Introduction to Tableau - 2 day (TTTABINT2) Course Details:

Introduction to Tableau / Tableau JumpStart is a two-day, fast paced hands-on Tableau course geared for attendees new to using the tool, or for those who want a refresher of the basics or newer features.  This two-day course will provide students with knowledge of core features, benefits and uses of Tableau, and how to maximize use of the toolset.  Ideal attendees would be beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions.  Students will leave this course armed with the required skills to leverage the important concepts and techniques in Tableau to move from simple to complex visualizations.

Beginning with the fundamentals, such as data preparation, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You’ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics. When it comes to data it’s all about availability and access. That’s why we’ll show you how to share your Tableau visualizations. It’s only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions.

If your team requires different topics or tools, additional skills or different approach, this course may be further adjusted to accommodate.  We offer additional Tableau, data handling, database, reporting and other related courses which may be blended with this course for a track that best suits your learning objectives.

    No classes are currenty scheduled for this course.

    Call (919) 283-1653 to get a class scheduled online or in your area!

1: Creating Your First Visualizations and Dashboard

  • Connecting to data
  • Foundations for building visualizations
  • Visualizing data
  • Creating bar charts
  • Creating line charts
  • Creating geographic visualizations
  • Using Show Me
  • Bringing everything together in a dashboard

2: Working with Data in Tableau

  • The Tableau paradigm
  • Connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
  • Tableau file types
  • Joins and blends
  • Filtering data

3: Moving from Foundational to More Advanced Visualizations

  • Comparing values across different dimensions
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures
  • Summary

4: Using Row-Level, Aggregate, and Level of Detail Calculations

  • Creating and editing calculations
  • Overview of the three main types of calculations
  • Level of Detail calculations
  • Parameters
  • Practical examples of calculations and parameters
  • Ad hoc calculations
  • Performance considerations

5: Table Calculations

  • Overview of table calculations
  • Quick table calculations
  • Relative versus fixed
  • Scope and direction

6: Formatting a Visualization to Look Great and Work Well

  • Formatting considerations
  • Understanding how formatting works in Tableau
  • Adding value to visualizations

7: Telling a Data Story with Dashboards

  • Dashboard objectives
  • Example - is least profitable always unprofitable?
  • Designing for different displays and devices
  • How actions work
  • Example - regional scorecard
  • Stories

8: Deeper Analysis – Trends, Clustering, Distributions, and Forecasting

  • Trending
  • Clustering
  • Distributions
  • Forecasting

9: Making Data Work for You

  • Structuring data for Tableau
  • Techniques for dealing with data structure issues
  • Overview of advanced fixes for data problems

10: Advanced Visualizations, Techniques, Tips, and Tricks

  • Advanced visualizations
  • Sheet swapping and dynamic dashboards
  • Advanced mapping techniques
  • Using background images
  • Animation

11: Sharing Your Data Story

  • Presenting, printing, and exporting
  • Sharing with users of Tableau Desktop and Tableau Reader
  • Sharing with users of Tableau Server, Tableau Online, and Tableau Public
  • Additional distribution options using Tableau Server

12: (OPTIONAL – Time Permitting) Overview of Tableau Server

  • User interactions with Tableau Server
  • Single-server installation
  • Content administration
  • Authorization and permissions
  • Users, groups, and sites
  • Data sources and extracts
  • Schedules, tasks, and subscriptions
  • Monitoring server status

*Please Note: Course Outline is subject to change without notice. Exact course outline will be provided at time of registration.

Working within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn to:

  • Create stylish visualizations and dashboards that explain complexity with clarity
  • Learn effective data storytelling to transform how your business uses ideas and makes decisions
  • Explore all the new features in Tableau 10 and start to redefine what business analytics means to your organization
  • Find out how to build effective visualizations and dashboards
  • Prepare and clean your data so you can be sure Tableau is finding answers to your questions – not raising more problems
  • Discover how to create advanced visualizations that explain complexity with clarity and style
  • Dig deeper into your data with clustering and distribution models that allow you to analyze trends and make forecasts
  • Learn how to use data storytelling to aid decision-making and strategy
  • Share dashboards and visualizations to cultivate a culture where data is available and valued

This course is about 50% hands-on lab and 50% lecture, with multiple practical exercises designed to reinforce core skills and concepts taught throughout the course.  Students will be led through a series of progressively advanced topics, where each topic consists of lecture, group discussion, hands-on lab exercises, and lab review. This course is “skills-centric”, designed to train attendees in essential Tableau data handling functions and reporting skills, coupling the most current, effective techniques with the soundest practices.

Individuals working with data-regardless of technical or analytical background are a fit for this course. Attendees should have familiarity with using Microsoft Excel.

This is an introductory-level Tableau course geared for attendees new to using the tool, or for those who want a refresher of the basics or newer features.  Ideal attendees would be beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions.  It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards.

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