAL, HANDS ON • COSTS $600 • VALID FOR 3 YEARS Tableau Certification Paths
  • 37. Community Resources • Viz Wiz – Over 1,000 Tableau blog posts by Andy Kriebel - www.vizwiz.com/ • Playfair Data – Tableau Tutorials by Ryan Sleeper - playfairdata.com/blog/ • Flerlage Twins –Tableau tutorials & templates to help you shape your data for more advanced chart types - flerlagetwins.com • Data Revelations –Tutorials and Best Practices, including advice for working with survey data - www.datarevelations.com/blog-page • Tableau Tim – Tableau Training Videos covering new features & tips - www.youtube.com/user/tfngwena/featured
  • 39. Teach Others ○ Start a blog or video channel ○ Mentor someone ○ Present at TUG’s & Meetups ○ Answer questions on the Forums ○ Tableau Doctor / Lunch & Learns
  • 41. 41 Master the Basics Build strong foundations Practice Regularly Refine your skills & choose projects that challenge you Publish your Work Share your work & seek feedback Engage with the Community Engage with others & build your network Get Certified Prove your skills Teach Others Share your knowledge and give back Ask the Right Questions Know the questions to ask of your data Study Design Fundamentals Layout, typography, colour Leverage Community Resources
  • 42. 42 Thanks! Twitter | @sarahlovesdata Blog | www.sarahlovesdata.co.uk Email | sarah_bartlett@outlook.com Public | public.tableau.com/profile/sarah.bartlett#!/ Presentation template by SlidesCarnival

Notas del editor

  1. The skills required for data viz
  2. www.makeovermonday.co.uk www.workout-wednesday.com https://sarahlovesdata.co.uk/tag/ironquest/ https://vizzendata.com/projecthealthviz/ https://www.sportsvizsunday.com/
  3. This includes your initial question, i.e. hypothesis but also the questions to ask of your data
  4. Source: Maria Brock