Tableau Desktop Fundamentals
Gain an understanding of the key features and uses of the Tableau toolset.
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 understand the key features and uses of the Tableau toolset in order to move from simple to complex visualizations, and then how to combine them in interactive dashboards.
Available formats for this course
Duration2 days/16 hours of instruction
Starting at: $1495
GSA Price: $1120
Group Rate: $1395
Part 1: Introduction
- Tableau Desktop and the Tableau Product Line
- Application Terminology
- Visual Cues for Fields
- Getting Started in Tableau Desktop
- Elements of a Visualization
Part 2: 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
Part 3: Simplifying and Sorting Your Data
- Data Filtering
- Creating Date Filters
Part 4: Organizing your Data
- Using Groups
- Creating and Using Hierarchies
Part 5: Slicing your Data by Date
- Working with Dates in Tableau
- Using Discrete Date Parts
- Defining a Fiscal Year
- Creating Custom Dates
Part 6: 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
Part 7: Showing the Relationship between Numerical Values
- Creating Scatter Plots
- Using Sets
Part 8: Mapping Data Geographically
- Mapping in Tableau
- Geographic Mapping
- Background Maps and Layers
- Navigation and Selection in Maps
Part 9: Viewing Specific Values
- Creating Heat Maps
- Creating Crosstabs
- Creating Highlight Tables
- Grand Totals, Sub-Totals, and Changing Aggregation
Part 10: Customizing your Data
- Calculation Types
- Parts of a Calculated Field
- Options for Creating Calculated Fields
- Strings, Dates, and Type Conversion Functions
- Calculations and Aggregations
Part 11: Analyzing Data with Quick Table Calculations
Part 12: Showing Breakdowns of the Whole
- Pie Charts and Parts of the Whole
- Creating Tree Maps
Part 13: Viewing Distributions
- Bins and Histograms
- Box and Whisker Plots
Part 14: Highlighting Data with Reference Lines
- Using Reference Lines
- Reference Bands
- Using the Analytics Pane
- Instant Analytics
Part 15: Making Your Views Available
- Building Dashboards
- Dashboard Actions
- Tableau Users new to using the tool
- Tableau Users looking for a refresher of the basics or newer features.
- Beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions.
- Individuals working with data-regardless of technical or analytical background
- Connect to your data, edit and save a data source.
- 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.
- Cross Tabs, Geographic Maps, Heat Maps, Distribution Charts, Tree Maps, Box Plots, Highlight Tables, Scatter Plots, Pie Charts and Bar Charts
- 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.
- Combine your visualizations into Interactive Dashboards and publish them to the web.