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Fiona Gordon
TABLEAU QUEST
THE PLAYBOOK
> Forward
<<<
Thanks for stopping by! Achievement Unlocked: From Rookie to Rockstar has been presented at Tableau’s Data Day
Out in Sydney. I shared my team’s journey of data literacy through gamification, and wanted something tangible for
the audience to take away and use.
My gift to you is the Tableau Quest Playbook: Use it wisely, steal like an artist and tweak it for your people. Master
the art of Tableau, and level up from Rookie to Rockstar!
If you have any questions about the Tableau Quest, or need a hand, please reach out to me: fi@vizchic.com
Good Luck!
> What’s Involved in Each Level?
complete a challenge to get a point! <<<
Tableau Intro Training 1
Rookie
Apprentice
Pro
Expert
Rockstar
Tableau Intro Training
Makeover Monday 2 3 5 10 Makeover Monday
Tableau Lunch & Learn 2 1 1 1 Tableau Lunch & Learn
Basic & Advanced Training 1 1 Basic & Advanced Training
Workout Wednesday 5 5 15 Workout Wednesday
Present Brown Bag Session 1 2 Present Brown Bag Session
QA Prep Exam 1 QA Prep Exam
QA Certification 1 QA Certification
Visual Analytics Training 1 Visual Analytics Training
Certified Pro Exam 1 Certified Pro Exam
> Submit Your Results
<<<
• 1 check-in session/fortnight (get your Quest Leader
to setup)
• Save your work to your Tableau Public Profile
• Present your workbooks/ tableau public / certs in the
check in session
• Build your own progress viz to measure results
> Tableau Intro Training
Knock it out and hit Rookie!<<<
Rockstar
Expert
Pro
Apprentice
Rookie 1
Number of tasks required per
level
22
Videos &
Quizzes
3
Hours of
Training
1
Certificate
• Learn the basics to get started with Tableau
• Click here to register (FREE!)
Makeover Monday is a data community challenge to help you hone your visualization skills, and get feedback globally!
For this challenge you’ll be using Tableau to hone your super fast visualization skills, to get to insight at speed.
7 simple steps:
1. Check out the original viz and read the accompanying article for context
2. Download the data from the same link
3. Analyse and visualize the data in Tableau, try to limit yourself to 1 hour (it’s supposed
to be hard!)
4. Publish your viz to Tableau Public
5. Share your work with the Makeover Monday community on data.world and Twitter
In your tweets:
• Chart image or gif
• #MakeoverMonday
• #Tableau
• URL to the interactive version
• “Week xx”
• #MMVizReview (if you want live feedback
from viz gurus Andy Kriebel @VizWizBI & Eva Murray
@TriMyData during their weekly Viz Review Webinars)
6. If you’re keen, you should also join the online
conversation on data.world and Twitter – provide
your feedback to other people!
7. Learn, iterate, improve and share
> MakeOver Monday
push yourself further!! <<<
Rockstar 10
Expert 5
Pro 3
Apprentice 2
Rookie
Example of MM on Tableau Public:
Authors: Sharad Joshi & Monica Schneider
Example of MM Tweet:
> Tableau Lunch & Learn
Tableau Tea Sessions are quick-fire 1-hour programs designed to:
•Increase your adoption of Tableau
•Expand your awareness of the art of the possible.
•Grow your understanding of the types of visualizations and applications for which Tableau can be
used.
^^great topics to explore <<<
<<<
<<<
Rockstar 1
Expert 1
Pro 1
Apprentice 2
Rookie
Mastering Data Visualization Using Tableau: From Basic to Advanced
Self-Paced Online Learning Course that covers introductory Tableau concepts to the more
complex. The course gives a refresher to basic concepts, and then progresses into more complex
design and calcs. Course gains two points: Basics =1, Advanced =1. Register here (US$39)
Hot Tip! Download the Chrome Video Speed Controller extension to increase the speed of the
content
Topics include:
> Basic & Advanced Training
Solidify the basics, and progress to advanced calcs<<<
Rockstar
Expert
Pro 1
Apprentice 1
Rookie
Do you think you're good with Tableau?! Are you looking for an
additional challenge?! Workout Wednesday is what you need.
Workout Wednesday is a weekly challenge designed to test your
knowledge of Tableau and help ramp up your development.
