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Course Outline

Introduction

  • Installing and configuring Tableau
  • Overview of Tableau capabilities
  • Exploring the Tableau user interface

Establishing Data Connections

  • Reviewing available data sources
  • Data preparation and simplification
  • Integrating database sources
  • Understanding Inner, Outer, Left, and Right joins
  • Blending multiple data sources within a single worksheet

Data Manipulation in Tableau

  • Incorporating multiple measures into views
  • Visualizing correlations between numerical values
  • Displaying specific data points
  • Tailoring data representation
  • Distinguishing between Dimensions and Measures
  • Data types: discrete vs. continuous measures

Developing Calculations

  • Row-level computations
  • Aggregated calculations
  • Numeric, string, and date-based calculations
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Handling dates and time intervals

Data Analysis via Table Calculations

  • Implementing quick table calculations
  • Defining scope and direction
  • Techniques for addressing and partitioning

Data Organization, Filtering, Sorting, & Grouping

  • Structuring your data
  • Segmenting data by date
  • Simplifying and arranging data sets
  • Advanced filtering and visibility controls
  • Exploring various ordering and grouping methods
  • Utilizing Sorts, Groups, Bins, and Sets

Implementing Parameters

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

Creating Basic and Advanced Visualizations

  • Generating cross tabs
  • Developing geographic maps, heat maps, and tree maps
  • Creating pie and bar charts
  • Visualizing date and time data
  • Building stacked bars and area charts
  • Designing KPI charts
  • Dual axis and combined charts with varied mark types
  • Creating highlight tables
  • Constructing scatter plots

Advanced Formatting

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

Communicating Insights via Dashboards

  • Structuring the dashboard framework
  • Implementing filter actions
  • Utilizing parameters
  • Setting up highlight actions
  • Configuring URL actions

Trend Analysis and Forecasting

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

Distributing Your Work

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

Summary and Future Directions:

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

Requirements

No prior technical or analytical experience is necessary.

System Requirements:
None

Target Audience:
Ideal for individuals with no previous Tableau experience, those seeking to refresh their skills, or users looking to deepen their understanding of the platform.

 28 Hours

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