Tableau Course Content

Course Content:

1. Introduction and Overview

• Why Tableau? Why Visualization?
• Level Setting – Terminology
• Getting Started – creating some powerful visualizations quickly
• The Tableau Product Line
• Things you should know about Tableau


2. Getting Started

• Connecting to Data and introduction to data source concept
• Working with data files versus database server
• Understanding the Tableau workspace
• Dimensions and Measures
• Using Show Me!
• Tour of Shelves (How shelves and marks work)
• Building Basic Views
• Help Menu and Samples
• Saving and sharing your work


3. Analysis

Creating Views
• Marks
• Size and Transparency
• Highlighting
• Working with Dates
• Date aggregations and date parts
• Discrete versus Continuous
• Dual Axis / Multiple Measures
• Combo Charts with different mark types
• Geographic Map Page Trails
• Heat Map
• Density Chart
• Scatter Plots
• Pie Charts and Bar Charts
• Small Multiples
• Working with aggregate versus disaggregate data
• Analyzing
• Sorting & Grouping
• Aliases
• Filtering and Quick Filters
• Cross-Tabs (Pivot Tables)
• Totals and Subtotals Drilling and Drill Through
• Aggregation and Disaggregation
• Percent of Total
• Working with Statistics and Trend lines


4. Getting Started with Calculated Fields

• Working with String Functions
• Basic Arithmetic Calculations
• Date Math
• Working with Totals
• Custom Aggregations
• Logic Statements


5. Formatting

• Options in Formatting your Visualization
• Working with Labels and Annotations
• Effective Use of Titles and Captions
• Introduction to Visual Best Practices


6. Building Interactive Dashboard

• Combining multiple visualizations into a dashboard
• Making your worksheet interactive by using actions and filters
• An Introduction to Best Practices in Visualization


   Sharing Workbooks

• Publish to Reader
• Packaged Workbooks
• Publish to Office
• Publish to PDF
• Publish to Tableau Server and Sharing over the Web

Putting it all together

• Scenario-based Review Exercises
• Best Practices

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