Data Visualization Training: Kaleido

Overview of Course: Tableau Desktop: Beginner (7.5 hours of on-demand video, 6 modules, 37 lessons, knowledge checks, quizzes, and assessments)

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This course is designed for the health and healthcare professionals who works with data (regardless of technical or analytical background) and are beginners in Tableau. The course is delivered through lectures with demonstration and extensive hands-on practice using health and healthcare case studies in Tableau-ready workbooks.

This course uses real-world health and healthcare examples, showcasing situations we’ve encountered with current and past clients. We will teach how to connect to data, navigate the Tableau workspace, build basic data reports, create basic calculated fields, combine visualizations into interactive dashboards, and much more.

After taking this course, learners will be able to:

• Connect to data and manipulate it for use in Tableau Desktop
• Configure data with relationships, table joins, and data blending
• Build intuitive reports using a variety of visualization types, such as bar chart, line chart, text table, highlight table, scatter plot, strip plot, deviation chart, and maps
• Employ data visualization best practices to build charts and production-ready dashboards
• Use the sort, filter, hierarchy, group, and formatting options effectively
• Create and use basic calculated fields, table calculations, and parameters
• Use trend lines, reference lines, and statistical techniques
• Explain important considerations for sharing visualizations with others

Participants will receive our Tableau Quick Steps, which are a condensed reference sheets for specific skills learned in the course. In addition health and healthcare-related datasets and Tableau workbooks for download will be provided.

Detailed Course Description PDF: Tableau Desktop: Beginner

Overview of Course: Tableau Explorer: Web Authoring Fundamentals for Tableau Server/Cloud(5 hours of on-demand video, 5 modules, 26 lessons, knowledge checks, quizzes, and a post-assessments)

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 This course is designed for the health and healthcare professional who works with data (regardless of technical or analytical background), that needs beginner level training using a Tableau Explorer license. This half-day course is delivered through lecture with demonstration, followed by extensive hands-on practice with specific health and healthcare case studies in Tableau-ready workbooks and data sources published on your Tableau Server/Cloud. Participants must be added as users to your Tableau Server/Cloud prior to training. 

This course is designed to resonate with health and healthcare professionals using the language and data of health and healthcare, incorporating the best practices of data visualization. We will teach how to connect to Tableau Server/Cloud data sources, navigate the Tableau web authoring workspace, build basic data reports, and combine visualizations into interactive dashboards, and much more.

The video course is on-demand and so it can be taken at your own pace. Our Tableau course curricula was developed to facilitate learning within health and healthcare, pharmaceutical, public, private, and payor organizations. Healthcare and public health datasets were researched and developed as the foundation for step-by-step instruction to resonate and improve lesson retention. Participants will need Tableau Explorer licenses and access to Tableau Server or Tableau Cloud.

After taking this course, learners will be able to:

• Connect to data sources published on your institution’s Tableau Server or Tableau Cloud environment
• Understand the role of Tableau Explorer versus Tableau Creator
• Define different types of aggregation and other analytical terminology
• Effectively navigate the Tableau Server / Cloud web-authoring workspace layout – components, shelves, data elements, and terminology
• Effectively build basic data reports using the following visualization types: text tables, bar charts (including horizontal/vertical, side-by-side, stacked, and deviation), line charts, scatter & strip plots, small multiples, area charts, and filled maps
• Use the sort, filter, and formatting options effectively
• Customize data by creating and utilizing calculated fields
• Use trend lines, reference lines, and simple statistical techniques to describe data
• Combine visualizations into an interactive dashboard
• Describe options for sharing your visualizations with others
• Explain important considerations for sharing visualizations with others

Detailed Course Description PDF: Tableau Server: Web Authoring

Overview of Course: Tableau Creator/Desktop: Beginner/Intermediate (4 half-days, 4 hour sessions)

This course is designed for the health and healthcare professionals who works with data (regardless of technical or analytical background) with a beginner to intermediate Tableau skill level. The course is delivered through lectures with demonstration, followed by extensive hands-on practice using health and healthcare case studies in Tableau-ready workbooks.

