Tableau Training 


Tableau Software is designed to quickly analyze, visualize and share information. If you work with data, move from simple to complex visualizations and learn how to combine them in interactive dashboards. Topics: connecting to your data, the interface, basic calculations, visualization types, trend and reference fields, sharing your work, value lines and creating interactive dashboards.

Course Description:

Getting Started with Tableau

  • Power
  • Speed
  • Flexibility
  • Simplicity
  • Beauty

Tableau Basics

  • Download, install and open Tableau
  • Connect to sample data and review the Tableau interface
  • “Show Me” Tableau in action
  • Categorically clear views

Tableau Objects

  • Save time with the Tableau toolbar
  • When tables trump graphs
  • Insightful maps
  • View shifting – the underrated histogram and flexible bins
  • Exporting results to share your insights

Basic views in Tableau

  • Tables – an eye for detail
  • Text tables
  • Highlight tables
  • Heat maps
  • Bar Charts – five flavors to meet your needs
  • Horizontal bars
  • Stacked bars
  • Side-by-side bars
  • Histogram
  • Bullet graphs
  • Line Charts – display what happened over time
  • Lines (continuous)
  • Lines (discrete)
  • Pie Charts – a common go-to view

Advanced views in Tableau

  • Scatter Plots – explore relationships
  • Circle Plots – go beyond bar charts
  • Circle views
  • Side-by-side circles
  • Maps – great for location data
  • Symbol maps
  • Filled maps
  • Area Charts – track multiple groups over time
  • Area charts (continuous)
  • Area charts (discrete)
  • Dual Charts – compare two measures on two vertical axes
  • Dual lines
  • Dual combination
  • Dual points
  • Gantt Chart – track activity over time

Customization of views with Tableau

  • Customize views using the Columns, Rows, Pages and Filters Shelves
  • Enhance your visual appeal with the Marks card






Level of Detail

  • The Summary Card—handy description of your data
  • Headers and Axes
  • Titles, Captions, Field Labels and Legends
  • Format values in your views

Organize the data in your Views

  • Sort views for quick comparison
  • Filter views to find the right information
  • Aggregations for measures—sums, averages and more
  • Use percentages to find the right ratios
  • Spotlight your view to emphasize important values
  • Add totals and subtotals
  • Create a motion chart after connecting to a new data source

Calculations and Models

  • Quick Table Calculations
  • Custom Table Calculations using data in your views
  • Reference Lines, Bands and Distributions
  • Model your data with Trend Lines

Data management in Tableau

  • Data items: names, types, roles, properties, attributes and hierarchies
  • View Data to see the data behind your view
  • Bins to divide numeric data items
  • Group dimensions into categories
  • The power of sets to combine and filter your views

Advanced data management in Tableau

  • Calculated Fields, Functions, and Parameters
  • Calculated Fields — power to answer your difficult questions
  • Calculated Field Operators
  • Numeric Functions (Singular)
  • Character Functions (Modify Items)
  • Character Functions (Locate Values in String)
  • Date Functions
  • Type Conversion Functions
  • Logical Functions (If, Then, Else)
  • Aggregate Functions
  • Table Calculation Functions
  • Parameters add additional control for your analysis

Data Blending

  • Queries to retrieve the data you need
  • Data blending to use data from multiple sources in one view
  • Extracts to accelerate your data exploration in Tableau

Deploy and Publish workbooks

  • Export images to other applications
  • Export data to other applications or back into Tableau
  • Print to PDF—export your views to Adobe Reader format
  • Packaged Workbooks—take Tableau on the road!
  • Tableau Reader—share packaged workbooks with your colleagues
  • Tableau Server—powerful insights for everyone!
  • Tableau Desktop and Tableau Server
  • Tableau Public—share your insights with the world!

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