Tableau Desktop Fundamentals

Introduction

• Tableau Desktop and the Tableau Product Line
• Application Terminology
• Visual Cues for Fields
• Getting Started in Tableau Desktop
• Elements of a Visualization

Connecting to Data

• Creating a Live Data Connection
• Saving and Editing a Data Source
• Metadata Grid
• Understanding Changes to Data
• Data Connection Options
• Sharing Options

Simplifying and Sorting Your Data

• Data Filtering
• Creating Date Filters
• Sorting

Organizing your Data

• Using Groups
• Creating and Using Hierarchies

Slicing your Data by Date

• Working with Dates in Tableau
• Using Discrete Date Parts
• Defining a Fiscal Year
• Creating Custom Dates

Using Multiple Measures in a View

• Using Measure Values and Measure Names in a View
• Combo Charts
• Combined or Shared Axis Charts
• Creating Dual Axis Charts

Showing the Relationship between Numerical Values

• Creating Scatter Plots
• Using Sets

Mapping Data Geographically

• Mapping in Tableau
• Geographic Mapping
• Background Maps and Layers
• Navigation and Selection in Maps

Viewing Specific Values

• Creating Heat Maps
• Creating Crosstabs
• Creating Highlight Tables
• Grand Totals, Sub-Totals, and Changing Aggregation

Customizing your Data

• Calculation Types
• Parts of a Calculated Field
• Options for Creating Calculated Fields
• Strings, Dates, and Type Conversion Functions
• Calculations and Aggregations

Analyzing Data with Quick Table Calculations

• Using Quick Table Calculations

Showing Breakdowns of the Whole

• Pie Charts and Parts of the Whole
• Creating Tree Maps

Viewing Distributions

• Bins and Histograms
• Box and Whisker Plots

Highlighting Data with Reference Lines

• Using Reference Lines
• Reference Bands
• Using the Analytics Pane
• Instant Analytics

Making Your Views Available

• Building Dashboards
• Dashboard Actions

Working within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn to:

• Connect to your data
• Edit and save a data source
• Understand Tableau terminology
• Use the Tableau interface / paradigm to effectively create powerful visualizations
• Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
• Use Reference Lines to highlight elements of your data.
• Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations
• Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
• Handle changes in your data source such as field addition, deletion or name changes.
• Share your visualizations with others.
• Combine your visualizations into Interactive Dashboards and publish them to the web.
• Represent your data using the following visualization types:
• Cross tabs
• Geographic maps
• Heat maps
• Distribution charts
• Tree maps
• Pie charts and bar charts
• Dual axis and combo charts with different mark types
• Box plots
• Highlight tables
• Scatter plots

This is an introductory-level Tableau course geared for attendees new to using the desktop edition of the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with next-level Tableau features and functions. Individuals working with data-regardless of technical or analytical background are a fit for this course.