This highly interactive live instructor-led course uses real-world health and healthcare examples, showcasing situations we’ve encountered with current and past clients. We will teach how to connect to data, navigate the Tableau workspace, build basic data reports, create basic calculated fields, combine visualizations into interactive dashboards, and much more.

After taking this course, learners will be able to:

• Connect to data and manipulate it for use in Tableau Desktop
• Configure data with relationships, table joins, and data blending
• Build intuitive reports using a variety of visualization types, such as bar chart, line chart, text table, highlight table, scatter plot, strip plot, deviation chart, pareto chart & maps
• Employ data visualization best practices to build charts and production-ready dashboards
• Use the sort, filter, hierarchy, group, and formatting options effectively
• Create and use basic calculated fields, table calculations, and parameters
• Use trend lines, reference lines, and statistical techniques
• Explain important considerations for sharing visualizations with others

Participants will receive a copy of our Tableau for Healthcare, fourth edition book to follow along with during the course. Health and healthcare-related datasets and Tableau workbooks for download will be provided.

Detailed Course Description PDF: Tableau Creator / Desktop: Beginner / Intermediate

Overview of Course: Tableau Creator/Desktop: Intermediate/Advanced (4 half-days, 3.5 hour sessions)

You’ve learned the fundamentals of Tableau Creator / Desktop and dipped a toe into more complex topics. You’re ready to take your skills to the next level in our Tableau Creator / Desktop Intermediate/Advanced level course. This course is designed for the health and healthcare professionals with an intermediate to advanced Tableau skill level. This course is not for beginners! We recommend at least six months of Tableau experience for most users before taking the course to ensure complete comfort and confidence about the basics.

The course is delivered through lectures with demonstration, followed by extensive hands-on practice using health and healthcare case studies in Tableau-ready workbooks. This highly interactive live instructor-led course uses real-world health and healthcare examples, showcasing challenging problems we’ve encountered with current and past clients. We teach intermediate and advanced technical skills, performance improvement techniques, enterprise data considerations, and plenty more valuable and practical tools.

After taking this course, learners will be able to:

• Design data sets with the proper structure and aggregation in Tableau
• Optimize report performance
• Employ formatting best practices to get the look and feel of infographics, C-suite dashboards, and everything in between
• Create and utilize advanced Calculated Fields, including year-over-year comparisons, rolling and parameters-based dates, nested IF/THEN statements, and more
• Navigate complex table calculations and leverage advanced Level-of-Detail Expressions
• Effectively data blend while avoiding common mistakes
• Plan for and Implement “Row Level Security”
• Create advanced visualizations such as dual-axis charts and heat map calendar controls
• Use dynamic layout containers
• Understand use cases for context filters, extract filters, data source filters
• Implement Tableau Server best practices from small pilots to enterprise environments

Participant will receive a copy of our Tableau Advanced Manual to follow along with during the course.

Detailed Course Description PDF: Tableau Creator / Desktop: Intermediate / Advanced

Overview of Course: Visualizing Health and Healthcare Data (2 half-days 3 hour instructional sessions plus 1:1 coaching sessions)

This non-technical course delivers hard-to-find, hands-on training in data visualization best practices for health and healthcare professionals. A combination of interactive lectures, discussions, and short case studies, this course is highly interactive and designed to fully engage participants in learning how to display complex health and healthcare data in a way that makes the story clear. Our instructors are data visualization experts with experience in public health and healthcare.

This course is grounded in state-of-the-art research about human cognition and the foundational principles of data visualization. Participants will learn how humans see and understand data and information — their visual perception — and how the best practices of table, graph, and chart design are informed by it. We will discuss requirement-gathering techniques and explore how dashboards fit into a guided analytics framework. This course does not utilize Tableau or any visualization tool; it is a design course that encompasses three (3) broad topic areas:

1. Effectively Communicating Health and Healthcare Data Visually
2. Dashboard Design for Communicating Health and Healthcare Data
3. Individual Session: Get feedback on your dashboard, other data displays, or project

After taking this course, learners will be able to:

• Describe the research that informs the best practices of data visualization
• Describe and explain the common mistakes people make when displaying data
• Identify what conditions determine the use of a table v. a graph
• Describe the characteristics of data that can be displayed graphically
• Explain when the use of a graph is the best medium to display healthcare data
• Create a graphical display of the data using actual case studies
• Describe why some charts and graphs do not work well and better alternatives
• Define what a data dashboard is
• Define what an infographic is
• Define what a Multidimensional Exploratory Display (MED^TM) is
• Describe common mistakes people make when they create a display of data
• Describe how to utilize visual perception principles in creating an effective display
• Explain effective techniques to gather requirements
• Describe the features of a guided analytic framework to provide deeper data insights
• Describe factors that determine the usability and accessibility of a data dashboard

Participant will receive a copy of our Visualizing Health and Healthcare Data book and course handouts.

