As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This 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 advantages. The creation of data-backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.
To ensure your success in this course, you should have experience managing data with Microsoft® Excel® or Google Sheets™.
In this course, you will visualize data with Tableau. You will:
• 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.
• Blend data to visualize relationships.
• Join data.
• Access data in PDFs.
• Refine visualizations with sets and parameters.
• Manipulate data with calculations.
• Visualize data with advanced calculations.
• Perform statistical analysis and forecasting.
• Enrich visualizations, dashboards, and maps.
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 must also provide data visualizations in reports, or explain data analysis through visualizations.
For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:
• 1 GHz or faster 32-bit (x86) or 64-bit (x64) processor
• 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
• 16 GB available hard disk space (32-bit) or 20 GB (64-bit)
• Keyboard and mouse (or other pointing device)
• 1,024 x 768 resolution monitor recommended
• Network cards and cabling for local network access
• Internet access (contact your local network administrator)
• Printer (optional) or an installed printer driver
• Projection system to display the instructor’s computer screen
• Microsoft® Windows® 10
• Microsoft® Office 2016 (only Excel® is required)
• Adobe® Acrobat® Reader
• Tableau® Desktop 2018.2.x
• Any web browser.
• Overview of Tableau
• Navigate the Tableau Interface and Configure Settings
Connecting to and Preparing Data
• Connect to Data
• Prepare Data for Analysis
• Save Workbook Files
• Create a View
• Customize Data in Visualizations
Managing, Sorting, and Grouping Data
• Adjust Fields
• Sort Data
• Group Data
Saving and Sharing Data
• Save and Publish Data Sources
• Share Workbooks for Collaboration
• Configure Worksheet Filters
• Apply Advanced Filter Options
• Create Interactive Filters
• Format and Annotate Views
• Highlight Data
• Create Advanced Visualizations
Creating Maps, Dashboards, and Stories
• Create Maps
• Create Dashboards
• Create StoriesBlending Data to Visualize Relationships
• Blend Data
• Troubleshoot and Refine Data Blends
• Create Joins
• Troubleshoot Joins
• Merge Data with Unions
Accessing Data in PDFs
• Connect to PDFs
• Clean Up and Organize PDF Data
Refining Visualizations with Sets and Parameters
• Create Sets
• Analyze Data with Sets
• Apply Parameters to Data to Refine Visualizations
Manipulating Data with Calculations
• Create Calculated Fields
• Manipulate Data with Functions
• Analyze Data with Table Calculations
Visualizing Data with Advanced Calculations
• Create Groups and Bins with Calculations
• Analyze Data with LOD Expressions
Performing Statistical Analysis and Forecasting
• Perform Statistical Analysis
• Forecast Data Trends
Enriching Visualizations, Dashboards, and Maps
• Customize Mapped Data
• Enhance Visualizations with Tooltips
• Enhance Dashboards with Actions