Course Outline
Introduction to Tableau Desktop
Overview of Tableau Desktop
- What is Tableau?
- Key features and benefits
- Navigating the Tableau interface
Understanding Data Visualization Principles
- The importance of visual data representation
- Best practices for effective visualization
Types of Data Connections
- Connecting to Excel, CSV, and text files
- Connecting to databases (SQL Server, Oracle, etc.)
- Connecting to cloud-based data sources (Google Sheets, AWS, etc.)
Managing Data Connections
- Differences between live and extract connections
- Data connection settings and management
Understanding Data Types and Structure
- Dimensions and measures
- Discrete versus continuous fields
Data Preparation Techniques
- Cleaning and shaping data within Tableau
- Renaming, splitting, and merging fields
Using Tableau’s Data Interpreter
- Automatic data cleaning processes
- Handling null values and missing data
Joining and Blending Data
- Inner joins, left joins, right joins, and full joins
- Blending data from diverse sources
Creating and Formatting Tables
- Simple tabular views
- Formatting rows, columns, and cells
Creating Graphs and Charts
- Bar charts, line charts, and pie charts
- Dual-axis charts and combination charts
Creating Filters
- Applying filters to dimensions and measures
- Implementing interactive filters in dashboards
Creating Maps
- Geographic mapping techniques
- Plotting data using latitude/longitude
- Creating filled maps
Working with Hierarchies and Groups
- Building hierarchies for drill-down analysis
- Grouping data for enhanced analysis
Using Sets
- Static and dynamic sets
- Applying sets in filters and calculations
Creating Calculated Fields
- Basic formulas and functions
- Logical functions (IF, CASE, etc.)
- String functions and date functions
Using Parameters
- Introduction to parameters
- Creating and utilizing parameters for dynamic visualizations
- Incorporating parameters in filters and calculated fields
Building Dashboards
- Creating a basic dashboard
- Adding interactive filters and actions
- Formatting dashboards for professional presentation
Storytelling with Tableau
- Utilizing story points to craft a narrative
- Combining visualizations for impactful storytelling
Exporting and Sharing Workbooks
- Exporting to PDF, PowerPoint, and image formats
- Sharing workbooks via Tableau Public
Publishing to Tableau Server
- Introduction to Tableau Server
- Publishing dashboards for collaborative use
Summary and Next Steps
Requirements
- Foundational knowledge of data concepts, including databases, spreadsheets, and CSV files
- Proficiency in basic computer operations
Target Audience
- Data analysts
- Managers
Testimonials (2)
No pressure on the attendance
Agata Budzynska - Tech NorthWest Skillnet
Course - Tableau Fundamentals
The Practice, I created a dashboard is super easy, once time understand the subjects.