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
Testimonials (2)
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.
Ionut - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
The Practice, I created a dashboard is super easy, once time understand the subjects.