Agenda/Training plan

[shapaklyak]

General overview - 2 hr 30min allotted, with 30min of cushion time

A. Overview/intros (10min)

• What can you do with Tableau? (e.g. features, examples, etc.) (15 min)
  • R vs. Stata, vs Tableau vs Excel
  • Tooltips
  • Dashboards & Dashboard Actions
  • Examples - @jaliasd @noahbartlett ?

B. Walk through of building a visual w/training dataset (including below features) (30min)

• Import Datasets
• Create a Tableau data extract
• QC visuals - duplicate as cross-tabs and QC against pano or another source
• Note dimensions/measures - did everything pull in correctly?
• Create a basic table, create a graph
• Create calculated fields
• Table calculations
• Tooltips
• Viewdata
• Filters

C. Practice: Build a visuals from example provided or create your own (1 hr)

• Recreate a provided example or create your own
• Different indicator, different type of graph

D. Discussion/Q&A (20min)

• Share out examples and discuss any questions/issues encountered

E. Wrap-up (10min)

• Compilation of QC tips & resources
• Post-training survey (knowledge assessment and perception of training)

[shapaklyak]

Revised timeline - feel free to add/suggest

Session	Start time	Duration	End Time
Start/Logistics/set-up/delay	9:30	0:10	9:40
Overview/Intro	9:40	0:30	10:10
Series of Demos & Practice	10:10	1:30	11:40
Share/Discussion/Q&A	11:40	0:20	12:00
Wrap-up/Survey	12:00	0:15	12:15

[shapaklyak]

Updated agenda/lesson plan. Posted here: https://github.com/ICPI/tableau_training/tree/master/Planning

ICPI Tableau Training Outline June 21, 2018

Welcome and Introductions – 9:30 – 9:40a

• Download training materials
• Brief introductions

Overview & Introduction to Tableau – 9:40 – 10:00a

• Pre-training assessment result review
• Review training objectives
• Tableau functionality

Series of Demos and Practice—10:00a – 12:15p

Connecting, Organizing and Manipulating Data – 10:00 – 10:30a KN

• Connect data source and save workbook
• Examine data
• Create an extract
• Orientation to the worksheet interface
  • Measure and Dimensions
  • Review/edit metadata (string, number, geographic role)
  • Filters, Marks, Show Me
• Hierarchies
• Grouping indicators?
• Calculated measures (HTS_TST, HTS_NEG, HTS_POS, Yield)

Pause: Are we all on the same page?

Developing Tables and Visuals in Worksheets (10:30-11:45a)

• Create a basic table (1. HTS Yield Trends) BB
  • Dragging dimensions and measures to rows and columns
  • Adding filters
  • Swapping rows and columns
  • Check data/QC
  • Using show me for quick table visuals
• Visualize site-level data using a bubble plot (2. HTS Yield/Site) BB
  • Using two or more measures to compare site-level data
  • Visualizing at site level by adding details
  • Analyze a third variable by manipulating size
  • Adding filters
  • Using color marks
  • Analytics pane
  • Tool tips
• Using geography to create a map (4. Geo) KN
  • Add geographic dimensions
  • Show me/Marks for filled map
  • Using color marks for a measure
  • Applying filters to selected worksheets

Pause: Are we all on the same page?

Putting it All Together in a Dashboard (11:45a-12:15p) KN/BB

• Pulling in selected worksheets (1, 2a, 4)
• Adding filter action
• Adding highlight action on Trends table
• Clean it up
  • Organizing panes
  • Sizing of dashboard set to automatic
  • Creating dynamic titles
  • Dashboard title
  • Editing legends
  • Showing worksheet as "entire view" in pane
  • Moving, hiding, renaming filters
  • Inserting "Objects": blanks, images, text.

Wrap-up (12:15-12:30p)

• Discussion
• Resources & Community of Practice (Showcase—End or lunch and learn series)
• Post-training evaluation