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Course Outline

Introduction

  • Setting up Tableau
  • Overview of the Tableau Software
  • Navigating the Tableau User Interface

Establishing Data Connections

  • Available data connection types
  • Streamlining and preparing data
  • Joining database sources
  • Inner, outer, left, and right joins
  • Blending various data sources within a single worksheet

Manipulating Data in Tableau

  • Utilizing multiple measures in a view
  • Illustrating relationships between numerical values
  • Displaying specific data values
  • Customizing data presentation
  • Distinguishing between Dimensions and Measures
  • Data types: discrete versus continuous measures

Performing Calculations in Tableau

  • Row-level calculations
  • Aggregate calculations
  • Numeric, string, and date-based calculations
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Handling dates and times

Data Analysis with Table Calculations

  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning

Organizing, Filtering, Sorting & Grouping

  • Structuring your data
  • Filtering data by date
  • Simplifying and sorting datasets
  • Advanced filtering and hiding options
  • Exploring various ordering and grouping methods
  • Sorting, groups, bins, and sets

Utilizing Parameters in Tableau

  • Creating parameters
  • Incorporating parameters into calculated fields
  • Configuring parameter controls
  • Enhancing analysis and visualizations using parameters

Developing Basic and Advanced Visualizations

  • Cross tabs
  • Geographic maps, heat maps, and tree maps
  • Pie charts and bar charts
  • Date and time visualizations
  • Stacked bars and area charts
  • KPI indicators
  • Dual-axis and combined charts with varied mark types
  • Highlight tables
  • Scatter plots

Advanced Formatting

  • Data labels
  • Legends
  • Tooltips
  • Emphasizing data with reference lines
  • Additions and annotations

Communicating Insights with Dashboards

  • Dashboard architecture
  • Filter actions
  • Parameters
  • Highlight actions
  • URL actions

Trend Analysis and Forecasting

  • Interpreting and customizing trend lines
  • Statistical distributions
  • Forecasting models

Sharing Your Work

  • Publishing dashboards
  • Utilizing extracts versus live connections
  • Managing metadata and sharing connections

Summary and Next Steps:

  • Final knowledge test and hands-on project
  • Recommended resources for continued learning

Requirements

No previous technical or analytical experience is necessary.

System Requirements:
None required.

Target Audience:
This course is ideal for individuals who have not used Tableau before, those looking for a refresher, or learners wishing to explore the platform in greater depth.

 28 Hours

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