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Course Outline

Introduction to Tableau Desktop

Comprehensive Overview of Tableau Desktop

  • Definition and scope of Tableau
  • Core capabilities and operational advantages
  • Interface layout and navigation standards

Principles of Data Visualization

  • Strategic value of visual data representation
  • Best practices for effective and clear visualization

Types of Data Connections

  • Integration with Excel, CSV, and text files
  • Connections to enterprise databases (e.g., SQL Server, Oracle)
  • Linkage with cloud-based data repositories (e.g., Google Sheets, AWS)

Management of Data Connections

  • Distinction between live and extract connections
  • Configuration and administration of data sources

Data Types and Structural Foundations

  • Classification of dimensions and measures
  • Differentiation between discrete and continuous fields

Data Preparation Methodologies

  • Techniques for data cleansing and shaping within Tableau
  • Procedures for renaming, splitting, and merging fields

Utilization of Tableau’s Data Interpreter

  • Automated data cleansing processes
  • Resolution of null values and missing data points

Data Joining and Blending Strategies

  • Implementation of inner, left, right, and full joins
  • Blending of data from disparate sources

Construction and Formatting of Tables

  • Generation of simple tabular views
  • Styling of rows, columns, and individual cells

Creation of Graphs and Charts

  • Development of bar, line, and pie charts
  • Construction of dual-axis and combination charts

Implementation of Filters

  • Application of filters to dimensions and measures
  • Deployment of interactive filters in dashboard environments

Cartographic Data Representation

  • Geographic mapping methodologies
  • Plotting data via latitude and longitude coordinates
  • Development of filled map visualizations

Application of Hierarchies and Groups

  • Construction of hierarchies for drill-down analysis
  • Grouping of data to enhance analytical depth

Utilization of Sets

  • Definition of static and dynamic sets
  • Integration of sets into filters and calculated fields

Development of Calculated Fields

  • Application of basic formulas and functions
  • Use of logical functions (e.g., IF, CASE)
  • Implementation of string and date functions

Application of Parameters

  • Foundational concepts of parameters
  • Creation and deployment of parameters for dynamic visualizations
  • Integration of parameters in filters and calculated fields

Dashboard Construction

  • Assembly of foundational dashboards
  • Incorporation of interactive filters and actions
  • Formatting of dashboards for professional presentation

Narrative Development with Tableau

  • Use of story points to construct a coherent narrative
  • Synthesis of visualizations for impactful communication

Exportation and Distribution of Workbooks

  • Export options to PDF, PowerPoint, and image formats
  • Sharing of workbooks via Tableau Public

Deployment to Tableau Server

  • Introduction to Tableau Server capabilities
  • Publishing of dashboards for collaborative government use

Summary and Procedural Next Steps

Requirements

  • Foundational understanding of data concepts, including databases, spreadsheets, and CSV file structures
  • Proficiency in fundamental computer operations

Target Audience

  • Data analysts
  • Program managers and operational supervisors
 21 Hours

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