Tableau Essential Training (2023)

Course details

Tableau is a powerful and versatile data analytics and visualization tool that many consider indispensable for data science work. Its drag-and-drop interface makes it easy to sort, compare, and analyze data from multiple sources, including Excel, SQL Server, and cloud-based data repositories. In this course, learn how to analyze and display data using Tableau 2023—and make better, more data-driven decisions for your company. Instructor Curt Frye shows how to install Tableau, connect to data sources, and sort and filter your data. Curt uses real-world examples to demonstrate how to create and manipulate data visualizations—including highlight tables, charts, scatter plots, histograms, maps, and dashboards—and shows how to share your visualizations.

Concepts

0. Introduction

01 - Apply the power of Tableau 2023 to your data
02 - What you should know before starting

1. Introducing Tableau

03 - Download Tableau
04 - Install Tableau drivers
05 - Introduce Tableau file types
06 - Get help in Tableau

2. Managing Data Sources and Visualizations

07 - Connect to a data source
08 - Join related data sources
09 - Join data sources with inconsistent field names
10 - Clean up source data
11 - Reorder fields in a visualization
12 - Change the summary operation
13 - Split text into multiple columns

3. Managing Tableau Worksheets and Workbooks

14 - Display the data underlying a workbook
15 - Add, duplicate, and rename worksheets
16 - Reorder, clear, and delete worksheets
17 - Change a worksheet s tab color
18 - Show or hide worksheet elements
19 - Save your changes
20 - Save your workbook as a PDF file
21 - Create a packaged workbook
22 - Export data to a CSV file
23 - Export visualizations to PowerPoint

4. Creating Custom Calculations and Fields

24 - Present Tableau operators and built-in functions
25 - Create a calculated field
26 - Create a calculated field on a shelf
27 - Add a table calculation
28 - Use Level of Detail Expressions

5. Analyzing Data

29 - Calculate averages, medians, minimums, and maximums
30 - Count occurrences and distinct items
31 - Display the Summary Card
32 - Calculate percentages within a table
33 - Forecast future values

6. Sorting and Filtering Tableau Data

34 - Sort based on a field s values
35 - Create a nested sort
36 - Create a selection filter
37 - Create a wildcard filter
38 - Create a condition filter
39 - Create a top filter
40 - Edit, clear, and delete filters
41 - Filter data using parameters
42 - Edit and delete parameters

7. Defining Groups and Sets

43 - Define a group
44 - Define a group for other values
45 - Find members of a group
46 - Edit and delete groups
47 - Define a set
48 - Create summaries using sets
49 - Combine sets
50 - Edit and delete sets

8. Creating Basic Visualizations

51 - Create column and stacked column charts
52 - Create line charts and area-fill charts
53 - Create pie charts
54 - Create scatter plots
55 - Identify data clusters
56 - Create histograms
57 - Summarize data using a smart histogram
58 - Create a treemap

9. Formatting Tableau Visualizations

59 - Change the visual summary type
60 - Change the appearance of your data
61 - Set a default format for a field
62 - Display a visualization in Presentation mode
63 - Create a highlight table
64 - Display a viz in a tooltip

10. Annotating and Formatting Visualizations

65 - Annotate a visualization
66 - Format chart elements
67 - Change the order of fields in a visualization
68 - Add a trend line to a chart
69 - Add reference lines and quartile indicators

11. Mapping Geographic Data

70 - Create a basic map
71 - Add and remove map layers
72 - Enhance map analysis using distance measurement tools
73 - Disable pan and zoom in maps
74 - Define custom regions

12. Creating Dashboards and Actions

75 - Present data using Storylines
76 - Create a dashboard
77 - Arrange and resize dashboard elements
78 - Replace a worksheet in a dashboard quickly
79 - Define a filter action
80 - Define a highlight action
81 - Define parameter actions

Conclusion

82 - Additional resources