Job Role

Business Analyst, Consultant, End User, Business User

Duration

In-Person: 3 Day(s)
Virtual: 3 or 5 Day(s)

User Interface

Lightning Experience

Overview

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 a range of essential and advanced chart types for analysis.
  • Combine data from multiple tables using joins, unions, and relationships.
  • Use extracts to improve performance.
  • Create basic and more advanced calculations, including table calculations, to modify data as needed for analysis.
  • Use statistical techniques to analyze data.
  • Use parameters and input controls to support audience analysis.
  • Build interactive dashboards to reveal data insights, using techniques for guided analytics, interactive dashboard design, and visual best practices.          
  • 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
  • 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