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Course Outline

Introduction

  • Installing and setting up Tableau
  • Overview of the Tableau Software suite
  • Navigating the Tableau User Interface

Connecting to your data

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

Working with Data in Tableau

  • Utilising multiple measures within a view
  • Demonstrating relationships between numerical values
  • Viewing specific data points
  • Customising data presentation
  • Understanding dimensions versus measures
  • Data types: discrete versus continuous for measures

Creating calculations in Tableau

  • Row-level calculations
  • Aggregate calculations
  • Numeric, string, and date calculations
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Managing dates and times

Analyzing Data with Table Calculations

  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning

Organizing, Filtering, Sorting & Grouping

  • Organising your data
  • Slicing data by date
  • Simplifying and sorting data
  • Advanced filtering and hiding options
  • Exploring various options for ordering and grouping data
  • Sort, Groups, Bins, and Sets

Parameters in Tableau

  • Creating parameters
  • Using parameters in calculated fields
  • Parameter control options
  • Enhancing analysis and visualizations with parameters

Building Basic and Advanced Visualizations

  • Cross tabs
  • Geographic maps, heat maps, and tree maps
  • Pie charts and bar charts
  • Date and time visualizations
  • Stacked bars and area charts
  • KPI charts
  • Dual axis and combined charts with varying mark types
  • Highlight tables
  • Scatter plots

Advanced formatting

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

Telling a Data Story with Dashboards

  • Dashboard framework
  • Filter actions
  • Parameters
  • Highlight actions
  • URL actions

Trends and Forecasting

  • Understanding and customizing trend lines
  • Distributions
  • Forecasting

Sharing your work

  • Publishing the dashboard
  • Working with extracts instead of live connections
  • Metadata and sharing a connection

Summary and Next Steps:

  • Knowledge test and hands-on project at the end of the course
  • Helpful resources for further learning

Requirements

No prior technical or analytical experience is necessary.

Technical Setup Requirements:
None required

Target Audience:
This programme is ideal for learners who are new to Tableau, require a refresher, or wish to deepen their understanding of the software.

 28 Hours

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