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TP3318

Tableau Bootcamp and Certification Training

This Tableau course is designed to prepare the participant for the Tableau Desktop Specialist exam, a certification exam for intermediate Tableau users. Participants will begin the course with a pretest and spend the first three days working on basic to intermediate concepts and exercises. The final two days will be spent on more advanced topics and exam prep, which includes timed practice tests, case studies, and feedback.
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Course Details

Duration

5 days

Prerequisites

No prior knowledge is presumed.

Skills Gained

  • Establish data connections to various data sources, including databases, spreadsheets, and files
  • Use dimensions and measures to describe the data, while measures are used to quantify the data
  • Create visualizations, including charts, graphs, and maps
  • Use filters to narrow down the data that is being displayed
  • Apply formatting to format the visualizations, including changing the colors, fonts, and sizes
  • Create dashboards to display multiple visualizations together
  • Explore publishing to publish the visualizations to a variety of platforms, including the web, Tableau Server, and Tableau Online
  • Use cross-database filters to filter data from multiple data sources at the same time
  • Explore cross-database joins & data blending to combine data from multiple data sources into a single view
  • Use Trend Lines and Statistical Features to analyze data and identify patterns
Course Outline
  • Simple Data Connections and the Data Connection Interface
  • Understanding the Main Tableau Interface
  • Building Simple Visualizations
    • Crosstabs
    • Bar charts
  • Saving Options
  • Understanding and Utilizing “Show Me”
  • Dimensions vs. Measures and How They Affect a Viz
    • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
  • Continuous vs. Discrete Variables
  • Basic Dates
    • Setting the Fiscal Year
  • Basic Aggregations
  • Hierarchies
  • Sorting
  • Grouping
  • Formatting
    • Color
    • Size
    • Labels
    • Detail
    • Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
  • Building Your First Dashboard
  • Labeling, Annotations, Tooltips and Data Highlighting
    • Axis Labels
    • Annotations
    • Tooltips
  • Using the Data Highlighter
  • Using Filters
    • Quick Filters
    • Conditional and Top N Filters
    • Context Filters
  • Publishing and Sharing
  • Connecting to Different Databases and Data Formats
  • Live vs. Extract Connections – The Basics
  • Reshaping and Formatting Data for Tableau
  • Managing Multiple Data Connections in a Single Workbook
  • Cross Database Filters
  • Cross Database Joins & Data Blending
    • What about Data from 2 Different Sources?
    • What’s the Difference Between Joins, Cross-Database Joins, and Blending?
    • How Do I Create a Cross-Database Join?
    • When Would I Use a Cross-Database Join vs. Data Blending?
    • How Do I Blend Data?
  • Understanding the Navigation Menu
  • Showing Trends or Change Over Time
    • Trends
    • Rate of Change and Moving Average
  • Part to Whole and Ranking Analysis
    • The Standard Bar Chart
    • The Stacked Bar Chart
    • The Side-by-Side Bar
    • Pie Charts
    • Percent of Total and Running Sum
    • Using the Index and Ranking Calculated Fields
  • Creating Dual Axis Charts and Combo Charts
  • Using Measure Names and Measure Values to Build a Data Table
    • Totals and Subtotals
  • Using Maps and Spatial Analysis
    • Map Zooming
  • Showing Relationships between Numbers
    • Scatter Plots
    • Trend Lines and Statistical Features
    • Reference Lines
  • Distributions
    • Heatmaps and Highlight Tables
    • Histograms
    • Defining bin size
  • Calculated Fields
  • Aggregate Calculations & Ratios
  • Logical Calculations
    • If/Then
    • IfNull
    • IsNull
    • ZN
  • Date Calculations
    • DateAdd
    • DateDiff
    • Today()
  • Advanced Calculations
    • LODs
  • Parameters
    • Pre-defined Lists for Faster Filtering
    • Top N Filter
    • Reference Line Parameter
    • Swapping Dimensions or Measures in a View
  • Using Actions to Create Interactive Dashboards
    • Filter Actions
    • Highlight Actions
    • URL Actions
  • Combining Parameters and Actions: On Demand Charts
  • Advanced Chart Types
    • Bar in Bar Chart
    • Sparklines
    • Slope Charts
      • Building a Slope Chart with a Continuous Axis
      • Building a Slope Chart with a Discrete Axis (i.e. Rankings)
    • Control Charts
    • Pareto Charts
  • Advanced Formatting & Dashboard Best Practices
    • Layout Containers
    • Floating Elements
    • When to Use Which
    • Effective Dashboard Layouts
    • Layout Best Practices
      • Titles and Labeling
      • Color Choices
      • Do
      • Don’t
    • Guided Analytics
  • Advanced Tooltips
    • Text with formatting and dynamic data woven in
    • Viz in tooltip
  • Custom Shapes & Custom Color Palettes
  • Advanced Segmentation
    • Dynamic Sets
    • Top N Sets
    • Conditional Sets
    • Combined Sets
    • Set Actions
    • Clustering
  • Advanced Analytics
    • Reference Bands and Reference Distributions Explained
      • Reference bands
      • Reference Distributions
      • 60, 80% of Total, Percentiles
      • Quantiles
      • Standard Deviation
    • Box Plots
    • Forecasting
  • Storypoints
  • To Publish a Workbook to Tableau Server