Tableau Essential Training (2018)

Introduction

• Apply the power of Tableau 2023 to your data
• What you should know before starting

1. Introducing Tableau

• Download Tableau
• Install Tableau drivers
• Introduce Tableau file types
• Get help in Tableau

2. Managing Data Sources and Visualizations

• Connect to a data source
• Join related data sources
• Join data sources with inconsistent field names
• Clean up source data
• Reorder fields in a visualization
• Change the summary operation
• Split text into multiple columns

3. Managing Tableau Worksheets and Workbooks

• Display the data underlying a workbook
• Add, duplicate, and rename worksheets
• Reorder, clear, and delete worksheets
• Change a worksheet’s tab color
• Show or hide worksheet elements
• Save your changes
• Save your workbook as a PDF file
• Create a packaged workbook
• Export data to a CSV file
• Export visualizations to PowerPoint

4. Creating Custom Calculations and Fields

• Present Tableau operators and built-in functions
• Create a calculated field
• Create a calculated field on a shelf
• Add a table calculation
• Use Level of Detail Expressions

5. Analyzing Data

• Calculate averages, medians, minimums, and maximums
• Count occurrences and distinct items
• Display the Summary Card
• Calculate percentages within a table
• Forecast future values

6. Sorting and Filtering Tableau Data

• Sort based on a field’s values
• Create a nested sort
• Create a selection filter
• Create a wildcard filter
• Create a condition filter
• Create a top filter
• Edit, clear, and delete filters
• Filter data using parameters
• Edit and delete parameters

7. Defining Groups and Sets

• Define a group
• Define a group for “other” values
• Find members of a group
• Edit and delete groups
• Define a set
• Create summaries using sets
• Combine sets
• Edit and delete sets

8. Creating Basic Visualizations

• Create column and stacked column charts
• Create line charts and area-fill charts
• Create pie charts
• Create scatter plots
• Identify data clusters
• Create histograms
• Summarize data using a smart histogram
• Create a treemap

9. Formatting Tableau Visualizations

• Change the visual summary type
• Change the appearance of your data
• Set a default format for a field
• Display a visualization in Presentation mode
• Create a highlight table
• Display a viz in a tooltip

10. Annotating and Formatting Visualizations

• Annotate a visualization
• Format chart elements
• Change the order of fields in a visualization
• Add a trend line to a chart
• Add reference lines and quartile indicators

11. Mapping Geographic Data

• Create a basic map
• Add and remove map layers
• Enhance map analysis using distance measurement tools
• Disable pan and zoom in maps
• Define custom regions

12. Creating Dashboards and Actions

• Present data using Storylines
• Create a dashboard
• Arrange and resize dashboard elements
• Replace a worksheet in a dashboard quickly
• Define a filter action
• Define a highlight action
• Define parameter actions

Conclusion

• Additional resources