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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.

  • Course Start Date: 2021-08-24
  • Time: 10:00:00 - 18:00:00
  • Duration: 2 Day(s) August 24-25 EST
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$1,196.00
REGULAR PRICE $1,495.00 Save $299.00
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Course Outline

Pre-Requisites

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.

Lessons

Course Overview

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.

Course Objectives

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.

Course Agenda

Introduction

  • 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
  • Sorting

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

Viewing Distributions

  • 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

Course Materials

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.

 

Cancellation Policy

TBD

Training Location

Virtual Instructor Led Online Training
your home or offce

your city, your province
your country   

About Trivera Technologies LLC

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Trivera Technologies is a woman-owned IT training education firm that has provides engaging, comprehensive technical training, consulting, mentoring and courseware development and licensing services to hundreds of organizations globally, on an annual basis. Our collaborative, skills-focused, consultative approach to developing and delivering learning helps organizations bring technical teams of all skills-levels up to speed with the latest technologies, tools, skills and best practices surrounding all aspects of application development, from concept through completion, all targeted to their specific needs and goals. 

We offer skills-focused training events onsite, online, or in blended solutions for distributed teams, from small groups to large-scale, worldwide enterprise organizations.  Services include assessment, development and delivery of targeted learning solutions for new-hire cohort programs; skills immersion boot camps and code camps; skills assessment and skills-gap training; enterprise-wide reskilling, upskilling and new-skilling programs; extensive public schedule offerings; mentoring and coaching and much more. 

Areas of specialty include: application development & programming; modern web development and design; CyberSecurity & secure coding; Data Science / AI / Machine Learning / Deep Learning; Python; DevOps; Cloud; Software architecture, design, testing and development; Agile development & Scrum; Networking & Sys Admin; O/S and Tools; project management; business information and data; IT professional skills; ITIL; COMPTIA and much more. 

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