Overview
Learn everything you need to know to analyze and display data using Tableau Desktop—and make better, more data-driven decisions for your company.
Syllabus
Introduction
- Welcome
- What you should know before watching this course
- Using the exercise files
1. Introducing Tableau
- Downloading Tableau
- Installing Tableau drivers
- Introducing Tableau file types
- Getting help in Tableau
- Discovering what’s new in Tableau 10
2. Managing Data Sources and Visualizations
- Connecting to a data source
- Joining related data sources
- Joining related fields with inconsistent names
- Cleaning up source data
- Creating a visualization using Show Me
- Changing the order of the fields in a visualization
- Changing the summary operation
- Splitting text into multiple columns
- Presenting data using Storylines
3. Managing Tableau Worksheets and Workbooks
- Displaying the data underlying a workbook
- Adding, duplicating, and renaming worksheets
- Reordering, clearing, and deleting worksheets
- Changing a worksheet’s tab color
- Showing or hiding worksheet elements
- Saving your changes
- Saving your workbook as a PDF file
- Creating a packaged workbook
4. Creating Custom Calculations and Fields
- Presenting Tableau operators and built-in functions
- Creating a calculated field
- Creating a calculated field on a shelf
- Adding a table calculation
- Using level of detail expressions
- Creating calculations in dialog boxes
5. Analyzing Data Using Statistical Tools
- Calculating averages, medians, minimums, and maximums
- Displaying the Summary Card
- Calculating percentages of a table total
- Forecasting future values
6. Sorting and Filtering Tableau Data
- Sorting based on a field’s values
- Combining fields to sort by more than one criteria
- Creating a selection filter
- Creating a wildcard filter
- Creating a condition filter
- Creating a top filter
- Adding a Quick Filter to a worksheet
- Editing, clearing, and deleting filters
- Filtering data using parameters
- Editing and deleting parameters
7. Defining Groups and Sets
- Defining a group
- Defining a group for “other” values
- Finding members of a group
- Editing and deleting groups
- Defining a set
- Creating summaries using sets
- Combining sets
- Editing and deleting sets
8. Creating and Pivoting Crosstabs
- Creating a crosstab
- Unpivoting a crosstab
- Adding totals and subtotals to a crosstab
9. Formatting Tableau Visualizations
- Changing the visual summary type
- Changing the appearance of your data
- Resizing a visualization
- Displaying a visualization in Presentation mode
- Creating a highlight table
10. Creating Basic Charts
- Creating column and stacked column charts
- Creating line charts and area fill charts
- Creating pie charts
- Creating scatter plots
- Identifying data clusters
- Creating histograms
- Summarizing data using a smart histogram
- Defining discrete bins from a continuous measure
- Creating a treemap
11. Annotating and Formatting Charts
- Adding a text box to a chart
- Formatting chart elements
- Changing the color sequence in charts
- Adding a trend line to a chart
- Adding reference lines, distributions, and boxes
12. Mapping Geographic Data
- Ensuring your data can be mapped
- Creating a basic map
- Setting map options
- Enhancing map analysis using distance measurement tools
- Disabling pan and zoom in maps
- Defining custom regions
13. Creating Dashboards and Actions
- Creating a dashboard
- Arranging and formatting dashboard elements
- Defining a filter action
- Defining a highlight action
- Defining a URL action
14. What’s New in Tableau 10.1 and 10.2
- Connect to JSON data files
- Connect to spatial data files
- Parse strings into dates and other data types
- Export data to CSV files
- Create legends for each measure in a visualization
- Scale maps dynamically
- Manage Story Point navigation
- Further resources
Conclusion