Tableau: Introduction

Who should attend

As an introductory course, students are expected to have some experience using Microsoft Excel, but do not require any other prerequisite skills.

Team Pass by Learnit

Tableau: Introduction

From $0
Two, 2-hour Modules (9am - 11:30am PT)

The Tableau Basic Training Course is designed as an introduction to Tableau for beginners. On completing the course, students will have a firm grasp of the basic techniques required to create visualizations, and combine them in interactive dashboards. Specifically, students will meet the following learning outcomes, among others:

  • Creating foundational to advanced visualizations
  • Working with data in Tableau
  • Moving from Foundational to Advanced Visualizations
  • Using row-level and aggregate calculations
  • Formatting a visualization for appearance
  • Adding value to analysis
  • Advanced techniques, tips, and tricks for Tableau
Course ID
L0110
Available times
June 17 & June 18, 2021
9:00am-11:30am
June 17 & June 18, 2021
9:00am-11:30am
June 17 & June 18, 2021
9:00am-11:30am
June 17 & June 18, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am

Course Outline

Module 1: Creating your first visualizations and dashboard

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

Module 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

Module 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

Module 4: Using row-level and aggregate calculations

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

Module 5: Table Calculations

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

Module 6: Formatting a visualization to look great and work well

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

Module 7: Telling a data story with dashboards

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

Module 8: Adding value to analysis - trends, distributions, and forecasting

  • Trends
  • Distributions
  • Forecasting

Module 9: Making data work for you

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

Module 10: Advanced techniques, tips, and tricks

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

Module 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

Skills covered

No items found.

Tableau: Introduction

Reviews

Coming soon