Objectives

At the end of this class, the student will be able to:

  • Understand the many options for connecting to data
  • Understand the Tableau interface / paradigm – components, shelves, data elements, and terminology. The student will be able to use this knowledge to effectively create the most powerful visualizations
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
  • Able to represent your data using the following visualization types:
    • Crosstab / Text Tables
    • Geographic Maps
    • Paged Charts / Animated Charts
    • Heat Maps
    • Scatter Plots
    • Bar Charts
    • Options for drill down and drill across
  • Implement all options in working with data: Joining multiple tables, data blending, performance considerations and working with the Data Engine, sharing your connections as meta data, and understand when to implement which connection method.
  • Use Trend Lines, Reference Lines and statistical techniques to describe your data
  • Understanding how to use group, bin, hierarchy, sort, set and filter options effectively
  • Work with the many formatting options to fine tune the presentation of your visualizations
  • Understand how to deal with data changes in your data source such as field addition, deletion or name change
  • Understand all options for sharing your visualizations with others
  • Combine your visualizations into Interactive Dashboards and publish them to the web

Prerequisites

No experience is needed, and no technical or analytical background is required.

Duration

2 Days

Outline for Tableau Essentials Training

Introduction and Overview

  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly

Getting Started

  • Connecting to data and introduction to data source concepts
    • Working with data files versus database servers
  • Data Types and Data Roles
    • Dimensions versus Measures
    • Discrete versus Continuous
    • The meaning of pill colors
  • Database Joins
  • Data Blending
  • 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

  • Overview of other connection options
    • 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
    • Combo Charts with different mark types
    • Geographic Maps
    • Paged Charts / Animated Charts
    • Heat Maps
    • Scatter Plots
    • Bar Charts
    • Small Multiple Charts
    • Working with aggregate versus disaggregate data
  • Analyzing
    • Sorting & Grouping
    • Aliases
    • Filtering and Quick Filters
    • Crosstabs / Pivot Tables / Text 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 Visualization
  • Working with Labels and Annotations
  • Effective Use of Titles and Captions
  • Introduction to Visual Best Practices

Working with Parameters

  • Parameter Basics
    • Data types of parameters
    • Using parameters in calculated fields
    • Inputting parameter values and parameter control options
  • Advanced Usage of Parameters
    • Using parameters for titles, field selections, logic statements, Top X

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
  • Quick Filters
  • Dashboard Objects
  • Filter Actions
  • Highlighting and Actions
  • Performance

Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to Office
  • Publish to PDF
  • Publish to Tableau Server and Sharing over the Web

Putting it all together

  • Scenario-based Review Exercises
  • Best Practices

Where to get Further Assistance

  • The Help File / Product Manual
  • Knowledge base
  • Forums
  • Whitepapers & Books
  • Further Training Offerings & Professional Services
  • Technical Support