Tableau Training Overview
Accelebrate’s Introductory Tableau training course teaches attendees how to work with Tableau Desktop to quickly and comprehensively analyze and present data. Attendees learn the basic and advanced features of Tableau, from how to navigate the main Tableau interface to sharing and publishing finished reports. Classes may be taught in English or Spanish.
Please see our short Introduction to Tableau course overview video for more information about this class.
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 and functionality of Tableau to visualize data
- Connect to various data sources
- Build a variety of basic charts
- Combine insights on one usable dashboard for an end-user, team, organization, or shareholder
- Garner new insights using table calculations
- Understand how and when to apply filters for better command of the data and user interactivity
- Apply Tableau’s mapping features for spatial analysis
- Share and publish visualizations
Prerequisites
No prior experience is presumed.
Outline
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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
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
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
Please see this short Introduction to Tableau course overview video for more information about this class.
