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Course Outline

Introduction

  • Installing and configuring Tableau
  • Overview of the Tableau software ecosystem
  • Navigating the Tableau user interface

Connecting to Your Data

  • Exploring available data connections
  • Streamlining and preparing data sources
  • Joining various database sources
  • Applying inner, outer, left, and right joins
  • Blending diverse data sources within a single worksheet

Manipulating Data in Tableau

  • Incorporating multiple measures into a view
  • Visualizing relationships between numerical values
  • Focusing on specific data points
  • Tailoring your data presentation
  • Distinguishing between dimensions and measures
  • Understanding data types and the difference between discrete and continuous measures

Developing Calculations in Tableau

  • Performing row-level calculations
  • Executing aggregate calculations
  • Handling numeric, string, and date-based calculations
  • Creating custom aggregations and calculated fields
  • Utilizing quick table calculations
  • Working with date and time functions

Data Analysis via Table Calculations

  • Applying quick table calculations
  • Defining scope and direction
  • Mastering addressing and partitioning

Organizing, Filtering, Sorting, & Grouping

  • Structuring your data effectively
  • Filtering data by date ranges
  • Simplifying and sorting data views
  • Advanced filtering and hiding options
  • Exploring various ordering and grouping methods
  • Utilizing sorts, groups, bins, and sets

Parameters in Tableau

  • Creating new parameters
  • Integrating parameters into calculated fields
  • Configuring parameter controls
  • Enhancing analyses and visuals using parameters

Creating Basic and Advanced Visualizations

  • Building cross tabs
  • Generating geographic maps, heat maps, and tree maps
  • Creating pie charts and bar charts
  • Visualizing date and time data
  • Constructing stacked bars and area charts
  • Designing KPI charts
  • Combining dual axes and mixed mark types
  • Implementing highlight tables
  • Creating scatter plots

Advanced Formatting

  • Adding labels
  • Configuring legends
  • Creating tooltips
  • Emphasizing data with reference lines
  • Adding annotations

Narrating Data Stories with Dashboards

  • Designing dashboard frameworks
  • Implementing filter actions
  • Utilizing parameters
  • Setting up highlight actions
  • Configuring URL actions

Trends and Forecasting

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

Sharing Your Work

  • Publishing your dashboard
  • Using extracts versus live connections
  • Managing metadata and sharing connections

Summary and Next Steps:

  • Final knowledge assessment and hands-on project
  • Curated resources for continued learning

Requirements

No prior experience in technical or analytical fields is necessary.

Setup Requirements:
None required

Target Audience:
This course is ideal for first-time Tableau users, professionals seeking to refresh their skills, or individuals looking to dive deeper into the platform's capabilities.

 28 Hours

Number of participants


Price per participant

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