Tableau Training Overview
Accelebrate’s Comprehensive Tableau 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. 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
- Apply the fundamentals of the tool
- Use all the basic functionality to visualize their data
- Connect to various data sources
- Build a variety of basic charts
- Combine insights into a useable dashboard
- Share and publish visualizations
- Create complex calculations and dynamic parameters
- Build a dashboard with powerful interactivity
- Produce complex chart types
- Apply advanced formatting and data visualization best practices
- Slice and dice your data to mine for critical insights
Prerequisites
No prior experience is presumed.
Outline
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Introduction
Simple Data Connections and the Data Connection Interface
Understanding the Main Tableau Interface
Building Simple Visualizations
Saving Options
Understanding and Utilizing “Show Me”
Dimensions vs. Measures and How They Affect a Viz
- What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
Continuous vs. Discrete Variables
Basic Aggregations
Hierarchies
Sorting
Grouping
Formatting
- Color
- Size
- Labels
- Detail
- Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
Building Your First Dashboard
Labeling, Annotations, Tooltips and Data Highlighting
- Axis Labels
- Annotations
- Tooltips
Using the Data Highlighter
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
Relationships in Tableau
- Physical vs Logical layer overview
Cross Database Joins & Data Blending
- What about Data from 2 Different Sources?
- What’s the Difference Between Relationship, 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
Calculated Fields
Aggregate Calculations & 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 (green is what they need)
- Bar in Bar Chart
- Bulletgraphs
- Sparklines
- Slope Charts
- Building a Slope Chart with a Continuous Axis
- Building a Slope Chart with a Discrete Axis (i.e. Rankings)
- Pie Charts on Maps
- Control Charts
- Pareto Charts
Advanced Formatting & Dashboard Best Practices
- Layout Containers
- Floating Elements
- When to Use Which
- Effective Dashboard Layouts
- Layout Best Practices
- Titles and Labeling
- Color Choices
- Do
- Don’t
- Guided Analytics
Advanced Tooltips
- Text with formatting and dynamic data woven in
- Viz in tooltip
Custom Shapes & Custom Color Palettes
Advanced Segmentation
- Dynamic Sets
- Top N Sets
- Conditional Sets
- Combined Sets
- Set Actions
- Clustering
Advanced Analytics
- Reference Bands and Reference Distributions Explained
- Reference bands
- Reference Distributions
- 60, 80% of Total, Percentiles;
- Quantiles
- Standard Deviation
- Box Plots
- Forecasting
Storypoints
To Publish a Workbook to Tableau Server
Conclusion
Training Materials
All Tableau training attendees receive comprehensive courseware.
Software Requirements
- Tableau Desktop
- Microsoft Excel 2016 or later
- Internet access
- Related data and lab files that Accelebrate would provide
