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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
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13. • Data skills are in demand
• Tableau offers market leading software
• Industry-agnostic
• Easy to learn
• Free, open source version
• The Community!
Why Tableau?
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
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
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/
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
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Thanks!
Twitter | @sarahlovesdata
Blog | www.sarahlovesdata.co.uk
Email | sarah_bartlett@outlook.com
Public | public.tableau.com/profile/sarah.bartlett#!/
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