Detailed Course Description PDF: Visualizing Health & Healthcare Data

Overview of Course: Design Thinking for Data Visualization  (1 half-day, 4 hour session)

This non-technical course delivers hard-to-find, hands-on training in data visualization best practices for health and healthcare professionals. A combination of interactive lectures, discussions, and short case studies, this course is highly interactive and designed to fully engage participants in learning how to display complex health and healthcare data in a way that makes the story clear.

This course is grounded is grounded in design thinking concepts, methods, and techniques for teams developing data visualizations and presentations. We will identify and define design thinking concepts such as how to empathize characterize users, and ideate. The course will review associated methods and techniques such as contextual inquiry, mental models, and personas

This course will cover how to establish a framework and process to gather requirements and research the audience that will consume the visualizations. We will explore the importance of defining the audiences’ scope, role, and the decisions they need to make, identifying what they need to know and do and what they need to be aware of. This critical step is frequently overlooked and rarely codified into a process but is foundational to delivering audiences’ data nd information in meaningful and valuable displays. We will also dive into methods for low-fidelity versus high-fidelity prototyping, testing, and user acceptance strategies.

After taking this course, learners will be able to:

• Explain a framework and logical, iterative process for developing displays and presentations
• Give examples of 4-5 design thinking concepts used to develop human-centered data displays
• Create effective interview questions to gather requirements
• Explain the concept of a mental models
• Describe the purpose of personas
• Describe how sketching and prototyping improves the design and development process
• Create 2-3 usability testing scenarios for projects

Detailed Course Description PDF: Design Thinking for Data Visualization

Overview of Course: Tableau Creator / Desktop: Beginner / Intermediate (4 half-days, 4 hour sessions)

This course is designed for the health and healthcare professionals who works with data (regardless of technical or analytical background) with a beginner to intermediate Tableau skill level. The course is delivered through lectures with demonstration, followed by extensive hands-on practice using health and healthcare case studies in Tableau-ready workbooks.

This highly interactive live instructor-led course uses real-world health and healthcare examples, showcasing situations we’ve encountered with current and past clients. We will teach how to connect to data, navigate the Tableau workspace, build basic data reports, create basic calculated fields, combine visualizations into interactive dashboards, and much more.

After taking this course, learners will be able to:

• Connect to data and manipulate it for use in Tableau Desktop
• Configure data with relationships, table joins, and data blending
• Build intuitive reports using a variety of visualization types, such as bar chart, line chart, text table, highlight table, scatter plot, strip plot, deviation chart, pareto chart & maps
• Employ data visualization best practices to build charts and production-ready dashboards
• Use the sort, filter, hierarchy, group, and formatting options effectively
• Create and use basic calculated fields, table calculations, and parameters
• Use trend lines, reference lines, and statistical techniques
• Explain important considerations for sharing visualizations with others

Participants will receive a copy of our Our Tableau for Healthcare, fourth edition book to follow along with during the course. Health and healthcare-related datasets and Tableau workbooks for download will be provided.

Detailed Course Description PDF: Tableau Creator / Desktop: Beginner / Intermediate

Overview of Course: Tableau Creator / Desktop: Intermediate / Advanced (4 half-days, 3.5 hour sessions)

You’ve learned the fundamentals of Tableau Creator / Desktop and dipped a toe into more complex topics. You’re ready to take your skills to the next level in our Tableau Creator / Desktop Intermediate / Advanced level course. This course is designed for the health and healthcare professionals with an intermediate to advanced Tableau skill level. This course is not for beginners! We recommend at least six months of Tableau experience for most users before taking the course to ensure complete comfort and confidence about the basics.

