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Tableau Desktop Fundamentals

This document provides an overview and outline of a Tableau Desktop Fundamentals course. The course is designed to teach students how to connect to and visualize data in Tableau, from basic to complex visualizations and dashboards. Key skills covered include connecting to data, filtering and sorting data, creating calculated fields, different visualization types like maps, charts, and dashboards, and sharing visualizations. The course contains 15 sections that progress from introductory concepts to advanced skills.

Uploaded by

Selvakumar Arunasalam
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
256 views

Tableau Desktop Fundamentals

This document provides an overview and outline of a Tableau Desktop Fundamentals course. The course is designed to teach students how to connect to and visualize data in Tableau, from basic to complex visualizations and dashboards. Key skills covered include connecting to data, filtering and sorting data, creating calculated fields, different visualization types like maps, charts, and dashboards, and sharing visualizations. The course contains 15 sections that progress from introductory concepts to advanced skills.

Uploaded by

Selvakumar Arunasalam
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Tableau Desktop Fundamentals

COURSE OVERVIEW
This course is designed to help you understand and use the important concepts and techniques
in Tableau to move from simple to complex visualizations. You will also learn how to combine
them in interactive dashboards.

WHAT YOU'LL LEARN


TOP

 Connect to your data


 Edit and save a data source
 Understand Tableau terminology
 Use the Tableau interface / paradigm to effectively create powerful visualizations
 Create basic calculations including string manipulation, basic arithmetic calculations, custom
aggregations and ratios, date math, logic statements and quick table calculations
 Use Reference Lines to highlight elements of your data.
 Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective
visualizations
 Use Measure Name and Measure Value fields to create visualizations with multiple measures
and dimensions.
 Handle changes in your data source such as field addition, deletion or name changes.
 Share your visualizations with others.
 Combine your visualizations into Interactive Dashboards and publish them to the web.
 Represent your data using the following visualization types:
Cross tabs
Geographic maps
Heat maps
Distribution charts
Tree maps
Pie charts and bar charts
Dual axis and combo charts with different mark types
Box plots
Highlight tables
Scatter plots
OUTLINE
1. Introduction
 Tableau Desktop and the Tableau Product Line
 Application Terminology
 Visual Cues for Fields
 Getting Started in Tableau Desktop
 Elements of a Visualization
2. Connecting to Data
 Creating a Live Data Connection
 Saving and Editing a Data Source
 Metadata Grid
 Understanding Changes to Data
 Data Connection Options
 Sharing Options
3. Simplifying and Sorting Your Data
 Data Filtering
 Creating Date Filters
 Sorting
4. Organizing Your Data
 Using Groups
 Creating and Using Hierarchies
5. Slicing Your Data by Date
 Working with Dates in Tableau
 Using Discrete Date Parts
 Defining a Fiscal Year
 Creating Custom Dates
6. Using Multiple Measures in a View
 Using Measure Values and Measure Names in a View
 Combo Charts
 Combined or Shared Axis Charts
 Creating Dual Axis Charts
7. Showing the Relationship between Numerical Values
 Creating Scatter Plots
 Using Sets
8. Mapping Data Geographically
 Mapping in Tableau
 Geographic Mapping
 Background Maps and Layers
 Navigation and Selection in Maps
9. Viewing Specific Values
 Creating Heat Maps
 Creating Crosstabs
 Creating Highlight Tables
 Grand Totals, Sub-Totals, and Changing Aggregation
10. Customizing Your Data
 Calculation Types
 Parts of a Calculated Field
 Options for Creating Calculated Fields
 Strings, Dates, and Type Conversion Functions
 Calculations and Aggregations
11. Analyzing Data with Quick Table Calculations
 Using Quick Table Calculations
12. Showing Breakdowns of the Whole
 Pie Charts and Parts of the Whole
 Creating Tree Maps
13. Viewing Distributions
 Bins and Histograms
 Box and Whisker Plots
14. Highlighting Data with Reference Lines
 Using Reference Lines
 Reference Bands
 Using the Analytics Pane
 Instant Analytics
15. Making Your Views Available
 Building Dashboards
 Dashboard Actions

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