Tableau Classes
Tableau: Getting Started with Tableau Desktop
14 Hours over 2 Days
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Introduction
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What is Tableau Desktop?
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The types of visualizations you can create
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The Tableau interface
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The Data Window/Sidebar
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Data Roles – discrete versus continuous
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Understanding field colors and symbols
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Understanding field icons
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Working with imported data
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Accessing your data from the program
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Modifying imported data
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Changing a measure to dimension or vice versa
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Setting the default properties for a dimension
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Setting the default properties for a measure
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Creating visualizations
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Creating bar charts
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Creating heat maps
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Creating crosstabs
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Adding row or column totals to crosstabs
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Creating highlight tables
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Creating pie charts
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Creating tree maps
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Creating histograms and bins
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Creating combination charts
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Creating scatter plots
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Modifying visualizations
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Replacing fields in a view
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Replacing an axis in a view with a different measure
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Swapping fields
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Displaying titles, captions and summaries
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Displaying trend lines
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Highlighting data with reference lines
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Highlighting data with reference bands
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Using the new Analytics Pane
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Sorting data
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Applying computed sorts
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Applying manual sorts
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Applying nested sorts
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Filtering data
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Displaying quick filters
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Applying date filters
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Applying relative date filters
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Working with dates
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Range of dates filter
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Creating a starting or ending date filter
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Hierarchies
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Creating hierarchies
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Groups
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Creating regular groups
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Creating visual groups
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Working with multiple measures
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Creating individual axes
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Creating blended axes
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Creating and color coding dual axes
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Mapping
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Creating a map
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Displaying map layers
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Displaying data layers
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Mapping tips!
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Removing a map background from a filled map
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Calculated fields
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Creating a calculation
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Important things to know about calculations
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Editing a calculation
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Concatenating text with a calculation
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Converting data types with a calculation
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Modifying dates with a calculation
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Using logical functions in a calculation
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Applying Quick Table calculations
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Formatting your view
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Using the Marks card to apply formatting
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Applying contextual formatting
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Dashboards
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Creating a dashboard
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Displaying a title on a dashboard
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Renaming a dashboard
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Tiled or floating objects
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Hiding a worksheet
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Adding an image to a dashboard
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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
Displaying multiple measures in a visualization
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Individual axes, blended axes, dual axes
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Color coding dual axes
Combining data sets and data sources
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Creating relationships
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Creating joins
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Creating unions
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Using a calculation to create a join or relationship
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Creating relationships across databases
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Using data blending
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Creating data extracts
Creating and using calculated fields
Creating and using level of detail (LOD) expressions
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Fixed
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Include
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Exclude
Comparing measures to a goal or target
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Creating bar in bar charts
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Creating bullet charts
Showing the largest and the smallest values in a visualization
Creating visualizations that show distributions
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Creating histograms
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Creating box and whisker plots
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Adding reference distributions to a visualization
Using advanced table calculations
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Understanding scope and direction in Quick Table Calculations
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Understanding the use of specific dimensions in partitioning (scope) and addressing (direction)
Understanding the query pipeline (order of operations)
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Remedying order of operation issues
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Converting a dimension filter to a context filer
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Converting a table calculation to a FIXED level of detail expression
Handling special values
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Dealing with null values
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Dealing with tree maps that use fields with negative numbers
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Dealing with unknown or ambiguous geographic locations
Working with reference lines and reference bands
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Creating reference lines
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Creating reference bands
Creating and using parameters
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Creating Top N parameters
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Using parameters to allow users to select dimensions and measures
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Using parameters to allow users to select the value of a reference line
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Creating a Top N% increase parameter
Defining subsets of your data
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Creating and using sets
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Using set actions to allow the user to change the members of a set
Creating motion charts
Creating dashboards
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Using worksheet/dashboard filter actions and go to sheet actions
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Moving between dashboards using navigation buttons
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Sheet swapping
Creating stories
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Annotating marks, points, and areas
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Exporting a story to PowerPoint
Tableau: Tableau Prep Builder
14 Hours over 2 Days
Introduction to Tableau Prep Builder
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Why use Tableau Prep Builder?
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Things you can do with Tableau Prep Builder
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Where does Prep Builder fall in the business analytics process?
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The Tableau Prep Builder interface
Connecting to data sources and learning about your data
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Connecting to data
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Using the data interpreter
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Modifying fields and settings in the input pane
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Learning about your data and accessing the tools to fix it
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Pausing updates
Cleaning data
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Filtering values
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Changing text to uppercase/lowercase
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Removing letters and numbers from a field
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Removing punctuation from a field
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Removing extra spaces from a field
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Grouping values (manually, by pronunciation, by common characters, by spelling)
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Splitting data in one field into multiple fields
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Creating calculated fields
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Reusing cleaning steps or changing which field they apply to
Combining data
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Using unions to append data
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Dealing with mismatched fields after creating a union
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Using wildcards to select which files to union
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Using joins to combine data
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Selecting join types
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Viewing join type results
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Fixing mismatched fields
Shaping data
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Pivoting data
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Aggregating data to blend with a data source at a different level of detail
Previewing data in Tableau Desktop
Using data sampling
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Selecting the amount of data to work with In Tableau Prep Builder
Planning to use Tableau Prep Builder