Complete Guide to Tableau for Data Scientists

Introduction

• The power of Tableau for data scientists
• What you should know
• Tableau UI tour
• Tableau order of operations
• Welcome to the Langdon Hotel

1. Green and Blue Fields, What Do They Mean?

• Understand the difference between green and blue fields
• How do green and blue fields affect rows and columns?
• How do green and blue fields affect filters?
• How do green and blue fields affect colors?
• How do green and blue fields affect dates?
• Challenge: Green and blue
• Solution: Green and blue

2. Connecting to a Source of Data

• How to connect to Excel sheets
• How to clean Excel data with the Data Interpreter
• How to connect to Google Sheets
• How to connect to PDF files and extract tables of data
• Setting up the default properties of your data source
• Saving your data sources for future use
• Challenge: Creating a data source
• Solution: Creating a data source

3. Combining Data

• Combining data using relationships
• What are the different ways of joining data?
• How to join tables in the same data connection
• How to join tables in two using a cross database join
• How to append one data source to another using unions
• Challenge: Combining data, part 1
• Solution: Combining data, part 1
• Challenge: Combining data, part 2
• Solution: Combining data, part 2

4. When and How to Create Data Extracts

• What are the pros and cons of using a data extract?
• How to create a data extract.
• How to limit the data in a data extract
• How to edit a data extract to include more data

5. Comparing Measures

• What are measure names and measure values?
• Creating a combined axis chart
• Creating a dual axis chart
• Creating a bar-in-bar chart
• Creating a multiple measure crosstab
• Comparing two measures using a scatter plot
• Challenge: Comparing measures, part 1
• Solution: Comparing measures, part 1
• Challenge: Comparing measures, part 2
• Solution: Comparing measures, part 2

6. Transform Your Data with Calculations

• How do calculations work in Tableau?
• Understanding the order of operations in calculation
• Manipulating strings using string functions
• Manipulating dates with date functions
• Creating logic calculations using IF functions
• How do table calculations work?
• Table calc directions
• What are Level of Detail (LOD) calculations?
• EXCLUDE LOD calculations
• INCLUDE LOD calculations
• FIXED LOD calculations
• Using calculations in a join
• Challenge: Calculations
• Solution: Calculations

7. Mapping Your Data

• Just because you can, should you create a map?
• How to create an area map
• How to create a symbol map
• Customizing the look of your maps
• Create locations from coordinates
• Create lines to connect locations on a map
• Analyzing distances using buffer calculations
• Analyzing spatial data using intersect calculations
• Challenge: Mapping
• Solution: Mapping

8 . The Analytics Tab

• What is the Analytics pane?
• Create a constant reference line
• Create a dynamic average reference line
• How to create box plots
• Adding totals and sub-totals to a view
• Adding a forecast to a view
• Adding a trend line to a view
• Looking for clusters of data in a view
• Creating a reference band
• Challenge: Analytics, part 1
• Solution: Analytics, part 1
• Challenge: Analytics, part 2
• Solution: Analytics, part 2

9. Using Parameters for Viewer Input

• How are parameters different compared to filters?
• How to use parameters in a calculation
• Create dynamic reference lines using parameters
• Use a parameter to select dimensions and measures
• Use a parameter to search free text fields
• Top N analysis
• Dynamic parameters
• Challenge: Parameters
• Solution: Parameters

10. Dashboard Actions and Design Tips

• Introducing the dashboard UI
• How to create a tiled dashboard
• How to create a floating dashboard
• How to use filter actions
• How to use highlight actions
• How to use URL actions
• Navigating between dashboards using go to sheet actions
• How to use set actions
• A deeper look at containers
• Challenge: Dashboards
• Solution: Dashboards
• Solution: Dashboards, continued

11. Analysis Tips and Tricks

• How to create bar charts
• How to use colors to highlight data
• How to create timelines
• How to create small multiple timelines
• How to create month-over-month or year-over-year charts
• How to create a combined axis bar chart
• How to create a combined axis timeline
• How to create a dual axis timeline
• Two ways to create a crosstab
• Enhance a crosstab using colors to create a highlight table
• How to turn a crosstab into a heatmap
• How to create an area chart
• What's the difference between line charts vs. area charts?
• How to create 100% area charts
• How to create stacked bar charts
• How to create a 100% stacked bar chart
• How and why to add a running total to a line chart
• How to show the difference between values in a line chart
• How to create a scatter plot and a bubble chart
• How to create a connected scatterplot to show changes over time
• How to create a bar-in-bar chart and a candlestick chart
• How to create a symbol map
• How to create a filled area map
• How to create pie charts
• How to create Gantt charts

Conclusion

• How can I grow my data science and Tableau skills?