Job Role

Admin, Architect, Business Analyst, Consultant, Designer, End User, Marketer

Duration

In-Person: 2 Day(s)
Virtual: 2 or 5 Day(s)

Overview

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.
     

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Introduction to Tableau 

  • The Tableau Platform
  • Application Terminology 
  • Visual Cues for Fields 
  • Understanding Permissions in Tableau
  • Navigating a Tableau Site

 

Tableau Workflow

  • 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

  • Data Filtering 
  • Creating Date Filters
  • Sorting

 

Organizing Your Data

  • Using Groups
  • Creating and Using Hierarchies

 

Viewing Specific Values

  • Creating Crosstabs
  • 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
  • Calculation Types
  • Creating and Editing Calculated Fields
  • Formula Editor Conventions
  • Types of Calculated Fields - Examples
  • Calculations and Aggregations
  • String Functions
  • Split and Custom Split
  • Type Conversions
  • 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

  • Dashboards
  • Dashboard Actions
  • Publish Your Dashboard Online