Tableau Training Specs_FY2024.docx

Tableau Training

Program:

The Virginia Department of Health (VDH), Center for Community Health Improvement, is seeking a vendor to develop and facilitate an in-person training curriculum for Tableau. This training is for District Directors, Population Health Managers and Community Health Epidemiologists to develop skills related to building dashboards and advanced graphs; therefore, the training must be specific to public health and public health data sets. The vendor must be familiar with high level data visualization and presentations and should be familiar with VDH’s scope of work.

Specifications The vendor must:

1. Provide two days of consecutive in-person, hands-on training sessions A. Day 1-Introduction Overview into Intermediate Learning

· Tableau Applications and Foundations. Connecting to data; Tableau interface; and basic visualizations such as text tables, bar chart, line chart, and shaded map.

· Beginner Visualizations. Year-over-year line graph, stacked bar, tree map, and pie charts.

· Formatting and Presenting Visualizations. Totals, fonts, alignment, sorting, filters, labels, colors, hierarchy, reference lines, tooltips, and using fiscal years.

· Creating Dashboards. How to develop and organize a dashboard with multiple visualization views.

· Intermediate Visualizations. Multiple marks, different aggregations, highlight tables, scatterplots, table calculations, and dual axis charts.

· Creating Interactive Dashboards. Floating objects, dashboard actions and filters.

B. Day 2-Advanced Instruction

· Combine data from multiple tables using joins, unions, and relationships.

· Build advanced chart types, including but not limited to bar-in-bar, dumbbell chart, Gantt chart, multi-layer map, donut chart, and bullet graph.

· Create advanced date, logical, and table calculations.

· Use statistical techniques to analyze data including forecasting, clustering, and linear regression.

· Use parameters (Top N) and input controls (Select a Dimension or Measure) to support audience analysis.

· Enhance dashboard analysis with basic and interactive filters and actions.

· Enhance visualizations with formatting, annotations, and reference lines.

2. Vendor must accommodate up to 30 attendees for each training session

3. Vendor must include 6 hours of instructional time for each training session.

4. Vendor must have adequate trainers who are available to float the classroom to assist participants with hands-on instruction.

5. Vendor must be able to provide both training sessions at Location: River Counties Community Foundation, 834 Rappahannock Drive, White Stone, VA 22578.

6. Vendor must be able to provide the training two consecutive days between February 27th and April 26th, 2024.

7. Vendor must submit invoice to VDH for payment no later than April 30, 2024.

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