Tableau Desktop Fundamentals

Course Code: 1258

$1495

Overview
Schedule classes
What you'll learn
Outline
Prerequisites
Who should attend

Overview

Tableau Desktop Fundamentals is a two-day, hands-on course designed for participants who are new to Tableau, who work with and manage data. The course helps participants gain a thorough understanding of the key features and uses of the Tableau toolset, helping them move from simple to complex visualizations and learn how to combine them in interactive dashboards. The course enables participants to work in an engaging, hands-on learning environment, guided by a Tableau expert practitioner.

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Course Delivery

This course is available in the following formats:

Live Classroom
Duration: 2 days

Live Virtual Classroom
Duration: 2 days

What You'll learn

Overview of Tableau
Why Tableau?
Why visualization?
Filtering, sorting and grouping
Working with data
Working with calculated data and statistics
Advanced mapping
Distance calculations
Working with parameters
Building advanced chart types and visualizations
Best practices in formatting and visualizing
Building better dashboards
Overview of working with Tableau server

Outline

Module 1: Introduction

Tableau Desktop and the Tableau Product Line
Application Terminology
Visual Cues for Fields
Getting Started in Tableau Desktop
Elements of a Visualization

Module 2: Connecting to data

Creating a Live Data Connection
Saving and Editing a Data Source
Metadata Grid
Understanding Changes to Data
Data Connection Options
Sharing Options

Module 3: Simplifying and sorting data

Data Filtering
Creating Date Filters
Sorting

Module 4: Organizing your data

Using Groups
Creating and Using Hierarchies

Module 5: Slicing your data by date

Working with Dates in Tableau
Using Discrete Date Parts
Defining a Fiscal Year
Creating Custom Dates

Module 6: Using multiple measures in a view

Using Measure Values and Measure Names in a View
Combo Charts
Combined or Shared Axis Charts
Creating Dual Axis Charts

Module 7: Showing the relationship between numerical values

Creating Scatter Plots
Using Sets

Module 8: Mapping data geographically

Mapping in Tableau
Geographic Mapping
Background Maps and Layers
Navigation and Selection in Maps

Module 9: Viewing specific values

Creating Heat Maps
Creating Crosstabs
Creating Highlight Tables
Grand Totals, Sub-Totals, and Changing Aggregation

Module 10: Customizing your data

Calculation Types
Parts of a Calculated Field
Options for Creating Calculated Fields
Strings, Dates, and Type Conversion Functions
Calculations and Aggregations

Module 11: Analyzing data with quick table calculations

Using Quick Table Calculations

Module 12: Showing breakdowns of the whole

Pie Charts and Parts of the Whole
Creating Tree Maps

Module 13: Viewing distributions

Bins and Histograms
Box and Whisker Plots

Module 14: Highlighting data with reference lines

Using Reference Lines
Reference Bands
Using the Analytics Pane
Instant Analytics

Module 15: Making your views available

Building Dashboards
Dashboard Actions

Prerequisites

This is an introductory-level course. Participants would benefit from having some experience working with data, irrespective of their technical or analytical background.