Course Content
Introduction and Overview.
- Why Tableau? Why Visualization?
- Things you should know about Tableau
Getting Started
- Connecting to Data and introduction to data source concepts
- Working with data files versus database servers
- Understanding the Tableau workspace
- Dimensions and Measures
- Using Show Me!
- Tour of Shelves (How shelves and marks work)
- Building Basic Views
- Help Menu and Samples
- Saving and Sharing your work
Concepts and Options when Connecting to Data
- Joining multiple tables
- Data Blending
- Copy and Paste
- Data Extracts
- Custom SQL
- Publishing and Re-using Data Connections
- Understand how to deal with data changes in your data source such as
- field addition, deletion or name change
- Re-using and sharing data connections – the concept of meta data
- Working with multiple connections in the same workbook
Analysis
- Creating Views Marks Size and Transparency
- Highlighting Working with Dates Date aggregations and date parts
- Discrete versus Continuous Dual Axis / Multiple Measures Combo Charts
- with different mark types Geographic Map
- Page Trails
- Heat Map
- Density Chart
- Scatter Plots
- Pie Charts and Bar Charts
- Small Multiples Working with aggregate versus disaggregate data
Analyzing
- Sorting & Grouping
- Aliases
- Filtering and Quick Filters
- Cross-Tabs (Pivot Tables)
- Totals and Subtotals
- Drilling and Drill Through
- Aggregation and Disaggregation
- Percent of Total
- Working with Statistics and Trendlines
Getting Started with Calculated Fields
- Working with String Functions
- Basic Arithmetic Calculations
- Date Math
- Working with Totals
- Custom Aggregations
- Logic Statements
Formatting
- Options in Formatting your Visualizations
- Working with Labels and Annotations
- Effective Use of Titles and Captions
- Introduction to Visual Best Practices
Building Interactive Dashboards
- Combining multiple visualizations into a dashboard
- Making your worksheet interactive by using actions and filters
- An Introduction to Best Practices in Visualization
Sharing Workbooks
- Publish to Reader
- Packaged Workbooks
- Publish to Office
- Publish to PDF
- Publish to Tableau Server and Sharing over the Web