The course is delivered through lectures with demonstration, followed by extensive hands-on practice using health and healthcare case studies in Tableau-ready workbooks. This highly interactive live instructor-led course uses real-world health and healthcare examples, showcasing challenging problems we’ve encountered with current and past clients. We teach intermediate and advanced technical skills, performance improvement techniques, enterprise data considerations, and plenty more valuable and practical tools.

After taking this course, learners will be able to:

• Design data sets with the proper structure and aggregation in Tableau
• Optimize report performance
• Employ formatting best practices to get the look and feel of infographics, C-suite dashboards, and everything in between
• Create and utilize advanced Calculated Fields, including year-over-year comparisons, rolling and parameters-based dates, nested IF/THEN statements, and more
• Navigate complex table calculations and leverage advanced Level-of-Detail Expressions
• Effectively data blend while avoiding common mistakes
• Plan for and Implement “Row Level Security”
• Create advanced visualizations such as dual-axis charts and heat map calendar controls
• Use dynamic layout containers
• Understand use cases for context filters, extract filters, data source filters, and more
• Implement Tableau Server best practices from small pilots to enterprise environments

Participant will receive a copy of our Tableau Advanced Manual to follow along with during the course.

Detailed Course Description PDF: Tableau Creator / Desktop: Intermediate / Advanced

Overview of Course: Tableau Explorer: Web Authoring Fundamentals (1 half-day, 4 hour session)

This private group course is designed for the health and healthcare professional who works with data (regardless of technical or analytical background) that needs beginner-level training using a Tableau Explorer license. This half-day course is delivered through lectures with demonstration, followed by hands-on practice in the Tableau web-authoring environment using specific health and healthcare case studies published on your Tableau Server. Participants must be added as users to your Tableau Server before training.

This course is designed to resonate with health and healthcare professionals using the language and data of public health and healthcare, incorporating the best practices of data visualization. We will teach how to connect to Tableau Server data sources, navigate the Tableau web-authoring workspace, build basic data reports, combine visualizations into interactive dashboards, and much more.

After taking this course, learners will be able to:

• Connect to Tableau Server published data sources
• Understand the role of Tableau Creators and Explorers
• Effectively navigate the Tableau web-authoring workspace layout – components, shelves, data elements, and terminology
• Use the sort, filter, and formatting options effectively
• Customize data by creating and utilizing calculated fields
• Effectively build basic data reports using the following visualization types: text table, bar charts (including horizontal/vertical, side-by-side, stacked, and deviation), line charts, heat map, scatter plot, strip plot, small multiples, and area chart
• Use trend lines, reference lines, and simple statistical techniques to describe the data
• Combine visualizations into interactive dashboards
• Describe options for sharing your visualizations with others

Participant will receive a copy of our Tableau Advanced Manual to follow along with during the course.

Detailed Course Description PDF: Tableau Explorer: Web Authoring Fundamentals

Overview of Course: Visualizing Health and Healthcare Data  (Virtual or On-site Private Group)

This private group courses can be scheduled just for your team with customized examples you provide.

Virtual Course: 2 half-day 3 hour instructional sessions plus 1:1 coaching sessions. (Small Class: 8 learners | Standard Class: 15 learners).

On-site Course 1 full day: with 6 hours of instruction plus 1:1 coaching sessions. (15 learners)

This non-technical course delivers hard-to-find, hands-on training in data visualization best practices for health and healthcare professionals. A combination of interactive lectures, discussions, and short case studies, this course is highly interactive and designed to fully engage participants in learning how to display complex health and healthcare data in a way that makes the story clear. Our instructors are data visualization experts with experience in public health and healthcare.

This private group courses can be customized with a select number of examples you provide. We currently include a broad range of health and healthcare examples and will work with the
samples you send, incorporating them into exercises and case studies for your group. All custom
examples will be confidential and used only for your group. We require your report samples at least
30-days before the scheduled workshop.

