Tableau Classes

• Tableau: Getting Started with Tableau Desktop

• Tableau: Intermediate Tableau Desktop

• Tableau: Tableau Prep Builder

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 Tableau: Getting Started with Tableau Desktop

14 Hours over 2 Days

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• Introduction

  • What is Tableau Desktop?

  • The types of visualizations you can create

  • The Tableau interface

  • The Data Window/Sidebar

  • Data Roles – discrete versus continuous

  • Understanding field colors and symbols

  • Understanding field icons

• Working with imported data

  • Accessing your data from the program

  • Modifying imported data

  • Changing a measure to dimension or vice versa

  • Setting the default properties for a dimension

  • Setting the default properties for a measure

• Creating visualizations

  • Creating bar charts

  • Creating heat maps

  • Creating crosstabs

  • Adding row or column totals to crosstabs

  • Creating highlight tables

  • Creating pie charts

  • Creating tree maps

  • Creating histograms and bins

  • Creating combination charts        

  • Creating scatter plots

• Modifying visualizations

  • Replacing fields in a view        

  • Replacing an axis in a view with a different measure        

  • Swapping fields

  • Displaying titles,  captions and summaries

  • Displaying trend lines

  • Highlighting data with reference lines

  • Highlighting data with reference bands

  • Using the new Analytics Pane        

• Sorting data

  • Applying computed sorts

  • Applying manual sorts        

  • Applying nested sorts

• Filtering data

  • Displaying quick filters

  • Applying date filters

  • Applying relative date filters

  • Working with dates

  • Range of dates filter

  • Creating a starting or ending date filter

• Hierarchies

  • Creating hierarchies

• Groups

  • Creating regular groups

  • Creating visual groups

• Working with multiple measures

  • Creating individual axes

  • Creating blended axes

  • Creating and color coding dual axes​​

• Mapping

  • Creating a map

  • Displaying map layers

  • Displaying data layers

  • Mapping tips!

  • Removing a map background from a filled map

• Calculated fields

  • Creating a calculation

  • Important things to know about calculations

  • Editing a calculation

  • Concatenating text with a calculation

  • Converting data types with a calculation

  • Modifying dates with a calculation

  • Using logical functions in a calculation

  • Applying Quick Table calculations

• Formatting your view

  • Using the Marks card to apply formatting

  • Applying contextual formatting

• Dashboards

  • Creating a dashboard

  • Displaying a title on a dashboard

  • Renaming a dashboard

  • Tiled or floating objects

  • Hiding a worksheet

  • Adding an image to a dashboard

  • Using a worksheet in the dashboard as a filter (AKA filter actions)

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Tableau: Intermediate Tableau Desktop

14 Hours over 2 Days

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Displaying multiple measures in a visualization

• Individual axes, blended axes, dual axes

• Color coding dual axes

Combining data sets and data sources

• Creating relationships

• Creating joins

• Creating unions

• Using a calculation to create a join or relationship

• Creating relationships across databases

• Using data blending

• Creating data extracts

Creating and using calculated fields

Creating and using level of detail (LOD) expressions

• Fixed

• Include

• Exclude

​Comparing measures to a goal or target

• Creating bar in bar charts

• Creating bullet charts

Showing the largest and the smallest values in a visualization

Creating visualizations that show distributions

• Creating histograms

• Creating box and whisker plots

• Adding reference distributions to a visualization

Using advanced table calculations

• Understanding scope and direction in Quick Table Calculations

• Understanding the use of specific dimensions in partitioning (scope) and addressing (direction)

Understanding the query pipeline (order of operations)

• Remedying order of operation issues

• Converting a dimension filter to a context filer

• Converting a table calculation to a FIXED level of detail expression

Handling special values

• Dealing with null values

• Dealing with tree maps that use fields with negative numbers

• Dealing with unknown or ambiguous geographic locations

Working with reference lines and reference bands

• Creating reference lines

• Creating reference bands

Creating and using parameters

• Creating Top N parameters

• Using parameters to allow users to select dimensions and measures

• Using parameters to allow users to select the value of a reference line

• Creating a Top N% increase parameter

Defining subsets of your data

• Creating and using sets

• Using set actions to allow the user to change the members of a set

Creating motion charts

Creating dashboards​​

• Using worksheet/dashboard filter actions and go to sheet actions

• Moving between dashboards using navigation buttons

• Sheet swapping

Creating stories

• Annotating marks, points, and areas

• Exporting a story to PowerPoint

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Tableau: Tableau Prep Builder

14 Hours over 2 Days

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Introduction to Tableau Prep Builder

• Why use Tableau Prep Builder?

• Things you can do with Tableau Prep Builder

• Where does Prep Builder fall in the business analytics process?

• The Tableau Prep Builder interface

Connecting to data sources and learning about your data

• Connecting to data

• Using the data interpreter

• Modifying fields and settings in the input pane

• Learning about your data and accessing the tools to fix it

• Pausing updates

Cleaning data

• Filtering values

• Changing text to uppercase/lowercase

• Removing letters and numbers from a field

• Removing punctuation from a field

• Removing extra spaces from a field

• Grouping values (manually, by pronunciation, by common characters, by spelling)

• Splitting data in one field into multiple fields

• Creating calculated fields

• Reusing cleaning steps or changing which field they apply to

Combining data

• Using unions to append data

• Dealing with mismatched fields after creating a union

• Using wildcards to select which files to union

• Using joins to combine data

• Selecting join types

• Viewing join type results

• Fixing mismatched fields

Shaping data

• Pivoting data

• Aggregating data to blend with a data source at a different level of detail

Previewing data in Tableau Desktop

Using data sampling

• Selecting the amount of data to work with In Tableau Prep Builder

Planning to use Tableau Prep Builder

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