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Course Outline
Introduction to Tableau Desktop
Overview of Tableau Desktop
- What is Tableau?
- Key features and benefits
- Tableau interface and navigation
Understanding Data Visualization Principles
- Importance of visual data representation
- Best practices for effective visualization
Types of Data Connections
- Connecting to Excel, CSV, and text files
- Connecting to databases (SQL Server, Oracle, etc.)
- Connecting to cloud-based data sources (Google Sheets, AWS, etc.)
Managing Data Connections
- Live vs. extract connections
- Data connection settings and management
Understanding Data Types and Structure
- Dimensions and measures
- Discrete vs. continuous fields
Data Preparation Techniques
- Cleaning and shaping data in Tableau
- Renaming, splitting, and merging fields
Using Tableau’s Data Interpreter
- Automatic data cleaning
- Handling null values and missing data
Joining and Blending Data
- Inner joins, left joins, right joins, full joins
- Blending data from different sources
Creating and Formatting Tables
- Simple tabular views
- Formatting rows, columns, and cells
Creating Graphs and Charts
- Bar charts, line charts, and pie charts
- Dual-axis charts and combination charts
Creating Filters
- Using filters for dimensions and measures
- Interactive filters in dashboards
Creating Maps
- Geographic mapping
- Plotting data on maps with latitude/longitude
- Creating filled maps
Working with Hierarchies and Groups
- Building hierarchies for drill down
- Grouping data for enhanced analysis
Using Sets
- Static and dynamic sets
- Applying sets in filters and calculations
Creating Calculated Fields
- Basic formulas and functions
- Logical functions (IF, CASE, etc.)
- String functions and date functions
Using Parameters
- Introduction to parameters
- Creating and using parameters for dynamic visualizations
- Parameters in filters and calculated fields
Building Dashboards
- Creating a basic dashboard
- Adding interactive filters and actions
- Formatting dashboards for presentation
Storytelling with Tableau
- Using story points to tell a narrative
- Combining visualizations for impactful storytelling
Exporting and Sharing Workbooks
- Exporting to PDF, PowerPoint, and images
- Sharing workbooks via Tableau Public
Publishing to Tableau Server
- Introduction to Tableau Server
- Publishing dashboards for collaborative use
Summary and Next Steps
Requirements
- Basic understanding of data concepts such as databases, spreadsheets, and CSV files
- Familiarity with fundamental computer operations
Audience
- Data analysts
- Managers
21 Hours
Testimonials (3)
The trainer answered all of my questions and gives us a walkthrough.
Mark Xavier Rimas - AIGSS- BPI
Course - Tableau Fundamentals to Advanced
The knowledge of trainor about the tool.
Kendrick Bacani - Thakral One Inc.
Course - Data analysis with Tableau
In terms of product knowledge, he’s really knowledgeable and very open to answer questions.
