Introduction to Tableau Basics / Tableau QuickStart

Get Started with Tableau Essentials and Learn How to Create Effective Visualizations and Dashboards

Course Code: TTDTAB001

Skill Level: Introductory

Duration: 1 Day

Course Overview

Introduction to Tableau Basics / Tableau Quickstart is a one-day course designed to familiarize you with Tableau’s most popular functions while providing with hands-on practice with a few key essential skills you’ll need to create basic reports and data visualizations. Working in an engaging learning environment led by our expert Tableau practitioner, you’ll learn how to simplify, sort, organize and modify your data or data sources, and then how to move from creating simple to a variety of complex visualizations, exploring a wide-variety of commonly used visualization types. You’ll also learn how to combine your visualizations into interactive dashboards and publish them to the web, or share them with others.

You’ll exit this course armed with a good understanding of features and benefits of using Tableau, able to organize simple data sets and create a few basic visualizations using a few common types. If you want a deeper dive look at Tableau or more extensive hands-on, please see our Tableau Training Suite for options and learning paths to guide you deeper into your hands-on data journey.

NOTE: The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.

Course Objectives

Working in a light hands-on learning environment led by our expert facilitator, students will learn how to:

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
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.
Represent your data using the following visualization types:
- Cross tabs; Heat maps; Distribution charts; Tree maps; Pie charts and bar charts; Dual axis and combo charts with different mark types; Box plots; Highlight tables; Scatter plots

Need different skills or topics? If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate. We offer additional Tableau, reporting, data analytics, visualization and other related topics that may be blended with this course for a track that best suits your needs.

Course Prerequisites

This is an introductory-level Tableau course geared for attendees new to using the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions. Individuals working with data-regardless of technical or analytical background are a fit for this course. Attendees should have familiarity with using Microsoft Excel.

Take Next: We offer a wide array of ‘next-step’ Tableau courses for various skill levels and roles. Please see the Related Courses tab for specific Pre-Requisite courses, Related Courses that offer similar skills or topics, and next-step Follow-On Courses and Learning Path recommendations.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience needs, skill-level and participation.

1. Simplifying and Sorting Your Data

Data Filtering
Creating Date Filters
Sorting

2. Organizing Your Data

Using Groups
Creating and Using Hierarchies

3. Slicing Your Data by Date

Working with Dates in Tableau
Using Discrete Date Parts
Defining a Fiscal Year
Creating Custom Dates

4. Using Multiple Measures in a View

Using Measure Values and Measure Names in a View
Combo Charts
Combined or Shared Axis Charts
Creating Dual Axis Charts

5. Showing the Relationship between Numerical Values

Creating Scatter Plots
Using Sets

6. Viewing Specific Values

Creating Heat Maps
Creating Crosstabs
Creating Highlight Tables
Grand Totals, Sub-Totals, and Changing Aggregation

7. Customizing Your Data

Calculation Types
Parts of a Calculated Field
Options for Creating Calculated Fields
Strings, Dates, and Type Conversion Functions
Calculations and Aggregations

8. Analyzing Data with Quick Table Calculations

Using Quick Table Calculations

9. Showing Breakdowns of the Whole

Pie Charts and Parts of the Whole
Creating Tree Maps

10. Viewing Distributions

Bins and Histograms
Box and Whisker Plots

11. Making Your Views Available

Building Dashboards
Dashboard Actions

Course Materials

All course materials, data sets, Tableau course software (limited version, for course use only), course notes and related resources (as applicable) are provided for attendees in our easy access, no installation required, remote lab environment for the duration of the course. Our tech team will help set up, test and verify lab access for each attendee prior to the course start date, ensuring a smooth start to class and successful hands-on course experience for all participants.

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