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Course Outline

Introduction

  • Tableau installation and setup
  • Overview of Tableau software
  • Exploring the Tableau user interface

Connecting to your data

  • Available data connection types
  • Data simplification and preparation
  • Joining database sources
  • Inner, outer, left, and right joins
  • Blending multiple data sources within a single worksheet

Managing data in Tableau

  • Utilising multiple measures in a view
  • Displaying relationships between numerical values
  • Viewing specific data points
  • Tailoring your data presentation
  • Distinguishing between dimensions and measures
  • Data types: discrete versus 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 times

Data analysis using table calculations

  • Implementing quick table calculations
  • Understanding scope and direction
  • Addressing and partitioning techniques

Organisation, filtering, sorting and grouping

  • Structuring your data
  • Slicing data by date
  • Simplifying and sorting data sets
  • Advanced filtering and visibility options
  • Exploring various ordering and grouping methods
  • Utilising sorts, groups, bins, and sets

Parameters in Tableau

  • Creating parameters
  • Integrating parameters into calculated fields
  • Configuring parameter control options
  • Enhancing analysis and visualisations through parameters

Creating basic and advanced visualisations

  • Cross tabs
  • Geographic maps, heat maps, and tree maps
  • Pie charts and bar charts
  • Visualising date and time data
  • Stacked bars and area charts
  • KPI charts
  • Dual-axis and combined charts using different mark types
  • Highlight tables
  • Scatter plots

Advanced formatting

  • Labels
  • Legends
  • Tooltips
  • Emphasising data with reference lines
  • Annotations

Communicating data insights via dashboards

  • Dashboard architecture
  • Filter actions
  • Parameters
  • Highlight actions
  • URL actions

Trends and forecasting

  • Interpreting and customising trend lines
  • Distributions
  • Forecasting techniques

Sharing your work

  • Publishing dashboards
  • Utilising extracts rather than live connections
  • Metadata and connection sharing

Summary and next steps:

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

Requirements

No prior technical or analytical experience is necessary.

Setup requirements:
None required

Target audience:
This course is ideal for learners who are new to Tableau, seeking a refresher on existing skills, or looking to explore the platform in greater depth.

 28 Hours

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Price per participant

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