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Admin, Architect, Business Analyst, Consultant, Designer, End User, Marketer
In-Person: 2 Day(s)
Virtual: 2 or 5 Day(s)
Who should take this course?
This course is designed for Tableau beginners. It’s for anyone who works with data, regardless of technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin new to Tableau, start here. This course accommodates authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.
Tableau Desktop I: Fundamentals is included in the
Tableau Training Pass.
When you complete this course, you will be able to:
Connect to data and edit a data source.
Sort, filter, and group data.
Use the Tableau workspace to create visualizations.
Build a range of essential chart types for analysis.
Create basic calculations, including quick table calculations.
Build interactive dashboards to reveal data insights.
Describe how to share and publish visualizations.
Prepare for the course with this Trailmix.
Lessons and Topics
Introduction to Tableau
The Tableau Platform
Visual Cues for Fields
Understanding Permissions in Tableau
Navigating a Tableau Site
Understanding the Tableau Workflow
Elements of a Visualization
Getting Started in Tableau
Setting Up Connections and Data Sources
Tableau File Types and Extensions
Creating a Live Data Connection
Saving and Editing a Data Source
Modifying Data Attributes
Understanding Changes to Data
Simplifying and Sorting Your Data
Creating Date Filters
Organizing Your Data
Creating and Using Hierarchies
Viewing Specific Values
Grand Totals, Subtotals, and Changing Aggregation
Creating Highlight Tables
Slicing Your Data by Date
Working with Dates in Tableau
Using Discrete Date Parts and Continuous Date Values
Using Multiple Measures in a View
Using Measure Values and Measure Names in a View
Combined or Shared Axis Charts
Creating Dual Axis Charts
Showing the Relationship Between Numerical Values
Showing Correlations and Outliers with Scatter Plots
Create a Scatter Plot
Analyze Using the Highlighter
Analyze an Outlier Using Explain Data
Using the Analytics Pane
Trend Lines and Trend Model
Reference Lines and Bands
Mapping Data Geographically
Mapping in Tableau
Navigation and Selection in Maps
Customizing Your Data
Using Calculations in Tableau
Creating and Editing Calculated Fields
Formula Editor Conventions
Types of Calculated Fields - Examples
Calculations and Aggregations
Split and Custom Split
Date Calculations - Examples
Analyzing Data with Quick Table Calculations
Table Calculation Overview
Using Quick Table Calculations
Using Rank to Show Biggest to Smallest
Showing Breakdowns of the Whole
Pie Charts and Parts of the Whole
Creating Tree Maps
Making Your Views Available
Publish Your Dashboard Online