TABLEAU – TABLEAU FUNDAMENTALS

DURATION:

2 Day Course

 

COURSE GOALS:

The goal of the course is to understand the concepts and techniques used in Tableau Desktop in order to create reports: from a simple graph to more complex views, and, finally, to learn how to combine all the reports in an interactive dashboard.

 

The most important objectives of the course are:

  • To understand different options to connect to the data.
  • To understand how the Tableau interface works: components, shelves, cards and terminology in general.
  • To create basic calculations that include changes of data types, basic arithmetic calculations, building ratios and different aggregations, adding logic functions, totals and subtotals in tables and other quick table calculations.
  • To be able to represent data using different visualizations
    • Tables and highlight tables
    • Line Graphs
    • Bar graph and Pie Charts
    • Dual combination with different marks>
    • Small multiples
    • Bullet Graph
    • Scatter Plot
    • Geographic Maps
    • Heat maps and tree maps
    • Packed Bubbles
    • Others
  • To learn how to add trend lines and reference lines besides other statistical techniques to describe data.
  • To understand and to use groups, bins, sorting, sets and hierarchies. How to use different ways of filtering.
  • To work with many formatting options in order to customise views.
  • To learn how to mix all the reports built during the training in a dashboard and to be able to publish it on Tableau Server.

 

TARGET AUDIENCE:

The course is designed for the beginner intermediate level user. This course is for anyone who usually works with data, regardless of the technical level of the user.

 

PRE-REQUISITES:

No pre-requisites are needed.

 

LANGUAGES:

Tableau Fundamentals is offered in English and Spanish.

 

TOPICS COVERED:

  • Tableau Software and architecture.
  • Connections with data bases.
  • Tableau Desktop Interface.
  • Building views in Tableau Desktop.
  • Analysis: add and edit analysis to add value to our views.
  • Formatting: add and edit formats to customize our views.
  • How to build a dashboard.
  • Publish a dashboard in Tableau Server.
  • Business Case: Do it by yourself!

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