From Tableau Beginners to Advanced User

No prior technical or analytical background is required.

Set-up Requirements:
Not needed

Audience:
This course is designed for the learner who has never used Tableau before, needs a refresher, or wants to explore Tableau in more depth.

This is a compelling 4-day course for Tableau beginners. During this course, you will get familiar with all Tableau features and learn how to create and share data visualization with others. The course will guide you through all of the steps, including connecting to data, creating calculations, choosing a chart, building the dashboard, and publishing your work.

The course is divided into lectures dedicated to each topic, followed by practical exercises. The course will end with 30 minutes test and 60 minutes project assignment.

Course milestones:

• Get familiar with Tableau interface.
• Connect to and work with your data.
• Use the Tableau features.
• Build an insightful visualization.
• Share your work with a broader audience.

Format of the Course:

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.
• Knowledge test and hands-on project at the end of the course

Introduction

• Setting up Tableau
• Overview of Tableau Software
• Navigating the Tableau User Interface

Connecting to your data

• Available data connections
• Simplifying and preparing data
• Joining database sources
• Inner, outer, left, and right join
• Blending different data sources in a single worksheet

Working with Data in Tableau

• Using multiple measures in a view
• Showing the relationship between numerical values
• Viewing specific values
• Customizing your data
• Dimension vs. Measure
• Data types, discrete versus continuous, for measure

Creating calculations in Tableau

• Row-level calculations
• Aggregate calculations
• Numeric, string, and date calculations
• Custom aggregations and calculated fields
• Quick table calculations
• Working with dates and times

Analyzing Data with Table Calculations

• Quick table calculations
• Scope and direction
• Addressing and partitioning

Organizing, Filtering, Sorting & Grouping

• Organizing your data
• Slicing your data by date
• Simplifying and sorting your data
• Advanced options for filtering and hiding
• Understanding many options for ordering and grouping your data
• Sort, Groups, Bins, Sets

Parameters in Tableau

• Creating parameters
• Parameters in calculated fields
• Parameter control options
• Enhancing analysis and visualizations with parameters

Building Basic and Advanced Visualizations

• Cross tabs
• Geographic maps, heat maps, and tree maps
• Pie charts and bar charts
• Date and time visualizations
• Stacked bars and area charts
• KPI charts
• Dual axis and combined charts with different mark types
• Highlight tables
• Scatter Plots

Advanced formatting

• Labels
• Legends
• Tooltips
• Highlighting data with reference lines
• Annotations

Telling a Data Story with Dashboards

• Dashboard framework
• Filter actions
• Parameters
• Highlight actions
• URL actions

Trends and Forecasting

• Understanding and customizing trend lines
• Distributions
• Forecasting

Sharing your work

• Publishing the dashboard
• Working with extracts instead of live connections
• Metadata and sharing a connection

Summary and Next Steps:

• Knowledge test and hands-on project at the end of the course
• Helpful resources for further learning