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Course Outline
Introduction
- Setting up Tableau
- Overview of Tableau Software
- Navigating the Tableau User Interface
Connecting to your data
- Available data connections
- Simplifying and preparing data
- Joining database sources
- Inner, outer, left, and right join
- Blending different data sources in a single worksheet
Working with Data in Tableau
- Using multiple measures in a view
- Showing the relationship between numerical values
- Viewing specific values
- Customizing your data
- Dimension vs. Measure
- Data types, discrete versus continuous, for measure
Creating calculations in Tableau
- Row-level calculations
- Aggregate calculations
- Numeric, string, and date calculations
- Custom aggregations and calculated fields
- Quick table calculations
- Working with dates and times
Analyzing Data with Table Calculations
- Quick table calculations
- Scope and direction
- Addressing and partitioning
Organizing, Filtering, Sorting & Grouping
- Organizing your data
- Slicing your data by date
- Simplifying and sorting your data
- Advanced options for filtering and hiding
- Understanding many options for ordering and grouping your data
- Sort, Groups, Bins, Sets
Parameters in Tableau
- Creating parameters
- Parameters in calculated fields
- Parameter control options
- Enhancing analysis and visualizations with parameters
Building Basic and Advanced Visualizations
- Cross tabs
- Geographic maps, heat maps, and tree maps
- Pie charts and bar charts
- Date and time visualizations
- Stacked bars and area charts
- KPI charts
- Dual axis and combined charts with different mark types
- Highlight tables
- Scatter Plots
Advanced formatting
- Labels
- Legends
- Tooltips
- Highlighting data with reference lines
- Annotations
Telling a Data Story with Dashboards
- Dashboard framework
- Filter actions
- Parameters
- Highlight actions
- URL actions
Trends and Forecasting
- Understanding and customizing trend lines
- Distributions
- Forecasting
Sharing your work
- Publishing the dashboard
- Working with extracts instead of live connections
- Metadata and sharing a connection
Summary and Next Steps:
- Knowledge test and hands-on project at the end of the course
- Helpful resources for further learning
Requirements
No prior technical or analytical background is required.
Set-up Requirements:
Not needed
Audience:
This course is designed for the learner who has never used Tableau before, needs a refresher, or wants to explore Tableau in more depth.
28 Hours
