Working with Tableau and Alteryx

Enabling Better Data Handing, Processing, Viewing and Accessibility using Tableau and Alteryx



2 Days

Course Overview

Working with Tableau and Alteryx is an introductory-level course for Data Analysts, Business Analysts, Data Scientists or anyone new to these tools who is tasked with analyzing business data.  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

NOTE: The 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 these tools and their  current features, benefits and functionality in a wide array of uses. This is not Official Vendor Training.

Course Objectives

This course is approximately 50% hands-on lab to 50% lecture ratio, combining engaging lecture, demos, group activities and discussions with machine-based student labs and project work.  Working in a hands-on learning environment led by our expert practitioner, students will explore:

  • Tableau Essentials Review
  • Connecting to Data Sources - Connecting to text, Excel, Access, and SQL files
  • Creating Univariate Charts
  • Creating Bivariate Charts
  • Creating Multivariate Charts
  • Creating Maps
  • Calculating User Defined Fields
  • Customizing and Saving
  • Working with Advanced Features
  • Working with JSON Data
  • Server Architecture
  • Clustering and Means Analysis
  • Working with Alteryx
  • Time Series Forecasting

Course Prerequisites

This is an introductory-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.


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 Agenda

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.  Below is a list of all topics included in the student course materials. Depending on the composition of the class and the interests of the participants, topics will be omitted from the instruction but will be available as reference in the course materials.

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

Hands-on Setup Made Simple! 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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