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Tableau Bootcamp

Skills Gained Understand the main Tableau interface Build visualizations Build dashboards Reshape and format data Write calculations Create dashboard interactivity Show trends or change over time Use...

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Course Code TAB-112
Duration 3 days
Available Formats Classroom

Skills Gained

  • Understand the main Tableau interface
  • Build visualizations
  • Build dashboards
  • Reshape and format data
  • Write calculations
  • Create dashboard interactivity
  • Show trends or change over time
  • Use maps and spatial analysis
  • Learn visual best practices and analytical techniques using Tableau

Prerequisites

No prior experience is presumed.

Course Details

Training Materials

All Tableau training students receive comprehensive courseware.

Software Requirements

  • Tableau Desktop
  • Microsoft Excel 2016 or later
  • Internet access
  • Related data and lab files that Accelebrate would provide

Outline

  • Introduction
  • The Data Analysis, Visual Analytics, and Tableau Revolution
  • Simple Data Connections and the Data Connection Interface
  • Understanding the Main Tableau Interface
  • Building Simple Visualizations
  • Saving Options
  • Understanding Utilizing “Show Me”
  • Dimensions vs. Measures and How They Affect a Viz
  • Continuous vs. Discrete Variables
  • Basic Dates
  • Basic Aggregations
    • Hierarchies
    • Sorting
    • Groups
  • Formatting
    • Color
    • Size
    • Labels
    • Detail
    • Formatting Individual Elements vs. the Entire Worksheet or Workbook
  • Building Your First Dashboard
  • Labeling, Annotations, Tooltips, and Data Highlighting
  • Quick 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
  • Motion Charts
  • Calculated Fields Overview
  • Aggregate Calculations and Ratios
  • Logical Calculations
    • If/Then
    • IfNull
    • IsNull
    • ZN
  • Date Calculations
    • DateAdd
    • DateDiff
    • Today()
  • 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
  • Q&A and Publishing
  • Conclusion