This course is grounded in state-of-the-art research about human cognition. Participants will learn how humans see and understand data and information – their visual perception – and how the best practices of table, graph, and chart design are informed by it. We will discuss requirement-gathering techniques and explore how dashboards fit into a guided analytics framework. This course is highly interactive, combining lecture and case study activities. This course does not utilize Tableau or any visualization tool; it is a design course that encompasses three (3) broad topic areas:

1. Effectively Communicating Health and Healthcare Data Visually
2. Dashboard Design for Communicating Health and Healthcare Data
3. Individual Session: Get feedback on your dashboard, other data displays, or project

After taking this course, learners will be able to:

• Describe the research that informs the best practices of data visualization
• Describe and explain the common mistakes people make when displaying data
• Identify what conditions determine the use of a table v. a graph
• Describe the characteristics of data that can be displayed graphically
• Explain when the use of a graph is the best medium to display healthcare data
• Create a graphical display of the data using actual case studies
• Describe why some charts and graphs do not work well and better alternatives
• Define what a data dashboard is
• Define what an infographic is
• Define what a Multidimensional Exploratory Display (MED^TM) is
• Describe common mistakes people make when they create a display of data
• Describe how to utilize visual perception principles in creating an effective display
• Explain effective techniques to gather requirements
• Describe the features of a guided analytic framework to provide deeper data insights
• Describe factors that determine the usability and accessibility of a data dashboard

Participant will receive a copy of our Visualizing Health and Healthcare Data book and course handouts.

Detailed Course Description PDF: Visualizing Health & Healthcare Data

Overview of Course: Design Thinking for Data Visualization (Virtual or On-site Private Group: 1 half-day)

Virtual Course: 1 half-day (4 hours) and allows up to 30 learners.

On-site Course 1 half-day: (4 hours) and allows up to 30 learners.

This non-technical course delivers hard-to-find, hands-on training in data visualization best practices for health and healthcare professionals. A combination of interactive lectures, discussions, and short case studies, this course is highly interactive and designed to fully engage participants in learning how to display complex health and healthcare data in a way that makes the story clear.

This course is grounded is grounded in design thinking concepts, methods, and techniques for teams developing data visualizations and presentations. We will identify and define design thinking concepts such as how to empathize characterize users, and ideate. The course will review associated methods and techniques such as contextual inquiry, mental models, and personas.

This course will cover how to establish a framework and process to gather requirements and research the audience that will consume the visualizations. We will explore the importance of defining the audiences’ scope, role, and the decisions they need to make, identifying what they need to know and do and what they need to be aware of. This critical step is frequently overlooked and rarely codified into a process but is foundational to delivering audiences’ data nd information in meaningful and valuable displays. We will also dive into methods for low-fidelity versus high-fidelity prototyping, testing, and user acceptance strategies.

After taking this course, learners will be able to:

• Explain a framework and logical, iterative process for developing displays and presentations
• Give examples of 4-5 design thinking concepts used to develop human-centered data displays
• Create effective interview questions to gather requirements
• Explain the concept of a mental models
• Describe the purpose of personas
• Describe how sketching and prototyping improves the design and development proce
• Create 2-3 usability testing scenarios for projects

Detailed Course Description PDF: Design Thinking for Data Visualization

Overview of Course: Data Analysis & Visualization Seminar for Leadership (Virtual or On-site Private Group)

Virtual Seminar: 2 hour or half-day option for up to 15 leaders from Just Your Team

On-site Seminar: 2 hour or half-day option for up to 15 leaders from Just Your Team

This private group half-day seminar will raise senior leadership, directors, and managers’ awareness about the processes and skills required to successfully establish, grow, and manage data
analysis, reporting, and visualization teams. Because here’s the not-so-secret truth — meaningful data analysis and the creation of health and healthcare data displays that people love to use and inspire them to act do not spring from software or one person or a cloistered team alone. Nor do they happen by attempting to drive blindly to a solution. Creating a thriving data-driven culture requires leaders to establish and support a process grounded in research-driven, human-centered techniques and data visualization, design, and usability best practices. It requires a strong commitment

During this seminar, we will discuss the most important process steps and techniques, like gathering requirements effectively and critical foundational knowledge about data analysis and the research that informs data visualization, dashboard design, and usability best practices. We will also outline an approach and action steps leaders can take when setting up a process and developing teams to conduct this work.

