Tableau Essentials PLUS Training Course Description

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This course 3 day course will introduce you to the basic features and functions of Tableau. It’s ideal for new to moderately experienced Tableau users. Advanced concepts will also be covered. 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 Locations Onsite at your location LEARN MORE ABOUT ONSITE TRAINING

Public Classroom Training SEE LOCATIONS AND DATES

Tableau Essentials Plus Course Topics

Introduction and Overview

  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly

Getting Started

  • Connecting to data and introduction to data source concepts
  • Data Types and Data Roles
  • Database Joins
  • Data Blending
  • Understanding the Tableau workspace
  • Dimensions and Measures
  • Using “Show Me”
  • Tour of Shelves (How shelves and marks work)
  • Building Basic Views
  • Help Menu and Samples
  • Saving and Sharing your work

Concepts and Options when Connecting to Data

  • Overview of other connection options
  • Understand how to deal with data changes in your data source such as field addition, deletion or name change
  • Working with multiple connections in the same workbook

Formatting

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

Analysis

  • Creating Views
  • Analyzing
  • Using parameters for titles, field selections, logic statements, TopX

Getting Started with Calculated Fields

  • Working with String Functions
  • Basic Arithmetic Calculations
  • Working with Totals
  • Custom Aggregations
  • Logic Statements

Formatting

  • Options in Formatting your Visualization
  • Working with Labels and Annotations
  • Effective Use of Titles and Captions
  • Introduction to Visual Best Practices

Working with Parameters

  • Parameter Basics
  • Advanced Usage of Parameters

Building Interactive Dashboards

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive by using actions and filters
  • An Introduction to Best Practices in Visualization
  • Quick Filters
  • Dashboard Objects
  • Filter Actions
  • Highlighting and Actions
  • Performance

Filtering, Sorting & Grouping

Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau

  • Advanced options for filtering and hiding
  • The various types of filters and how and when each executes in sequence
  • Data security considerations of specific filters
  • Specific recommendations on how to use, or not to use, various filter options
  • Understanding your many options for ordering and grouping your data: Sort, Groups, Bins, Sets
  • The various types of sets and use cases for each
  • Understanding how these options inter-relate

Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to Office
  • Publish to PDF
  • Publish to Tableau Server and Sharing over the Web

Putting it all together

  • Scenario-based Review Exercises
  • Best Practices

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