Tableau Desktop Level 1: Introduction for Novice Users

What You'll Learn:

• Find out how to build effective visualizations and dashboards
• Prepare and clean your data so you can be sure Tableau Desktop is finding answers to your questions – not raising more problems
• Discover how to create advanced visualizations that explain complexity with clarity and style
• 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 four-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 will be a slower-paced class for users who need more time to review basic concepts and to allow additional lab time for practice.

Prerequisites
Before attending this course, students should have experience using Microsoft Excel and Pivot Tables and calculations in Excel are recommended. Use of Windows Operating System is also highly recommended.

Outline

1. Taking Off with Tableau
--The Cycle of Analytics
--Connecting to Data
--Foundations of Building Visualizations
--Visualizing Data
--Putting Everything Together in a Dashboard

2. Working with Data in Tableau
--The Tableau Paradigm
--Connecting to Various Types of Data
--Managing Data Source Metadata
--Working with Extracts Instead of Live Connections
--Tableau File Types
--Joins and Blends
--Filtering Data

3. Venturing on to Advanced Visualizations
--Comparing Values
--Visualizing Dates and Times
--Relating Parts of the Data to the Whole
--Visualizing Distributions and Multiple Axes to Compare Different Measures

4. Starting an Adventure with Calculations
--Row-Level and Aggregate-Level Calculations
--Level of Detail Calculations
--Parameters
--Ad Hoc Calculations
--Performance Considerations

5. Diving Deep with Table Calculations
--Quick Table Calculations
--Relative Versus Fixed
--Custom Table Calculations
--Data Densification

6. Making Visualizations that Look Great and Work Well
--Visualization Considerations
--Leveraging Formatting in Tableau
--Adding Value to Visualizations

7. Telling a Data Story with Dashboards
--Key Concepts for Dashboards
--Designing Dashboards in Tableau
--Designing for Different Displays and Devices
--How Actions Work
--Stories

8. Digging Deeper – Trends, Clustering, Distributions and Forecasting
--Trends
--Clustering
--Distributions
--Forecasting

9. Cleaning and Structuring Messy Data
--Structuring Data for Tableau
--Dealing with Data Structure Issues
--Overview of Advanced Fixes for Data Problems

10. Introducing Tableau Prep
--Getting Prepped to Explore Tableau Prep
--Understanding the Tableau Prep Builder Interface
--Flowing with the Fundamental Paradigm

11. Advanced Visualizations, Techniques, Tips, and Tricks
--Advanced Visualizations
--Sheet Swapping and Dynamic Dashboards
--Mapping Techniques
--Using Background Images
--Animation
--Transparency

12. Sharing your Data Story
--Presenting, Printing, and Exporting
--Sharing with Users of Tableau Desktop or Tableau Reader
--Sharing with Users of Tableau Server, Tableau Online, and Tableau Public