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!
