Tableau Desktop Fundamentals is a two-day, hands-on course designed for users new to Tableau, who handle and work with data, regardless of their technical or analytical background. This course is designed to help students gain and understanding of the key features and uses of the Tableau toolset to move from simple to complex visualizations, and then how to combine them in interactive dashboards.
Who should attend
This is an introductory-level Tableau course geared for attendees new to using the desktop edition of the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with next-level Tableau features and functions. Individuals working with data-regardless of technical or analytical background are a fit for this course.
This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Our engaging instructors and mentors are highly experienced practitioners who bring years of current "on-the-job" experience into every classroom.
Working in a hands-on learning environment led by our expert facilitator, students will learn how to:
- Connect to your data.
- Edit and save a data source.
- Understand Tableau terminology.
- Use the Tableau interface / paradigm to effectively create powerful visualizations.
- Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.
- Represent your data using the following visualization types: Cross Tabs, Geographic Maps, Heat Maps, Distribution Charts, Tree Maps, Pie Charts and Bar Charts, Dual Axis and Combo Charts with different mark types, Box Plots, Highlight Tables, Scatter Plots
- Use Reference Lines to highlight elements of your data.
- Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations
- Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
- Handle changes in your data source such as field addition, deletion or name changes.
- Share your visualizations with others.
- Combine your visualizations into Interactive Dashboards and publish them to the web.
Outline: Tableau Desktop Fundamentals (TTDTAB006)
- Tableau Desktop and the Tableau Product Line
- Application Terminology
- Visual Cues for Fields
- Getting Started in Tableau Desktop
- Elements of a Visualization
Connecting to Data
- Creating a Live Data Connection
- Saving and Editing a Data Source
- Metadata Grid
- Understanding Changes to Data
- Data Connection Options
- Sharing Options
Simplifying and Sorting Your Data
- Data Filtering
- Creating Date Filters
Organizing your Data
- Using Groups
- Creating and Using Hierarchies
Slicing your Data by Date
- Working with Dates in Tableau
- Using Discrete Date Parts
- Defining a Fiscal Year
- Creating Custom Dates
Using Multiple Measures in a View
- Using Measure Values and Measure Names in a View
- Combo Charts
- Combined or Shared Axis Charts
- Creating Dual Axis Charts
Showing the Relationship between Numerical Values
- Creating Scatter Plots
- Using Sets
Mapping Data Geographically
- Mapping in Tableau
- Geographic Mapping
- Background Maps and Layers
- Navigation and Selection in Maps
Viewing Specific Values
- Creating Heat Maps
- Creating Crosstabs
- Creating Highlight Tables
- Grand Totals, Sub-Totals, and Changing Aggregation
Customizing your Data
- Calculation Types
- Parts of a Calculated Field
- Options for Creating Calculated Fields
- Strings, Dates, and Type Conversion Functions
- Calculations and Aggregations
Analyzing Data with Quick Table Calculations
- Using Quick Table Calculations
Showing Breakdowns of the Whole
- Pie Charts and Parts of the Whole
- Creating Tree Maps
- Bins and Histograms
- Box and Whisker Plots
Highlighting Data with Reference Lines
- Using Reference Lines
- Reference Bands
- Using the Analytics Pane
- Instant Analytics
Making Your Views Available
- Building Dashboards
- Dashboard Actions
Hands-on Access Made Simple. All course labs and solutions, data sets, Tableau course software (limited trial version), detailed courseware, lab guides and resources (as applicable) are provided for attendees in our easy access, no installation required, remote lab environment for the duration of the course. Our tech team will help set up, test and verify lab access for each attendee prior to the course start date, ensuring a smooth start to class and successful hands-on course experience for all participants.