Introduction
The hidden impact of good formatting
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Resources and tools for this course
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1. Foundations of Tableau Design
Tableau interface and workspace overview
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Data connection and preparation essentials
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Understanding Tableau's default formatting and chart behavior
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Understanding visual analytics principles
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Visual best practices in Tableau
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2. Chart Selection and Visual Design
Chart selection framework: Matching visualizations to data types
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Narrative design: Using visuals to tell data stories
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Inclusive design: Creating accessible and clear visualizations
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Create custom color palettes
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Dashboard planning and layout techniques
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Extending visualization capabilities with Viz extensions
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3. Worksheet-Level Formatting
Format at the worksheet level
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Customizing headers and titles
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Working with axes and gridlines
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Managing worksheet layouts
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4. Workbook-Level Formatting
Format at the workbook level
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Creating consistent styling across sheets
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Setting default formatting properties
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Working with themes and styles
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Creating and managing custom templates
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5. Text and Number Formatting
Format text and numbers
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Customizing number formats and currency
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Working with date and time formats
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Typography principles for data visualization
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6. Table Structure and Design
Resize tables and cells
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Define table structure
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Creating effective cross-tabs and heat maps
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Advanced table calculations and formatting
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7. Real-World Case Studies
Business dashboard makeover
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Executive summary dashboard design
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Data story presentation design
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Building a portfolio-quality visualization project
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8. Continuing Your Tableau Learning Journey
Next steps and additional resources
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Ex_Files_Tableau_Design_Formatting_EssT.zip
(6.2 MB)