Tableau Desktop - Basic Course



Course Details:

Length: 2 days

Price: $1,270/person (USD)

Bundle & Save: View Bundle

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: Yes
(requires trial or license)

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.

 

Course Overview

Learn how to create effective data visualizations with Tableau and unlock a smarter approach to business analytics. Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern businesses. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent…

We’ll make sure you’re well prepared to take full advantage of Tableau 10’s new features. Whether you’re an experienced data analyst that wants to explore Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data preparation, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You’ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics.

But it’s not just about you – when it comes to data it’s all about availability and access. That’s why we’ll show you how to share your Tableau visualizations. It’s only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions. And really, that’s exactly what this guide is for.

Learning Objectives
  • Find out how to build effective visualizations and dashboards
  • Prepare and clean your data so you can be sure Tableau is finding answers to your questions – not raising more problems
  • Discover how to create advanced visualizations that explain complexity with clarity and style
  • Dig deeper into your data with clustering and distribution models that allow you to analyze trends and make forecasts
  • Learn how to use data storytelling to aid decision-making and strategy
  • Share dashboards and visualizations to cultivate a culture where data is available and valued

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.


Course Notes

Suggested Follow-Ons

Tableau Desktop: Advanced

Related Certifications

Tableau Desktop: Qualified Associate Certification

Certification Notes: Certification exams are administered by third party testing companies. Our courses prepare you for the certification exam, which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.

 

Course Topics

1: CREATING YOUR FIRST VISUALIZATIONS AND DASHBOARD
Connecting to data
Foundations for building visualizations
Visualizing data
Creating bar charts
Creating line charts
Creating geographic visualizations
Using Show Me
Bringing everything together in a dashboard
Summary

2: WORKING WITH DATA IN TABLEAU
The Tableau paradigm
Connecting to data
Managing data source metadata
Working with extracts instead of live connections
Tableau file types
Joins and blends
Filtering data
Summary

3: MOVING FROM FOUNDATIONAL TO MORE ADVANCED VISUALIZATIONS
Comparing values across different dimensions
Visualizing dates and times
Relating parts of the data to the whole
Visualizing distributions
Visualizing multiple axes to compare different measures
Summary

4: USING ROW-LEVEL, AGGREGATE, AND LEVEL OF DETAIL CALCULATIONS
Creating and editing calculations
Overview of the three main types of calculations
Level of Detail calculations
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary

5: TABLE CALCULATIONS
Overview of table calculations
Quick table calculations
Relative versus fixed
Scope and direction
Addressing and partitioning
Custom table calculations
Practical examples
Data densification
Summary

6: FORMATTING A VISUALIZATION TO LOOK GREAT AND WORK WELL
Formatting considerations
Understanding how formatting works in Tableau
Adding value to visualizations
Summary

7: TELLING A DATA STORY WITH DASHBOARDS
Dashboard objectives
Example - is least profitable always unprofitable?
Designing for different displays and devices
How actions work
Example - regional scorecard
Stories
Summary

8: DEEPER ANALYSIS – TRENDS, CLUSTERING, DISTRIBUTIONS, AND FORECASTING
Trending
Clustering
Distributions
Forecasting
Summary

9: MAKING DATA WORK FOR YOU
Structuring data for Tableau
Techniques for dealing with data structure issues
Overview of advanced fixes for data problems
Summary

10: ADVANCED VISUALIZATIONS, TECHNIQUES, TIPS, AND TRICKS
Advanced visualizations
Sheet swapping and dynamic dashboards
Advanced mapping techniques
Using background images
Animation
Summary

11: SHARING YOUR DATA STORY
Presenting, printing, and exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with users of Tableau Server, Tableau Online, and Tableau Public
Additional distribution options using Tableau Server
Summary

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Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Are Tableau Visualizations and Dashboards?

Tableau visualizations and dashboards are powerful tools for bringing data to life. With Tableau, you can make connections to your data sources and create a foundation for building visualizations that bring out the most important insights from your data.

Tableau supports a wide range of visualization types including bar charts, line charts, geographic maps, and many more. With the Show Me feature, you can quickly find the best visualization for your data with just a few clicks.

All of these visualizations are brought together in an interactive dashboard that puts key analytics at your fingertips. Tableau dashboards allow users to easily explore their data and uncover valuable insights that may not be visible in traditional reports.

