Lesson #2

Using Tableau to Improve Teaching & Learning

1. A brief description of the lesson plan

The purpose of this lesson is to provide adult learners an overview of the artificial intelligence (AI) and machine learning (ML) Tableau application, demonstrate how Tableau can be used to analyze course data, then have learners participate in a practical exercise using Tableau data samples or data from their own courses to assess teaching and learning. Lesson 2 is related to Lesson 1 in that the data from the Landbot they created (if they participated in the Landbot lesson) can also be used in this lesson.


Learning objective: Learners will be able to apply their understanding of Tableau to interpret course data to improve teaching and learning.


2. The technology and resources involved

Both the instructor and learners can telework from their residences to participate in this training. All participants require a personal computer with audio capabilities, access to the internet, access to the Department of Defense’s (DOD) All Partners Access Network (APAN), https://www.apan.org/, access to the Tableau application, hhttps://www.tableau.com/solutions/ai-analytics#augmented-analytics, and a sample of Tableau data and/or learner demographic and performance data from a course they teach.


3. What skills, knowledge, and pedagogy are required of training instructors?

At a minimum, the instructor will need the following:

  • Basic computer skills,

  • An APAN account,

  • Knowledge of and experience with delivering training through the Adobe Connect classroom on the DOD’s APAN,

  • A Tableau account, and

  • Familiarity and experience with using the Tableau application.


The instructor will incorporate a variety of pedagogies to include informal lecture, a guided demonstration, practical exercises, and continuous feedback/assessment. The instructor will also require an understanding of learners' experiences with the use of educational technology as well as any familiarity with Tableau. This will allow for experiential learning, particularly during the practical exercise where the instructor can pair an experienced with an inexperienced learner.

4. What prior skills and knowledge are required of learners?

At a minimum, learners will need the following:

  • Basic computer skills,

  • Experience with participating in an Adobe Connect classroom on the DOD’s APAN, and

  • A Tableau account.


5. What are learners asked to do exactly?

  • Learners are required to watch the nine Tableau Creator videos prior to class. The videos can be viewed at Tableau Training and require approximately 20 minutes to complete.

  • After watching the videos, learners will create a trial Tableau account. (This must be done before class.)

  • Learners will participate in the informal lecture and the guided demonstration.

  • Learners will work in pairs to become familiar with the Tableau application.


6. What are the procedures of the project?

Prior to the start of class, the instructor will:

  • Set up the Tableau classroom on APAN’s Adobe Connect (Figure 3), and

Figure 3

APAN Adobe Connect Classroom

Note. Screenshot depicting the Adobe Classroom on APAN (APAN, 2020).


  • Send learners a welcome email with pre-course requirements, class schedule, and course requirements to include the Adobe Connect classroom link and the Tableau link.


During class, the instructor will:

  • Lead a discussion on the nine Tableau Creator videos,

  • Deliver an informal lecture on how Tableau as an AI platform can improve agency training/courses,

  • Demonstrate how to use Tableau (Figure 4),

Figure 4

Tableau Application

Note. Screenshot depicting Tableau dashboard (Tableau, 2022).


  • Explain practical exercise to include determining learner pairs,

  • Facilitate the practical exercise,

  • Provide feedback throughout the entire lesson, and

  • Deliver lesson conclusion and learner feedback forms.


After class, the instructor will:

  • Review learner feedback forms and assess teaching and learning to make improvements in instructional strategies, lesson content, instructor skills; and

  • Reset/clean the Adobe Connect Classroom in preparation for the next class/lesson.


7. What are the advantages of the project?

The use of the Tableau application has the following advantages:

  • Coding experience is not required,

  • Provides real-time visualization of data. An example of a corporation’s professional development courses can be viewed on Tableau’s public site, Workplace Learning Professional Development Open Enrollment, and

  • Reinforces DIA’s goal to be a data-driven organization.


8. What are the disadvantages of the project?

The use of the Tableau application has the following disadvantages:

  • Trial period ends 14 days after account creation, requiring a monthly or business membership,

  • This lesson does not give learners a DIA Tableau account or access to DIA’s Tableau platform, requiring learners to complete additional agency specific training,

  • The free trial requires data sets to be in a Tableau-digestible format, not allowing the instructor or learners to upload their own CSV files. Use of Landbot and course data requires the purchase of a Tableau license.


9. What types of effective instructional strategies are included?

As in the first lesson, this lesson incorporates a variety of instructional strategies to include independent learning, direct instruction, and experiential learning that considers the audio, visual, and kinesthetic learner.


10. What are the possibilities that innovation can be transferred to other teachers, subject content, and different school settings?

What is interesting about Tableau is that it is currently being used in DIA to assess DIA’s effectiveness to achieve its objectives and long-term goals. It has yet to be incorporated in the professional development of its workforce. The goal is for this lesson to be an introduction to the Tableau application so that instructors see the value in using it to assess instructor, learner, and course health.


References

APAN. (2018). Solutions for building partnerships. APAN. Retrieved from https://www.apan.org/.

Landbot. (2020). Welcome to Landbot. Landbot. Retrieved from https://app.landbot.io/gui/home.

Tableau. (2022). Ai + analytics. Tableau. Retrieved from https://www.tableau.com/solutions/ai-analytics#augmented-analytics