Tableau Desktop: Part 1

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Paid Certificate Available
Duration & workload

16 hours 35 minutes
Sessions

On-Demand
Level

Beginner
Subtitles

English

Found in

Overview

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As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of "big data" exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantage. The creation of data-backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action. This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis. This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports or explain data analysis through visualizations. This course is also designed for students who plan to obtain the Tableau Desktop Specialist certification, which requires candidates to pass the Tableau Desktop Specialist exam, or the Tableau Certified Data Analyst certification, which requires candidates to pass the Tableau Certified Data Analyst exam. In this course, you will: identify basic Tableau capabilities; connect to and prepare data; explore data with views and visualizations; manage, sort, and group data; save, publish, and share data sources and workbooks; filter data in views; customize visualizations with annotations, highlights, and advanced features; create and enhance dashboards in Tableau; and create and enhance stories in Tableau. This course requires that you have access to Tableau Desktop through a trial Tableau account. You should also have access to Microsoft Office, particularly Excel and PowerPoint. The course setup instructions provided in the first module of the course go into more detail about the hardware and software requirements.

Syllabus

Tableau Fundamentals

Tableau® is a tool that helps you visualize data. The visualizations you create in Tableau can help users explore, analyze, and report insights. Before you can do any of those things, though, you should be familiar with the fundamentals of the software, including what it's designed to do, and how the user interface is laid out. In this lesson, you will identify basic Tableau capabilities for data visualization, exploration, and analysis.

Connecting to and Preparing Data

Before you can create compelling visualizations, you need data on which you can base your visualizations. Specifically, you need to connect to a data source and prepare the data so that it can be used effectively by Tableau®. In this lesson, you will connect to data and prepare it for analysis.

Exploring Data with Views and Visualizations

Once your data is connected and prepared, it's time to create the visualizations that let your data tell its story. In this lesson, you will create a view and customize data in the visualization.

Managing, Sorting, and Grouping Data

When you work with very large and complex datasets in Tableau®, you may need to organize the data to help yourself and others create meaningful visualizations more easily. In this lesson, you will manage, sort, and group data.

Saving, Publishing, and Sharing Data

By its nature, Tableau® is not designed to be used in a silo. Data analysts work with data sources to access the data they need, and they create visualizations in workbooks to show insights gleaned from the data. This information must then be shared with others in the organization. To do that, the data sources and workbooks must be accessible to others. In this lesson, you will save and publish data sources and share workbooks for collaboration.

Filtering Data

Having extraneous information in your reports and visualizations can detract from the insights and story you're trying to tell with the data. To keep your message focused, it's sometimes necessary to filter what people are looking at. In this lesson, you will configure worksheet filters, apply advanced filtering options, and create interactive filters.

Customizing Visualizations

Once you've created a view to share insights from the data you're analyzing, you can customize the view in many different ways to help bring out key points in the data. In this lesson, you will customize visualizations by formatting and annotating views, highlighting data, and creating animated visualizations.

Creating and Enhancing Dashboards

Tableau® enables you to analyze and explore data with compelling visualizations. By putting related visualizations together in a dashboard, you can present new insights by showing how numbers or changes in one area affect numbers in another. In this lesson, you will create and enhance dashboards in Tableau.

Creating and Enhancing Stories

While visualizations and dashboards are great ways to show data and insights, there are times when the true change that has taken place, or the magnitude of the opportunity sitting before you, can only clearly be understood through a narrative that pulls together history, context, and data. In this lesson, you will create stories in Tableau®.