Tableau is an incredibly powerful tool for data visualization and can help you make better decisions, faster. With its comprehensive suite of features and intuitive user experience, it's no surprise that Tableau is becoming the go-to solution for organizations of all sizes.

What Is Working With Data in Tableau?

Tableau is a powerful data visualization tool that enables users to connect, visualize and share their data. Working with data in Tableau requires an understanding of the Tableau paradigm as well as basic knowledge of how to connect and manipulate data sources. This includes learning how to manage metadata of connected data sources, working with extracts instead of live connections, becoming familiar with Tableau file types, and understanding how to properly join and blend data.

Once the necessary skill set is acquired, working with data in Tableau can be a straightforward process. Data sources can easily be connected using drag-and-drop methods or from pre-built databases and files. Metadata management of the data source ensures that all data fields are properly formatted and labeled. Extracts can be used to limit the number of rows that are being used in a visualization, while Tableau file types allow for further customization. Joining and blending data allows multiple sources to be connected, allowing users to build more complex visualizations. Filters can be applied to restrict which data is being used in a visualization.

By understanding the steps and processes involved with working with data in Tableau, users can easily create dynamic visualizations to gain insight from their data and share their results with others. With the proper knowledge of how to use data within Tableau, users can fully utilize its capabilities for effective data analysis.

What Are Tableau Advanced Visualizations?

Tableau advanced visualizations are incredibly powerful tools for exploring and understanding data. By comparing values across different dimensions, analyzing dates and times, relating parts of the data to the whole, visualizing distributions, and visualizing multiple axes to compare different measures, users can gain a better understanding of their data. With Tableau's advanced visualization capabilities, it is easier than ever to identify patterns and relationships within data quickly, accurately, and efficiently. Tableau's advanced visualizations are essential for businesses looking to make sense of their data and gain meaningful insight into their operations. By taking advantage of these powerful tools, businesses can optimize operations, improve decision-making processes, and maximize efficiency. With the right strategies and approaches, Tableau's advanced visualizations can be a powerful tool for any business.

What Are Tableau Row-level, Aggregate, and Level of Detail Calculations?

Tableau calculations are powerful tools that enable users to analyze their data in more detail. There are three main types of calculations available in Tableau—Row-level, Aggregate, and Level of Detail (LOD) Calculations.

Row-level calculations process each row in a table individually and calculate the result for that specific row. Aggregate calculations, on the other hand, combine multiple values and return a single aggregated result. Level of Detail (LOD) calculations allows for more complex analysis that includes nested expressions and calculations across multiple data sources.

Tableau parameters are also an important tool for creating calculations. Parameters enable users to define variables or filters in their worksheets, allowing for more flexibility and control in their analysis.

In addition to these pre-built Tableau calculations, users can also create ad hoc calculations as needed. This gives them the freedom to customize their analysis and answer more complex questions. To ensure optimal performance, it is important to consider which type of calculation is most appropriate for a particular analysis.

Tableau calculations can be used to gain deeper insights into data, allowing users to make more informed decisions. With the right combination of Row-level, Aggregate, and Level of Detail calculations, along with Tableau parameters, users can analyze their data in greater detail and unlock powerful insights.

It's important to consider performance when utilizing calculations. Tableau provides several built-in features, such as automatic query optimization, that help make sure your analysis runs smoothly and provides the most accurate results. By considering the types of calculations being used and taking advantage of Tableau’s performance optimizations, users can ensure their analysis provides the most accurate and up-to-date results.

By leveraging Tableau calculations and parameters, users can gain deeper insights into their data, allowing them to make more informed decisions. With the right combination of Row-level, Aggregate, and Level of Detail calculations, along with Tableau parameters, users can unlock powerful insights and maximize the value of their data.

What Are Tableau Table Calculations?

Tableau Table Calculations are computations that use additional fields, values, and data sources to analyze your existing data. They can be used to generate new measures or change the way existing ones are displayed. Table calculations allow you to create complex visualizations quickly and easily.

Table calculations have a variety of uses in analytics and business intelligence. You can use them to analyze trends over time, compare performance across different departments or locations, uncover patterns in customer data, and much more.

Quick table calculations are designed to perform basic calculations quickly and easily. With a few clicks, you can calculate the difference between two measures, add together multiple values, divide one measure by another, or sum up all the values in a field.

