TABLEAU

Course Contents 

Introduction and Overview

  • Why Tableau? Why Visualization?
  • Level Setting – Terminology
  • Things you should know about Tableau

Getting Started

  • Connecting to Data and introduction to data source concepts
  • Working with data files versus database servers
  • Understanding the Tableau workspace
  • Dimensions and Measures
  • Building Basic Views
  • Help Menu and Samples
  • Saving and Sharing your work

Concepts and Options when Connecting to Data

  • Overview of other connection options
  • Joining multiple tables
  • Data Blending
  • Copy and Paste
  • Data Extracts
  • Custom SQL
  • Publishing and Re-using Data Connections
  • Understand how to deal with data changes in your data source such as field addition,
  • deletion or name change
  • Re-using and sharing data connections – the concept of meta data
  • Working with multiple connections in the same workbook

Analysis

  • Creating Views
  • Marks
  • Size and Transparency
  • Highlighting
  • Working with Dates
  • Date aggregations and date parts
  • Discrete versus Continuous
  • Dual Axis / Multiple Measures
  • Combo Charts with different mark types
  • Geographic Map
  • Page Trails
  • Heat Map
  • Density Chart
  • Scatter Plots
  • Pie Charts and Bar Charts
  • Small Multiples
  • Working with aggregate versus disaggregate data

Analyzing

  • Sorting & Grouping
  • Aliases
  • Filtering and Quick Filters
  • Cross-Tabs (Pivot Tables)
  • Totals and Subtotals
  • Drilling and Drill Through
  • Aggregation and Disaggregation
  • Percent of Total
  • Working with Statistics and Trendlines

Getting Started with Calculated Fields

  • Working with String Functions
  • Basic Arithmetic Calculations
  • Date Math
  • Working with Totals
  • Custom Aggregations
  • Logic Statements

Building Interactive Dashboards

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive by using actions and filters
  • An Introduction to Best Practices in Visualization

Scenario-based Review Exercises