In 2017 it was run by Andy Kriebel and Emma Whyte & in 2018 by Luke
Stanke and Rody Zakovich
Challenges are posted here:
2017: http://www.vizwiz.com/p/workout-wednesday.html
2018: http://www.workout-wednesday.com/
The idea is to replicate the challenge posed as closely as possible,
following the rules on the blog!
When you think you have it, leave a comment with a link to your
visualisation and post a pic on Twitter with
#WorkoutWednesday for others to enjoy.
> Workout Wednesday
Try not to cheat, and if you do make sure you take notes!<<<
Rockstar 15
Expert 5
Pro 5
Apprentice
Rookie
Example of WW on Tableau Public:
http://tabsoft.co/2ePxBKN
Author: Andy Kriebel
> Qualified Associate Exam Prep
<<<
Rockstar
Expert 1
Pro
Apprentice
Rookie
It’s time to prepare for your first of two official Tableau qualifications!
Here’s how you get ready:
1. Sit the prep courses and short exam on Eliademy to ensure you’ve got the right setup (for technical
connections to the Proctor running the exam) and knowledge (FREE!)
2. If you need more practice buy a full length practice exam $11.99
3. Fill the gaps in your knowledge by self learning and researching
4. Book your QA Exam (cost is US$250)
For your exam:
• Set aside 2.5 hours
• You must find a quiet, private room to take your exam.
• Clear your workspace. Writing is not permitted during your exam.
• You are only allowed to use one screen during your exam. A larger screen is recommended as you must
navigate multiple windows in the exam environment.
• Erase whiteboards, turn off televisions and monitors, and take down anything that may appear to have
information helpful to taking the test.
• You are not allowed to use a public hotspot to take your exam
Good luck!
> Qualified Associate Exam Passed
<<<
Rockstar
Expert 1
Pro
Apprentice
Rookie
Nothing communicates a complex story faster than the perfect visualisation. Learn from Andy Kirk, data visualisation
guru, how to transform your data into powerful visualisations and infographics.
The focus of the teaching is to impart the craft of this discipline - you will understand what to think, when to think,
and how to resolve all the analytical and design decisions involved in any data-driven challenge.
By the end of the course you will be able to :
• harness colour, composition, interactivity, and annotation to tell your data story
• tailor your visualisations to your audience’s needs and integrate critical thinking into your design decisions
• determine what is the most important, relevant and interesting content to portray to your audience
Enrol here: Introduction to Data Visualisation: Andy Kirk (US$399)
> Visual Analytics Course
<<<
Rockstar 1
Expert
Pro
Apprentice
Rookie
> Present Tableau Brown Bag Sessions
<<<
Rockstar 3
Expert 1
Pro
Apprentice
Rookie
Carpe Diem! This is your opportunity to share some of the great knowledge you’ve been building
throughout the Tableau Quest!!
Hold a Brown Bag session and invite the team along to hear about a particular topic that you think could
help people improve their skills.
Examples of topics:
• Get a LOD of this!! Learn how to navigate LOD calcs
• Perception vs Reality: using Tableau’s functionality to communicate clearly
• Peanut Butter & Jam: Leveraging the power of Alteryx and Tableau together
• Stretching the Boundaries: Learn mapping basics
Expand your skills by coaching others throughout their journey
> Tableau Professional Certification
<<<
Rockstar 1
Expert
Pro
Apprentice
Rookie
Get Certified! Prove your advanced Tableau Capabilities by passing a practical exam, and have something
to put on your directory bio and LinkedIn profile
To prepare:
• Download exam prep online and complete the practice exam
• Read the Visual Best Practice whitepaper
• You’ll need to have passed your QA exam before sitting the Desktop Professional exam
• Book your exam ($US 600)
This is your chance to prove to the world how great your Tableau
skills are!
Appendix <<<
> Recommended Reading
List is deliberately short so take notice!! <<<
Blogs:
• Andy Kriebel: http://www.vizwiz.com/p/tips.html
• Andy Kriebel: http://www.datavizdoneright.com/
Books:
• Cole Nussbaumer Knaflic: Storytelling with Data
• Andy Kirk: Data Visualisation: A Handbook for Data Driven Design
• Steve Wexler et al: The Big Book of Dashboards: Visualizing Your
Data Using Real-World Business Scenarios
Dashboards:
• Josh Weyburne: Tableau Viz Cookbook

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Tableau Quest: The Playbook

  • 2. > Forward <<< Thanks for stopping by! Achievement Unlocked: From Rookie to Rockstar has been presented at Tableau’s Data Day Out in Sydney. I shared my team’s journey of data literacy through gamification, and wanted something tangible for the audience to take away and use. My gift to you is the Tableau Quest Playbook: Use it wisely, steal like an artist and tweak it for your people. Master the art of Tableau, and level up from Rookie to Rockstar! If you have any questions about the Tableau Quest, or need a hand, please reach out to me: fi@vizchic.com Good Luck!
