Presenting & Delivering Vizzes in Tableau Desktop

Tableau Desktop    |    Intermediate
  • 11 videos | 49m 53s
  • Includes Assessment
  • Earns a Badge
Rating 4.3 of 37 users Rating 4.3 of 37 users (37)
Once you have finished analyzing your data in Tableau Desktop, it is time to present your results and share your insights with the world. In this 11-video course, learners will discover how Tableau has a number of ways with which one can share findings; compiling sheets into dashboards or stories, and then implementing actions to better communicate one's information. To begin, explore how to add and remove objects from dashboards, and also how to use multiple views to filter other views in order to implement multi-master dashboards. Learn how to use URL actions to create links in vizzes [visualizations]; use e-mail actions to start new e-mail conversations from a viz, and create set actions in Tableau Desktop to make them available in Tableau Online and Tableau Server. Discover how to define advanced highlight actions; create stories and add story points in Tableau Desktop, and adjust the controls and layout in stories in Tableau Desktop. Explore how to use presentation mode; control your workbook performance, and finally, print and export vizzes.

WHAT YOU WILL LEARN

  • Demonstrate how to add and remove objects from dashboards
    Demonstrate the use of multiple views to filter other views in order to implement multi-master dashboards
    Use url actions to create links in vizzes
    Use email actions to start new email conversations from a viz
    Create set actions in tableau desktop to make them available for use in tableau online and tableau server
    Define advanced highlight actions using the actions dialog box
  • Create stories and add story points in tableau desktop
    Adjust the controls and layout in stories in tableau desktop
    Use presentation mode in worksheets, dashboards, and stories in tableau desktop
    Optimize workbook performance with general design tips and record and review performance speed in tableau desktop
    Share your workbook and worksheets by printing, exporting, and publishing in tableau desktop

IN THIS COURSE

  • 6m 31s
    You can add objects to supplement your dashboards in Tableau Desktop. Objects can be used to restructure your dashboard or add extra multimedia content. FREE ACCESS
  • 3m 58s
    You can use actions in dashboards to create more interactive multi-master dashboards. We'll look at using views as filters in dashboards and navigating between sheets using actions in this video. FREE ACCESS
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    3.  Setting URL actions
    3m 29s
    You can link to external webpages by setting URL actions in Tableau Desktop. By clicking on a mark in your view, you can activate a hyperlink, and open on a specified webpage. You can also substitute field values of a selection into the URL as parameters. FREE ACCESS
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    4.  Setting email actions
    2m 58s
    You can use a URL action to quickly create a new email draft. We can also configure the action to automatically insert the email subject and begin the body using fields from your data source. FREE ACCESS
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    5.  Creating set actions
    6m 15s
    You can use set actions to implement more interactivity into your viz or dashboard. Set actions work by allowing users to select marks in the view, which will then change the values in a set. We'll look at examples of set actions in a worksheet and dashboard in this video. FREE ACCESS
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    6.  Defining advanced highlight actions
    3m 39s
    You can create highlight actions to dynamically highlight specific marks in your view in real-time. You can create highlight actions for both worksheets and dashboards. FREE ACCESS
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    7.  Creating stories
    4m 14s
    In Tableau Desktop, you can place your worksheets in a sequence to tell a story. You can use stories to flesh out discoveries made during your analysis by showing the logical steps taken in the process of exploring your data. FREE ACCESS
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    8.  Working with stories
    3m 50s
    Though stories are meant to be used as a presenting tool after your analysis is complete, Tableau Desktop still gives you the ability to dive deeper in a story with story controls. You can also edit the layout of a story to suit what you're presenting. FREE ACCESS
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    9.  Using presentation mode
    3m 13s
    When you've finished with your analysis and are ready to present your data, you should use Presentation Mode. Like a slideshow, activating Presentation Mode hides the toolbar and menu and only shows the view. You can use Presentation Mode with a worksheet, dashboard, or story. FREE ACCESS
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    10.  Controlling your workbook performance
    5m 56s
    Before you start working in Tableau Desktop, it's important you understand how to get the smoothest performance out of your workbooks. We'll look at some general tips you can use to improve performance. We'll also look at recording and analyzing workbook performance if your workbook is taking its time to complete actions and operations. FREE ACCESS
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    11.  Printing & exporting vizzes
    5m 50s
    There are a variety of ways you can share your findings in Tableau Desktop. You can physically print workbooks and worksheets, export them to older Tableau versions or as a PowerPoint presentation, and provided you have an account, you can even publish to Tableau Online. FREE ACCESS

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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