Table calculations can also be used with relative or fixed references. Relative references will move as you scroll and filter data, while fixed references remain static regardless of the view. This allows for more flexibility when working with larger datasets.

Table calculations also have scope and direction settings that control how the calculation is applied. The scope setting defines which fields are included in the calculation, and the direction setting determines how the calculation is applied to those fields.

Addressing and partitioning are two more concepts you should be familiar with when using table calculations. Addressing refers to what data a calculation is applied to – either specific rows or columns of data or all rows and columns. Partitioning refers to how the calculation is applied within those areas – either by addressing each row or column individually or treating them as one group.

To further customize your table calculations, you can create custom calculations using calculated fields. This allows you to apply more complex formulas and functions to your data, giving you greater control over how it is displayed.

Table calculations can also be used to address data densification or the creation of additional rows in a dataset. This allows you to visualize trends more accurately by adding more granular data points where there may have been gaps before. This can help to uncover subtle changes that may have gone unnoticed in traditional datasets.

Table calculations are powerful tools that can be used to quickly and easily gain deep insights into your data. With a few clicks, you can transform complex datasets into meaningful visualizations that allow you to uncover patterns, compare performance across different departments or locations, and much more.

What Is Tableau Visualization Formatting?

Tableau is a powerful data visualization tool that allows users to easily build stunning visualizations and dashboards. However, formatting visualizations in Tableau is an important part of creating effective and engaging visuals. Formatting considerations include selecting the right type of chart or graph, choosing the right colors and fonts, as well as making sure that any text or labels are easy to read.

It is important to understand how formatting works in Tableau, as it can help to ensure that the visualizations and dashboards created in the platform are effective and engaging. This can be done by paying attention to the basic principles of good design, such as color theory, typography, and grid-based layouts. Formatting considerations should also be focused on how the visuals will be used and what goals need to be achieved by presenting information in this way.

Adding value to visualizations through proper formatting can help to ensure that data is presented in a meaningful and impactful way. This could involve highlighting key insights or trends through bold colors and fonts, or displaying information in an easy-to-understand way by using the right chart type and labels. Proper formatting can also help to maintain consistency throughout all of the visualizations created with Tableau, which helps to make sure that data is communicated clearly and efficiently.

By taking into account these formatting considerations when creating visualizations within Tableau, users can ensure that data is presented effectively and engagingly. This will help to ensure that key insights and trends are easily communicated, which will add value to the visuals created. With the right approach to formatting visualizations, Tableau can be a powerful tool for communicating data effectively and helping users make more informed decisions.

What Is Telling a Data Story With Tableau Dashboards?

Telling a data story with Tableau dashboards is an effective way to present analytics in an impactful and engaging manner. Dashboard objectives, including the desired outcome of stimulating action on the part of stakeholders, should be taken into consideration when designing a dashboard. It’s important to ensure that the design is responsive for different displays and devices, such as laptops and mobile phones with different screen sizes. Making sure that buttons and other interactive elements are intuitive and easy to use is essential for an effective dashboard. Understanding how actions work in Tableau can help to create powerful dashboards that enable users to filter data without even having to write a single line of code. By creating dashboards with the story of data and insights at their core, communicators can bring to life compelling visualizations that help stakeholders make informed decisions.

What Are Tableau Trends, Clustering, Distributions, and Forecasting?

Tableau Trends is a powerful data analytics tool that allows users to quickly identify and track patterns in their data. With Tableau, you can use interactive visuals to detect trends in real time. This makes it easier to spot changes in your data that could indicate opportunities or threats within your business.

Clustering is a technique used to group related data points to identify patterns. With Tableau, you can leverage clustering algorithms to analyze clusters of data and gain insights that you may not have been able to see before. Understanding the underlying structure of your data sets, allows you to discover hidden relationships that can be used to make better decisions.

Tableau Distributions are used to identify the spread of data. With this, users can determine whether their data is normally distributed or skewed in any particular direction. This allows you to compare different distributions and gain insights into how your data behaves over time.

Tableau Forecasting is a tool that provides predictive analytics for businesses. By analyzing past trends and data points, Tableau Forecasting can predict future customer behavior and identify trends that could indicate opportunities or risks in the future. This allows businesses to make informed decisions based on accurate forecasts of future business performance.

