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Course Outline

Introduction

  • Configuring Tableau
  • Overview of Tableau Software Capabilities
  • Navigating the Tableau User Interface

Connecting to Your Data

  • Exploring available data connections
  • Simplifying and preparing data sources
  • Joining database sources
  • Understanding inner, outer, left, and right joins
  • Blending multiple data sources within a single worksheet

Working with Data in Tableau

  • Incorporating multiple measures into a view
  • Visualizing relationships between numerical values
  • Examining specific data values
  • Customizing data representations
  • Distinguishing between Dimensions and Measures
  • Understanding data types: discrete versus continuous measures

Creating Calculations in Tableau

  • Implementing row-level calculations
  • Developing aggregate calculations
  • Performing numeric, string, and date-based calculations
  • Building custom aggregations and calculated fields
  • Applying quick table calculations
  • Managing date and time data

Analyzing Data with Table Calculations

  • Utilizing quick table calculations
  • Defining scope and direction
  • Managing addressing and partitioning

Organizing, Filtering, Sorting & Grouping

  • Structuring your data effectively
  • Segmenting data by date
  • Simplifying and sorting datasets
  • Applying advanced filtering and hiding options
  • Exploring various methods for ordering and grouping data
  • Using Sort, Groups, Bins, and Sets

Parameters in Tableau

  • Creating and defining parameters
  • Integrating parameters into calculated fields
  • Configuring parameter control options
  • Enhancing analysis and visualizations using parameters

Building Basic and Advanced Visualizations

  • Generating cross tabs
  • Creating geographic maps, heat maps, and tree maps
  • Designing pie charts and bar charts
  • Visualizing date and time data
  • Constructing stacked bars and area charts
  • Displaying KPI charts
  • Combining dual axis charts with different mark types
  • Using highlight tables
  • Developing scatter plots

Advanced Formatting

  • Adding and customizing labels
  • Configuring legends
  • Implementing tooltips
  • Emphasizing data with reference lines
  • Incorporating annotations

Telling a Data Story with Dashboards

  • Structuring the dashboard framework
  • Implementing filter actions
  • Utilizing parameters in dashboards
  • Applying highlight actions
  • Configuring URL actions

Trends and Forecasting

  • Understanding and customizing trend lines
  • Analyzing distributions
  • Performing data forecasting

Sharing Your Work

  • Publishing dashboards
  • Utilizing data extracts instead of live connections
  • Managing metadata and sharing connections

Summary and Next Steps:

  • Completion of the knowledge test and final hands-on project
  • Access to helpful resources for continued learning

Requirements

No prior technical or analytical experience is necessary to participate.

Setup Requirements:
None required

Target Audience:
This course is tailored for individuals who are new to Tableau, those seeking a refresher course, or professionals aiming to deepen their expertise in Tableau analytics.

 28 Hours

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