This is an introductory-level Tableau course geared for attendees new to using the desktop edition of the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with next-level Tableau features and functions. Individuals working with data-regardless of technical or analytical background are a fit for this course.
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. This course is designed to help students gain and understanding of the key features and uses of the Tableau toolset in order to move from simple to complex visualizations, and then how to combine them in interactive dashboards.
The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.
Working within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn to:
- 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.
- Tableau Desktop and the Tableau Product Line
- Application Terminology
- Visual Cues for Fields
- Getting Started in Tableau Desktop
- Elements of a Visualization
Connecting to Data
- Creating a Live Data Connection
- Saving and Editing a Data Source
- Metadata Grid
- Understanding Changes to Data
- Data Connection Options
- Sharing Options
Simplifying and Sorting Your Data
- Data Filtering
- Creating Date Filters
Organizing your Data
- Using Groups
- Creating and Using Hierarchies
Slicing your Data by Date
- Working with Dates in Tableau
- Using Discrete Date Parts
- Defining a Fiscal Year
- Creating Custom Dates
Using Multiple Measures in a View
- Using Measure Values and Measure Names in a View
- Combo Charts
- Combined or Shared Axis Charts
- Creating Dual Axis Charts
Showing the Relationship between Numerical Values
- Creating Scatter Plots
- Using Sets
Mapping Data Geographically
- Mapping in Tableau
- Geographic Mapping
- Background Maps and Layers
- Navigation and Selection in Maps
Viewing Specific Values
- Creating Heat Maps
- Creating Crosstabs
- Creating Highlight Tables
- Grand Totals, Sub-Totals, and Changing Aggregation
Customizing your Data
- Calculation Types
- Parts of a Calculated Field
- Options for Creating Calculated Fields
- Strings, Dates, and Type Conversion Functions
- Calculations and Aggregations
Analyzing Data with Quick Table Calculations
- Using Quick Table Calculations
Showing Breakdowns of the Whole
- Pie Charts and Parts of the Whole
- Creating Tree Maps
- Bins and Histograms
- Box and Whisker Plots
Highlighting Data with Reference Lines
- Using Reference Lines
- Reference Bands
- Using the Analytics Pane
- Instant Analytics
Making Your Views Available
- Building Dashboards
- Dashboard Actions
Each student will receive a Student Guide with course notes, code samples, software tutorials, diagrams and related reference materials and links (as applicable). Our courses also include step by step hands-on lab instructions and and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the course environment software and set up files, project files (or code, if applicable) and solutions required for the hands-on work.
Virtual Instructor Led Online Training
your home or offce
your city, your province