Using Tableau to Discover Powerful Business Insights

Introduction

• Using Tableau to create business insights

1. Introduction to Tableau

• What is Tableau?
• How can I use Tableau effectively for business?
• Excel vs. Tableau
• What is data visualization?
• Four main functions of Tableau
• Basic Tableau terminology

2. Connecting to Data

• Data connection screen
• Types of data to connect to
• Live vs. extracted data sources
• Defining joins, unions, and data blending
• Creating joins, unions, and data blending
• Changing field types
• Creating an alias
• Default formatting
• Case study, part 1

3. Exploring Data and Building Visualizations

• Interface overview
• Building visualizations
• Creating calculated fields
• Groups
• Sets
• Table calculations
• Sorting
• Filters
• Histogram and bins
• Analytics pane overview
• Scatter plot and clustering
• Case study, part 2

4. Sharing Insights

• Dashboard interface overview
• Basic dashboarding
• Interactive elements
• Tiled vs. floating objects
• Creating stories
• Case study, part 3

5. Tableau Concepts

• Dimension vs. measure
• Discrete vs. continuous
• Aggregation
• Timeliness
• Visual analytics best practices

6. Expanding Your Tableau Skills

• Tableau public forums
• Sharing your Tableau portfolio
• Reddit
• Forums
• YouTube

Conclusion

• Next steps