Tableau Training Course

Highlights

• Gain an introduction to Tableau

• Extract business intelligence by adding value to your data

• Produce visually compelling and intuitive dashboards and presentations of your corporate data

• Explore the flexible and easy-to-use tools to find, clean, model and visualise data

• Create interactive visualisations to deliver business insights

• Integrate data from multiple heterogeneous sources

• Generate Tableau maps for geographical data

• Share a story using dashboards to highlight your discoveries

Course Details

What Is Tableau?

• The Tableau Ecosystem

  • Tableau Desktop

  • Tableau Server / Tableau Online

  • Tableau Prep Builder

  • Tableau Mobile

  • Tableau Reader

  • Tableau Public

• The Tableau Licensing Model

  • Creator / Explorer / Viewer

• Tableau Desktop Overview

How Do I Get Started?

• A generic Tableau workflow

• What makes up a Visualisation?

How Do I Connect To Data?

• Connecting to Tableau Server / Data Files / Databases

• Using “Live” data connections

• Creating reusable data sources

• Connecting multiple data sources via relationships

• Data pre-processing

  • Data typing, aliasing, splitting fields, reshaping

• Previewing a dataset

• Creating data extracts

How Can I Explore My Data?

• Creating Visualisations

  • Dimensions and Measures

  • Columns, Rows, Pages, Filters and Marks

• Filtering Dimensions, Measures and Dates

• Exposing filters to introduce interactivity

• Sorting data in views

How Do I Organise My Data?

• Organising data fields by Data Source Table or via Folders

• Combining multiple members within a dimension to create a Group

• Ordering data fields to create Hierarchies

How Does Tableau Deal With Dates?

• Native Date Hierarchy

• Discrete vs Continuous Dates

• Creating Custom Dates

How Do I Compare Multiple Values?

• Using the Measure Names / Measure Values containers

• Multiple measures on the same axis via combined or shared axis charts

• Two individual measures axes via dual axis charts with separate mark types

• Scatter (XY) Plots with or without aggregation

• Using Mark Types (colour, shape) to represent values

How Can I Show Geographic Data?

• Using specific or calculated geographies to create maps

• Customising map background styles and options

• Map navigation and selection

• Geographic grouping and custom territories

How Can I Produce Tabular Reports?

• Creating Crosstab Reports

• Customising Crosstab Reports with totals and aggregations

• Improving Crosstabs with visual elements

  • Heat Maps

  • Highlight Tables

How Do I Make Calculations On My Data?

• Creating Calculated Fields

• Using the Calculated Field Editor

• Working with Aggregations and understanding Tableau’s Order of Operations

• Types of Calculations

  • String, Date, Logic, Type Conversion

What About Comparative Calculations?

• Tableau’s built-in Table Calculations

  • Running Total, Difference, Percent Difference, Percent of Total, Moving Average

How Can I Show Proportional Data?

• Stacked Bar Charts

• Pie Charts

• Tree Maps

How Can I Add Reference Data?

• Adding context with Reference Lines

• Highlighting regions with Reference Bands and Distributions

How Do I Combine My Analyses?

• Creating Dashboards from one or more visualisations

• Adding interactivity via Dashboard Actions

Who Should Attend

Business Analysts, Financial Analysts, Data Scientists and Staff who need to use Tableau for producing reports from Excel, SQL Server and other databases.

Learn to build Dashboards like this - Typically used for CFO Dashboards, Revenue & Profitability, Expense Management, Financial Planning & Analysis, Sales, Stock Control, Risk & Compliance Analysis...