Tableau Essentials Training Course Description

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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.

Tableau Essentials 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

Calculated Fields

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

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

Sharing Workbooks

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

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

Formatting

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

Building Interactive Dashboards

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

Scenario-based Review Exercises

 

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