With the help of these features, Tableau can be used to gain a deeper understanding of your data and how it behaves over time. By leveraging Tableau Trends, Clustering, Distributions, and Forecasting, businesses can make informed decisions that will help them identify opportunities and risks within their data sets. This makes Tableau a powerful tool to use when analyzing complex data sets.

What Are Tableau Data Structuring Best Practices?

When structuring data for Tableau, it is important to consider both the source of the data and the visualization goals. Tableau provides tools that can help prepare and shape data to better meet the needs of your visualization, but understanding best practices before diving into creating visualizations can save time and effort in the long run.

The most important best practices to consider when structuring data for Tableau include understanding the structure of your data, cleaning and organizing data, adding calculated fields, and creating parameters.

Understanding the structure of your data is key to making sure it is ready to be used in Tableau. This involves looking at the columns and rows of your data set to identify any inconsistencies or missing data, as well as the types of data present—numeric, string, date/time, geographic, etc.

Once you are familiar with the structure of your dataset, it is important to clean and organize the data. This can involve removing unnecessary columns or rows and formatting all cells for consistency. Tableau provides several tools that can help you clean and organize your data, such as its Data Interpreter and secondary data sources.

Adding calculated fields is a great way to add more value to your visualization by creating new metrics or using existing measures in novel ways. Tableau’s calculation editor allows users to create complex calculations without ever leaving the visualization interface.

Creating parameters in Tableau can provide even more control over your data without requiring additional effort. Parameters allow you to change the underlying data of a visualization on the fly, giving users an easy way to filter their results and explore various parts of their data sets.

By following these best practices for structuring data in Tableau, you can ensure that you are creating accurate and effective visualizations. It is important to consider the source of your data and the visual goals before diving into creating visualizations, as this can save time and effort down the line. Taking advantage of Tableau’s tools for cleaning and organizing data, adding calculated fields, and creating parameters can help you structure your data most effectively.

What Are Advanced Tableau Visualizations, Techniques, Tips, and Tricks?

Advanced Tableau visualizations, techniques, tips, and tricks offer additional ways to present data in creative and impactful ways. Sheet swapping is a great way of allowing viewers to switch between different types of visualizations while still maintaining the same context. This technique makes it easy to compare performance or growth trends across multiple categories without having to perform any manual calculations. Dynamic dashboards are also useful for quickly displaying information more interactively, allowing users to explore and manipulate data without having to switch between different views or sheets.

Advanced mapping techniques provide additional tools for understanding geospatial trends. By using background images as the backdrop for maps and using other aesthetic enhancements, it's possible to create visually stunning and engaging visualizations that can draw attention to important patterns or trends. Animation can also be used to further augment data-driven stories by providing an interactive component, allowing users to see the evolution of data points over time.

By employing these advanced Tableau techniques, tips, and tricks, it's possible to take your dashboard visualizations to the next level and create an interactive experience that can be used to effectively communicate data-driven stories.

By leveraging these advanced techniques, tips, and tricks, it's possible to build engaging and visually stunning Tableau dashboards that can effectively communicate data-driven stories. By taking the time to explore these advanced topics, it's possible to unlock the full potential of Tableau and create more impactful visualizations.

What Are Tableau Sharing Options?

Tableau allows users to share workbooks and visualizations in several different ways. Presenting, printing, and exporting are options available in all editions of Tableau Desktop. Sharing with other users of Tableau Desktop or Tableau Reader is also possible. For collaborative interactions within an organization, sharing via a Tableau Server, Tableau Online, or Tableau Public can be used. Distributing with an additional level of security is possible by using Tableau Server, which offers a wide range of options such as embedding, permissions settings, and access to refreshable extracts. With Tableau’s comprehensive sharing capabilities, users can effectively communicate their insights and data stories across the organization.

The different types of sharing options available in Tableau are designed to fit the varying needs of data users and help them to collaborate with ease. Whether it’s distributing a workbook within an organization or publishing it to the public, Tableau provides many ways for users to share their insights. With these options, they can securely publish and share their work with the world—or keep it private for internal use only.

No matter how users choose to share their data, Tableau provides all the necessary tools to ensure that they can securely and easily collaborate on projects while keeping their data secure. With its sharing options, Tableau enables people to effectively communicate and share insights with others.

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