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Course Outline

Introduction

  • Installing and configuring Tableau
  • Overview of Tableau Software
  • Navigating the Tableau Interface

Establishing Data Connections

  • Exploring available data sources
  • Streamlining and preparing data
  • Joining database tables
  • Understanding inner, outer, left, and right joins
  • Blending multiple data sources within a single worksheet

Data Manipulation in Tableau

  • Applying multiple measures to a view
  • Visualizing correlations between numeric values
  • Focusing on specific data points
  • Tailoring your data display
  • Distinguishing between Dimensions and Measures
  • Handling data types: discrete vs. continuous measures

Developing Calculations in Tableau

  • Row-level computations
  • Aggregate functions
  • Numeric, string, and date logic
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Handling date and time data

Data Analysis via Table Calculations

  • Quick table calculations
  • Defining scope and direction
  • Addressing and partitioning

Data Organization: Filtering, Sorting & Grouping

  • Structuring your data
  • Filtering by date
  • Simplifying and ordering data sets
  • Advanced filtering and hiding options
  • Exploring various sorting and grouping methods
  • Implementing Sorts, Groups, Bins, and Sets

Using Parameters in Tableau

  • Creating parameters
  • Incorporating parameters into calculated fields
  • Configuring parameter controls
  • Enhancing analytical depth with parameters

Constructing Basic and Complex Visualizations

  • Cross-tabulations
  • Geographic maps, heat maps, and tree maps
  • Pie charts and bar charts
  • Date and time representations
  • Stacked bars and area charts
  • KPI indicators
  • Dual-axis and mixed mark type charts
  • Highlight tables
  • Scatter plots

Advanced Formatting Techniques

  • Data labels
  • Legends
  • Tooltips
  • Reference lines for emphasis
  • Annotations

Crafting Data Narratives with Dashboards

  • Dashboard architecture
  • Filter actions
  • Dynamic parameters
  • Highlight actions
  • URL actions

Trend Analysis and Forecasting

  • Customizing and interpreting trend lines
  • Distribution analysis
  • Predictive modeling

Distributing Your Work

  • Publishing dashboards
  • Using extracts vs. live connections
  • Managing metadata and shared connections

Conclusion and Next Steps:

  • Final assessment and practical project
  • Recommended resources for continued development

Requirements

No previous technical or analytical experience is necessary.

System Requirements:
None applicable.

Intended Audience:
This program is tailored for individuals new to Tableau, those seeking to refresh their skills, or professionals aiming to deepen their understanding of the platform.

 28 Hours

Number of participants


Price per participant

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