Tableau for Data Scientists

Introduction

• The power of Tableau for data scientists
• What you should know

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 colors?
• How do green and blue fields affect filters?
• 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 PDF files and extract tables of data
• How to connect to a local database
• Challenge: Connecting to data
• Solution: Connecting to data

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 using a cross-database join
• How to append one data source to another using unions
• Challenge: Combining data
• Solution: Combining data

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
• Challenge: Working with extracts
• Solution: Working with extracts

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
• Enhance a crosstab using colors to create a highlight table
• Comparing two measures using a scatter plot
• Enhance scatter plots using trend lines and animation
• Challenge: Comparing measures
• Solution: Comparing measures

6. Transform Your Data with Calculations

• How do calculations work in Tableau?
• Using calculations in a join
• How do table calculations work?
• Direction in table calculations
• What are level of detail (LOD) calculations?
• Calculate time durations
• Using IF calculations
• 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
• Challenge: Mapping
• Solution: Mapping

8. Analytics

• Using colors to highlight data
• How to create reference lines
• How to create reference bands
• How to use motion to show changes over time
• Challenge: Analytics
• Solution: Analytics

9. Using Parameters for Greater Interaction

• How are parameters different from filters?
• How to use parameters in calculations
• 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
• Challenge: Parameters
• Solution: Parameters

10. Dashboard Actions and Design Tips

• How to use containers in a dashboard
• How to create a tiled dashboard
• How to create a floating dashboard
• How to create device-specific dashboards
• How to use filter actions
• How to use highlight actions
• How to use URL actions
• How to use set actions
• Challenge: Dashboards
• Solution: Dashboards

11. Conclusion

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