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Tableau Fundamentals

Course Overview

This course enables participants to navigate and use effectively the Tableau user interface to connect to various data sources to create simple visualizations to share with others.

Who Should Attend

This course is intended for those who need to use Tableau Desktop to build visualizations to present information about their organization.

Course Objectives

Upon completion of this course, attendees will be able to: • Navigate the Tableau Desktop user interface • Connect to Data Sources • Create simple visuals • Analyze data using filters, hierarchies, groups, sets, and sorting data • Create calculations • Share data with others

Next Steps and Related Courses

Course Outline

1 - INTRODUCTION TO TABLEAU

  • What is Tableau?
  • Tableau Terminology
  • User Interface Layout
  • Build your First View

2 - CONNECTING TO DATA

  • What is Tableau Ready?
  • Data Source Connectors
  • Data Source Page
  • Data Extract (TDE vs HYPER)
  • Save Data Source
  • Close Data Source

3 - UNDERSTANDING DATA FIELDS

  • A. Data Types
  • B. Data Roles
  • C. Special Values

4 - ANALYZING DATA

  • Filters
  • Quick Filters
  • Sharing Filters
  • Context Filters
  • Filters Working Together
  • Highlighters
  • Sorting
  • Simple Sorting
  • Nested Sorting
  • Hierarchies
  • Groups
  • Sets

5 - CALCULATIONS

  • Calculation Types
  • Formula Editor
  • Quick Editor
  • Operators and Precedence
  • String and Date Calculations
  • Logic Statements
  • Totals
  • Quick Table Calculations

6 - CHARTS

  • Bar Chart
  • Text Table
  • Highlight Table
  • Line Chart
  • Scatter Plot
  • Histogram
  • Gantt Chart
  • Pie Chart
  • Treemap
  • Box Plot
  • Packed Bubble Chart
  • Heat Map
  • Motion Chart
  • Combined Charts

7 - FORMATTING

  • Visual Best Practices
  • General Formatting
  • Workbook Formatting
  • Mark Labels and Annotations
  • Insert Viz in a Tooltip

8 - PARAMETERS

  • Overview of Parameters
  • Using Parameters

9 - STATISTICAL VISUAL ANALYSIS

  • Analytics Pane
  • Reference Lines
  • Trend Modeling
  • Forecasting

10 - DASHBOARDS

  • Overview of Dashboards
  • Building a Simple Dashboard
  • Actions
  • Overview of Actions
  • Filter Actions
  • Highlight Actions
  • URL Actions

11 - STORY POINTS

  • Overview of Story Points
  • Create a Story
  • Fit Visuals to Story
  • Annotate a Story
  • Update a Story

12 - SAVING, EXPORTING, AND PUBLISHING

  • Publish Workbooks
  • Save and Export Workbooks
  • Create a PDF
  • Save and Use Image in External Application
  • Publish Data Source
  • Downgrading the Workbook Version

13 - GENERATING THE PERFORMANCE SUMMARY

Enroll Today

This is a 2-day class

Price: $1,190.00
Payment Options

ILT Instructor‑Led Training

OLL Online LIVE

GTR  Guaranteed to Run

Class times are listed Eastern time. This class is available for Private Group Training

To sort by location or date, click the ‘When’ and ‘Where’ column headings.

Cart When Time   Where How
12/17/2018 9:00AM - 5:00PM GTR Online LIVE OLL

Class times are listed Eastern time
This class is available for Private Group Training