Lessons and Topics
Introduction to Tableau
- The Tableau Platform
- Application Terminology
- Visual Cues for Fields
- Getting Started in Tableau
- Understanding Permissions in Tableau
- Navigating a Tableau Site
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
Simplifying and Sorting Your Data
- Data Filtering
- Creating Date Filters
- Nested Sorting and Context 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
Data Connection Options
- Data Connections Page
- Physical and Logical Layers
- Connecting to Single- and Multi-table Data Sources
- Migrated Data Sources
- The Data Pane User Interface
- View Data
- Joins (Inner, Left and Right, Full Outer)
- Unions
- Merging Fields
- Relationship Levels of Detail
- Setting up a Relationship Between Tables
- Joins vs. Relationships
- Relationships, Joins, Unions and Blends
- Combining Data Decision Tree
- Creating Relationships Between Tables from Different Databases
Data Extracts
- Using Data Extracts
- Configuring and Running an Extract
- Logical Table vs. Physical Table Extracts
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
- Join Calculations
- LOD Expressions
- Syntax and Calculation Types
Analyzing Data with Quick Table Calculations
- Table Calculation Overview
- Using Quick Table Calculations
Showing Breakdowns of the Whole
- Pie Charts and Parts of the Whole
- Creating Tree Maps
Advanced Table Calculations
- Tips for Learning Table Calculations
- Levels of Control
- Table Calculation Scope and Direction
- Table Calculation Specific Dimension
- Other Scope and Direction Options
- Null Values in Table Calculations
- Using Rank to Show Biggest to Smallest
- Table Calculations for Statistical Analysis
Creating and Using Parameters
- Using Parameters
- Parameters and Filters
- Using Parameters with Reference Lines
Comparing Measures
- Comparing Two Measures (Bar in Bar Chart)
- Comparing Progress Toward a Goal (Bullet Graph)
Defining Subsets of Your Data
- Using Sets
- Combined Sets
- In and Out Sets
Viewing Distributions
- Bins and Histograms
- Box and Whisker Plots
Dashboards
- Planning Your Dashboard
- Building Your Dashboard
- Add Interactivity with Filters and Actions
- Adding Actions to Your Dashboard
- Additional Dashboard Actions
- Set Actions
- Parameter Actions
- Visual Best Practices
- Add Instructions & Annotations
- Tooltips
- Remove Chart Extras
- Publish Your Dashboard Online