Tableau Desktop : Part 2

(2 days)

Overview:

The advent of cloud computing and storage has ushered in the era of “big data.” With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain competitive advantage.

Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources, and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data-driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data-driven insights with peers, executives, and clients.

Course Objectives:

In this course, you will perform advanced data visualization and data blending with Tableau. You will:

  • Blend data to visualize relationships.
  • Join data.
  • Access data in PDFs.
  • Refine visualizations with sets and parameters.
  • Manipulate data with calculations.
  • Visualize data with advanced calculations.
  • Perform statistical analysis and forecasting.
  • Enrich visualizations, dashboards, and maps.

Target Student:

This course is designed for professionals in a variety of job roles who are currently using Tableau to perform numerical or general data analysis, visualization, and reporting, who now need to provide data visualizations from multiple data sources, or combine data to show comparisons, manipulate data through calculations, create interactive visualizations, or create visualizations that showcase insights from statistical analysis.

This course is also designed for students who plan to obtain Tableau® Desktop Qualified Associate certification, which requires candidates to pass the Desktop Qualified Associate exam.

Prerequisites:

To ensure your success in this course you should have experience with importing data and creating data visualizations in Tableau. You can obtain this level of skills and knowledge by taking the following Logical Operations courses:

Tableau® Desktop: Part 1

Optionally, having experience with other data analytics tools, such as Google Analytics™ or Customer Relationship Management (CRM) tools, as welrl as an undestanding of database design concepts or a background in statistical analysis, will help you get even more out of Tableau. The following courses are helpful but not required:

  • Google Analytics™: Foundation (Second Edition)
  • Database Design: A Modern Approach
  • Microsoft® Office Excel® 2016: Dashboards

Session Topics

The Tableau Desktop Part 1 course is designed to be completed in 2-days.  The students will be provide a virtual lab to access Tableau.  If students are participating remotely – they should have two monitors. 

Lesson 1: Blending Data to Visualize Relationships

 Topic A: Blend Data

 Topic B: Troubleshoot and Refine Data Blends

Lesson 2: Joining Data

 Topic A: Create Joins

 Topic B: Troubleshoot Joins

 Topic C: Union Data

Lesson 3: Accessing Data in PDFs

 Topic A: Connect to PDFs

 Topic B: Clean and Organize PDF Data

 

Lesson 4: Refining Visualizations with Sets and Parameters

 Topic A: Create Sets

 Topic B: Analyze Data with Sets

 Topic C: Apply Parameters to Data to Refine Visualizations

Lesson 5: Manipulating Data with Calculations

 Topic A: Create Calculated Fields

 Topic B: Manipulate Data with Functions

 Topic C: Analyze Data with Table Calculations

Lesson 6: Visualizing Data with Advanced Calculations

 Topic A: Create Groups and Bins with Calculations

 Topic B: Analyze Data with LOD Expressions

Lesson 7: Performing Statistical Analysis and Forecasting

 Topic A: Perform Statistical Analysis

 Topic B: Forecast Data Trends

Lesson 8: Enriching Visualizations, Dashboards, and Maps

 Topic A: Customize Mapped Data

 Topic B: Enhance Visualizations with Tooltips

 Topic C: Enhance Dashboards with Actions

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