After taking this course, learners will be able to:

• Explain the importance of establishing a process for analyzing, designing & developing data visualizations
• Identify the different skills and subject matter expertise required to build a successful team
• Describe 2-3 traits of a successful team
• Describe 3-4 steps in a human-centered, design thinking process
• Demonstrate 1-2 examples of why some graphs don’t work and what ones work better
• Explain 1-2 examples of accessible design
• Describe effective requirement-gathering techniques
• Explain why usability testing is critical for the success of a data visualization project
• Discuss the importance of leadership demonstrated commitment to establishing and supporting a straightforward process grounded in design thinking and research

Detailed Course Description PDF: Data Analysis and Visualization for Leadership

Overview of Course: Applied Data Analysis & Statistics (Virtual or On-site Private Group)

Virtual Course: 2 half-days, 4 hour sessions (Small Class: 8 learners | Standard Class: 15 learners)

Live Course: 1 full day with up to 15 learners

This private group course is scheduled just for our team and teaches exploratory, confirmatory, and qualitative data analysis and its uses with the fundamental statistics health and healthcare professionals encounter daily. The course can be customized, using specific examples and exercises from work, where learners will study the principles that reveal how to translate a number and complex statistical concepts into a language people can understand and use.

Numbers and statistics are essential and used daily to make sense of our world — but humans aren’t built to understand them intuitively. Designed around actual health and healthcare examples and case studies, this interactive course is designed specifically for teams who need to understand, evaluate, and explain — in plain language — fundamental statistics and analysis in their daily work.

In the ever-changing health and healthcare environment of analysis and reporting about equity, social determinants of care, value-based purchasing, patient experience, risk-contracting, and quality (to name a few), teams need more than a nodding acquaintance with health and healthcare data analysis and statistics. To be successful, they need a fundamental understanding of health and healthcare measurement and statistics — and they need plain language skills to present, explain and discuss the resulting analysis and data displays to a wide-ranging audience.

After taking this course, learners will be able to:

• Explain what data analysis is
• Describe the different types of analysis like exploratory, confirmatory, qualitative
• Explain the importance of data lineage when considering data for inclusion in analysis & reporting
• Explain the importance of data governance for consistent, reliable analysis & reporting that inspires confidence in stakeholders
• Describe the characteristics of quality data
• Evaluate the quality of data
• Correctly identify the Levels of Measure (nominal, ordinal, interval, ratio), qualitative v. quantitative, & independent & dependent variables.
• Describe how Levels of Measure’s unique characteristics inform analysis and data display
• Explain different sampling methodologies, sample sizes, inclusion & exclusion considerations
• Translate in plain language basic statistical terminology & methods utilized in healthcare, such as confidence intervals, point estimates, p values, standard errors, odds rations, rates, logistic regression & risk-adjustment
• Explain the importance of risk-adjustment
• Describe 1-2 risk adjustment methodologies
• Demonstrate how understanding risk-adjustment models and predictive variables can improve data dashboards by adding important context

Note: If you want to customize this course for your group must provide samples from you work at least thirty (30) days before the course our we will use our standard health and healthcare examples.

Detailed Course Description PDF: Applied Data Analysis & Statistics

Our one-on-one Technical & Design Coaching sessions can help you solve gnarly technical problems or provide design tips for your dashboards and reports. Our expert coaches, the same folks that consult to health and healthcare organizations around the nation, provide you with individualized expertise on a variety of data visualization topics such as:

• Design techniques for maximizing dashboard effectiveness
• Prototyping tips and tools
• Tableau Desktop and Server troubleshooting
• Effective project management

Fifty (50) minute coaching sessions are very flexible! You select the number of sessions you want at a cadence that works for you — weekly, bi-weekly, or monthly. When possible, provide us with a brief description of the coaching topic (no more than one to two sentences or a bulleted list) the day before the session via email. This allows us to prepare for the session and gather knowledge-based materials to support the coaching. You may include any relevant employees in the coaching session but outside contractors or consultants are prohibited from attending.

During the session you will present the topic of concern through discussion and screen sharing your Tableau workbook(s) — you cannot share any Protected Health Information (PHI) unless we have a Business Associate Agreement (BAA) in place. Our Technical & Design coach will provide insight, advice, tips, and recommendations for overcoming technical issues or knowledge gaps. The coach does not complete Tableau development but advises you on methods and best practices.