Duration: 1 Day
Course Overview
Designed for the beginner to intermediate level, Tableau Fundamentals is for anyone who works with data – regardless of technical or analytical background. This course teaches the important concepts and techniques used in Tableau Desktop. Attendees will learn how to build a wide variety of visualisations, combining them into interactive dashboards.
How can I attend my course?
COURSE OBJECTIVES
Visualise data using the Tableau software
Course Content
Tableau Basics for Desktop
• The Tableau Product Line
• Key Terminology
• Icons and visual cues
• Getting started
• Dimensions & Measures
Connecting to Data
• Creating a Live Data Connection
• Saving and Editing a Data Source
• Metadata Grid
• Sharing a Data Source
• Exporting to an image file
• Exporting Data only
• Changes to the Data
• Sharing Options
Filtering and Sorting Data
• Filtering Data
• Creating Date Filters
• Sorting Data
Organising Data
• Using Groups
• Creating Hierarchies
• Using Hierarchies
Working with Dates
• Slicing Data by Date
• Defining Discrete and Continuous Dates
• Using Discrete Date Parts
• Defining a Fiscal Year
• Creating Custom Dates
Using Multiple Measures in a View
• Using Measure Values and Measure Names
• Creating Combo Charts
• Creating Combined or Shared Axis Charts
• Creating Dual Axis Charts
Showing the relationship between Numerical Values
• Creating Scatter Plots
• Creating Sets
• Using Sets
Mapping Data Geographically
• Mapping in Tableau
• Geographic Mapping
• Background Maps and Layers
• Navigation and Selection in Maps
Using Specific Values
• Creating Heat Maps
• Creating Crosstabs
• Creating Grand Totals, Sub-Totals and Changing Aggregation
Customising Data
• Calculation Types
• Creating Calculated Fields
• Strings, Dates and Type Conversation Functions
Quick Table Calculations
• Creating Quick Table Calculations
• Running Totals
• Displaying Year over Year Change
• Using Rank
Showing Breakdowns of the Whole
• Pie Charts and Parts of the Whole
• Creating Tree Maps
Viewing Distributions
• Bins and Histograms
• Box Plots
• Whisker Plots
Highlighting Data with Reference Lines
• Using Reference Lines
• Reference Bands
• Using the Analytics Pane
• Instant Analytics
Making your Views Available
• Dashboards
• Dashboard Actions