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Course Outline

Introduction

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

Establishing Data Connections

  • Exploring available data source options
  • Data simplification and preparation techniques
  • Joining database sources
  • Understanding inner, outer, left, and right joins
  • Blending multiple data sources within a single worksheet

Manipulating Data in Tableau

  • Incorporating multiple measures into a view
  • Visualizing relationships between numerical values
  • Filtering to view specific data points
  • Customizing data presentation
  • Distinguishing between dimensions and measures
  • Data types: discrete versus continuous measures

Developing Calculations in Tableau

  • Row-level calculation logic
  • Aggregated calculations
  • Handling numeric, string, and date calculations
  • Custom aggregations and calculated fields
  • Utilizing quick table calculations
  • Working with date and time fields

Data Analysis via Table Calculations

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

Data Organization: Filtering, Sorting & Grouping

  • Structuring your data for clarity
  • Segmenting data by date
  • Simplifying and sorting data sets
  • Advanced filtering and hiding options
  • Exploring various ordering and grouping methods
  • Utilizing Sorts, Groups, Bins, and Sets

Utilizing Parameters in Tableau

  • Creating dynamic parameters
  • Integrating parameters into calculated fields
  • Configuring parameter control options
  • Enhancing analytical depth and visualizations using parameters

Creating Basic and Advanced Visualizations

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

Advanced Formatting Techniques

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

Constructing Narrative Dashboards

  • Dashboard design frameworks
  • Implementing filter actions
  • Leveraging parameters
  • Setting up highlight actions
  • Configuring URL actions

Trend Analysis and Forecasting

  • Interpreting and customizing trend lines
  • Analyzing distributions
  • Performing forecasts

Distributing Your Work

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

Wrap-up and Future Directions:

  • Final knowledge assessment and practical project
  • Curated resources for continued learning

Requirements

There are no prerequisite technical or analytical skills required for this course.

System Requirements:
No specific setup is necessary.

Target Audience:
This course is ideal for individuals who are new to Tableau, those looking to refresh their skills, or professionals aiming to deepen their expertise in the platform.

 28 Hours

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Price per participant

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