Tableau Desktop I & II: Accelerated

Course Outline

Introduction to Tableau

• The Tableau Platform
• Application Terminology
• Visual Cues for Fields
• Getting Started in Tableau
• Understanding Permissions in Tableau
• Navigating a Tableau Site

Setting Up Connections and Data Sources

• Tableau File Types and Extensions
• Creating a Live Data Connection
• Saving and Editing a Data Source
• Modifying Data Attributes

Simplifying and Sorting Your Data

• Data Filtering
• Creating Date Filters
• Nested Sorting and Context Filters
• Sorting

Organizing Your Data

• Using Groups
• Creating and Using Hierarchies

Viewing Specific Values

• Creating Crosstabs
• Grand Totals, Subtotals, and Changing Aggregation
• Creating Highlight Tables

Slicing Your Data by Date

• Working with Dates in Tableau
• Using Discrete Date Parts and Continuous Date Values

Using Multiple Measures in a View

• Using Measure Values and Measure Names in a View
• Combined or Shared Axis Charts
• Creating Dual Axis Charts

Showing the Relationship Between Numerical Values

• Showing Correlations and Outliers with Scatter Plots
• Create a Scatter Plot
• Analyze Using the Highlighter
• Analyze an Outlier Using Explain Data
• Using the Analytics Pane
• Trend Lines and Trend Model
• Reference Lines and Bands

Data Connection Options

• Data Connections Page
• Physical and Logical Layers
• Connecting to Single- and Multi-table Data Sources
• Migrated Data Sources
• The Data Pane User Interface
• View Data
• Joins (Inner, Left and Right, Full Outer)
• Unions
• Merging Fields
• Relationship Levels of Detail
• Setting up a Relationship Between Tables
• Joins vs. Relationships
• Relationships, Joins, Unions and Blends
• Combining Data Decision Tree
• Creating Relationships Between Tables from Different Databases

Data Extracts

• Using Data Extracts
• Configuring and Running an Extract
• Logical Table vs. Physical Table Extracts

Customizing Your Data

• Using Calculations in Tableau
• Calculation Types
• Creating and Editing Calculated Fields
• Formula Editor Conventions
• Types of Calculated Fields - Examples
• Calculations and Aggregations
• String Functions
• Split and Custom Split
• Type Conversions
• Date Calculations - Examples
• Join Calculations
• LOD Expressions
• Syntax and Calculation Types

Analyzing Data with Quick Table Calculations

• Table Calculation Overview
• Using Quick Table Calculations

Showing Breakdowns of the Whole

• Pie Charts and Parts of the Whole
• Creating Tree Maps

Advanced Table Calculations

• Tips for Learning Table Calculations
• Levels of Control
• Table Calculation Scope and Direction
• Table Calculation Specific Dimension
• Other Scope and Direction Options
• Null Values in Table Calculations
• Using Rank to Show Biggest to Smallest
• Table Calculations for Statistical Analysis

Creating and Using Parameters

• Using Parameters
• Parameters and Filters
• Using Parameters with Reference Lines

Comparing Measures

• Comparing Two Measures (Bar in Bar Chart)
• Comparing Progress Toward a Goal (Bullet Graph)

Defining Subsets of Your Data

• Using Sets
• Combined Sets
• In and Out Sets

Viewing Distributions

• Bins and Histograms
• Box and Whisker Plots

Dashboards

• Planning Your Dashboard
• Building Your Dashboard
• Add Interactivity with Filters and Actions
• Adding Actions to Your Dashboard
• Additional Dashboard Actions
• Set Actions
• Parameter Actions
• Visual Best Practices
• Add Instructions & Annotations
• Tooltips
• Remove Chart Extras
• Publish Your Dashboard Online