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Course Outline

Introduction

  • Initial Tableau configuration
  • Overview of Tableau software capabilities
  • Navigating the Tableau user interface

Establishing Data Connections

  • Exploring available data connection options
  • Data preparation and simplification
  • 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
  • Focusing on specific data points
  • Customizing data presentation
  • Distinguishing between Dimensions and Measures
  • Understanding data types: discrete vs. continuous measures

Developing Calculations in Tableau

  • Row-level calculations
  • Aggregate calculations
  • Numeric, string, and date-based calculations
  • Creating custom aggregations and calculated fields
  • Applying quick table calculations
  • Processing dates and time elements

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 analysis
  • Segmenting data by date
  • Streamlining and ordering data sets
  • Advanced filtering and visibility controls
  • Exploring various options for data ordering and grouping
  • Utilizing Sorts, Groups, Bins, and Sets

Using Parameters in Tableau

  • Defining and creating parameters
  • Integrating parameters into calculated fields
  • Configuring parameter control options
  • Enhancing analytical depth and visualization interactivity

Constructing Basic and Advanced Visualizations

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

Advanced Formatting Techniques

  • Adding and styling labels
  • Configuring legends
  • Creating informative tooltips
  • Using reference lines to emphasize data
  • Incorporating annotations

Creating Data Narratives with Dashboards

  • Dashboard architecture and framework
  • Implementing filter actions
  • Utilizing parameters for interactivity
  • Setting up highlight actions
  • Configuring URL actions

Trend Analysis and Forecasting

  • Interpreting and customizing trend lines
  • Analyzing data distributions
  • Applying forecasting methods

Distributing Your Work

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

Conclusion and Future Pathways:

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

Requirements

No previous technical or analytical experience is necessary to participate.

Setup Requirements:
None required.

Target Audience:
This course is tailored for learners who are new to Tableau, require a refresher on fundamental concepts, or wish to deepen their understanding of the platform's advanced capabilities.

 28 Hours

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Price per participant

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