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Course Outline

Introduction

  • Installing and setting up Tableau
  • Overview of the Tableau platform
  • Navigating the Tableau user interface

Connecting to Data Sources

  • Exploring available data connections
  • Simplifying and preparing raw data
  • Linking 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 a view
  • Displaying relationships between numeric values
  • Inspecting specific data points
  • Customizing data presentation
  • Distinguishing between Dimensions and Measures
  • Data types: Discrete vs. Continuous for measures

Developing Calculations in Tableau

  • Row-level calculations
  • Aggregated calculations
  • Numeric, string, and date-based calculations
  • Creating custom aggregations and calculated fields
  • Utilizing quick table calculations
  • Handling dates and times

Advanced Data Analysis with Table Calculations

  • Quick table calculation methods
  • Understanding scope and direction
  • Addressing and partitioning data

Data Organization, Filtering, Sorting, and Grouping

  • Structuring your data for clarity
  • Slicing data by date
  • Simplifying and arranging data sets
  • Advanced techniques for filtering and hiding elements
  • Exploring various options for ordering and grouping
  • Using Sorts, Groups, Bins, and Sets

Implementing Parameters in Tableau

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

Creating Basic and Complex Visualizations

  • Cross-tabulations
  • Geographic maps, heat maps, and treemaps
  • Pie charts and bar graphs
  • Visualizing dates and times
  • Stacked bar charts and area charts
  • KPI indicators
  • Dual-axis and combined charts with varied mark types
  • Highlight tables
  • Scatter plots

Advanced Styling and Formatting

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

Crafting Data Narratives with Dashboards

  • Establishing a dashboard framework
  • Implementing filter actions
  • Utilizing parameters
  • Adding highlight actions
  • Configuring URL actions

Identifying Trends and Making Forecasts

  • Customizing and interpreting trend lines
  • Analyzing data distributions
  • Generating forecasts

Distributing Your Work

  • Publishing your dashboard
  • Managing extracts versus live connections
  • Sharing connections and metadata

Summary and Future Directions:

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

Requirements

No previous technical or analytical experience is necessary.

Setup Requirements:
None required

Target Audience:
This course is ideal for learners who are new to Tableau, those seeking a refresher, or professionals aiming to deepen their expertise in the platform.

 28 Hours

Number of participants


Price per participant

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