  • 3. > What’s Involved in Each Level? complete a challenge to get a point! <<< Tableau Intro Training 1 Rookie Apprentice Pro Expert Rockstar Tableau Intro Training Makeover Monday 2 3 5 10 Makeover Monday Tableau Lunch & Learn 2 1 1 1 Tableau Lunch & Learn Basic & Advanced Training 1 1 Basic & Advanced Training Workout Wednesday 5 5 15 Workout Wednesday Present Brown Bag Session 1 2 Present Brown Bag Session QA Prep Exam 1 QA Prep Exam QA Certification 1 QA Certification Visual Analytics Training 1 Visual Analytics Training Certified Pro Exam 1 Certified Pro Exam
  • 4. > Submit Your Results <<< • 1 check-in session/fortnight (get your Quest Leader to setup) • Save your work to your Tableau Public Profile • Present your workbooks/ tableau public / certs in the check in session • Build your own progress viz to measure results
  • 5. > Tableau Intro Training Knock it out and hit Rookie!<<< Rockstar Expert Pro Apprentice Rookie 1 Number of tasks required per level 22 Videos & Quizzes 3 Hours of Training 1 Certificate • Learn the basics to get started with Tableau • Click here to register (FREE!)
  • 6. Makeover Monday is a data community challenge to help you hone your visualization skills, and get feedback globally! For this challenge you’ll be using Tableau to hone your super fast visualization skills, to get to insight at speed. 7 simple steps: 1. Check out the original viz and read the accompanying article for context 2. Download the data from the same link 3. Analyse and visualize the data in Tableau, try to limit yourself to 1 hour (it’s supposed to be hard!) 4. Publish your viz to Tableau Public 5. Share your work with the Makeover Monday community on data.world and Twitter In your tweets: • Chart image or gif • #MakeoverMonday • #Tableau • URL to the interactive version • “Week xx” • #MMVizReview (if you want live feedback from viz gurus Andy Kriebel @VizWizBI & Eva Murray @TriMyData during their weekly Viz Review Webinars) 6. If you’re keen, you should also join the online conversation on data.world and Twitter – provide your feedback to other people! 7. Learn, iterate, improve and share > MakeOver Monday push yourself further!! <<< Rockstar 10 Expert 5 Pro 3 Apprentice 2 Rookie Example of MM on Tableau Public: Authors: Sharad Joshi & Monica Schneider Example of MM Tweet:
  • 7. > Tableau Lunch & Learn Tableau Tea Sessions are quick-fire 1-hour programs designed to: •Increase your adoption of Tableau •Expand your awareness of the art of the possible. •Grow your understanding of the types of visualizations and applications for which Tableau can be used. ^^great topics to explore <<< <<< <<< Rockstar 1 Expert 1 Pro 1 Apprentice 2 Rookie
  • 8. Mastering Data Visualization Using Tableau: From Basic to Advanced Self-Paced Online Learning Course that covers introductory Tableau concepts to the more complex. The course gives a refresher to basic concepts, and then progresses into more complex design and calcs. Course gains two points: Basics =1, Advanced =1. Register here (US$39) Hot Tip! Download the Chrome Video Speed Controller extension to increase the speed of the content Topics include: > Basic & Advanced Training Solidify the basics, and progress to advanced calcs<<< Rockstar Expert Pro 1 Apprentice 1 Rookie
  • 9. Do you think you're good with Tableau?! Are you looking for an additional challenge?! Workout Wednesday is what you need. Workout Wednesday is a weekly challenge designed to test your knowledge of Tableau and help ramp up your development. In 2017 it was run by Andy Kriebel and Emma Whyte & in 2018 by Luke Stanke and Rody Zakovich Challenges are posted here: 2017: http://www.vizwiz.com/p/workout-wednesday.html 2018: http://www.workout-wednesday.com/ The idea is to replicate the challenge posed as closely as possible, following the rules on the blog! When you think you have it, leave a comment with a link to your visualisation and post a pic on Twitter with #WorkoutWednesday for others to enjoy. > Workout Wednesday Try not to cheat, and if you do make sure you take notes!<<< Rockstar 15 Expert 5 Pro 5 Apprentice Rookie Example of WW on Tableau Public: http://tabsoft.co/2ePxBKN Author: Andy Kriebel
