TABLEAU TRAINING

1. Introduction and Overview

  • Why Tableau? Why Visualization?
  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly
  • The Tableau Product Line
  • Things you should know about Tableau

2. Getting Started

  • Connecting to Data and introduction to data source concept
  • Working with data files versus database server
  • Understanding the Tableau workspace
  • Dimensions and Measures
  • Using Show Me!
  • Tour of Shelves (How shelves and marks work)
  • Building Basic Views
  • Help Menu and Samples
  • Saving and sharing your work

3. Analysis

  • Creating Views
  • Marks
  • Size and Transparency
  • Highlighting
  • Working with Dates
  • Date aggregations and date parts
  • Discrete versus Continuous
  • Dual Axis / Multiple Measures
  • Combo Charts with different mark types
  • Geographic Map Page Trails
  • Heat Map
  • Density Chart
  • Scatter Plots
  • Pie Charts and Bar Charts
  • Small Multiples
  • Working with aggregate versus disaggregate data
  • Analyzing
  • Sorting & Grouping
  • Aliases
  • Filtering and Quick Filters
  • Cross-Tabs (Pivot Tables)
  • Totals and Subtotals Drilling and Drill Through
  • Aggregation and Disaggregation
  • Percent of Total
  • Working with Statistics and Trend lines

4. Getting Started with Calculated Fields

  • Working with String Functions
  • Basic Arithmetic Calculations
  • Date Math
  • Working with Totals
  • Custom Aggregations
  • Logic Statements

5. Formatting

  • Options in Formatting your Visualization
  • Working with Labels and Annotations
  • Effective Use of Titles and Captions
  • Introduction to Visual Best Practices

6. Building Interactive Dashboard

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive by using actions and filters
  • An Introduction to Best Practices in Visualization

7. Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to Office
  • Publish to PDF
  • Publish to Tableau Server and Sharing over the Web

8. Putting it all together

  • Scenario-based Review Exercises
  • Best Practices

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