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Course Outline

Introduction

  • Installing and configuring Tableau
  • Comprehensive overview of the Tableau software ecosystem
  • Mastering the navigation of the Tableau user interface

Data Connectivity

  • Exploring available data connection options
  • Techniques for simplifying and preparing data sources
  • Merging database sources
  • Applying inner, outer, left, and right join operations
  • Blending diverse data sources within a single worksheet

Data Manipulation in Tableau

  • Incorporating multiple measures into a single view
  • Visualising relationships between numerical datasets
  • Inspecting specific data values
  • Customising data presentation
  • Distinguishing between dimensions and measures
  • Understanding data types, including discrete versus continuous classifications for measures

Calculation Development

  • Performing row-level calculations
  • Executing aggregate calculations
  • Managing numeric, string, and date-based calculations
  • Creating custom aggregations and calculated fields
  • Utilising quick table calculations
  • Processing date and time data

Advanced Table Calculations

  • Applying quick table calculations
  • Defining scope and direction of calculations
  • Techniques for addressing and partitioning data

Data Organisation and Filtering

  • Structuring and organising data effectively
  • Segmenting data by time periods
  • Streamlining and sorting data sets
  • Advanced filtering and data hiding options
  • Exploring various methods for ordering and grouping data
  • Implementing sorts, groups, bins, and sets

Utilising Parameters

  • Creating and defining parameters
  • Incorporating parameters into calculated fields
  • Configuring parameter control options
  • Enhancing analytical depth and visualisation interactivity using parameters

Visualisation Construction

  • Creating cross-tabulations
  • Designing geographic maps, heat maps, and tree maps
  • Generating pie charts and bar charts
  • Visualising date and time trends
  • Building stacked bars and area charts
  • Displaying Key Performance Indicators (KPIs)
  • Configuring dual-axis and combined charts with varied mark types
  • Creating highlight tables
  • Plotting scatter diagrams

Advanced Formatting Techniques

  • Adding and styling labels
  • Configuring legends
  • Designing interactive tooltips
  • Using reference lines to emphasise data points
  • Applying annotations for context

Dashboard Narrative Construction

  • Establishing a robust dashboard framework
  • Implementing filter actions
  • Integrating parameters for interactivity
  • Configuring highlight actions
  • Setting up URL actions

Trend Analysis and Forecasting

  • Interpreting and customising trend lines
  • Analyzing data distributions
  • Implementing forecasting models

Publishing and Sharing

  • Publishing dashboards for distribution
  • Managing data extracts versus live connections
  • Handling metadata and connection sharing protocols

Conclusion and Pathways Forward:

  • Completion of the final knowledge test and hands-on project
  • Access to curated resources for continued professional development

Requirements

This programme is accessible to all; no prior technical expertise or analytical background is necessary.

System Requirements:
No specific setup is required.

Target Audience:
Ideal for learners encountering Tableau for the first time, those seeking to refresh their foundational skills, or professionals aiming to deepen their existing knowledge of the tool.

 28 Hours

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Price per participant

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