Learn from Salesforce Experts

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

Save as PDF

Question, feedback or help

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