
Introduction to Tableau | Tableau Quickstart
Course Duration
1 Day
Audience
Employees of federal, state and local governments; and businesses working with the government.
Prerequisites
There are no prerequisites for this course. It is designed for beginners and those wanting a refresher on Tableau features.
Course Description
Introduction to Tableau / Tableau Quickstart is a one day hands-on, quickstart to Tableau course geared for attendees new to using the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions. Students will leave this course armed with the required skills to leverage the important concepts and techniques in Tableau to move from simple to complex visualizations. Students will also learn how to combine them in interactive dashboards. Comprehensive hands on exercises are integrated throughout to reinforce learning and develop real competency.
Learning Objectives
- Navigate the Tableau interface and connect to common data sources
- Build and customize basic to intermediate visualizations including bar charts, scatter plots, heat maps, and tree maps
- Use filters, groups, hierarchies, and calculated fields to refine and enrich views
- Work with dates, time dimensions, and table calculations
- Combine multiple views into interactive dashboards
Course Outline
- Data Filtering
- Creating Date Filters · Sorting
- Using Groups
- Creating and Using Hierarchies
- Working with Dates in Tableau
- Using Discrete Date Parts
- Defining a Fiscal Year
- Creating Custom Dates
- Using Measure Values and Measure Names in a View
- Combo Charts
- Combined or Shared Axis Charts
- Creating Dual Axis Charts
- Creating Scatter Plots
- Using Sets
- Creating Heat Maps
- Creating Crosstabs
- Creating Highlight Tables
- Grand Totals, Sub-Totals, and Changing Aggregation
- Calculation Types
- Parts of a Calculated Field
- Options for Creating Calculated Fields
- Strings, Dates, and Type Conversion Functions
- Calculations and Aggregations
- Using Quick Table Calculations
- Pie Charts and Parts of the Whole
- Creating Tree Maps
- Bins and Histograms
- Box and Whisker Plots
- 11. Making Your Views Available
- Building Dashboards