Storytelling

Learn the fundamentals of dashboard construction -- Horizontal, Vertical, and Tiled layout containers, floating vs. tiled placement, padding and background formatting, and how to use the Item Hierarchy panel (blue for containers, grey for content) to navigate and fix nested layouts.

Learn how to create a Set -- a custom field that defines a subset of your data based on a condition or a manual selection -- so you're ready for the Set Actions covered in the next lesson.

Learn five of Tableau's six dashboard action types — Filter, Highlight, Go to Sheet (Navigation), Set, and Parameter actions — to build clickable, cross-filtering, and drill-down dashboards. (Go to URL, a sixth Tableau action type, is covered in the next lesson.)

Add a Go to URL dashboard action to link a mark to an external webpage, and use dynamic URL fields (e.g., embedding a State field) so the link changes based on what a viewer clicks.

Combine multiple worksheets and dashboards into a Tableau Story -- add Story Points with descriptive Captions to build a data narrative, and understand that stories stay live-linked to their source sheets, so upstream changes automatically reflect in the story.

Learn how Tableau workbooks get shared in the real world -- Tableau Public, Tableau Server/Cloud, and exporting a packaged .twbx file (the method you'll use for this course's submissions).

Build a complete Tableau Story with 3–5 story points that tells a data narrative. Your submission should include: an overview dashboard with interactive filters, drill-down views using dashboard actions (filter, highlight, navigation, set, or parameter), captions explaining key insights, and a conclusion story point summarizing your findings. Export as a .twbx file.