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Course Outline
Introduction
- Configuring Tableau.
- Overview of Tableau Software.
- Navigating the Tableau User Interface.
Connecting to your data
- Exploring available data connections.
- Simplifying and preparing data for analysis.
- Joining database sources.
- Understanding Inner, outer, left, and right joins.
- Blending different data sources within a single worksheet.
Working with Data in Tableau
- Utilizing multiple measures in a view.
- Illustrating relationships between numerical values.
- Focusing on specific values.
- Customizing your data presentation.
- Distinguishing between Dimension and Measure.
- Understanding data types: discrete versus continuous for measures.
Creating calculations in Tableau
- Performing row-level calculations.
- Executing aggregate calculations.
- Conducting arithmetic, string, and date calculations.
- Developing custom aggregations and calculated fields.
- Utilizing quick table calculations.
- Working effectively with dates and times.
Design Principles and how to implement them in Tableau
- Understanding pre-attentive attributes.
- Strategic use of color.
- Selecting the appropriate chart type.
- Principles of inclusive design.
Building your first data visualization
- Creating tables.
- Exploring bar chart variations: bar chart, column chart, bullet charts, and bar-in-bar.
- Constructing stacked bars and area charts.
- Designing pie charts.
- Developing scatter plots.
- Creating maps.
Taking the most out of formatting
- Adding and configuring labels.
- Managing legends.
- Enhancing tooltips.
- Highlighting data with reference lines.
- Using annotations.
Telling a Data Story with Dashboards
- Structuring a dashboard framework.
- Implementing filter actions.
- Utilizing parameters.
- Applying highlight actions.
- Incorporating URL actions.
Sharing your work with others
- Publishing your work to Tableau Public.
- Understanding sharing options.
Summary and Next Steps:
- Exploring the Tableau Community.
- Accessing helpful resources for further learning.
Requirements
Previous experience with Tableau or Business Intelligence (BI) tools is not required.
Audience:
This course is ideal for all individuals employed by nonprofit organizations.
21 Hours
Testimonials (1)
workshops, practical examples
