Course description

This course covers all of the content required to gain Beginner Skills and Knowledge on Tableau

What will i learn?

  • Download for free and install and run the full version of Tableau Public, the BI and analysis software.
  • Be able to create analyses, such as line charts, stacked bar charts, or geographic analyses using maps.
  • You will also be able to show an overview using dashboards, and tell a story using storyboards.
  • You will be able to format numbers and dates, and add labels, tooltips and animation.
  • You can also become used to more advanced features, such as Calculated Fields, Parameters and Hierarchies.
  • By the end of the course, you will, with some experience, have the knowledge to take (and pass) the Tableau Qualified Associate certification.

Requirements

  • Basic Knowledge on System Use

  • Introduction to Tableau

  • Creating our first Visualization - Preview
  • User Interface - Data Source page, sheets tabs and status bar
  • User Interface - Side Bar, Shelves and Card
  • Dimensions v Measures, and Introducing Date Hierarchies
  • Explain the difference between Discrete and Continuous fields
  • Changing the aggregation, both for a single viz, or changing default aggregation
  • More about aggregations

  • Publishing your visualization - Preview
  • Exporting as PowerPoint
  • Share as image, PDF and PowerPoint presentation
  • Additional exporting options in the full Tableau Desktop program
  • Error saving to Tableau Public
  • Practice Activity Number 1
  • Practice Activity Number 1 - Solution
  • Publishing our first visualizations

  • Tips to importing data better
  • Organising fields
  • Creating aliases
  • Adding multiple fields using Show Me!
  • Adding colors
  • Choosing between discrete and continuous colors
  • Using colors in stacked bar charts, and using tooltips
  • Line charts
  • Size button
  • Practice Activity Number 2
  • Practice Activity Number 2
  • Developing the Marks card

  • Scatter plots
  • Custom shapes, bubble charts, and packed bubbles
  • Data Highlighter
  • Filters card - Selecting Items
  • Filter card - Using wildcards, conditions and top
  • Filtering dates, and different displays of filter cards
  • Practice with Filters, and using Context Filters
  • Apply filters to multiple sheets and data sources
  • Scatter and bubble charts, data highlighter, and Filtering

  • The "Play" button
  • Pages card
  • Use viz animations
  • Use mark labels
  • Use Annotations
  • Formatting vizzes
  • More about Tableau Public
  • Practice Activity Number 3
  • Practice Activity Number 3 - Solution
  • The Pages shelf, Labels and Annotations

  • Welcome to Level 3
  • Creating our first dashboard
  • Pre-designing the layout, and using floating and tiled objects
  • Rearranging the filters in a vertical column
  • Fine-tuning layout
  • Device Layout and Device Designer, including layout for mobile devices
  • Dashboard filters and using a highlight as a filter
  • Fine-tuning dashboard actions
  • Creating a drill down report
  • Best visual practices for dashboard design
  • Buttons/Navigation and Export objects, Renaming Dashboard Items
  • Build stories
  • Practice Activity Number 4
  • Practice Activity Number 4 - Solution
  • Dashboards

  • Navigate maps, including Pan & Zoom, and geographic roles
  • Lasso and Radial selection, and grouping into custom territories
  • Density Maps
  • Map layering
  • Geographic search
  • Modifying locations within Tableau, and problems
  • Practice Activity Number 5
  • Practice Activity Number 5 - Solution
  • Maps

  • Build hierarchies
  • Combining hierarchies and filters
  • Sorting data - an introduction
  • Sort data, including manual sorting
  • Changing default field properties (types, sorting etc.)
  • Build groups
  • Build sets
  • Practice Activity Number 6
  • Practice Activity Number 6 - Solution
  • Organizing and simplifying data

  • Utilize auto-generated fields, including measure names and values
  • Basic chart types, including area and pie chart types
  • Use titles, captions and tooltips effectively
  • Using vizzes in tooltips

  • Instant Analytics - Constant and Average Lines
  • Median and Average with Confidence Intervals, and Clusters
  • Reference Lines

  • Gantt Bar Charts
  • Sparklines

  • Joining tables from single data source - Relationships (Tableau 2020.2 or later)
  • Joining tables from single data source
  • Creating data source with multiple connections + replacing existing data sources
  • Working with data sources

  • Work with aggregation options
  • Build logic statements

  • Using parameters with reference lines
  • Swap sheets by using parameters or sheet selector
  • Parameters
  • Parameters
  • Dynamic Parameters and using Parameters with filters

  • Calculating percentage of running total - Reminder
  • FIXED LOD

  • Tableau 2020.2 and later
  • Use calculations in join clauses
  • Union

  • Installing Tableau Desktop
  • Connect to different file types and Tableau Server

  • Printing content and publishing visualization or workbook
  • Create extract filters, connect to .hyper files, and publish a data source
  • Schedule data extract refreshes
  • Create subscriptions
  • Create alerts
  • Other aspects of Tableau Desktop and Tableau Online

  • Creating a data flow
  • Managing, editing and running data flows
  • Creating data flows

Pavani Voruganti

has been working around Tableau with 6+ years experience.

Free

Lectures

117

Skill level

Beginner

Expiry period

Lifetime

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