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Course Outline

Introduction to Tableau Desktop

Overview of Tableau Desktop

  • Defining Tableau
  • Core features and advantages
  • Navigation and interface management

Principles of Data Visualization

  • The value of visual data representation
  • Best practices for effective visualization

Data Connection Types

  • Connecting to Excel, CSV, and text files
  • Linking to databases (SQL Server, Oracle, etc.)
  • Connecting to cloud-based sources (Google Sheets, AWS, etc.)

Data Connection Management

  • Live versus extract connections
  • Configuring and managing data connections

Data Types and Structure

  • Dimensions and measures
  • Discrete versus continuous fields

Data Preparation Techniques

  • Cleaning and shaping data within Tableau
  • Renaming, splitting, and merging fields

Utilizing Tableau’s Data Interpreter

  • Automated data cleaning
  • Managing null values and missing data

Joining and Blending Data

  • Inner, left, right, and full joins
  • Blending data from disparate sources

Creating and Formatting Tables

  • Simple tabular views
  • Formatting rows, columns, and cells

Developing Graphs and Charts

  • Bar, line, and pie charts
  • Dual-axis and combination charts

Implementing Filters

  • Applying filters to dimensions and measures
  • Interactive filters within dashboards

Creating Maps

  • Geographic mapping
  • Plotting data using latitude and longitude
  • Generating filled maps

Working with Hierarchies and Groups

  • Constructing hierarchies for drill-down capabilities
  • Grouping data for enhanced analysis

Utilizing Sets

  • Static and dynamic sets
  • Applying sets in filters and calculations

Building Calculated Fields

  • Basic formulas and functions
  • Logical functions (IF, CASE, etc.)
  • String and date functions

Using Parameters

  • Introduction to parameters
  • Creating and deploying parameters for dynamic visualizations
  • Parameters within filters and calculated fields

Constructing Dashboards

  • Building a basic dashboard
  • Adding interactive filters and actions
  • Formatting dashboards for presentation

Storytelling with Tableau

  • Using story points to construct a narrative
  • Combining visualizations for impactful storytelling

Exporting and Sharing Workbooks

  • Exporting to PDF, PowerPoint, and image formats
  • Sharing workbooks via Tableau Public

Publishing to Tableau Server

  • Introduction to Tableau Server
  • Publishing dashboards for collaborative use

Summary and Next Steps

Requirements

  • Fundamental knowledge of data concepts, including databases, spreadsheets, and CSV files
  • Proficiency with basic computer operations

Target Audience

  • Data analysts
  • Managers
 21 Hours

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