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Tableau Part 1

Description

As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of "big data" has exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantage.

The creation of data-backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.

 

Course Objectives

Lesson 1: Tableau Fundamentals

  • Topic A: Overview of Tableau

  • Topic B: Navigate and Configure Tableau

Lesson 2: Connecting to and Preparing Data

  • Topic A: Connect to Data

  • Topic B: Build a Data Model

  • Topic C: Save Workbook Files

  • Topic D: Prepare Data for Analysis

Lesson 3: Exploring Data

  • Topic A: Create Views

  • Topic B: Customize Data in Visualizations

Lesson 4: Managing, Sorting, and Grouping Data

  • Topic A: Adjust Fields

  • Topic B: Sort Data

  • Topic C: Group Data

Lesson 5: Saving, Publishing, and Sharing Data

  • Topic A: Save Data Sources

  • Topic B: Publish Data Sources and Visualizations

  • Topic C: Share Workbooks for Collaboration

Lesson 6: Filtering Data

  • Topic A: Configure Worksheet Filters

  • Topic B: Apply Advanced Filter Options

  • Topic C: Create Interactive Filters

Lesson 7: Customizing Visualizations

  • Topic A: Format and Annotate Views

  • Topic B: Emphasize Data in Visualizations

  • Topic C: Create Animated Workbooks

  • Topic D: Best Practices for Visual Design

Lesson 8: Creating Dashboards in Tableau

  • Topic A: Create Dashboards

  • Topic B: Enhance Dashboards with Actions

  • Topic C: Create Mobile Dashboards

Lesson 9: Creating Stories in Tableau

  • Topic A: Create Stories

  • Topic B: Enhance Stories with Tooltips

System Requirements for Online Participants:

For online students, you must have access to the following with an active subscription (Tableau offers a free 14-day trial):

  • Tableau Desktop
  • Tableau Prep Builder
  • Microsoft Excel 365

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