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Tableau Classes

Tableau: Getting Started with Tableau Desktop

14 Hours over 2 Days

  • 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)


Tableau: Intermediate Tableau Desktop

14 Hours over 2 Days

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


Tableau: Tableau Prep Builder

14 Hours over 2 Days

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


Tableau Outlines Top
Tableau: Intermediate Tableau Desktop
Tableau: Tableau Prep Builder
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