Break out of Excel and into Tableau in 90 Minutes

Name: Break out of Excel and into Tableau in 90 Minutes
Rating: 4.4 (2889 reviews)

Unleash the Power of Data Visualization to Grow Your Career

Created byJohn David Ariansen

Last updated 6/2020

English

English [Auto],Indonesian [Auto],

What you'll learn

Tableau
Data Visualization
Data Analysis
Advanced Excel
Reporting Infrastructure
Connect to Data in Tableau
Build Visualizations
Build Interactive Dashboard
The difference between Excel and Tableau
Bar Charts
Line Graphs
KPI Charts
Join Data

Course content

5 sections • 23 lectures • 1h 14m total length

My Excel to Tableau Story2:21
Learn how an analyst moved from excel to Tableau, building a semi-automated, biweekly dashboard system for 17 assortments to spot trends and improve demand planning.
The difference between Excel and Tableau5:56
Explore the differences between Excel and Tableau, contrasting Excel as a flexible spreadsheet with built-in calculations and charts against Tableau's robust data visualization and auto-refresh across data sources.
Quick Case Study: What age group should I target?4:12
Compare Excel and Tableau for analyzing age demographics and marketing spend; build visualizations showing 18–25 and 26–35 groups, layer gender, and derive actionable ROI-focused insights to guide decisions.

Data Source Introduction2:27
Udemy Review Updates1:05
Udemy prompts early reviews and invites feedback before you leave a negative review, offering the opportunity to make changes and aiming for a five-star rating if you enjoy the course.
Download the Data Here0:01
Created a Calculated Column2:26
Learn to create a calculated column in Excel to compute margin before feeding data into Tableau, and compare Excel and Tableau workflows for scalable data preparation.
Combining Data with VLOOKUP4:02
Combine multiple Excel tabs into one using VLOOKUP, pulling gender, age, and state from a customer ID with an exact match, and note data quality issues.

Data Connection Screen3:17
Connect a raw Excel file to Tableau, bring in the sample retail data with demographics such as age, gender, and state, and start building visualizations like bar charts.
Creating Calculated Columns within Tableau3:13
Create a calculated field in Tableau to compute profit as gross sales minus cost, then derive margin by dividing profit by gross sales.
Recreating VLOOKUP in Tableau4:30
Learn how to blend data sources in Tableau to recreate vlookup by linking on customer id and age, using data relationships to pull fields like state and gross sales.
Building Visualizations5:14
Explore the data pane, understand dimensions and measures, and turn a text table into a bar chart with color by gender, then label sales by age.
KPI Indicator & Geo-Map8:57
Master KPI indicator, total sales, and sales by state in Tableau, add a gender filter, and switch to a geomap with a heat map for clear geographic insights.
Building the Dashboard5:40
Combine sales by age, total sales, and sales by state into an interactive dashboard by dragging visuals and snapping to a grid, then drill down by age and state.

Section Introduction2:44
Turn Excel data into a Tableau reporting infrastructure by building dashboards that track KPIs and time-series sales and inventory by week. Toggle by assortments to spot trends and seasonality.
KPI Data Source0:02
KPI Chart4:01
Connect to an Excel data source in Tableau, pull sales and inventory metrics, and construct a KPI chart with averages and currency formatting for the reporting infrastructure.
Time Series Data Download0:02
Time Series Analysis2:59
Build two line graphs of in-stock percentage by week and sales by week using time series data, formatting in-stock as average percentage and sales as currency for a dashboard.
KPI Dashboard5:27
Combine multiple Tableau worksheets into an interactive KPI dashboard that serves as the organization's reporting infrastructure, using custom relationships and an assortment ID filter to empower end users.
Updated Data Sources Download0:02
Updating the Data Sources3:47
Update data sources to enable scalable KPI analysis of in-stock and sales over time by overwriting source files and refreshing dashboards, while managing autosave quirks and building automated data analysis.

Requirements

A computer able to download Tableau

Description

Are you looking to break out of Excel and grow your career?

Demand for Tableau Skills is Up 1,581%... it's time you learn this skill as an analyst!

In this course you will learn:

The difference between Excel and Tableau
How to transition from an Excel based Analyst into a Tableau Developer
How to connect Tableau to Excel
How to join, union and blend data sources
How to build visualizations
How to build interactive dashboards
How to build a reporting infrastructure

Build a Reporting Infrastructure

In this course you will learn how to build infrastructure around reporting. This approach to analysis will help you scale your ability to communicate to your clients, boss or business owner. Instead of creating manual ad hoc reports like most Excel users, you will learn how to create interactive dashboards that will empower your end user to quickly see the analysis they need.

Content and Overview

This course is designed for those analysts who are fairly experienced with Excel and will provide a path forward towards more potent analysis through Data Visualization. We will walk through 2 case studies together. The first case study is designed to get your comfortable with Tableau then, in the second case study, we will move on to a real world use case where you will get to see the potency of Tableau.

Who this course is for:

Beginner Tableau Users
Advanced Excel Users
Business Analysts
Data Analysts

Break out of Excel and into Tableau in 90 Minutes

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 12min

Preparing Data in Excel5 lectures • 10min

Working with Tableau6 lectures • 31min

Creating a Reporting Infrastructure8 lectures • 19min

Conclusion1 lecture • 2min

Requirements

Description

Who this course is for: