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