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Course Outline

Introduction

  • Setting up Tableau.
  • Overview of Tableau Software.
  • Navigating the Tableau User Interface.

Connecting to your data

  • Available data connections.
  • Simplifying and preparing data.
  • Joining database sources.
  • Inner, outer, left, and right join.
  • Blending different data sources in a single worksheet.

Working with Data in Tableau

  • Using multiple measures in a view.
  • Showing the relationship between numerical values.
  • Viewing specific values.
  • Customizing your data.
  • Dimension vs. Measure.
  • Data types, discrete versus continuous, for measure.

Creating calculations in Tableau

  • Row-level calculations.
  • Aggregate calculations.
  • Numeric, string, and date calculations.
  • Custom aggregations and calculated fields.
  • Quick table calculations.
  • Working with dates and times.

Analyzing Data with Table Calculations

  • Quick table calculations.
  • Scope and direction.
  • Addressing and partitioning.

Organizing, Filtering, Sorting & Grouping

  • Organizing your data.
  • Slicing your data by date.
  • Simplifying and sorting your data.
  • Advanced options for filtering and hiding.
  • Understanding many options for ordering and grouping your data.
  • Sort, Groups, Bins, Sets.

Parameters in Tableau

  • Creating parameters.
  • Parameters in calculated fields.
  • Parameter control options.
  • Enhancing analysis and visualizations with parameters.

Building Basic and Advanced Visualizations

  • Cross tabs.
  • Geographic maps, heat maps, and tree maps.
  • Pie charts and bar charts.
  • Date and time visualizations.
  • Stacked bars and area charts.
  • KPI charts.
  • Dual axis and combined charts with different mark types.
  • Highlight tables.
  • Scatter Plots.

Advanced formatting

  • Labels.
  • Legends.
  • Tooltips.
  • Highlighting data with reference lines.
  • Annotations.

Telling a Data Story with Dashboards

  • Dashboard framework.
  • Filter actions.
  • Parameters.
  • Highlight actions.
  • URL actions.

Trends and Forecasting

  • Understanding and customizing trend lines.
  • Distributions.
  • Forecasting.

Sharing your work

  • Publishing the dashboard.
  • Working with extracts instead of live connections.
  • Metadata and sharing a connection.

Summary and Next Steps:

  • Knowledge test and hands-on project at the end of the course.
  • Helpful resources for further learning.

Requirements

No prior technical or analytical background is required.

Set-up Requirements:
Not needed.

Audience:
This course is designed for learners who have never used Tableau before, need a refresher, or want to explore Tableau in more depth.

 28 Hours

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