TABLEAU DESKTOP – 2 DAY EDUCATION
Course description:
Learn the Tableau Desktop and Tableau Prep functionality required for new Tableau users. It starts with simple visualizations and moves to an in-depth look at the different chart and graph functions available, calculations, mapping and other ways to display data. The course is provided with the data and hands-on exercises covering all course content, and providing the opportunity to visually analyse data, build interactive dashboards and share them with others.
Audience:
Tableau end users and analysts. No prerequisites are needed.
Approach:
Tell me, I’ll Forget; Show Me, I’ll Remember; Let Me Do It, I’ll Understand
For each topic:
- the instructor will explain any new concepts to be used and show how to use Tableau Desktop to achieve the desired result
- the students will follow along with the instructor
- the students will then practice what they have learnt by doing the exercises
Course Content:
Creating Basic Visualizations
- Bar chart
- Geographic map
- Crosstab report
- Scatter Plot
- Line chart
Introduction to Tableau Desktop UI
- The Tableau Product Line
- Workbook windows and options
- Visual Cues
Tableau Prep
- Tableau Prep
Connecting to Data
- Live connection
- Extract Data
- Combine data sources
- Join tables
- Blend data sources
- Cross-Database Join
Filtering and Sorting Data
- Filtering
- Sorting – Custom, Dynamic and Nested
Creating Groups and Hierarchies
- Groups
- Hierarchies
Date Functionality
- Discrete and Continuous dates
- Fiscal dates
Mapping
- Mapping roles
- Geographic maps
- Filled maps
- Mapping options
Heat map and Highlight table
- Difference between heat map and highlight table
- Heat map
- Highlight table
- Highlight table with multiple measures and separate legends
- Compare heat map to text table
Calculations
- How to create calculations
- Data type conversion
- Aggregations
- Date calcs
- Logic – IF and CASE
- How to handle NULL values
Histogram
- Histogram
- Parameter control of the bin size
Dashboards and Actions
- Dashboard Design
- Dashboards and dashboard objects
- Dashboard Actions
- Filter
- Highlight
- Go to URL
- Go to Sheet
- Change Parameter
- Change Set Values
Sharing Your Work
- Tableau Data Source
- Tableau Data Extract
- Tableau Workbook
- Tableau Packaged Workbook