TTDTAB001: Introduction to Tableau | Tableau QuickStart
About this Course
Introduction to Tableau Basics / Tableau Quickstart is a one day course designed to familiarize you with Tableau’s most popular functions while providing with hands-on practice with a few key essential skills you’ll need to create basic reports and data visualizations. Working in an engaging learning environment led by our expert Tableau practitioner, you’ll learn how to simplify, sort, organize and modify your data or data sources, and then how to move from creating simple to a variety of complex visualizations, exploring a wide-variety of commonly used visualization types. You’ll also learn how to combine your visualizations into interactive dashboards and publish them to the web, or share them with others.
You’ll exit this course armed with a good understanding of features and benefits of using Tableau, able to organize simple data sets and create a few basic visualizations using a few common types. If you want a deeper dive look at Tableau or more extensive hands-on, please see our Tableau Training Suite for options and learning paths to guide you deeper into your hands-on data journey.
Audience Profile
This is an introductory-level Tableau course geared for attendees new to using the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions.
At Course Completion
Working in a light hands-on learning environment led by our expert facilitator, students will learn how to:
· Understand Tableau terminology
· Use the Tableau interface / paradigm to effectively create powerful visualizations
· Simplify, sort and organize your data
· Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
· Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations
· Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
· Analyzing Data with Quick Table Calculations
· Handle changes in your data source such as field addition, deletion or name changes.
· Share your visualizations with others.
· Combine your visualizations into Interactive Dashboards and publish them to the web.
· Represent your data using the following visualization types including:
· Cross tabs; Heat maps; Distribution charts; Tree maps; Pie charts and bar charts; Dual axis and combo charts with different mark types; Box plots; Highlight tables; Scatter plots
Outline
1. Simplifying and Sorting Your Data
· Data Filtering
· Creating Date Filters
· Sorting
2. Organizing Your Data
· Using Groups
· Creating and Using Hierarchies
3. Slicing Your Data by Date
· Working with Dates in Tableau
· Using Discrete Date Parts
· Defining a Fiscal Year
· Creating Custom Dates
4. Using Multiple Measures in a View
· Using Measure Values and Measure Names in a View
· Combo Charts
· Combined or Shared Axis Charts
· Creating Dual Axis Charts
5. Showing the Relationship between Numerical Values
· Creating Scatter Plots
· Using Sets
6. Viewing Specific Values
· Creating Heat Maps
· Creating Crosstabs
· Creating Highlight Tables
· Grand Totals, Sub-Totals, and Changing Aggregation
7. Customizing Your Data
· Calculation Types
· Parts of a Calculated Field
· Options for Creating Calculated Fields
· Strings, Dates, and Type Conversion Functions
· Calculations and Aggregations
8. Analyzing Data with Quick Table Calculations
· Using Quick Table Calculations
9. Showing Breakdowns of the Whole
· Pie Charts and Parts of the Whole
· Creating Tree Maps
10. Viewing Distributions
· Bins and Histograms
· Box and Whisker Plots
11. Making Your Views Available
· Building Dashboards
· Dashboard Actions
Prerequisites
Individuals working with data-regardless of technical or analytical background are a fit for this course. Attendees should have familiarity with using Microsoft Excel.