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Comprehensive Tableau

Skills Gained Apply the fundamentals of the tool Use all the basic functionality to visualize their data Connect to various data sources Build a variety of basic charts Combine insights into a...

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Duration 4 days
Course Code TAB-103
Available Formats Classroom

Overview

Skills Gained

  • Apply the fundamentals of the tool
  • Use all the basic functionality to visualize their data
  • Connect to various data sources
  • Build a variety of basic charts
  • Combine insights into a useable dashboard  
  • Share and publish visualizations
  • Create complex calculations and dynamic parameters
  • Build a dashboard with powerful interactivity
  • Produce complex chart types
  • Apply advanced formatting and data visualization best practices
  • Slice and dice your data to mine for critical insights

Prerequisites

No prior experience is presumed.

Course Details

Training Materials

All Tableau training attendees receive comprehensive courseware.

Software Requirements

  • Tableau Desktop
  • Microsoft Excel 2016 or later
  • Internet access
  • Related data and lab files that Ascendient Learning would provide

Outline

  • Introduction
  • Simple Data Connections and the Data Connection Interface
  • Understanding the Main Tableau Interface
  • Building Simple Visualizations
  • Saving Options
  • Understanding and Utilizing “Show Me”
  • Dimensions vs. Measures and How They Affect a Viz
    • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
  • Continuous vs. Discrete Variables
  • Basic Dates
    • Setting the Fiscal Year
  • Basic Aggregations
  • Hierarchies
  • Sorting
  • Grouping
  • Formatting
    • Color
    • Size
    • Labels
    • Detail
    • Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
  • Building Your First Dashboard
  • Labeling, Annotations, Tooltips and Data Highlighting
    • Axis Labels
    • Annotations
    • Tooltips
  • Using the Data Highlighter
  • Quick Filters
  • Publishing and Sharing
  • Connecting to Different Databases and Data Formats 
  • Live vs. Extract Connections – The Basics 
  • Reshaping and Formatting Data for Tableau 
  • Managing Multiple Data Connections in a Single Workbook 
  • Cross Database Filters 
  • Relationships in Tableau
    • Physical vs Logical layer overview
  • Cross Database Joins & Data Blending 
    • What about Data from 2 Different Sources? 
    • What’s the Difference Between Relationship, Joins, Cross-Database Joins, and Blending? 
    • How Do I Create a Cross-Database Join? 
    • When Would I Use a Cross-Database Join vs. Data Blending? 
    • How Do I Blend Data? 
  • Understanding the Navigation Menu 
  • Showing Trends or Change Over Time 
    • Trends 
    • Rate of Change and Moving Average 
  • Part to Whole and Ranking Analysis 
    • The Standard Bar Chart 
    • The Stacked Bar Chart 
    • The Side-by-Side Bar 
    • Pie Charts 
    • Percent of Total and Running Sum 
    • Using the Index and Ranking Calculated Fields 
  • Creating Dual Axis Charts and Combo Charts 
  • Using Measure Names and Measure Values to Build a Data Table 
    • Totals and Subtotals 
  • Using Maps and Spatial Analysis 
    • Map Zooming 
  • Showing Relationships between Numbers 
    • Scatter Plots 
    • Trend Lines and Statistical Features 
    • Reference Lines 
  • Distributions 
    • Heatmaps and Highlight Tables 
    • Histograms 
  • Calculated Fields
  • Aggregate Calculations & Ratios
  • Logical Calculations
    • If/Then
    • IfNull
    • IsNull
    • ZN
  • Date Calculations
    • DateAdd
    • DateDiff
    • Today()
  • Parameters
    • Pre-defined Lists for Faster Filtering
    • Top N Filter
    • Reference Line Parameter
    • Swapping Dimensions or Measures in a View
  • Using Actions to Create Interactive Dashboards
    • Filter Actions
    • Highlight Actions
    • URL Actions
  • Combining Parameters and Actions: On Demand Charts
  • Advanced Chart Types (green is what they need)
    • Bar in Bar Chart
    • Bulletgraphs
    • Sparklines
    • Slope Charts
      • Building a Slope Chart with a Continuous Axis
      • Building a Slope Chart with a Discrete Axis (i.e. Rankings)
    • Pie Charts on Maps
    • Control Charts
    • Pareto Charts
  • Advanced Formatting & Dashboard Best Practices
    • Layout Containers
    • Floating Elements
    • When to Use Which
    • Effective Dashboard Layouts
    • Layout Best Practices
      • Titles and Labeling
      • Color Choices
      • Do
      • Don’t
    • Guided Analytics
  • Advanced Tooltips
    • Text with formatting and dynamic data woven in
    • Viz in tooltip
  • Custom Shapes & Custom Color Palettes
  • Advanced Segmentation
    • Dynamic Sets
    • Top N Sets
    • Conditional Sets
    • Combined Sets
    • Set Actions
    • Clustering
  • Advanced Analytics
    • Reference Bands and Reference Distributions Explained
      • Reference bands
      • Reference Distributions
      • 60, 80% of Total, Percentiles;
      • Quantiles
      • Standard Deviation
    • Box Plots
    • Forecasting
  • Storypoints
  • To Publish a Workbook to Tableau Server
  • Conclusion

Schedule

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

This was a good program to get prepared for the solutions architect associate exam.

The class and material is good. I think some of the software needs to be updated.

The class covered the concepts needed for the AWS Cloud Practitioner Certification.

Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.

Great company -- easy to sign up and very organized. Loved my teacher and class overall.