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Tableau Essentials Training Course Description

This 2-day course introduces you to the basic features and functions of Tableau. It’s ideal for new to moderately experienced Tableau users. You’ll gain fundamental skills to visualize your data, use a wide variety of visual types, connect to data, create basic calculations, build interactive dashboards, share visualizations, and more!

Prerequisites: no prerequisite experience is needed, and no technical or analytical background is required.

Mode of instruction: this course is delivered in-person and includes extensive hands-on activities to reinforce concepts and skills covered. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

Course materials: a training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students as take-aways. Additional resources such as step by step instructions to create dashboards, tips & hints, and special requests are also included.

Course Topics

Connecting to Data

  • Options for connecting to data
  • Data types and data roles
  • Database joins
  • Data blending
  • Optimal performance considerations
  • Reusing and sharing data connections
  • Working with multiple connections in a workbook

Analytic Techniques and Creating Views

  • Representing data using a variety of visual types:
    • Geographic maps, paged charts, animated charts
    • Heat maps, scatter plots, bar charts, multiple charts
  • Sorting, grouping
  • Filtering and quick filters
  • Crosstabs/pivot tables, text tables
  • Aggregation and disaggregation
  • Statistics and trendlines

Calculated Fields

  • Working with string functions, basic arithmetic calculations, date math
  • Working with totals, custom aggregations, logic statements

Formatting

  • Formatting options
  • Labels and annotations, titles and captions
  • Introduction to Visual Best Practices

Working with Parameters

  • Making your visualizations more interactive and dynamic with Tableau Parameters
  • Data types, using parameters in calculated fields, inputting parameter values and control options
  • Using parameters for titles, field selections, logic statements, TopX

Building Interactive Dashboards

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive
  • Using best practices to create powerful visualizations

Sharing Workbooks

  • Packaged workbooks
  • Publishing to Tableau Server and sharing over the web
  • Other publishing options

Scenario-based Review Exercises

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