SlideShare a Scribd company logo
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

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• Industry-agnostic
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Data
Tools Design
Credit: Will Chase @W_R_Chase
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Visualisation
Skills
Triangle
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Data
• Data collection methods
• Data wrangling
• Data structures
• Basic statistics
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Design
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• Fonts
• Colour
• UX
Tools
• BI tools – i.e. Tableau, Power BI, MS Excel
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• Pen & paper
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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/
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Regularly
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• Download the free Tableau Public app
• Choose learning projects that challenge you
• Choose a combination of small scale & larger
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do not always apply to data viz
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Jeffery Shaffer and Andy Cotgreave
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○ Publish your work to Tableau Public
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○ Show progression
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Sarah discusses her experience competing in Iron Viz and shares lessons learned from running the Iron Quest data visualization challenge. Some key lessons include: viz what you love to stay motivated; build your own datasets to have more control; understand your objective or "why" for the viz; provide context to help readers understand; and remember that competing in Iron Viz is about learning and challenging yourself rather than winning or losing. The goal of Iron Quest is to provide a safe space to practice visualization skills and get feedback in preparation for competitions like Iron Viz.

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- Sarah Bartlett gave a presentation about Iron Quest, a data visualization contest she created to help people practice and get feedback before competing in the annual Iron Viz competition. - Iron Quest provides participants with topics and data to build visualizations over 10 challenges. Participants receive feedback to help them improve and potentially enter Iron Viz feeder competitions. - Since launching in 2019, Iron Quest has had 297 entries from 173 participants across 18 countries. It aims to create a safe space for people to develop their skills and gain experience with data visualization.

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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/
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You should enter the European Cities viz competition to improve your skills, inspire others, and challenge yourself by joining the conversation and getting noticed. The competition, called #IronQuest, will help you showcase your talents to potential employers.

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Community
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- playfairdata.com/blog/
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www.datarevelations.com/blog-page
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9.
Teach Others
Teach
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Let’s Recap!

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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#!/
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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

Editor's Notes

  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