Tableau Desktop Level 1: Introduction for Novice Users Course Outline
*** 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 business. 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 new Tableau features, 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 connections with various file types, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data visualization. You’ll also work with Tableau’s many wizards and shortcuts, for the purpose of creating beautiful Business Intelligence visualizations quickly and with the least amount of effort.
In addition, we’ll show you how to work with calculations, dashboards and stories and be able to understand the various Tableau products that your company may be using. Therefore, you and your organization – will start making smarter and informed decisions which is really what this class provides.
Audience
This three-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.
Alternative Class for Experienced IT Professional
If you already have some practice time with Tableau Desktop or have prior experience with similar software such as Power BI, you should consider taking the 2-day Tableau Introduction for Experienced IT Professionals. It has very similar content but moves at a faster pace. See outline for this class below:
Tableau Desktop Level 1: Introduction for Experienced IT Professionals.
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.
Certification Options
This class offers a strong foundation in preparation for the Tableau Desktop Specialist Exam. The prep guide is shown here:
Tableau Desktop Specialist Exam Guide
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 Desktop that will help you redefine what business visualizations mean to your organization
Learning
• 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
COURSE OUTLINE
Taking Off with Tableau
--The Cycle of Analytics
--Connecting to Data
--Foundations of Building Visualizations
--Visualizing Data
--Putting Everything Together in a Dashboard
Working with Data in Tableau
--The Tableau Paradigm
--Connecting to Various Types of Data
--Managing Data Source Metadata
--Blends
--Filtering Data
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
Starting an Adventure with Calculations
--Row-Level and Aggregate-Level Calculations
--Level of Detail Calculations
--Parameters
--Ad Hoc Calculations
--Performance Considerations
Diving Deep with Table Calculations
--Quick Table Calculations
--Relative Versus Fixed
--Custom Table Calculations
Making Visualizations that Look Great and Work Well
--Visualization Considerations
--Leveraging Formatting in Tableau
--Adding Value to Visualizations
Telling a Data Story with Dashboards
--Key Concepts for Dashboards
--Designing Dashboards in Tableau
--Designing for Different Displays and Devices
--How Actions Work
--Stories
Digging Deeper – Trends, Clustering, Distributions and Forecasting
--Trends
--Clustering
--Distributions
--Forecasting
Advanced Visualizations, Techniques, Tips, and Tricks
--Advanced Visualizations
--Sheet Swapping and Dynamic Dashboards
--Mapping Techniques
--Using Background Images
--Animation
--Transparency
Lecture/Demo: Sharing your Data Story
--Presenting, Printing, and Exporting
--Sharing with Users of Tableau Desktop or Tableau Reader
Lecture/Demo: Cleaning and Structuring Messy Data
--Structuring Data for Tableau
--Dealing with Data Structure Issues
--Overview of Advanced Fixes for Data Problems
Lecture/Demo: Introducing Tableau Prep
--Getting Prepped to Explore Tableau Prep
--Understanding the Tableau Prep Builder Interface
--Flowing with the Fundamental Paradigm
View outline in Word
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