Introduction to Tableau | Tableau QuickStart

The Tableau Training Series | QuickStart to Using Core Tableau Data and Reporting Functions

TTDTAB001

Introductory

1 Day

Course Overview

 

Introduction to Tableau / Tableau Quickstart is a one day hands-on, quckstart to 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.  Students will leave this course armed with the required skills to leverage the important concepts and techniques in Tableau to move from simple to complex visualizations. Students will also learn how to combine them in interactive dashboards. Comprehensive hands on exercises are integrated throughout to reinforce learning and develop real competency.

 

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 within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn 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

 

Course Topics Quick View: This is the high-level list of the high-level topics address by this course. Please see the detailed Course Agenda or Training Plan below.

 

 

·        Simplifying and Sorting Your Data

·        Organizing Your Data

·        Slicing Your Data by Date

·        Using Multiple Measures in a View

·        Showing the Relationship between Numerical Values

·        Viewing Specific Values

·        Customizing Your Data

·        Analyzing Data with Quick Table Calculations

·        Showing Breakdowns of the Whole

·        Viewing Distributions

·        Making Your Views Available

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.

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 and skill-level.

 

 

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

Each student will receive a Student Guide with course notes, code samples, software tutorials, diagrams and related reference materials and links (as applicable). Our courses also include step by step hands-on lab instructions and and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the course environment software and set up files, project files (or code, if applicable) and solutions required for the hands-on work.

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Please see the current upcoming available open enrollment course dates posted below. Please feel free to Register Online below, or call 844-475-4559 toll free to connect with our Registrar for assistance. If you need additional date options, please contact us for scheduling.

Course Title Days Date Time Price
Introduction to Tableau | Tableau QuickStart 1 Day Mar 8 10:00 AM to 06:00 PM EST $995.00 Register
Introduction to Tableau | Tableau QuickStart 1 Day Apr 19 10:00 AM to 06:00 PM EST $995.00 Register
Introduction to Tableau | Tableau QuickStart 1 Day May 24 10:00 AM to 06:00 PM EST $995.00 Register
Introduction to Tableau | Tableau QuickStart 1 Day Jul 12 10:00 AM to 06:00 PM EST $995.00 Register
Introduction to Tableau | Tableau QuickStart 1 Day Aug 23 10:00 AM to 06:00 PM EST $995.00 Register

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