Summary

The era of “big data” has 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. This course will introduce you to Tableau, which was built to connect to a wide range of data sources and allow users to quickly create visualizations of connected data to gain insights, show trends, and create reports. You will learn Tableau’s data connection capabilities and visualization features which go far beyond those that can be found in spreadsheets, allowing you to create compelling and interactive worksheets, dashboards, and stories, that bring your data to life and allow you to take thoughtful action.

Introduction

Who Should Attend:
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 also provide data visualizations in reports, or explain data analysis through visualizations.

Course Objectives
Students will learn:
– Identify and configure basic functions of Tableau.
– Connect to data sources, import data into Tableau, and save Tableau files.
– Create views and customize data in visualizations.
– Manage, sort, and group data.
– Save and share data sources and workbooks.
– Filter data in views.
– Customize visualizations with annotations, highlights, and advanced features.
– Create maps, dashboards, and stories.

Outline

  • 1 - TABLEAU FUNDAMENTALS

    • Overview of Tableau
    • Navigate the Tableau Interface and Configure Settings
  • 2 - CONNECTING TO AND PREPARING DATA

    • Connect to Data
    • Prepare Data for Analysis
    • Save Workbook Files
  • 3 - EXPLORING DATA

    • Create a View
    • Customize Data in Visualizations
  • 4 - MANAGING, SORTING AND GROUPING DATA

    • Adjust Fields
    • Sort Data
    • Group Data
  • 5 - SAVING AND SHARING DATA

    • Save and Publish Data Sources
    • Share Workbooks for Collaboration
  • 6 - FILTERING DATA

    • Configure Worksheet Filters
    • Apply Advanced Filter Options
    • Create Interactive Filters
  • 7 - CUSTOMIZING VISUALIZATIONS

    • Format and Annotate Views
    • Highlight Data
    • Create Advanced Visualizations
  • 8 - CREATING MAPS, DASHBOARDS, AND STORIES

    • Create Maps
    • Create Dashboards
    • Create Stories

Course Schedule

*Indicates a course that spans over multiple days.

**Indicates a course that is only a half day.