Course duration
- 2 days
Course Benefits
- Navigate the Tableau Desktop user interface
- Connect to Data Sources
- Create simple visuals
- Analyze data using filters, hierarchies, groups, sets, and sorting
- Create calculations
- Share data with others
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private classes are delivered for groups at your offices or a location of your choice.
Course Outline
- Introduction to Tableau
- What is Tableau?
- Tableau Terminology
- User Interface Layout
- Build your First View
- Connecting to Data
- Tableau Ready Data Files
- Data Source Connectors
- Data Source Page
- Data Extract (TDE vs HYPER)
- Save Data Source
- Close Data Source
- Understanding Data Fields
- Data Types
- Data Roles
- Tableau-Generated Fields
- Special Values
- Analyzing Data
- Filters
- Highlighters
- Sorting
- Hierarchies
- Groups
- Sets
- Calculations
- Calculation Types
- Formula Editor
- Quick Editor
- Operators and Precedence
- String and Date Calculations
- Logic Statements
- Totals
- Quick Table Calculations
- Charts
- Highlight Table
- Bar Chart
- Text Table
- Line Chart
- Combined Charts
- Histogram
- Pie Chart
- Treemap
- Heat Map
- Scatter Plots
- Motion Chart
- Formatting
- Visual Best Practices
- General Formatting
- Workbook Formatting
- Mark Labels
- Reference Lines
- Parameters
- Overview of Parameters
- Using Parameters
- Dashboards
- Overview of Dashboards
- Building a Simple Dashboard
- Actions
- Story Points
- Overview of Story Points
- Create a Story
- Fit Visuals to Story
- Annotate a Story
- Update a Story
- Saving, Exporting, and Publishing
- Publish Workbooks
- Save and Export Workbooks
- Create a PDF
- Save and Use Image in External Application
- Publish Data Source
- Downgrading the Workbook Version
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Tableau class:
- Experience managing data with Microsoft® Excel or Google Sheets.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.