Tableau Course Content
Introduction and Overview
- Why Tableau? Why Visualization?
- Level Setting – Terminology
- Getting Started – creating some
powerful visualizations quickly
- The Tableau Product Line
- Things you should know about
Tableau
Getting Started
- Connecting to Data and
introduction to data source concept
- Working with data files versus
database server
- Understanding the Tableau
workspace
- Dimensions and Measures
- Using Show Me!
- Tour of Shelves (How shelves and
marks work)
- Building Basic Views
- Help Menu and Samples
- Saving and sharing your work
Analysis
Creating Views
- Marks
- Size and Transparency
- Highlighting
- Working with Dates
- Date aggregations and date parts
- Discrete versus Continuous
- Dual Axis / Multiple Measures
- Combo Charts with different mark
types
- Geographic Map Page Trails
- Heat Map
- Density Chart
- Scatter Plots
- Pie Charts and Bar Charts
- Small Multiples
- Working with aggregate versus
disaggregate data
- Analyzing
- Sorting & Grouping
- Aliases
- Filtering and Quick Filters
- Cross-Tabs (Pivot Tables)
- Totals and Subtotals Drilling and
Drill Through
- Aggregation and Disaggregation
- Percent of Total
- Working with Statistics and Trend
lines
Getting Started with Calculated
Fields
- Working with String Functions
- Basic Arithmetic Calculations
- Date Math
- Working with Totals
- Custom Aggregations
- Logic Statements
Formatting
- Options in Formatting your
Visualization
- Working with Labels and
Annotations
- Effective Use of Titles and
Captions
- Introduction to Visual Best
Practices
Building Interactive Dashboard
- Combining multiple visualizations
into a dashboard
- Making your worksheet interactive
by using actions and filters
- An Introduction to Best Practices
in Visualization
Sharing Workbooks
- Publish to Reader
- Packaged Workbooks
- Publish to Office
- Publish to PDF
- Publish to Tableau Server and
Sharing over the Web
Putting it all together
- Scenario-based Review Exercises
- Best Practices