Tableau Essentials Course – Present your Data using Effective Visualization

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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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