Working with Tableau - Fundamentals Training

Answers to Popular Questions:

 
Yes, this class can be tailored to meet your specific training needs.
Yes, we provide Git, Jira, Wicket, Gradle, Tableau consulting services.
Yes, group discounts are provided.

Course Description

 
This course is intended for those who need to use Tableau Desktop 9.0 to build visualizations to present information about their organization. This course enables participants to navigate and use effectively the Tableau user interface to connect to various data sources to create simple visualizations to share with others.
Course Length: 2 Days
Course Tuition: $1090 (US)

Prerequisites

None

Course Outline

 
Course Topics
• Introduction
• Connecting to Data
• Understanding Data Fields
• Filters, Hierarchies, Groups, Sets
• Sorting
• Visualizations
• Formatting
• Calculations
• Parameters
• Statistical Visual Analysis
• Dashboards
• Story Points
• Sharing Data
• Generating the Performance Summary
 
Course Objectives
Upon completion of this course, attendees will be able to:
• Navigate the Tableau Desktop user interface
• Connect to Data Sources
• Create simple visuals
• Analyze data using filters, hierarchies, groups, sets, and sorting data
• Create calculations
• Share data with others
 
Course Outline
I. INTRODUCTION TO TABLEAU
A. What is Tableau?
B. Tableau Terminology
C. User Interface Layout New!
II. CONNECTING TO DATA
A. Overview of Options for Connecting to Data
B. Using the Visual Data Window
C. Saving Data Sources
III. UNDERSTANDING DATA FIELDS
A. Data Types
B. Data Roles
C. Special Values
IV. ANALYZING DATA
A. Filters
1. Quick Filters
2. Sharing Filters
3. Context Filters
4. Filters Working Together
B. Sorting
a. Simple Sorting
b. Nested Sorting
C. Hierarchies
D. Groups
E. Sets
V. VISUALIZATIONS
A. Individual, Blended, and Dual Axes
B. Heat Maps
C. Crosstabs
D. Bins and Histograms
E. Highlight Table
F. Tree Maps
G. Motion Charts
VI. FORMATTING
A. General Formatting
B. Mark Labels and Annotations
VII. CALCULATIONS
A. Calculations Editor New!
B. String and Date Calculations
C. Logic Statements
D. Totals
E. Quick Table Calculations
VIII. PARAMETERS
A. Overview of Parameters
B. Using Parameters
IX. STATISTICAL VISUAL ANALYSIS
A. Analytics Pane New!
B. Reference Lines
C. Trend Modeling
D. Forecasting
X. DASHBOARDS
A. Overview of Dashboards
B. Building a Simple Dashboard
C. Actions
1. Overview of Actions
2. Filter Actions
3. Highlight Actions
4. URL Actions
XI. STORY POINTS
A. Overview of Story Points
B. Create a Story
C. Fit Visuals to Story
D. Annotate a Story
E. Update a Story
XII. SAVING, EXPORTING, AND PUBLISHING
A. Saving your Workbooks
B. Exporting your Work
C. Publishing to Tableau Server
1. Data Source
2. Workbook
XIII. GENERATINg THE PERFORMANCE SUMMARY 

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