Instructor-led training

Working with Tableau - Fundamentals Training in Addison, Texas

This course is intended for those who need to use Tableau Desktop 9.0 to build visualizations to present information about their organization. This course enables participants to navigate and use effectively the Tableau user interface to connect to various data sources to create …

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What you'll learn

Prerequisites

None

Course Outline

Course Topics

• Introduction

• Connecting to Data

• Understanding Data Fields

• Filters, Hierarchies, Groups, Sets

• Sorting

• Visualizations

• Formatting

• Calculations

• Parameters

• Statistical Visual Analysis

• Dashboards

• Story Points

• Sharing Data

• Generating the Performance Summary

Course Objectives

Upon completion of this course, attendees will be able to:

• Navigate the Tableau Desktop user interface

• Connect to Data Sources

• Create simple visuals

• Analyze data using filters, hierarchies, groups, sets, and sorting data

• Create calculations

• Share data with others

Course Outline

I. INTRODUCTION TO TABLEAU

A. What is Tableau?

B. Tableau Terminology

C. User Interface Layout New!

II. CONNECTING TO DATA

A. Overview of Options for Connecting to Data

B. Using the Visual Data Window

C. Saving Data Sources

III. UNDERSTANDING DATA FIELDS

A. Data Types

B. Data Roles

C. Special Values

IV. ANALYZING DATA

A. Filters

1. Quick Filters

2. Sharing Filters

3. Context Filters

4. Filters Working Together

B. Sorting

a. Simple Sorting

b. Nested Sorting

C. Hierarchies

D. Groups

E. Sets

V. VISUALIZATIONS

A. Individual, Blended, and Dual Axes

B. Heat Maps

C. Crosstabs

D. Bins and Histograms

E. Highlight Table

F. Tree Maps

G. Motion Charts

VI. FORMATTING

A. General Formatting

B. Mark Labels and Annotations

VII. CALCULATIONS

A. Calculations Editor New!

B. String and Date Calculations

C. Logic Statements

D. Totals

E. Quick Table Calculations

VIII. PARAMETERS

A. Overview of Parameters

B. Using Parameters

IX. STATISTICAL VISUAL ANALYSIS

A. Analytics Pane New!

B. Reference Lines

C. Trend Modeling

D. Forecasting

X. DASHBOARDS

A. Overview of Dashboards

B. Building a Simple Dashboard

C. Actions

1. Overview of Actions

2. Filter Actions

3. Highlight Actions

4. URL Actions

XI. STORY POINTS

A. Overview of Story Points

B. Create a Story

C. Fit Visuals to Story

D. Annotate a Story

E. Update a Story

XII. SAVING, EXPORTING, AND PUBLISHING

A. Saving your Workbooks

B. Exporting your Work

C. Publishing to Tableau Server

1. Data Source

2. Workbook

XIII. GENERATINg THE PERFORMANCE SUMMARY

Training locations

Working with Tableau - Fundamentals training across the U.S. and beyond.

We provide Working with Tableau - Fundamentals training onsite and live online for organizations throughout the United States and internationally.

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Tell us about your employees, your goals, and your preferred schedule. We'll prepare a training proposal covering scope, delivery format, and pricing.

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or call 303.377.6176