Tableau Desktop Level 1: Introduction Course Outline

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

SPECIAL AFTER-HOURS CLASS
This class is part of our special after-hours series of events that meet after the regular workday, typically on Monday through Thursday evenings. Below is some additional background information on our after-hours classes.

When does the class meet?
To see the class meeting times for your time zone, hover the mouse over the date listed on this outline page and the class times will pop up. Classes typically start at 8 pm Eastern, 7 pm Central, 6 pm Mountain, and 5 pm Pacific. Classes meet from 2 to 3 hours each night, depending on the particular class.

Where does the class meet?
All After-Hours classes must be taken from your home or office. If you want to attend a class from one of our physical training locations, you will need to take the version of this class that meets during the regular weekday. Follow this link to see our weekday class schedule and review the list of over 300 locations available when you enroll.
Tableau Desktop Level 1: Introduction Weekday Class

Is this the same content as the daytime class?
The instructor will review the most important topics during the live instructor-led session. However, the duration of the evening class is slightly less than the daytime class. To compensate for the reduced hours, we include our ONLC On-Demand content. These are self-study materials that will not only fill in the gaps in your learning, but you will also give you the opportunity to review concepts for 6 months after the class. In addition, should you not be able to attend one of the evening sessions, you will have the On-Demand content to bring you back up to speed. We've got you covered!

What software and hardware is needed?
- You need just a basic computer with an internet connection. The software will be loaded on our servers and you will connect to that computer. (So no software is needed on your computer). Here's a more detailed list:
- At least 1 monitor (Dual monitors or 2 devices would be helpful, but not required.)
- Audio Connection. You can use audio from your computer with a microphone (a standalone microphone, headset, or even a camera that has a microphone.) Most laptops will have a built-in microphone and speaker.Or use your cell phone.

Overview
Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern businesses. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent…

We’ll make sure you’re well prepared to take full advantage of Tableau's features. Whether you’re an experienced data analyst that wants to explore 2016’s new Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data preparation, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You’ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics.

But it’s not just about you – when it comes to data it’s all about availability and access. That’s why we’ll show you how to share your Tableau visualizations. It’s only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions. And really, that’s exactly what this guide is for.

Features
• Create stylish visualizations and dashboards that explain complexity with clarity
• Learn effective data storytelling to transform how your business uses ideas and makes decisions
• Explore features in Tableau that will help you redefine what business analytics means to your organization

Learning
• Find out how to build effective visualizations and dashboards
• Prepare and clean your data so you can be sure Tableau is finding answers to your questions – not raising more problems
• Discover how to create advanced visualizations that explain complexity with clarity and style
• Dig deeper into your data with clustering and distribution models that allow you to analyze trends and make forecasts
• Learn how to use data storytelling to aid decision-making and strategy
• Share dashboards and visualizations to cultivate a culture where data is available and valued


Audience
This two-day course is designed for the beginner Tableau user. It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards.

Prerequisites
Before attending this course, students should have experience using Microsoft Excel.

Certification Options
This class, when combined with our Tableau Level 2 class, offer a strong foundation in preparation for the Tableau Qualified Associate Exam. Exam prep guide is shown here: mkt.tableau.com/files/Desktop-9-QA-Prep-Guide.pdf

Course Outline

1. Introduction to Business Intelligence
--Overview of BI
--Overview of Tableau Environment
--Putting it all together

2. Data Connections
--Getting to data from Tableau Desktop
--Learning the basics of visualizing data
--Visualizing business needs

3. Transforming Data
--Why transform data?
--Data Blends
-- Data Joins

4. Calculations in Tableau
--Data Aggregates
--Calculation Wizards
--Table Calculations
--Customized Calculations

5. Advanced Calculations
--Strings
--Floor and Ceiling
--Dates

6. Parameters and Filters
--Basics of Filtering
--Basics of Parameters
--Putting it all together

7. Sorting
--Ascending and Descending Order manually
--Computes and Sorting
--Nested Sorting

8. Grouping Techniques
--Sets
--Combining Fields

9. Formatting
--Colors
--Custom Colors
--Highlighters

10. Map Basics
--Layers
--Editing
--Customizing

11. Visualizations
--Understanding Charts
--Text Charts
--Visual Charts
--Time Charts
--Trend Charts

12. Introduction to Dashboards
--Designing
--Actions
--Stories

13. Server Deployment (Demo Only)
--What is Tableau Server?
--Working with Users
--Working with Projects
--Working with Groups
--Publishing Data Sources
--Publishing Visualizations
--Securing Projects
View outline in Word

ETBI10

Attend hands-on, instructor-led Tableau Desktop Level 1: Introduction training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.