Data Presentation
- Guided Project
- 0.7 hours
- Beginner
- Tableau
Practice building interactive Tableau dashboards to explore data, uncover insights, and share findings with stakeholders.
Overview
In this project, you'll step into the role of a data analyst exploring conversion funnel trends for a company's leadership team. They want to understand which marketing channels, locations, and customer personas drive the most value in terms of volume and conversion rates.
Using Tableau, you'll build interactive dashboards that uncover insights and allow the leadership to explore the data themselves. You'll apply data visualization best practices, incorporate dashboard actions and filters for interactivity, and use annotations to highlight key findings. By the end, you'll have a professional, usable dashboard ready to present to stakeholders.
Objective: Build an insightful, interactive Tableau dashboard to analyze conversion funnel data and share actionable findings with the leadership team.
What You'll Learn
- ✓ Build data visualizations in Tableau using best practices
- ✓ Create Tableau dashboards
- ✓ Add dashboard actions and filters to allow for data discovery
- ✓ Add annotations and highlights to call out key insights
Before You Start
- ✓ Building basic charts like bar charts and line graphs in Tableau
- ✓ Employing color, size, trend lines and forecasting to emphasize insights
- ✓ Combining charts, tables, text and images into dashboards
- ✓ Creating interactive dashboards with filters and quick actions
Project Steps
10 steps
- 1 Introduction
- 2 Explore the data in a table
- 3 Conversion Rate Over Time
- 4 Conversion by Channel and Persona
- 5 Create The Dashboard
- 6 Add Dashboard Actions
- 7 Add a Dashboard Filter
- 8 Find Insights and Annotate
- 9 Exporting And Exporting Options
- 10 Next Steps
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