Course #:TP2825

Tableau Essentials Training

This course will introduce you to the basic features and functions of Tableau. It’s ideal for new to moderately experienced Tableau users. You’ll gain fundamental skills to visualize your data, use a wide variety of visual types, connect to data, create basic calculations, build interactive dashboards, share visualizations, and more!

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 of 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
We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.