Tableau Desktop Level 1: Introduction Course Outline
(2 days)
Version 9.0/10.0
*** WARNING: High Volume Class, Sign Up Early ***
Tableau is our most popular series of classes. A green flag beside a date on the right means that a session has met the minimum enrollment levels and is running. However, it is common for dates for this course to fill weeks in advance. Even if a date has a green flag, you might not be able to get into that session if it is full. To avoid disappointment, it is best to register for this class at least three weeks in advance.
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 10’s new 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 all the new features in Tableau 10 and start to 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
Version
This course will be taught with the Version 10 course materials and software. Users of Tableau Version 9 will feel comfortable in the class because the user interface is very similar between versions 9 and 10. Instructors will also be able to highlight new features and differences between the two versions, as appropriate.
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. This course is taught using Tableau version 10 software. However, the class is appropriate for users of version 9 and the instructor will highlight the minor differences between the two versions.
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
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