TABLEAU DESKTOP COURSE

→ Introduction and Getting Started

  • Tableau Desktop's role in the Tableau product line
  • Application terminology
  • View terminology
  • Data terminology
  • Visual cues for fields

→ Best Practices in Connecting to Data

  • Working with meta data
  • What happens when the data source changes?
  • Overview of other connection options

→ Working with Data

  • Filtering your data
  • The value of using a heat map
  • Sorting
  • Building groups
  • Building hierarchies
  • Sets
  • Combined sets
  • In and out sets

→ Working with Special Field Types

  • Data fields
  • Measure Values and Measure Names
  • Latitude and longitude (generated)

→ Building Visualizations

  • Combo Charts (bar and line or mixed mark)
  • Highlight table
  • Bins, histograms, calculated bins
  • Tree maps
  • Motion charts
  • Working with shapes and marks

→ Building Custom Calculations

  • Overview of calculations and the calculation engine
  • Manipulating strings and date calculations
  • Calculations and aggregations
  • Logic statements
  • Grand totals, sub-totals and changing aggregation

→ Introduction to Parameters Statistical Visual Analysis

  • Reference lines/bands/distributions
  • Trend modeling and forecasting
  • Forecasting

→ Building Dashboards

  • Overview of dashboards
  • Building your first dashboard

→ Making Applications Interactive by Using Actions

  • What is an action?
  • Options for running actions
  • Highlight actions
  • Filter actions
  • URL actions

→ Options for Sharing Work

  • Tableau Packaged Workbooks
  • Publishing to Tableau Server (Web)
  • Publishing to Tableau Reader
  • Publishing to Tableau Public
  • Publishing to PDF
  • Exporting to an image file
  • Exporting the data only

→ Introduction and Getting Started

  • Tableau Desktop's role in the Tableau product line
  • Application terminology
  • View terminology
  • Data terminology
  • Visual cues for fields

→ Data

  • Desktop architecture
  • Customizing data connections
  • Data blending

→ Working with Calculated Data

  • Review basic calculations
  • Understanding where calculations occur
  • Options for documenting your calculations
  • Aggregating as attributes in calculations
  • Record level calculations for data conversion
  • Advanced table calculations

→ Working with Parameters Advanced Mapping

  • Automatic geocoding of data
  • Built-in geocoding
  • Custom geocoding
  • Path mapping of point to point distribution
  • Using background images for spatial analysis

→ Building Advanced Visualizations

  • Comparing measures towards a goal or benchmark
  • Bar in bar
  • Bullet graph
  • Top or bottom N
  • Nested top N
  • Distributions of data
  • Box and whisker plot
  • Pareto analysis
  • Program management (Gantt chart)
  • Market segmentation (Market basket analysis)
  • Additional visualizations

→ Building Better Dashboards

  • Reviewing types of actions
  • Use of parameters as filters
  • Best practices in Tableau dashboard design

→ Sharing Your Work

  • Packaging Workbooks
  • Publishing to Tableau Server (Web)
  • Publishing to Tableau Reader
  • Publishing to Tableau Public
  • Publishing to PDF
  • Exporting an image file
  • Exporting data only

→ Tableau File Types and Extensions

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