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
Testimonials (2)
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.
Ionut - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
The Practice, I created a dashboard is super easy, once time understand the subjects.