Tableau Desktop

• Basic understanding of data concepts such as databases, spreadsheets, and CSV files
• Familiarity with fundamental computer operations

Audience

• Data analysts
• Managers

Tableau Desktop is a powerful data visualization and business intelligence tool that allows users to connect to various data sources, analyze data, and create interactive, visually appealing reports and dashboards.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level data analysts who wish to use Tableau Desktop to transform raw data into meaningful insights through graphical representations such as charts, graphs, maps, and tables.

By the end of this training, participants will be able to:

• Connect to multiple types of data sources (Excel, CSV, databases, cloud-based) and understand the distinctions between live and extract connections.
• Prepare and clean data for analysis, including renaming fields, handling null values, and combining datasets through joins and blends.
• Create basic visualizations such as tables, bar charts, line charts, and maps, and apply filters to refine data presentations.
• Develop intermediate visualizations including geographic maps, dual-axis charts, and use hierarchies, groups, and sets to enhance analysis.
• Build calculated fields and parameters to create dynamic and customized visualizations based on user inputs and logic functions.
• Design interactive dashboards and stories, incorporating multiple visualizations and filters to tell a cohesive narrative.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Tableau Desktop

Overview of Tableau Desktop

• What is Tableau?
• Key features and benefits
• Tableau interface and navigation

Understanding Data Visualization Principles

• Importance of visual data representation
• Best practices for effective visualization

Types of Data Connections

• Connecting to Excel, CSV, and text files
• Connecting to databases (SQL Server, Oracle, etc.)
• Connecting to cloud-based data sources (Google Sheets, AWS, etc.)

Managing Data Connections

• Live vs. extract connections
• Data connection settings and management

Understanding Data Types and Structure

• Dimensions and measures
• Discrete vs. continuous fields

Data Preparation Techniques

• Cleaning and shaping data in Tableau
• Renaming, splitting, and merging fields

Using Tableau’s Data Interpreter

• Automatic data cleaning
• Handling null values and missing data

Joining and Blending Data

• Inner joins, left joins, right joins, full joins
• Blending data from different sources

Creating and Formatting Tables

• Simple tabular views
• Formatting rows, columns, and cells

Creating Graphs and Charts

• Bar charts, line charts, and pie charts
• Dual-axis charts and combination charts

Creating Filters

• Using filters for dimensions and measures
• Interactive filters in dashboards

Creating Maps

• Geographic mapping
• Plotting data on maps with latitude/longitude
• Creating filled maps

Working with Hierarchies and Groups

• Building hierarchies for drill down
• Grouping data for enhanced analysis

Using Sets

• Static and dynamic sets
• Applying sets in filters and calculations

Creating Calculated Fields

• Basic formulas and functions
• Logical functions (IF, CASE, etc.)
• String functions and date functions

Using Parameters

• Introduction to parameters
• Creating and using parameters for dynamic visualizations
• Parameters in filters and calculated fields

Building Dashboards

• Creating a basic dashboard
• Adding interactive filters and actions
• Formatting dashboards for presentation

Storytelling with Tableau

• Using story points to tell a narrative
• Combining visualizations for impactful storytelling

Exporting and Sharing Workbooks

• Exporting to PDF, PowerPoint, and images
• Sharing workbooks via Tableau Public

Publishing to Tableau Server

• Introduction to Tableau Server
• Publishing dashboards for collaborative use

Summary and Next Steps