Data Visualization with Tableau and Power BI

Introduction:

The Data Visualization with Tableau and Power BI course is designed to equip participants with the skills necessary to create interactive, insightful, and visually compelling dashboards using the two leading data visualization tools, Tableau and Power BI. This course emphasizes data storytelling, teaching participants how to analyze, visualize, and communicate data insights effectively for decision-making. Through hands-on exercises, participants will explore features like data connections, advanced charting, and dashboard creation, allowing them to turn raw data into actionable insights.

Course Objective:

By the end of this course, participants will:

• Understand the fundamentals of data visualization and the importance of effective data storytelling.

• Learn to create interactive dashboards using Tableau and Power BI.

• Master advanced visualization techniques like heat maps, geographical maps, scatter plots, and tree maps.

• Learn how to integrate multiple data sources, prepare data, and perform data cleansing.

• Explore best practices for designing visually appealing and functional dashboards for business intelligence.

• Gain expertise in publishing and sharing dashboards on the web or within organizational environments.

Course Outline:

Module 1: Introduction to Data Visualization

• What is data visualization and why it matters.

• Overview of Tableau and Power BI: Key features and capabilities.

• Understanding the importance of data-driven decision-making.

• Hands-On: Exploring the interfaces of Tableau Desktop and Power BI Desktop.

Module 2: Connecting and Preparing Data

• Understanding data sources: Excel, databases, cloud services, and web APIs.

• Introduction to data import and data preparation in Tableau and Power BI.

• Data cleansing techniques: Handling missing values, data types, and formatting.

• Hands-On: Importing and preparing data from multiple sources in Tableau and Power BI.

Module 3: Basic Visualizations in Tableau and Power BI

• Creating fundamental charts: Bar charts, line charts, pie charts, and tables.

• Using filtering, sorting, and grouping for better data insights.

• Formatting visualizations: Labels, legends, tooltips, and formatting options.

• Hands-On: Building basic visualizations in both Tableau and Power BI.

Module 4: Advanced Visualization Techniques

• Creating advanced visualizations: Heat maps, scatter plots, bubble charts, and tree maps.

• Introduction to geospatial data and creating geographical maps.

• Using hierarchies and drill-downs for deeper insights.

• Hands-On: Building advanced visualizations and interactive dashboards.

Module 5: Data Modeling and Relationships

• Introduction to data modeling in Power BI.

• Understanding relationships between datasets and how to model them.

• Creating and using calculated fields and measures in both tools.

• Hands-On: Building data models and establishing relationships between data tables.

Module 6: Dashboard Design and Data Storytelling

• Best practices for designing user-friendly and effective dashboards.

• How to tell a compelling data story using interactive filters, parameters, and actions.

• Design principles for visualizing data: Color theory, layout, and typography.

• Hands-On: Creating a full interactive dashboard in Tableau and Power BI.

Module 7: Data Analysis and Calculations

• Performing data analysis with basic and advanced calculations.

• Using Tableau's calculated fields and Power BI's DAX (Data Analysis Expressions) for insights.

• Time-based analysis: Year-over-year comparisons, cumulative totals, and trend lines.

• Hands-On: Creating and applying calculations for business analysis in Tableau and Power BI.

Module 8: Integrating Multiple Data Sources

• Combining data from different sources: Excel, SQL databases, and cloud services.

• Using Tableau Prep and Power Query in Power BI for advanced data preparation.

• Creating data blending and data joins in Tableau.

• Hands-On: Integrating multiple data sources for a unified analysis in Tableau and Power BI.

Module 9: Sharing and Publishing Dashboards

• Publishing dashboards to Tableau Public, Tableau Server, and Power BI Service.

• Managing permissions and sharing reports securely within your organization.

• Introduction to Power BI mobile and Tableau mobile for on-the-go analytics.

• Hands-On: Publishing and sharing dashboards with users via web and mobile.

Module 10: Automating and Optimizing Reports

• Automating report refresh schedules in Power BI and Tableau.

• Performance optimization techniques for large datasets.

• Introduction to Power BI Service and Tableau Server for collaboration and report automation.

• Hands-On: Scheduling data refreshes and optimizing performance in Tableau and Power BI.

Final Project and Assessment:

• Final project: Designing a comprehensive dashboard from raw data to publication.

• Practice exercises for mastering Tableau and Power BI features.

• Review of key concepts and final assessment to test knowledge.

Course Duration: 30-40 hours of instructor-led or self-paced learning.
Delivery Mode: Instructor-led online/live sessions or self-paced learning modules.
Target Audience: Data analysts, business intelligence professionals, and anyone interested in learning how to effectively visualize and analyze data using Tableau and Power BI.