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Course Outline
Introduction
- Setting up Tableau
- Overview of Tableau Software
- Navigating the Tableau User Interface
Connecting to your data
- Available data connections
- Simplifying and preparing data
- Joining database sources
- Inner, outer, left, and right join
- Blending different data sources in a single worksheet
Working with Data in Tableau
- Using multiple measures in a view
- Showing the relationship between numerical values
- Viewing specific values
- Customizing your data
- Dimension vs. Measure
- Data types, discrete versus continuous, for measure
Creating calculations in Tableau
- Row-level calculations
- Aggregate calculations
- Arithmetic, string, and date calculations
- Custom aggregations and calculated fields
- Quick table calculations
- Working with dates and times
Design Principles and how to implement them in Tableau
- Pre-attentive attributes
- Usage of the color
- Choosing the right chart
- Inclusive design
Building your first data visualization
- Tables
- Bar chart variations - bar chart, column chart, bullet charts, bar-in-bar
- Stacked bars and area charts
- Pie charts
- Scatter Plots
- Maps
Taking the most out of formatting
- Labels
- Legends
- Tooltips
- Highlighting data with reference lines
- Annotations
Telling a Data Story with Dashboards
- Dashboard framework
- Filter actions
- Parameters
- Highlight actions
- URL actions
Sharing your work with others
- Publishing your work
- Sharing options
Summary and Next Steps:
- Learning about Tableau Community
- Helpful resources for further learning
Requirements
No previous experience in Tableau or BI tools is needed.
Audience:
All people working in nonprofit organizations.
Testimonials
I genuinely enjoyed the trainer's helping.
Urszula Kuza
I liked the exercises as it's the only way to learn, by repetition.
David Rushe
Knowledge of Tableau was "built up" in a solid way, it was clear that the trainer knew how best to introduce newbies to Tableau, this made it seem very easy.
- Siemens Gamesa c/o Hemsley Fraser
Trainer went away and found out answers to the questions we had that he didn't know.
- Siemens Gamesa c/o Hemsley Fraser
I mostly was benefit from learning about Gantt charts.
Sarah Drummond - Siemens Gamesa c/o Hemsley Fraser
The trainer listened to the needs of his audience as best as possible and we were able to train relevant to our needs, Costas prepared material specifically around questions asked on the basic training for the advanced training, a lot of effort and work had been put in and it was appreciated.
Chloe Horton - Siemens Gamesa c/o Hemsley Fraser
In terms of product knowledge, he’s really knowledgeable and very open to answer questions.
Cherry Espinili - Infinit-O Manila
I mostly was benefit from the exercises and sample cases.
Ann Olano - Infinit-O Manila
It is exciting to learn a new product although it has similarity with MS Excel it is of course different in many aspects
Recep Köroglu - European Patent Office
exercises
Giorgos Savorgiannakis - European Patent Office
exercices
- European Patent Office
The knowledge of trainor about the tool.
Kendrick Bacani - Thakral One Inc.
Training exercises and hands on practice.
Thakral One Inc.
The training is very informative and interactive in terms of the hands-on activities.
John Marnel San Pedro - Thakral One Inc.
The training is very informative and interactive in terms of the hands-on activities.
John Marnel San Pedro - Thakral One Inc.
Exercises
Verna Villo - Thakral One Inc.
All the information and details he shared about Tableau and the examples he showed us as well
Thakral One Inc.
The way he sure that each trainee understand each process.
Thakral One Inc.
Karthik speaks very clear and provides good examples. He tackled end-to-end things about Tableau and make sure that everyone understands the lesson.
Carmela Ursua - American Power Conversion
The course outline itself is structured very well. Even those who don't have idea with the subject can still follow.
Ian Benedict Almeida - American Power Conversion
The exercises, because we can already apply what have been taught to us.
American Power Conversion
all aspect with the introduction of connecting R programming and mySQL
Ailene Gonzaga - American Power Conversion
the flexibility and the expertise of the trainer and I got more interested in working with tableau
Mori Saed-Samii - Payolution
It is very much practice related. I was able to use Tableau right away!
Rainer Koch - Payolution
The fact that Richard could interactively help us with the examples if we got stuck
Chris Denslow - CNR International
Good general insight , when managed to keep up, like seeing trainer desk top at same time
CNR International
Enjoyed most of content and found it very useful
Linda Stuart - CNR International
Interactive - we worked along with the trainer which made it much easier to absorb the training.
CNR International
What I liked the most about the course was the clear way the subject was given in which I really liked tableau.
Pedro Rita - Mathieu & Jonatan Lda
Plenty of exercise to do to better understand the topic.
AIGSS- BPI
almost every topic we had the chance to do it ourselves and that really help us learn it easier
AIGSS- BPI
The trainer answered all of my questions and gives us a walkthrough.
Mark Xavier Rimas - AIGSS- BPI
seeing how Tableau could be used for our business and cut down on basically everything, time, effort, FTEs
Damian Canning - Tech NorthWest Skillnet
It gave me a good introduction to Tableau, enough to get me started.
Mary Buckley - Tech NorthWest Skillnet
Hit all the topics that I wanted covered - I thought the pace was just right and top marks to the trainer, Richard, who knew his stuff and was a really nice guy :).
Tech NorthWest Skillnet
Showing us how to make maps in Tableau, and all their possibilities.
Sabine Kerssens - Techleap.nl
Very interactive & Richard was incredibly supportive and encouraging
Kathy McAlynn Rogan - Tech NorthWest Skillnet
The hands on approach which allowed us to follow in the Tableau app as the trainer was demonstrating. This made me feel like I was actually learning.
Tech NorthWest Skillnet
I loved the idea of working on the desktop so that Richard could see what we were doing and we could see him, however it was a bit distracting toggling between his desktop and mine. When I was working on mine while following him the writing on the screen was so small but loved the concept of working on the virtual but its a bit the dual screen capability wasn't available so we could view in full screen mode and work and participate on a full screen.
Tech NorthWest Skillnet
easy to follow and the trainer is attentive
Techleap.nl
the way it was delivered
Kyle Loughrey - Tech NorthWest Skillnet
More hands on exercises
Tech NorthWest Skillnet
I like the practicality of the training. It helps to be able to practice what is being thought (in real time).
Ahmed Yisau - Tech NorthWest Skillnet
Well paced and I liked the way its done interactively handson , rather than going thru the slides which is usually the norm. This being a reporting tool the hands on drive of the options in the tool make much easier to grasp or understand.
Mohan Bezawada - Tech NorthWest Skillnet
The interaction in the sense that we weren't sitting round listening to a lecture. The fact we were in working on the same stuff as the trainer made it much more engaging.
Michael Bryce - Tech NorthWest Skillnet
The details that the lecturer went into. Would have love more time.
Sharon Clarke - Tech NorthWest Skillnet
Got a good understanding of a lot of different functions within Tableau.
Ryan Tooms - Tech NorthWest Skillnet
Use of Dashboards
James McDevitt - Tech NorthWest Skillnet
I liked the desktop where Richard could come in and help you if you were stuck on something. I also liked the fact we were able to follow along on tableau as I learn better by doing rather than just watching someone do it.
Tech NorthWest Skillnet
Having had a very basic knowledge of Tableau this was an excellent course for me to gain confidence in using the tool. I found the information on how to organize my data in Tableau very useful also having the opportunity to work on calculated fields allowed me to recognize of the pitfalls for when we get the invalid error.
Tech NorthWest Skillnet
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