Tableau Desktop Introduction Training

• The Tableau Environment
  • Tableau Products
  • What is a Data Visualization?
  • The Viz
  • The Start Page
  • The Tableau Interface
  • Workbooks and Sheets
  • Navigating Workbooks and Sheets
• Connecting to Data
  • The Role of Data in Tableau
  • Static vs. Live Data Sources
  • Types of Data Sources
  • Establishing a Data Connection
  • Editing a Data Source
  • Data Source Page
  • Data Grid vs. Metadata Grid
  • Refreshing a Data Source
  • What Happens When You Connect to Data?
• Creating a Visualization
  • The Data Pane
  • Data Types
  • Changing Data Types
  • Dimensions and Measures
  • Tableau-Generated Fields
  • Understanding Dimensions
  • Understanding Measures
  • Searching for a Field
  • Understanding Shelves
  • Building a View
  • The View Area
  • What is Show Me?
• Saving, Publishing, and Sharing
  • Saving Visualizations
  • Publishing Visualizations
  • Saving Data Sources
  • Location of Saved Data Sources
  • Publishing Data Sources
• Chart Types and Uses
  • Tabular Data (Crosstabs or Pivot Tables)
  • Pie Charts
  • Line Charts
  • Bar Charts
  • Heat Maps (Density Maps)
  • Highlight Tables
  • Treemap Charts
  • Gantt Charts
  • Bullet Graphs
  • Scatterplots
  • Types of Correlation
  • Outliers
  • Histograms
• Discrete vs. Continuous
  • Discrete vs. Continuous
  • Converting Fields Between Discrete and Continuous
  • Using Totals and Aggregation
  • Understanding Discrete and Continuous Time
  • Convert a Measure to a Dimension
• Adding Visual Details
  • Understanding Marks
  • Marks Card
  • Text Mark
  • Shape Mark
  • Bar Mark
  • Line Mark
  • Titles and Captions
  • Legends
  • Tooltips
  • Tooltip Command Buttons
  • Annotations
  • Creating Annotations
  • Formatting Annotations
• Formatting Basics
  • Formatting a Workbook
  • Themes
  • Editing Axes
  • Changing Axis Range
  • Editing Tick Marks
  • Formatting Fields
  • Formatting Field Labels
  • Formatting Numbers and Null Values
  • Resizing Tables and Cells
• Working with Multiple Measures
  • Working with Multiple Measures in a View
  • Adding Individual Axes for Each Measure
  • Creating Combined (Blended) Axis Charts
  • Understanding a Dual Axis Chart
  • Creating a Dual Axis Chart
• Organizing, Filtering, and Sorting
  • Hiding Fields
  • Data Properties
  • Renaming Fields
  • Creating Aliases
  • Sorting Data
  • Sorting Options
  • Creating Folders
  • Creating Hierarchies
  • Using Hierarchies
  • Drill Up or Down a Hierarchy
  • Understanding Filters
  • Creating Filters
  • Applying a Filter
  • Filtering Qualitative Data (Dimensions)
  • Filtering Quantitative Data (Measures)
  • Creating Groups
  • Creating Sets
• Mapping Data Geographically
  • Understanding Mapping Concepts
  • Latitude and Longitude
  • Working with Location Data
  • Creating a Simple Map
  • The View Toolbar
• Using Calculations
  • Understanding Calculations
  • Creating a Calculated Field
  • Formatting Calculations
  • Working with Functions
  • Working with Aggregates
  • Applying Quick Table Calculations
• Creating Dashboards
  • What is a Dashboard?
  • Building a Dashboard
  • Dashboard Interactivity
  • Creating Dashboards for Different Devices
  • Dashboard Size Options
  • Tiled vs. Floating Items
  • Switching Between Tile or Float
• Creating Stories
• What is a Story?
• The Story Workspace
• Creating a Story

Before Taking this Class

Participants should be comfortable using a computer and have a basic understanding of data concepts such as rows, columns, and types of charts. No prior experience with Tableau or data visualization is required.

Software/Setup For this Class

Tableau Desktop