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Tableau Desktop Fundamentals is a two-day, hands-on course designed for users new to Tableau, who handle and work with data, regardless of their technical or analytical background.

PRIVATE
Course Access

Unlimited Duration

Last Updated

March 3, 2021

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This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  In this course you will learn about:

• Connect to your data.

• Edit and save a data source.

• Understand Tableau terminology.

• Use the Tableau interface / paradigm to effectively create powerful visualizations.

• Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.

• Represent your data using the following visualization types: Cross Tabs, Geographic Maps, Heat Maps, Distribution Charts, Tree Maps, Pie Charts and Bar Charts, Dual Axis and Combo Charts with different mark types, Box Plots, Highlight Tables, Scatter Plots

• Use Reference Lines to highlight elements of your data.

• Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations

• Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.

• Handle changes in your data source such as field addition, deletion or name changes.

• Share your visualizations with others.

• Combine your visualizations into Interactive Dashboards and publish them to the web.


Course Curriculum

    • Tableau Desktop and the Tableau Product Line 00:00:00
    • Application Terminology 00:00:00
    • Visual Cues for Fields 00:00:00
    • Getting Started in Tableau Desktop 00:00:00
    • Elements of a Visualization 00:00:00
    • Creating a Live Data Connection 00:00:00
    • Saving and Editing a Data Source 00:00:00
    • Metadata Grid 00:00:00
    • Understanding Changes to Data 00:00:00
    • Data Connection Options 00:00:00
    • Sharing Options 00:00:00
    • Data Filtering 00:00:00
    • Creating Date Filters 00:00:00
    • Sorting 00:00:00
    • Using Groups 00:00:00
    • Creating and Using Hierarchies 00:00:00
    • Working with Dates in Tableau 00:00:00
    • Using Discrete Date Parts 00:00:00
    • Defining a Fiscal Year 00:00:00
    • Creating Custom Dates 00:00:00
    • Using Measure Values and Measure Names in a View 00:00:00
    • Combo Charts 00:00:00
    • Combined or Shared Axis Charts 00:00:00
    • Creating Dual Axis Charts 00:00:00
    • Creating Scatter Plots 00:00:00
    • Using Sets 00:00:00
    • Mapping in Tableau 00:00:00
    • Geographic Mapping 00:00:00
    • Background Maps and Layers 00:00:00
    • Navigation and Selection in Maps 00:00:00
    • Creating Heat Maps 00:00:00
    • Creating Crosstabs 00:00:00
    • Creating Highlight Tables 00:00:00
    • Grand Totals, Sub-Totals, and Changing Aggregation 00:00:00
    • Calculation Types 00:00:00
    • Parts of a Calculated Field 00:00:00
    • Options for Creating Calculated Fields 00:00:00
    • Strings, Dates, and Type Conversion Functions 00:00:00
    • Calculations and Aggregations 00:00:00
    • Using Quick Table Calculations 00:00:00
    • Pie Charts and Parts of the Whole 00:00:00
    • Creating Tree Maps 00:00:00
    • Bins and Histograms 00:00:00
    • Box and Whisker Plots 00:00:00
    • Using Reference Lines 00:00:00
    • Reference Bands 00:00:00
    • Using the Analytics Pane 00:00:00
    • Instant Analytics 00:00:00
    • Building Dashboards 00:00:00
    • Dashboard Actions 00:00:00

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