Visual Analytics – Essentials of Tableau - insAnalytics

Programme Objectives

Business Intelligence is no more limited to just reports with facts & figures. Rather, visual representation of reports, through visually-intensive dashboards, is now imperative for efficient management decision-making. The “Visual Analytics: Essentials of Tableau” programme makes participants proficient in analyzing and, more importantly, representing data and its analysis in an easy-to-interpret fashion. The programme also helps in taking decisions from graphs & dashboards. The programme covers various concepts of data visualization, like graphs, conditional formatting, scripting, linking charts, slicing & dicing of data, dashboard integration, etc. Most important, participants learn to conduct & represent various statistical analyses embedded in today’s modern Visual Analytics packages.

Who should go for the Programme?

The “Visual Analytics: Essentials of Tableau” programme has been designed & developed to cater to the requirements of professionals across industries (retail, banking, technology, telecommunications, media, airlines, automotive, manufacturing, etc) as well as across business functions (marketing, finance, operations, supply chains, human resources, etc). The programme offers substantial value to all professionals who wish to learn the art of using data visualization to drive & support decision-making at various executive levels in their businesses. The programme will be of particular significance to all professionals who provide decision support services to senior management in their organizations. Analytics professionals aspiring to add Visual Analytics to their skillset would also benefit from the programme.

Key Takeaways

After successful completion of the “Visual Analytics: Essentials of Tableau” programme, participants will be able to:

Gain knowledge & expertize on various KPIs & terminologies essential for driving business intelligently
Generate important insights into the behaviour of business KPIs and influencers/ predictors
Acquire proficiency in creation of reports & charts through Tableau to glean valuable insights
Develop expertise in implementing ‘story-telling’ dashboards through Tableau – that make sense to the decision-makers
Appreciate the various features available in Visual Analytics tools (Tableau, QlikView, QlikSense, SAP-Lumira, etc)

Learning Mode

Curriculum Overview

Overview of Visual Analytics

Introduction to Visual Analytics Different tools for Visual Analytics Tableau Desktop, and the Tableau product line Benefits of Tableau as a Visual Analytics tool Getting introduced to the Tableau Desktop interface

Getting started with the Data

Creating a live data connection Saving/ Sharing a data source Understanding changes to the data Working with data extracts Database joins Custom SQL data connection Tableau Data Interpreter

Getting started with Data Visualization

Data types and roles Formatting your data view Creating Tables, Charts & Graphs Pie charts Bar charts Scatter plots Line plots Sorting data Working with Filters

Working with Dates

Different date parts on different shelves Discrete & Continuous date parts Defining a fiscal year Creating date filters

Projects/ Assignments

Evaluation/ Examination

Organizing the data

Creating combined fields Creating sets Hierarchies Bins

Dealing with calculated fields

Calculation types Creating calculated fields Using logic statements Type conversions and date calculations Using Quick Table calculations Calculations & Aggregations

Charts & Graphs – Delving deeper

Maps Bullet graphs Histograms Heat maps Bubble charts Pareto charts Using multiple axes

Dashboards & Story-telling

Creating Dashboards Publishing Dashboards Drill-downs with Dashboards Story-telling with Dashboards

Best Practices in Visual Analytics

Comparison of Tableau with other tools

Similar Training Programmes

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Visual Analytics – Advanced Tableau

Advanced R Programming

Advanced SAS Programming

Base SAS Programming

Are there any Learning Pre-requisites?

There are no specific learning pre-requisites for the programme. Effectiveness of learning through the programme would be enhanced if participants possess good logical & analytical reasoning skills.

For Enrollment

Visual Analytics – Essentials of Tableau

MEET Our Consultants & Faculty

Dr. Goutam Das

30+ years of industry experience across multiple sectors including Finance, Energy, Telecom, Retail, Media, Manufacturing & Automobiles.

Prof (Dr.) B B Chakraborty

40+ years of experience in Industry and Academics, serving as consultant to major global organizations and Professor at leading IIMs.

Dr. Nidhan Choudhuri

25+ years of global experience in Financial Modeling, Risk Analysis, and Quantitative Trading, with roles at Barclays and Morgan Stanley.

Dr. Ayan Chatterjee

8+ years of R&D experience in AI, Machine Learning, and Medical Image Processing with NVIDIA and AstraZeneca.

Mr. Jayanta Adhikari

30+ years of experience in BFSI and Retail sectors, specializing in Financial Analytics and Digital Transformation.

Ms. Amrita Saha

15 years of experience in AI, GenAI, Big Data Analytics, and Econometrics across BFSI and Energy sectors.

Visual Analytics – Essentials of Tableau
Facilitate effective visualization-driven decision-making through analytics-driven interactive business dashboards .

6 Weeks programme

Key Takeaways