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Learning Tableau

Simplify your data analysis - learn Tableau, the leading business intelligence software, and create clear, impactful visualizations for better decision-making.

(TABLEAU.AJ1) / ISBN : 978-1-64459-574-9
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About This Course

This Tableau course is specially designed with IT professionals in mind. It teaches you how to take your data analysis skills to the next level. You'll learn to connect to any data source, create clear and impactful visualizations, and build dashboards that effectively communicate insights. We'll also cover data cleaning techniques, providing a detailed Tableau overview, a powerful tool for streamlining data prep.

Skills You’ll Get

  • Create basic and advanced visualizations like bar charts, line charts, bullet graphs, Gantt charts, stacked bar charts, and maps.
  • Manage data sources, extract insights, and handle different formats of files.
  • Filter data, perform calculations (row-level, aggregate-level, and Level of Detail), and use parameters for dynamic analysis.
  • Design and build dashboards to communicate insights effectively.
  • Perform operations like union, join, blend, and aggregate calculations to structure data for analysis. 
  • Learn calculations, filters, and aggregators to handle messy data and prepare it for optimal analysis in Tableau.
  • Use Tableau Prep for data cleansing and workflow optimization.

Download Course Outline

1

Introduction

  • Who this course is for
  • What this course covers
  • To get the most out of this course
2

Taking Off with Tableau

  • Foundations for building visualizations
  • Visualizing data
  • Using Show Me
  • Putting everything together in a dashboard
  • Summary
3

Connecting to Data in Tableau

  • The Tableau paradigm
  • Connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
  • Using sets and groups
  • Filtering data
  • Summary
4

Moving Beyond Basic Visualizations

  • Comparing values
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures
  • Summary
5

Starting an Adventure with Calculations and Parameters

  • Introduction to calculations
  • Row-level calculations
  • Aggregate calculations
  • Parameters
  • Practical examples of calculations and parameters
  • Performance considerations
  • Summary
6

Leveraging Level of Detail Calculations

  • Overview of level of detail
  • Level of detail calculations
  • Examples of fixed level of detail calculations
  • Examples of include level of detail expressions
  • Example of exclude level of detail calculations
  • Summary
7

Diving Deep with Table Calculations

  • An overview of table calculations
  • Creating and editing table calculations
  • Quick table calculations
  • Fundamental table calculation concepts
  • Custom table calculations
  • Practical examples
  • Summary
8

Making Visualizations that Look Great and Work Well

  • Visualization considerations
  • Leveraging formatting in Tableau
  • Adding value to visualizations
  • Summary
9

Telling a Data Story with Dashboards

  • Introduction to dashboards
  • Designing dashboards in Tableau
  • A dashboard to understand profitability
  • Designing for different displays and devices
  • Interactivity with actions
  • A regional scorecard dashboard
  • Stories
  • Summary
10

Visual Analytics: Trends, Clustering, Distributions, and Forecasting

  • Trends
  • Explain Data
  • Clustering
  • Distributions
  • Forecasting
  • Summary
11

Advanced Visualizations

  • Advanced visualizations – when and why to use them
  • Slope charts and bump charts
  • Waterfall charts
  • Step lines and jump lines
  • Sparklines
  • Dumbbell charts
  • Unit/symbol charts
  • Marimekko charts
  • Animated visualizations
  • Enhancing analysis with animation
  • Enhancing data storytelling with animation
  • Summary
12

Dynamic Dashboards

  • Show/Hide buttons
  • Sheet swapping
  • Basic principles of sheet swapping
  • Using sheet swapping to change views on a dashboard
  • Automatically showing and hiding other controls
  • Summary
13

Exploring Mapping and Advanced Geospatial Features

  • Overview of Tableau maps
  • Rendering maps with Tableau
  • Using geospatial data
  • Leveraging spatial functions
  • Creating custom territories
  • Map layers
  • Tableau mapping – tips and tricks
  • Plotting data on background images
  • Summary
14

Integrating Advanced Features: Extensions, Scripts, and AI

  • Tableau Dashboard Extensions
  • Tableau analytics extensions
  • AI with CRM Analytics (Einstein Discovery)
  • Summary
15

Understanding the Tableau Data Model, Joins, and Blends

  • Explanation of the sample data used in this lesson
  • Exploring the Tableau data model
  • Using joins
  • Using blends
  • When to use a data model, joins, or blends
  • Summary
16

Structuring Messy Data to Work Well in Tableau

  • Structuring data for Tableau
  • The four basic data transformations
  • Overview of advanced fixes for data problems
  • Summary
17

Taming Data with Tableau Prep

  • Getting ready to explore Tableau Prep Builder
  • Understanding the Tableau Prep Builder interface
  • Flowing with the fundamental paradigm
  • Using parameters in Tableau Prep Builder
  • Options for automating flows
  • Summary
18

Sharing Your Data Story

  • Presenting, printing, and exporting
  • Sharing with users of Tableau Desktop and Tableau Reader
  • Sharing with users of Tableau Server, Tableau Cloud, and Tableau Public
  • Summary

1

Taking Off with Tableau

  • Creating a Connection in a New Workbook
  • Creating a Bar Chart
  • Creating a Line Chart
  • Creating Filled, Symbol, and Density Maps
  • Using the Show Me Toolbar
  • Building a Dashboard
2

Connecting to Data in Tableau

  • Viewing the Aggregate Data
  • Connecting to an Excel File
  • Managing Metadata
3

Moving Beyond Basic Visualizations

  • Building a Bullet Chart
  • Building a Bar-in-Bar Chart
  • Highlighting Categories of Interest
  • Creating a Gantt Chart
  • Creating a Stacked Bar Chart
4

Starting an Adventure with Calculations and Parameters

  • Performing Aggregate Calculations
  • Enhancing the User Experience, Analysis, and Visualizations
5

Diving Deep with Table Calculations

  • Performing a Quick Table Calculation
6

Telling a Data Story with Dashboards

  • Creating a Dashboard and Implementing Actions
  • Using a Set Action
  • Creating a Regional Scoreboard
  • Creating a Story
7

Structuring Messy Data to Work Well in Tableau

  • Creating a Union

Any questions?
Check out the FAQs

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Tableau is a leading business intelligence (BI) software that allows you to connect to data, create visualizations, and build dashboards to explore and communicate insights from your data.

Yes, Tableau is a valuable skill for many IT professionals. It allows you to represent data into clear and actionable insights, which is crucial for data-driven decision-making.

This course is designed for anyone who wants to learn how to use Tableau for data analysis and visualization.

This course gives you access to the Tableau version 2022.

Yes, you will have access to the course materials for 1 year after completing the course. For instructors, your students will have access to the course content for 6 months.

Yes, most of our Tableau courses include hands-on labs where you can practice connecting to data, creating visualizations, and building dashboards.

Learning Tableau can significantly boost your career in several ways: 

  • Increased job opportunities 
  • Enhanced career advancement
  • Improved problem-solving skill
  • Improved decision-making process

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