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Introduction to Tableau: Tableau Analyst

Skills Gained Apply the fundamentals and functionality of Tableau to visualize data Connect to various data sources Build a variety of basic charts Combine insights on one usable dashboard for an...

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Course Code TAB-101
Duration 2 days
Available Formats Classroom

Skills Gained

  • Apply the fundamentals and functionality of Tableau to visualize data
  • Connect to various data sources
  • Build a variety of basic charts
  • Combine insights on one usable dashboard for an end-user, team, organization, or shareholder
  • Garner new insights using table calculations
  • Understand how and when to apply filters for better command of the data and user interactivity
  • Apply Tableau’s mapping features for spatial analysis
  • Share and publish visualizations

Prerequisites

No prior experience is presumed.

Course Details

Training Materials

All Tableau training attendees receive comprehensive courseware.

Software Requirements

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

Outline

  • Simple Data Connections and the Data Connection Interface
  • Understanding the Main Tableau Interface
  • Building Simple Visualizations
  • 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
  • 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
  • Conclusion