  • 10. > Qualified Associate Exam Prep <<< Rockstar Expert 1 Pro Apprentice Rookie It’s time to prepare for your first of two official Tableau qualifications! Here’s how you get ready: 1. Sit the prep courses and short exam on Eliademy to ensure you’ve got the right setup (for technical connections to the Proctor running the exam) and knowledge (FREE!) 2. If you need more practice buy a full length practice exam $11.99 3. Fill the gaps in your knowledge by self learning and researching 4. Book your QA Exam (cost is US$250)
  • 11. For your exam: • Set aside 2.5 hours • You must find a quiet, private room to take your exam. • Clear your workspace. Writing is not permitted during your exam. • You are only allowed to use one screen during your exam. A larger screen is recommended as you must navigate multiple windows in the exam environment. • Erase whiteboards, turn off televisions and monitors, and take down anything that may appear to have information helpful to taking the test. • You are not allowed to use a public hotspot to take your exam Good luck! > Qualified Associate Exam Passed <<< Rockstar Expert 1 Pro Apprentice Rookie
  • 12. Nothing communicates a complex story faster than the perfect visualisation. Learn from Andy Kirk, data visualisation guru, how to transform your data into powerful visualisations and infographics. The focus of the teaching is to impart the craft of this discipline - you will understand what to think, when to think, and how to resolve all the analytical and design decisions involved in any data-driven challenge. By the end of the course you will be able to : • harness colour, composition, interactivity, and annotation to tell your data story • tailor your visualisations to your audience’s needs and integrate critical thinking into your design decisions • determine what is the most important, relevant and interesting content to portray to your audience Enrol here: Introduction to Data Visualisation: Andy Kirk (US$399) > Visual Analytics Course <<< Rockstar 1 Expert Pro Apprentice Rookie
  • 13. > Present Tableau Brown Bag Sessions <<< Rockstar 3 Expert 1 Pro Apprentice Rookie Carpe Diem! This is your opportunity to share some of the great knowledge you’ve been building throughout the Tableau Quest!! Hold a Brown Bag session and invite the team along to hear about a particular topic that you think could help people improve their skills. Examples of topics: • Get a LOD of this!! Learn how to navigate LOD calcs • Perception vs Reality: using Tableau’s functionality to communicate clearly • Peanut Butter & Jam: Leveraging the power of Alteryx and Tableau together • Stretching the Boundaries: Learn mapping basics Expand your skills by coaching others throughout their journey
  • 14. > Tableau Professional Certification <<< Rockstar 1 Expert Pro Apprentice Rookie Get Certified! Prove your advanced Tableau Capabilities by passing a practical exam, and have something to put on your directory bio and LinkedIn profile To prepare: • Download exam prep online and complete the practice exam • Read the Visual Best Practice whitepaper • You’ll need to have passed your QA exam before sitting the Desktop Professional exam • Book your exam ($US 600) This is your chance to prove to the world how great your Tableau skills are!
  • 16. > Recommended Reading List is deliberately short so take notice!! <<< Blogs: • Andy Kriebel: http://www.vizwiz.com/p/tips.html • Andy Kriebel: http://www.datavizdoneright.com/ Books: • Cole Nussbaumer Knaflic: Storytelling with Data • Andy Kirk: Data Visualisation: A Handbook for Data Driven Design • Steve Wexler et al: The Big Book of Dashboards: Visualizing Your Data Using Real-World Business Scenarios Dashboards: • Josh Weyburne: Tableau Viz Cookbook

Notes de l'éditeur

  1. Recommend setting up monthly group sessions to do MakeoverMonday – it’s good for people to present their work, and for the group to see different approaches
  2. Please contact your local tableau representative to arrange for your team
  3. Cost USD$39 Split course into basic (for Apprentice Level) and advanced (for Pro Level)
  4. Exam booking cost is $250 (USD)