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In this course you will learn how to create effective data visualizations with Tableau and unlock a smarter approach to business analytics. Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern businesses. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent…

We’ll make sure you’re well prepared to take full advantage of Tableau 10’s new features. Whether you’re an experienced data analyst that wants to explore Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. 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.

But it’s not just about you – 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. And really, that’s exactly what this guide is for.

 

MODULE 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
  • Summary

 

MODULE 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
  • Summary

MODULE 3:  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

MODULE 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
  • Summary

 

MODULE 5: TABLE CALCULATIONS

  • Overview of table calculations
  • Quick table calculations
  • Relative versus fixed
  • Scope and direction
  • Addressing and partitioning
  • Custom table calculations
  • Practical examples
  • Data densification
  • Summary

 

MODULE 6: FORMATTING A VISUALIZATION TO LOOK GREAT AND WORK WELL

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

 

MODULE 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
  • Summary

MODULE  8: DEEPER ANALYSIS – TRENDS, CLUSTERING, DISTRIBUTIONS, AND FORECASTING

  • Trending
  • Clustering
  • Distributions
  • Forecasting
  • Summary

MODULE 9: MAKING DATA WORK FOR YOU

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

 

MODULE 10: ADVANCED VISUALIZATIONS, TECHNIQUES, TIPS, AND TRICKS

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

 

MODULE 11: SHARING YOUR DATA STORY

  • Presenting, printing, and exporting
  • Sharing with users of Tableau Desktop and Tableau Reader
  • Summary