Tableau Essentials

tableau

Introduction

Tableau is the widely used data analytics and visualization tool that many consider indispensable for data-science-related work. Its drag-and-drop interface makes it easy to sort, compare, and analyze data from multiple sources, including Excel, SQL Server, and cloud-based data repositories. This course will cover the below topics: install Tableau, connect to data sources, summarize data, and create, manipulate, and share data visualizations, including highlight tables, charts, scatter plots, histograms, maps, dashboards, and more.

Course outline

  1. Introducing Tableau
    • Downloading Tableau
    • Save Downloading Tableau
    • Installing Tableau drivers
    • Save Installing Tableau drivers
    • Introducing Tableau file types
    • Save Introducing Tableau file types
    • Getting help in Tableau
    • Save Getting help in Tableau
    • Discovering what’s new in Tableau 10
    • Save Discovering what’s new in Tableau 10

 

  1. Managing Data Sources and Visualizations
    • Connecting to a data source
    • Save Connecting to a data source
    • Joining related data sources
    • Save Joining related data sources
    • Joining related fields with inconsistent names
    • Save Joining related fields with inconsistent names
    • Cleaning up source data
    • Save Cleaning up source data
    • Creating a visualization using Show Me
    • Save Creating a visualization using Show Me
    • Changing the order of the fields in a visualization
    • Save Changing the order of the fields in a visualization
    • Changing the summary operation
    • Save Changing the summary operation
    • Splitting text into multiple columns
    • Save Splitting text into multiple columns
    • Presenting data using Storylines
    • Save Presenting data using Storylines

 

  1. Managing Tableau Worksheets and Workbooks
    • Displaying the data underlying a workbook
    • Save Displaying the data underlying a workbook
    • Adding, duplicating, and renaming worksheets
    • Save Adding, duplicating, and renaming worksheets
    • Reordering, clearing, and deleting worksheets
    • Save Reordering, clearing, and deleting worksheets
    • Changing a worksheet’s tab color
    • Save Changing a worksheet’s tab color
    • Showing or hiding worksheet elements
    • Save Showing or hiding worksheet elements
    • Saving your changes
    • Save Saving your changes
    • Saving your workbook as a PDF file
    • Save Saving your workbook as a PDF file
    • Creating a packaged workbook
    • Save Creating a packaged workbook

 

  1. Creating Custom Calculations and Fields
    • Presenting Tableau operators and built-in functions
    • Save Presenting Tableau operators and built-in functions
    • Creating a calculated field
    • Save Creating a calculated field
    • Creating a calculated field on a shelf
    • Save Creating a calculated field on a shelf
    • Adding a table calculation
    • Save Adding a table calculation
    • Using level of detail expressions
    • Save Using level of detail expressions
    • Creating calculations in dialog boxes
    • Save Creating calculations in dialog boxes

 

  1. Analyzing Data Using Statistical Tools
    • Calculating averages, medians, minimums, and maximums
    • Save Calculating averages, medians, minimums, and maximums
    • Displaying the Summary Card
    • Save Displaying the Summary Card
    • Calculating percentages of a table total
    • Save Calculating percentages of a table total
    • Forecasting future values
    • Save Forecasting future values

 

  1. Sorting and Filtering Tableau Data
    • Sorting based on a field’s values
    • Save Sorting based on a field’s values
    • Combining fields to sort by more than one criteria
    • Save Combining fields to sort by more than one criteria
    • Creating a selection filter
    • Save Creating a selection filter
    • Creating a wildcard filter
    • Save Creating a wildcard filter
    • Creating a condition filter
    • Save Creating a condition filter
    • Creating a top filter
    • Save Creating a top filter
    • Adding a Quick Filter to a worksheet
    • Save Adding a Quick Filter to a worksheet
    • Editing, clearing, and deleting filters
    • Save Editing, clearing, and deleting filters
    • Filtering data using parameters
    • Save Filtering data using parameters
    • Editing and deleting parameters
    • Save Editing and deleting parameters

 

  1. Defining Groups and Sets
    • Defining a group
    • Save Defining a group
    • Defining a group for “other” values
    • Save Defining a group for “other” values
    • Finding members of a group
    • Save Finding members of a group
    • Editing and deleting groups
    • Save Editing and deleting groups
    • Defining a set
    • Save Defining a set
    • Creating summaries using sets
    • Save Creating summaries using sets
    • Combining sets
    • Save Combining sets
    • Editing and deleting sets
    • Save Editing and deleting sets

 

  1. Creating and Pivoting Crosstabs
    • Creating a crosstab
    • Save Creating a crosstab
    • Unpivoting a crosstab
    • Save Unpivoting a crosstab
    • Adding totals and subtotals to a crosstab
    • Save Adding totals and subtotals to a crosstab

 

  1. Formatting Tableau Visualizations
    • Changing the visual summary type
    • Save Changing the visual summary type
    • Changing the appearance of your data
    • Save Changing the appearance of your data
    • Resizing a visualization
    • Save Resizing a visualization
    • Displaying a visualization in Presentation mode
    • Save Displaying a visualization in Presentation mode
    • Creating a highlight table
    • Save Creating a highlight table

 

  1. Creating Basic Charts
    • Creating column and stacked column charts
    • Save Creating column and stacked column charts
    • Creating line charts and area fill charts
    • Save Creating line charts and area fill charts
    • Creating pie charts
    • Save Creating pie charts
    • Creating scatter plots
    • Save Creating scatter plots
    • Identifying data clusters
    • Save Identifying data clusters
    • Creating histograms
    • Save Creating histograms
    • Summarizing data using a smart histogram
    • Save Summarizing data using a smart histogram
    • Defining discrete bins from a continuous measure
    • Save Defining discrete bins from a continuous measure
    • Creating a treemap
    • Save Creating a treemap

 

  1. Annotating and Formatting Charts
    • Adding a text box to a chart
    • Save Adding a text box to a chart
    • Formatting chart elements
    • Save Formatting chart elements
    • Changing the color sequence in charts
    • Save Changing the color sequence in charts
    • Adding a trend line to a chart
    • Save Adding a trend line to a chart
    • Adding reference lines, distributions, and boxes
    • Save Adding reference lines, distributions, and boxes

 

  1. Mapping Geographic Data
    • Ensuring your data can be mapped
    • Save Ensuring your data can be mapped
    • Creating a basic map
    • Save Creating a basic map
    • Setting map options
    • Save Setting map options
    • Enhancing map analysis using distance measurement tools
    • Save Enhancing map analysis using distance measurement tools
    • Disabling pan and zoom in maps
    • Save Disabling pan and zoom in maps
    • Defining custom regions
    • Save Defining custom regions

 

  1. Creating Dashboards and Actions
    • Creating a dashboard
    • Save Creating a dashboard
    • Arranging and formatting dashboard elements
    • Save Arranging and formatting dashboard elements
    • Defining a filter action
    • Save Defining a filter action
    • Defining a highlight action
    • Save Defining a highlight action
    • Defining a URL action
    • Save Defining a URL action

 

  1. What’s New in Tableau 10.1 and 10.2
    • Connect to JSON data files
    • Save Connect to JSON data files
    • Connect to spatial data files
    • Save Connect to spatial data files
    • Parse strings into dates and other data types
    • Save Parse strings into dates and other data types
    • Export data to CSV files
    • Save Export data to CSV files
    • Create legends for each measure in a visualization
    • Save Create legends for each measure in a visualization
    • Scale maps dynamically
    • Save Scale maps dynamically
    • Manage Story Point navigation
    • Save Manage Story Point navigation