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Tableau Basic Training Course

Duration: 2 Days
Course Price: $1,095

This two-day course is designed for the beginner Tableau user. It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards.

 

Course Outline

1. Creating your first visualizations and dashboard

  • Connecting to data in Access
  • Foundations for building visualizations
  • Bringing everything together in a dashboard


2. Working with data in Tableau

  • The Tableau paradigm
  • Connecting to data
  • Working with extracts instead of live connections
  • Metadata and sharing data source connections
  • Joins and blends
  • Filtering data


3. Moving from Foundational to Advanced Visualizations

  • Comparing values across different dimensions
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures


4. Using row-level and aggreate calculations

  • Creating and editing calculations
  • Three levels of calculation
  • Parameters
  • Practical examples of calculations and parameters
  • Ad hoc calculations
  • Performance considerations


5. Table Calculations

  • An overview of table calculations
  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning
  • Advanced table calculations
  • Practical examples


6. Formatting a visualization to look great and work well

  • Formatting considerations
  • How formatting works in Tableau
  • Adding value to visualizations


7. Telling a data story with dashboards

  • Dashboard objectives
  • Example – is least profitable always unprofitable?
  • How actions work
  • Example – a regional scorecard
  • Story points


8. Adding value to analysis - trends, distributions, and forecasting

  • Trends
  • Distributions
  • Forecasting


9. Making data work for you 

  • Structuring data for Tableau
  • Dealing with data structure issues
  • An overview of advanced fixes for data problems


10. Advanced techniques, tips, and tricks

Sheet swapping and dynamic dashboards
Leveraging sets to answer complex questions
Mapping techniques
Using background images


11. Sharing your data story

  • Presenting, printing, and exporting
  • Sharing a workbook with users of Tableau Desktop or Tableau Reader
  • Sharing data with users of Tableau Server, Tableau Online, and Tableau Public

This two-day course is designed for the beginner Tableau user. It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards.

 

Course Outline

1. Creating your first visualizations and dashboard

  • Connecting to data in Access
  • Foundations for building visualizations
  • Bringing everything together in a dashboard


2. Working with data in Tableau

  • The Tableau paradigm
  • Connecting to data
  • Working with extracts instead of live connections
  • Metadata and sharing data source connections
  • Joins and blends
  • Filtering data


3. Moving from Foundational to Advanced Visualizations

  • Comparing values across different dimensions
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures


4. Using row-level and aggreate calculations

  • Creating and editing calculations
  • Three levels of calculation
  • Parameters
  • Practical examples of calculations and parameters
  • Ad hoc calculations
  • Performance considerations


5. Table Calculations

  • An overview of table calculations
  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning
  • Advanced table calculations
  • Practical examples


6. Formatting a visualization to look great and work well

  • Formatting considerations
  • How formatting works in Tableau
  • Adding value to visualizations


7. Telling a data story with dashboards

  • Dashboard objectives
  • Example – is least profitable always unprofitable?
  • How actions work
  • Example – a regional scorecard
  • Story points


8. Adding value to analysis - trends, distributions, and forecasting

  • Trends
  • Distributions
  • Forecasting


9. Making data work for you 

  • Structuring data for Tableau
  • Dealing with data structure issues
  • An overview of advanced fixes for data problems


10. Advanced techniques, tips, and tricks

Sheet swapping and dynamic dashboards
Leveraging sets to answer complex questions
Mapping techniques
Using background images


11. Sharing your data story

  • Presenting, printing, and exporting
  • Sharing a workbook with users of Tableau Desktop or Tableau Reader
  • Sharing data with users of Tableau Server, Tableau Online, and Tableau Public

Before attending this course, students should have experience using Microsoft Excel.

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