Tableau Essentials PLUS Training Course Description

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This 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 is a live, instructor-led, online course 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. Additional resources such as step by step instructions to create dashboards, tips & hints, and special requests are also included.

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
  • Working with data files versus database servers
  • Data Types and Data Roles
  • Dimensions versus Measures
  • Discrete versus Continuous
  • The meaning of pill colors
  • 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
  • Joining multiple tables
  • Data Blending
  • Data Extracts
  • Working with multiple connections in the same workbook

Analysis

  • Creating Views
  • Marks
  • Size and Transparency
  • Highlighting
  • Working with Dates
  • Combo Charts with different mark types
  • Geographic Maps
  • Paged Charts / Animated Charts
  • Heat Maps
  • Scatter Plots
  • Bar Charts
  • Working with aggregate versus disaggregate data
  • Analyzing
  • Sorting & Grouping
  • Aliases
  • Filtering and Quick Filters
  • Crosstabs / Pivot Tables / Text Tables
  • Totals and Subtotals
  • Drilling and Drill Through
  • Aggregation and Disaggregation
  • Percent of Total
  • Working with Statistics and Trendlines

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
  • Data types of parameters
  • Using parameters in calculated fields
  • Inputting parameter values and parameter control options
  • Advanced Usage of Parameters
  • Using parameters for titles, field selections and logic statements

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

Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to PDF

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

Working with Data

Working with Calculated Fields and Statistics – Earlier, we were introduced to some basic calculations. We will extend those concepts to understand the intricacies of manipulating data within Tableau

  • A Quick Review of Basic Calculations
  • Arithmetic Calculations
  • Date Calculations
  • Quick Table Calculations
  • Custom Aggregations
  • Custom Calculated Fields
  • Logic and Conditional Calculations
  • Conditional Filters
  • Level of Detail Calculations
  • Fixed LODs
  • Include LODs
  • Exclude LODs
  • Advanced Table Calculations
  • Understanding Partitioning and Addressing
  • Differences between visual layout of data and results of table calculations
  • Approaches for understanding what is happening in table calculations
  • Calculate on Results of Table Calculations
  • Complex Calculations
  • Difference from Average
  • Secondary Table Calculations
  • Statistics
  • Summary Stats
  • Moving Averages
  • From a fixed point
  • In a rolling window
  • Working with Dates and Times
  • Continuous versus Discrete Dates
  • Dates and Times
  • Reference Dates

Best Practices in Formatting and Visualizing

  • Formatting Tips
  • Highlighting
  • Labeling
  • Legends

Where to get Further Assistance

  • The Help File / Product Manual
  • Knowledge base
  • Forums
  • Whitepapers & Books
  • Further Training Offerings & Professional Services
  • Technical Support

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