Tableau Desktop: Part 1 (Second Edition) (v1.0)

As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of "big data" has exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data.Leveraging that data effectively can provide timely insights and competitive advantage.The creation of data-backed visualizations is a key way data scientists, or any professional,can 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. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.

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Learning Objectives

In this course, you will visualize data with Tableau. You will:

  • Identify and configure basic functions of Tableau.
  • Connect to data sources, import data into Tableau, and save Tableau files.
  • Create views and customize data in visualizations.
  • Manage, sort, and group data.
  • Save and share data sources and workbooks.
  • Filter data in views.
  • Customize visualizations with annotations, highlights, and advanced features.
  • Create and enhance dashboards in Tableau.
  • Create and enhance stories in Tableau.


    Course Details

    Course Outline

    1 - Tableau Fundamentals
  • Overview of Tableau
  • Navigate and Configure Tableau
  • 2 - Connecting to and Preparing Data
  • Connect to Data
  • Build a Data Model
  • Save Workbook Files
  • Prepare Data for Analysis
  • 3 - Exploring Data
  • Create Views
  • Customize Data in Visualizations
  • 4 - Managing, Sorting, and Grouping Data
  • Adjust Fields
  • Sort Data
  • Group Data
  • 5 - Saving, Publishing, and Sharing Data
  • Save Data Sources
  • Publish Data Sources and Visualizations
  • Share Workbooks for Collaboration
  • 6 - Filtering Data
  • Configure Worksheet Filters
  • Apply Advanced Filter Options
  • Create Interactive Filters
  • 7 - Customizing Visualizations
  • Format and Annotate Views
  • Emphasize Data in Visualizations
  • Create Animated Workbooks
  • Best Practices for Visual Design
  • 8 - Creating Dashboards in Tableau
  • Create Dashboards
  • Enhance Dashboards with Actions
  • Create Mobile Dashboards
  • 9 - Creating Stories in Tableau
  • Create Stories
  • Enhance Stories with Tooltips
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis.This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports or explain data analysis through visualizations.This course is also designed for students who plan to obtain Tableau Desktop Qualified Associate certification, which requires candidates to pass the Tableau Desktop Certified

    Associate exam.

    Other Prerequisites

    To ensure your success in this course, you should have experience managing data with

    Microsoft® Excel® or Google Sheets™. You can obtain this level of skills and knowledge

    by taking the following Logical Operations courses:

    Microsoft® Excel® for Office 365™/2019: Part 1

    Microsoft® Excel® for Office 365™/2019: Part 2

    Optionally, having experience with other data analytics tools, such as Google Analytics

    ™ or Customer Relationship Management (CRM) tools, as well as an understanding 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

    Tableau Desktop: Part 1 (Second Edition) (v1.0)

    Course Length : 2 Days

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