Tableau Essentials

Tableau course

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 Tableau course will cover the below topics:

  • Installing Tableau
  • Connecting to data sources
  • Summarizing data
  • Creating, manipulating, and sharing data visualizations using the following:
    • 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

 

Course Students need to bring their own laptops with Tableau Desktop installed for training.

Tableau Desktop trial can be downloaded from https://www.tableau.com/products/desktop/download

Alternatively, you can also download free Tableau Public from https://public.tableau.com/en-us/s/download