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Creating a cohesive story

1. Creating a cohesive story

Hello there! Great analyzing so far!

2. Data analysis flow in Tableau

It's time to move to the final part of the analysis. In this chapter you'll build four different dashboards which you'll combine in a story. You'll be building the dashboard in such a way to enable easy communication of insights.

3. Structuring your analysis is not easy

It's not that easy to structure an analysis in a cohesive way. It's not informative to publish 10+ different worksheets. We need to combine information in such a way so it fits well together. Ideally we like to show all insights we discovered in 2-5 dashboards.

4. It's time to tell a story

Let's have a look at a way we can structure this analysis. First we'll look at the 4 different story points, and finally we have a deeper look at the overview page. Maybe you noticed some flashy colors in the dashboard, that's because it's built using the DataCamp color scheme! You can find it in your own workbook by scrolling all the way to the bottom when investigating color schemes.

5. Each story point investigates a different topic

This story consists of 4 points, and each focuses on a different part of the analysis. In this case we are fairly certain we cover everything, given it is mapped to the metadata sheet.

6. Overview page

The overview dashboard or page should contain the main insights from your analysis. Just like any good dashboard it should also be interactive, revealing even deeper insights for your stakeholders. You'll also note this dashboard contains three main KPIs: Number of customers, number of churned customers and finally the churn rate.

7. Adding instructions can be extremely useful

If we zoom in on the top right we notice there is a text box with instructions for the user. It informs the end-user that they can use the two charts as a filter. The amount of instructions generally depends on your audience. If you are used to working with certain people and they know how to use Tableau, you can probably get away with less instructions.

8. Interactivity makes a dashboard powerful

Let's see what happens when the end user clicks on Month-to-Month. Month-to-month refers to the contract type, and explains the metrics for customers who are on a monthly contract. We notice the churn rate goes up to 46%, and that almost 1600 out of 1800 churners come from this group. What an insight!

9. Interactivity makes a dashboard powerful

When we select the Two Year contract on the other hand, the churn rates drops to an incredibly low 2.78%. These kind of interactions are really powerful, and you should use them to your advantage. In the final section of this case study you'll build these 4 different dashboards and combine them together in a story. You actually created three of the four graphs you see on this dashboard already: The column chart with the churn reasons, the map with info per state and the churners by category pie chart.

10. Interactivity makes a dashboard powerful

While building dashboards you might discover it makes sense to build a new graph, while you already have all the visualizations you need for other dashboards. This age buckets and groups dashboard consists of two visualizations you already built, and is made interactive with the usage of a parameter and different filters.

11. Let's visualize!

It's time to get to work. Enjoy visualizing!