Course Outline
Introduction
- Tableau configuration procedures
- Overview of the Tableau platform
- Navigating the Tableau interface
Data Connectivity
- Supported data connection types
- Data preparation and simplification workflows
- Integrating database sources via joins
- Types of joins: inner, outer, left, and right
- Combining distinct data sources within a single worksheet for government analysis
Data Management in Tableau
- Utilizing multiple measures in visual views
- Analyzing relationships between numerical values
- Displaying specific data points
- Data customization options
- Distinguishing dimensions from measures
- Data type classifications: discrete versus continuous for government metrics
Calculation Development in Tableau
- Row-level calculations
- Aggregate-level calculations
- Numeric, string, and date-based computations
- Creating custom aggregations and calculated fields
- Implementing rapid table calculations
- Managing dates and time intervals
Data Analysis via Table Calculations
- Rapid table calculation methods
- Defining scope and direction
- Addressing and partitioning data sets
Data Organization, Filtering, Sorting, and Grouping
- Data structuring techniques
- Date-based data segmentation
- Data simplification and sorting protocols
- Advanced filtering and visibility controls
- Options for ordering and grouping government data
- Utilizing sorts, groups, bins, and sets
Tableau Parameters
- Creating parameters
- Integrating parameters into calculated fields
- Configuring parameter controls for government use cases
- Enhancing analytical outputs and visualizations through parameterization
Developing Basic and Advanced Visualizations
- Cross-tabulation displays
- Geographic maps, heat maps, and tree maps for federal data
- Pie charts and bar charts
- Date and time visualization formats
- Stacked bars and area charts
- Key Performance Indicator (KPI) displays
- Dual-axis and combined charts with varied mark types
- Highlight tables for emphasis
- Scatter plots for correlation analysis
Advanced Formatting Standards
- Data label management
- Legend configuration
- Tooltip customization
- Data highlighting using reference lines
- Utilizing annotations for context
Constructing Data Narratives with Dashboards
- Dashboard structural framework
- Configuring filter actions
- Parameter integration within dashboards
- Implementing highlight actions for government reporting
- Configuring URL actions for external resource linkage
Trend Analysis and Forecasting
- Understanding and customizing trend lines for federal data
- Analyzing data distributions
- Forecasting methodologies
Dissemination of Work Products
- Publishing dashboards for public access
- Utilizing extracts instead of live connections for performance
- Managing metadata and connection sharing protocols
Summary and Next Steps:
- Knowledge assessment and capstone project concluding the curriculum
- Curated resources for continued professional development
Requirements
No previous technical expertise or analytical experience is necessary.
System Prerequisites:
None required
Target Audience:
This curriculum is intended for federal personnel seeking foundational knowledge of Tableau, including individuals new to the platform, those requiring a refresher on core concepts, and practitioners aiming to deepen their proficiency for government applications.
Testimonials (4)
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 training was very interactive and the trainer was very patience with us, I really enjoy it.
Laura - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
The trainer was really knowledgeable in tableau and was able to understand the way of work and how to get from one point to another
Marko - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
The energy, knowledge and style of teaching of the trainer
