Working with Tableau

Enabling better data handing, processing, viewing and accessibility using Tableau and Alteryx



3 Days

Course Overview

Both Tableau and Alteryx have disrupted the world of Data Analytics by offering solutions accessible to the analyst (beyond the realm of the coders and programmers), boosting their productivity and their time to insight along the way.  Those solutions combine offer to the analyst full control over the data processing chain, from the moment it is extracted, to the moment it is consumed.  


Each solution has its strengths: 

  • Tableau is a great tool to explore data, and Alteryx is a great tool to prepare data in sequence 

  • Alteryx is a great tool to blend data, and Tableau is a great tool to share data 

  • Tableau is hiding the complexity from the users, Alteryx is exposing it 

Course Objectives

This course is divided into two parts. The first part of the course provides students with a deep dive exploration of Tableau's visualization capabilities, and then the second half focuses on creating dashboards.

Course Prerequisites

This is aintroductory-level course geared for attendees who want a quick introduction to working with both Tableau and Alteryx, or for those who want a refresher of the basics or newer features.  Individuals working with data-regardless of technical or analytical background are a fit for this course.

Course Agenda

Part 1:  Working with Tableau 


Day One: Morning 


Session 1: Connecting to Data Sources 

  • Connecting to text, Excel, Access, and SQL files 

  • Pasting from a clipboard 

  • Connecting to other databases 

  • Connecting to Windows Azure Marketplace 

  • Understanding dimensions and measures 

  • Changing data types 

  • Applying filters 

  • Merging multiple data sources 


Session 2: Creating Univariate Charts 

  • Creating tables 

  • Creating bar graphs 

  • Creating pie charts 

  • Sorting the graphs 

  • Creating histograms 

  • Creating line charts 

  • Using the Show Me toolbar 

  • Creating stacked bar graphs 

  • Creating box plots 

  • Showing aggregate measures 

  • Showing the top 10 items 


Session 3: Creating Bivariate Charts 

  • Creating tables 

  • Creating scatter plots 

  • Swapping rows and columns 

  • Adding trend lines 

  • Selecting color palettes 

  • Using dates 


Session 4: Creating Multivariate Charts 

  • Creating facets 

  • Creating area charts 

  • Creating bullet graphs 

  • Creating dual axes charts 

  • Creating Gantt charts 

  • Creating heat maps 

  • Dueling with dual axes 

  • Creating animated visualizations 

  • Correcting data exports from Tableau to Excel 

  • Blending data 

  • Optimizing tips for efficient, fast visualization 


Day One: Afternoon 


Session 5: Creating Maps 

  • Setting geographic roles 

  • Placing marks on a map 

  • Overlaying demographic data 

  • Creating choropleth maps 

  • Using polygon shapes 

  • Customizing maps 

  • Introduction to Dashboards 

  • Using external data to enrich your dashboard 

  • Using custom geocoding in Tableau 


Session 6: Calculating User Defined Fields 

  • Hierarchies for revealing the dashboard message 

  • Classifying your data for dashboards 

  • Using predefined functions 

  • Calculating percentages 

  • Applying the If-Then logic 

  • Applying logical functions 

  • Showing totals 

  • Showing the percentage of totals 

  • Guided analytics with Tableau 

  • Discretizing data 

  • Manipulating text 

  • Aggregating data 

  • Creating choices in dashboards using conditional logic 

  • String manipulation in dashboards 


Session 7: Customizing and Saving 

  • Adding title and caption 

  • Modifying font sizes and colors 

  • Applying various marks 

  • Adding colors, labels 

  • Changing marks sizes 

  • Adding reference lines 

  • Printing to PDF 

  • Saving packaged workbooks 

  • Creating a workbook data extract 

  • Sharing your results in a meeting 

  • Packaging workbooks with data 

  • Publishing dashboards to Tableau Server 

  • Publishing dashboards to Tableau Public 

  • Notes and annotations 


Session 8: Exploring and Sharing 

  • Saving a workbook on a Tableau server 

  • Saving a workbook on the Web 

  • Sizing to make a data story 

  • Exporting images 

  • Exporting data 


Session 9: Exploring Advanced Features 

  • Viewing data 

  • Changing the mark size 

  • Using the presentation mode 

  • Adding annotations 

  • Excluding data on the fly 

  • Customizing mark shapes 

  • Adding drop-down selectors 

  • Adding search box selectors 

  • Adding slider selectors 

  • Actions and interactions 

  • Drilling into the details 

  • Working with input controls 

  • Creating dashboards 

  • Creating parameters 

  • Using parameters in dashboards 

  • Mobilizing your dashboards 

  • Mixing Tableau with Power BI 


Part 2: Working with Alteryx 


Day Two: Morning 

  • Using the RegEx Tool 

  • Using the Formula Tool 

  • Blending Data Overview  

  • Combining Data by Column Name 

  • Combining Data by Column Position 

  • Combine Data with Different Fields and Headings 

  • Join Two data sets using Key Fields  

  • Blending Memory Considerations 


Day Two: Afternoon 

  • Join Multiple Data Streams on Key Fields      

  • Parsing JSON Data 

  • Downloading JSON 

  • Introduction to Geocoding and Drive Time  

  • Regression Analysis 

  • Server Architecture 

  • AB Analysis 

  • Clustering and Means Analysis 

  • Time Series Forecasting  

  • Market Basket Analysis

Course Materials

Our course materials include more than a simple slideshow presentation handout. Each student will receive a comprehensive course Student Guide, complete with detailed course notes, code samples, software tutorials, diagrams and related reference materials and links. Our courses also include detailed our Student Workbook, with step by step hands-on lab instructions and project files (as necessary) 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 set up filesproject files (or code, if applicable) and solutions required for the hands-on work.

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