Tableau Training Overview
Accelebrate’s Tableau Bootcamp training course teaches attendees the basic and advanced features of Tableau and how to use Tableau Desktop to quickly and comprehensively analyze and present data. In this accelerated course, participants learn analytical techniques, best practices, and how to create dashboards that yield meaningful insights. Students then take their Tableau skills to the next level with advanced calculations, enhanced dashboard interactivity, and advanced analytics.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Understand the main Tableau interface
- Build visualizations
- Build dashboards
- Reshape and format data
- Write calculations
- Create dashboard interactivity
- Show trends or change over time
- Use maps and spatial analysis
- Learn visual best practices and analytical techniques using Tableau
Prerequisites
No prior experience is presumed.
Outline
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Introduction
The Data Analysis, Visual Analytics, and Tableau Revolution
Simple Data Connections and the Data Connection Interface
Understanding the Main Tableau Interface
Building Simple Visualizations
Saving Options
Understanding Utilizing “Show Me”
Dimensions vs. Measures and How They Affect a Viz
Continuous vs. Discrete Variables
Basic Dates
Formatting
- Color
- Size
- Labels
- Detail
- Formatting Individual Elements vs. the Entire Worksheet or Workbook
Building Your First Dashboard
Labeling, Annotations, Tooltips, and Data Highlighting
Quick Filters
Publishing and Sharing
Connecting to Different Databases and Data Formats
Live vs. Extract Connections – The Basics
Reshaping and Formatting Data for Tableau
Managing Multiple Data Connections in a Single Workbook
Cross Database Filters
Cross Database Joins & Data Blending
- What about Data from 2 Different Sources?
- What’s the Difference Between Joins, Cross-Database Joins, and Blending?
- How Do I Create a Cross-Database Join?
- When Would I Use a Cross-Database Join vs. Data Blending?
- How Do I Blend Data?
Understanding the Navigation Menu
Showing Trends or Change Over Time
- Trends
- Rate of Change and Moving Average
Part to Whole and Ranking Analysis
- The Standard Bar Chart
- The Stacked Bar Chart
- The Side-by-Side Bar
- Pie Charts
- Percent of Total and Running Sum
- Using the Index and Ranking Calculated Fields
Creating Dual Axis Charts and Combo Charts
Using Measure Names and Measure Values to Build a Data Table
Using Maps and Spatial Analysis
Showing Relationships between Numbers
- Scatter Plots
- Trend Lines and Statistical Features
- Reference Lines
Distributions
- Heatmaps and Highlight Tables
- Histograms
Motion Charts
Calculated Fields Overview
Aggregate Calculations and Ratios
Parameters
- Pre-defined Lists for Faster Filtering
- Top N Filter
- Reference Line Parameter
- Swapping Dimensions or Measures in a View
Using Actions to Create Interactive Dashboards
- Filter Actions
- Highlight Actions
- URL Actions
Combining Parameters and Actions: On-Demand Charts
Advanced Chart Types
Q&A and Publishing
Conclusion
Training Materials
All Tableau training students receive comprehensive courseware.
Software Requirements
- Tableau Desktop
- Microsoft Excel 2016 or later
- Internet access
- Related data and lab files that Accelebrate would provide
