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Course Outline

Introduction

  • Configuring Tableau
  • Overview of Tableau Software
  • Navigating the Tableau User Interface

Connecting to Data

  • Exploring available data connections
  • Data simplification and preparation
  • Joining database sources
  • Understanding inner, outer, left, and right joins
  • Blending multiple data sources within a single worksheet

Data Manipulation in Tableau

  • Incorporating multiple measures into a view
  • Visualizing relationships between numerical values
  • Examining specific data points
  • Customizing data representations
  • Distinguishing between Dimensions and Measures
  • Data types and the difference between discrete and continuous measures

Developing Calculations in Tableau

  • Row-level calculations
  • Aggregated calculations
  • Numeric, string, and date-based calculations
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Handling dates and time intervals

Data Analysis with Table Calculations

  • Utilizing quick table calculations
  • Defining scope and direction
  • Addressing and partitioning data

Data Organization, Filtering, Sorting & Grouping

  • Structuring your datasets
  • Filtering data by date ranges
  • Simplifying and sorting information
  • Advanced techniques for filtering and hiding data
  • Exploring various options for ordering and grouping
  • Using Sort, Groups, Bins, and Sets

Parameters in Tableau

  • Creating and managing parameters
  • Integrating parameters into calculated fields
  • Configuring parameter control options
  • Enhancing analytical depth and visualizations through parameters

Creating Basic and Advanced Visualizations

  • Constructing cross tabs
  • Developing geographic maps, heat maps, and tree maps
  • Creating pie charts and bar charts
  • Visualizing date and time data
  • Building stacked bars and area charts
  • Designing KPI charts
  • Implementing dual-axis and combined charts with varied mark types
  • Generating highlight tables
  • Producing scatter plots

Advanced Formatting Techniques

  • Adding and styling labels
  • Configuring legends
  • Implementing tooltips
  • Emphasizing data using reference lines
  • Using annotations for context

Data Storytelling with Dashboards

  • Establishing a dashboard framework
  • Configuring filter actions
  • Applying parameters
  • Setting up highlight actions
  • Implementing URL actions

Trend Analysis and Forecasting

  • Interpreting and customizing trend lines
  • Analyzing distributions
  • Executing forecasts

Publishing and Sharing Work

  • Publishing dashboards
  • Utilizing extracts versus live connections
  • Managing metadata and sharing connections

Summary and Next Steps:

  • Final knowledge test and practical project
  • Recommended resources for continued learning

Requirements

Previous technical or analytical experience is not a prerequisite for this course.

Setup Requirements:
None required.

Target Audience:
This training is tailored for individuals who are new to Tableau, those seeking to refresh their existing knowledge, or professionals looking to deepen their expertise in the platform.

 28 Hours

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Price per participant

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