How To Take This Class

Course Overview

In this Tableau Training course, students will begin by learning how to prepare their data for use in Tableau. They will then go on to learn how to create Data Visualizations, Dashboards and Stories in Tableau. Students will also learn how to create custom visualizations and geographic maps in Tableau. Finally students will learn about the various ways to distribute their dashboards and visualizations This course is designed for students who are either new to Tableau or have some experience and want to expand their skill set. This course is based on Tableau 2018.2.x.

Course Prerequisites

No prerequisites.

Course Audience

This course is designed for students who are either new to Tableau or have some experience and want to expand their skill set. This course can also be used to prepare for the Tableau® Desktop Qualified Associate certification, which requires candidates to pass the Desktop Qualified Associate exam.

What You'll Learn

Upon successful completion of this course, students will be able to:
  • Identify and configure basic functions of Tableau.
  • Connect to data sources, import data into Tableau, and save Tableau files.
  • Create views and customize data in visualizations.
  • Manage, sort, and group data.
  • Save and share data sources and workbooks.
  • Filter data in views.
  • Customize visualizations with annotations, highlights, and advanced features.
  • Create maps, dashboards, and stories.

Course Duration

2 Days

Course Outline

  1. Tableau Fundamentals
    • Overview of Tableau
    • Tableau vs Excel
    • What is a Viz in Tableau?
    • Using VizQL for Queries in Tableau
    • Overview of Tableau Versions
    • Overview of Tableau Desktop Certifications
    • Navigate the Tableau Interface and Configure Settings
  2. Connecting to and Preparing Data
    • How to Connect to a Data Source in Tableau
    • Metadata Grid vs Data Grid
    • Live Data vs Extracted Data in Tableau
    • Cross-Database Joins and Data Blending
    • Datasource Filters
    • Prepare Data for Analysis
    • The Tableau Data Interpreter
    • The Tableau Prep Tool
    • Pivoting Data
    • Split Fields
    • How to Save Workbook Files
    • Workbook File Types
    • Packaged Workbooks
    • The Tableau Repository
  3. Exploring Data
    • How to Create a View in Tableau
    • Column and Data Shelves in Tableau
    • What is a Mark in Tableau?
    • Customize Data in Visualizations
    • Highlight Tables
    • Highlight Actions
    • Heat Maps
    • Tree Maps
    • Types of Measure Aggregation
    • Data Hierarchies in Tableau
    • How to Create Table Calculations
  4. Managing, Sorting, and Grouping Data
    • Adjust Fields
    • Rename Fields
    • Hide and Unhide Fields
    • How to Sort Data in Tableau
    • Nested Sorts
    • How to Group Data in Tableau
  5. Saving and Sharing Data
    • Save and Publish Data Sources
    • Using Data Extracts
    • Share Workbooks in Tableau
    • Workbook Security in Tableau
    • Share Tableau Workbooks with Non-Tableau Users
  6. Filtering Data
    • Using Worksheet Filters in Tableau
    • Apply Advanced Filter Options
    • Data Source Filters
    • Extract Filters
    • Context Filters
    • Filter Actions
    • Filter Order of Operations
    • How to Create Interactive Filters in Tableau
    • Cascading Interactive Filters
  7. Customizing Visualizations
    • Format and Annotate Views
    • Highlight Data
    • Using Reference Bands
    • Using Reference Distributions
    • Using Box Plots
    • Using Drop Lines
    • Using Trend Lines
    • Create Advanced Visualizations
    • Clusters in Data
    • Level of Detail (LOD) Expressions
    • Options for Adding Forecasts
    • Step and Jump Lines
    • Scatter Plots
  8. Creating Maps, Dashboards, and Stories
    • How to Create Geographic Maps in Tableau
    • Data Mapping
    • Types of Maps in Tableau
    • How to Customize Maps
    • How to Create Dashboards in Tableau
    • How to Create a Story in Tableau

What Students Receive

Each student will receive:
  • A printed courseware manual for use during and after class.
  • Email support from a Tableau Instructor (available for six months after class)
  • A USB headset for communicating with your instructor and fellow students during your class
  • A course completion certificate upon successful completion of the Tableau Training course