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Introduction:

This course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data – regardless of your technical or analytical background. This course will help you understand the important concepts and techniques used in Tableau to move from simple to complex visualizations. You learn how to combine them in interactive dashboards.

Tableau Course Content:

1.Introduction and Overview

  • Why Tableau? Why Visualization?
  • Level Setting Terminology
  • Getting Started creating some powerful visualizations quickly
  • The TWhy Tableau? Why Visualization?ableau Product Line
  • Things you should know about Tableau

2.Getting Started

  • Connecting to Data and introduction to data source concept
  • Working with data files versus database server
  • Understanding the Tableau workspace
  • Dimensions and Measures
  • Using Show Me!
  • Tour of Shelves (How shelves and marks work)
  • Building Basic Views
  • Help Menu and Samples
  • Saving and sharing your work

3.Analysis

  • Creating Views
  • Marks
  • Size and Transparency
  • Highlighting
  • Working with Dates
  • Date aggregations and date parts
  • Discrete versus Continuous
  • Dual Axis / Multiple Measures
  • Combo Charts with different mark types
  • Geographic Map Page Trails
  • Heat Map
  • Density Chart
  • Scatter Plots
  • Pie Charts and Bar Charts
  • Small Multiples
  • Working with aggregate versus disaggregate data
  • Analyzing
  • Sorting & Grouping
  • Aliases
  • Filtering and Quick Filters
  • Cross-Tabs (Pivot Tables)
  • Totals and Subtotals Drilling and Drill Through
  • Aggregation and Disaggregation
  • Percent of Total
  • Working with Statistics and Trend lines

4.Getting Started with Calculated Fields

  • Working with String Functions
  • Basic Arithmetic Calculations
  • Date Math
  • Working with Totals
  • Custom Aggregations
  • Logic Statements

5.Formatting

  • Options in Formatting your Visualization
  • Working with Labels and Annotations
  • Effective Use of Titles and Captions
  • Introduction to Visual Best Practices

6.Building Interactive Dashboard

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive by using actions and filters
  • An Introduction to Best Practices in Visualization

7.Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to Office
  • Publish to PDF
  • Publish to Tableau Server and Sharing over the Web

8.Putting it all together

  • Scenario-based Review Exercises
  • Best Practices

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