1. Why Use Tableau?


This lesson explains Tableau's advantages over traditional analysis in Excel and how best to use Tableau in your day-to-day work.

To explore more Kubicle data literacy subjects, please refer to our full library.


Why Use Tableau?

- Turns hard to read raw data into compelling visual insights
- If you want to quickly create visualizations such as bar charts, heat maps and many more

What is a Dashboard?

- An Easy-To-Read, single-screen displaying the Key Performance indicators (KPIs) for a business unit

Why should I use a dashboard?

- Provides managers with quick, detailed overviews of the business
- Useful for spotting trends and obtaining insights from data
- Ultimately coincide with better decision making and better results

Why Use Tableau over Excel?

- Much more interactive than Excel.
- Build dashboards in minutes rather than hours
- Joining multiple datasets and data sources in your dashboards is incredibly easy


In this course, we're going to show you how to build Tableau dashboards that turn raw data into compelling visual insights that can empower you and your viewers. We will show you how to build a range of visualizations, such as bar charts, box plots, heat maps, and much more.

The course will also show users how to format charts correctly, add labels to axes, perform conditional formatting, and even include interactive tooltips.

But before we fire up Tableau, let's ask ourselves some fundamental questions. The first is, what is a dashboard? Well, a dashboard is simply an easy to read, single screen interface that shows the key performance indicators for a business unit. And dashboards are used in a number of business contexts. Firstly, a dashboard provides a manager with a quick, high-level overview of the business, on either a weekly, monthly, or even quarterly basis. Next, dashboards make it easier to spot trends and obtain insights from raw data. And they also ultimately lead to better decision-making and better results. You may have seen in other courses dashboards built in Excel. So why do we want to use Tableau? Well, Tableau is an extremely powerful visualization tool and has much more interactive features than Excel. What's more, Tableau has very fast deployment time, and you'll normally build dashboards in minutes rather than hours in Excel. Next, Tableau can connect to and join multiple datasets to your dashboards, and these datasets can be much larger than simple Excel files, particularly, if you're connected into a server, which may have hundreds of thousands or even millions of rows. For this course, we're going to use a case study of an accountancy firm that has 21 accountants and would like to use Tableau to gain some insights into the customer base, employee performance, and divisional performance.

Our task is to build a couple of dashboards drawing from three different datasets, to help the managing partner gain some valuable insights into his business.