TB202: Tableau Data Visualization

TB202: Tableau Data Visualization


Tableau Fundamentals serves the beginner to intermediate Tableau user, targeted towards anyone who works with data – regardless of technical or analytical background. This course helps you implement important concepts and techniques in Tableau. Move from simple to complex visualizations and combine them in interactive dashboards.

Duration: 12 Hours (4* 3H)

Prerequisites: DB101; TSQL

Course Includes

This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained. It also includes a flash drive containing supporting workbooks and data sources for the activities.


At the end of this course, you will be able to:

+ Connect to your data.

+ Understand Tableau terminology.

+ Use the Tableau interface / paradigm to effectively create powerful visualizations.

+ Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.

+ Represent your data using various vizualtion types:

– Crosstabs ???????????????????????????????????????? – Scatter plots

– Geographic maps ???????????????????????? – Pie and bar charts

– Motion charts ??????????????????????????????????????????????? – Bins and histograms

– Heat maps ?????? ??????????????????????????????? – Density charts

– Tree maps ?????????????????????????????????????? – Highlight tables

– Different mark types on dual axis/combo charts

– Drill down/drill across on dashboards

+ Use statistical techniques to describe your data.

+ Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations.

+ Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.

+ Handle changes in your data source such as field addition, deletion or name changes.

+ Share your visualizations with others.

+ Combine your visualizations into interactive dashboards and publish them to the web


Course Outline


+ Tableau Desktop and the Tableau Product Line

+ Application Terminology

+ Visual Cues for Fields

Connecting to Data

+ Creating a Live Data Connection

+ Saving a Data Source

+ Sharing a Data Source

+ Understanding Changes to Data

+ Other Data Connection Options in Tableau

Creating Basic Visualizations

+ Getting Started in Tableau Desktop

+ Elements of a Visualization

+ Formatting Your View

Simplifying and Sorting Your Data

+ Data Filtering

+ Sorting

Organizing your Data

+ Using Groups

+ Creating and Using Hierarchies

+ Creating a Combined Field

+ Using Sets

Slicing your Data by Date

+ Working with Dates

+ Using Discrete Date Parts

+ Creating Date Filters

+ Defining a Fiscal Year

+ Creating Custom Dates

Using Multiple Measures on the Same Axis

+ Comparing Views with Multiple Measures

+ Using Measure Values and Measure Names

+ Combo Charts

+ Combined or Shared Axis Charts

+ Creating Dual Axis Charts

Showing the Relationship between Numerical Values

+ Options for Showing Numerical Relationships

+ Creating Scatter Plots

+ Creating Heat Maps

Mapping Data Geographically

+ Mapping in Tableau

+ Geographic Mapping

Viewing Distributions

+ Bins and Histograms

Viewing Specific Values

+ Creating Crosstabs

+ Creating Highlight Tables

+ Grand Totals, Sub-totals, and Changing Aggregation

Customizing your Data

+ Calculation Types

+ Creating Calculated Fields

+ Using Logic Statements

+ Type Conversions and Date Calculations

+ Using Quick Table Calculations

+ Calculations and Aggregations

Using Parameters for Dynamic Values

Showing Breakdowns of the Whole

+ Pie Charts and Parts of the Whole

+ Creating Tree Maps

Highlighting Data with Reference Lines

+ Using Reference Lines and Reference Bands

Showing Data History

+ Creating Motion Charts

Making Your Views Available

+ Building Dashboards

+ Dashboard Actions

+ Using Drill Downs

Sharing Your Work

+ Export to an Image File

+ Exporting the Data Only

+ Other Sharing Options