Tableau Desktop Fundamentals

2 Day Course
Hands On
Code TAB01

Overview

Designed for the beginner to intermediate level, Tableau Fundamentals is for anyone who works with data – regardless of technical or analytical background.This course teaches the important concepts and techniques used in Tableau Desktop. Attendees will learn how to build a wide variety of visualisations, combining them into interactive dashboards.

Target Audience

This training course is designed for Report and dashboard developers.

Modules

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Tableau Basics for Desktop (6 topics)

  • Tableau Basics for Desktop
  • The Tableau Product Line
  • Key Terminology
  • Icons and visual cues
  • Getting started
  • Dimensions & Measures

Connecting to Data (8 topics)

  • Creating a Live Data Connection
  • Saving and Editing a Data Source
  • Metadata Grid
  • Sharing a Data Source
  • Exporting to an image file
  • Exporting Data only
  • Changes to the Data
  • Sharing Options

Filtering and Sorting Data (3 topics)

  • Filtering Data
  • Creating Date Filters
  • Sorting Data

Organising Data (3 topics)

  • Using Groups
  • Creating Hierarchies
  • Using Hierarchies

Working with Dates (5 topics)

  • Slicing Data by Date
  • Defining Discrete and Continuous Dates
  • Using Discrete Date Parts
  • Defining a Fiscal Year
  • Creating Custom Dates

Using Multiple Measures in a View (4 topics)

  • Using Measure Values and Measure Names
  • Creating Combo Charts
  • Creating Combined or Shared Axis Charts
  • Creating Dual Axis Charts

Showing the relationship between Numerical Values (3 topics)

  • Creating Scatter Plots
  • Creating Sets
  • Using Sets

Mapping Data Geographically (4 topics)

  • Mapping in Tableau
  • Geographic Mapping
  • Background Maps and Layers
  • Navigation and Selection in Maps

Using Specific Values (3 topics)

  • Creating Heat Maps
  • Creating Crosstabs
  • Creating Grand Totals, Sub-Totals and Changing Aggregation

Customising Data (3 topics)

  • Calculation Types
  • Creating Calculated Fields
  • Strings, Dates and Type Conversation Functions

Quick Table Calculations (4 topics)

  • Creating Quick Table Calculations
  • Running Totals
  • Displaying Year over Year Change
  • Using Rank

Showing Breakdowns of the Whole (2 topics)

  • Pie Charts and Parts of the Whole
  • Creating Tree Maps

Viewing Distributions (3 topics)

  • Bins and Histograms
  • Box Plots
  • Whisker Plots

Highlighting Data with Reference Lines (4 topics)

  • Using Reference Lines
  • Reference Bands
  • Using the Analytics Pane
  • Instant Analytics

Making your Views Available (2 topics)

  • Dashboards
  • Dashboard Actions

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