Tableau Fundamentals

Tableau Desktop: Fundamentals

Join our 3-day introductory course to master the fundamentals of Tableau Desktop. This instructor-led training provides a thorough introduction to data analysis and visual design, enabling you to create a variety of visualizations, from single worksheets to comprehensive dashboards. You’ll also learn practical techniques to apply to your own data analysis projects using Tableau.

For One-on-One Classes, each session is at least 2 hours long, with up to 4 sessions for a total cost of $300. You can schedule these sessions within a 2-week period to fit your availability.

Level: Beginner | Language: English

This course is ideal for Tableau beginners, regardless of their technical or analytical background. Whether you’re an author, analyst, designer, data scientist, or admin new to Tableau, this course is the perfect starting point. It supports authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.

Upon Completing This Class, You Will Be Able To:
• Connect to data sources and edit them.
• Gather and organize data for sorting, filtering, and grouping.
• Utilize the Tableau workspace to create visualizations.
• Build a variety of essential chart types for analysis.
• Create basic calculations, including quick table calculations.
• Design interactive dashboards to reveal data insights.
• Describe the process of sharing and publishing visualizations.

Lessons and Topics Covered

Introduction to Tableau – What is Tableau?
Tableau Workflow

- Understand the Tableau Workflow
- Get Started in Tableau

3. Connection and Data Source Setup

- Identify Tableau File Types and Extensions
- Create a Live Data Connection
- Save and Edit a Data Source
- Modify Data Attributes
- Understand Changes to Data

4. Data Simplification and Sorting

- Filter Data
- Create Date Filters
- Sort Data

5. Data Organization

- Use Groups
- Create and Use Hierarchies

6. Specific Values

- Create Crosstabs
- Generate Grand Totals, Subtotals, and Changing Aggregation
- Build Highlight Tables

7. Data by Date

- Work with Dates in Tableau
- Use Discrete Date Parts and Continuous Date Values

8. Multiple Measures in a View

- Measure Values and Names
- Combine or Share Axis Charts
- Create Dual Axis Charts

9. Relationships Between Numerical Values

- Show Correlations and Outliers with Scatter Plots
- Create a Scatter Plot
- Analyze Using the Highlighter
- Analyze an Outlier with the Data Guide
- Use the Analytics Pane
- Build Trend Lines and Models
- Reference Lines and Bands

10. Geographic Data Mapping

- Map in Tableau
- Navigate and Select in Maps

11. Data Customization

- Calculate in Tableau
- Choose Between Calculation Types
- Create and Edit Calculated Fields
- Follow Formula Editor Conventions
- Identify Types of Calculated Fields
- Conduct Calculations and Aggregations
- Use String Functions
- Build Splits and Custom Splits
- Convert Types
- Calculate Dates

12. Quick Table Calculations

- Discover Table Calculations
- Use Quick Table Calculations
- Harness Rank to Show Biggest to Smallest

13. Breakdowns of the Whole

- Generate Pie Charts and Parts of the Whole
- Create Tree Maps

14. View Sharing

- Build Dashboards
- Demonstrate Relations Between Dashboards and Worksheets
- Generate Tiled or Floating Objects
- Format Components
- Change Dashboard Device Layouts
- Conduct Dashboard Actions
- Publish Your Dashboard Online

It’s simple! We’ll set up a Zoom or Google Meet and share screens. No worries — your camera can stay off if you prefer. Just screens and our voices to guide you through the process! Software Requirements:

Tableau Desktop Professional or Tableau Desktop Public or Tableau Public Web Authoring
Zoom or Google Meet

Tableau Desktop: Fundamentals

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