Business Intelligence and Advanced Analytics with Tableau

Explore how Tableau enables easy data integration, rapid analysis, and interactive dashboards via a user-friendly graphical user interface, with low-cost options and flexible data connections; learn installation and trial choices.

Connect data sources to Tableau, including CSV and Excel, with live or extract connections. Explore coffee chain dataset with product IDs, area codes, locations, and sales metrics to gain insights.

Explore tableau's basic layout, menus, toolbars, data and analytics panes, and how to work with worksheets, dashboards, stories, maps, formatting, and server publishing, including dimensions, measures, and calculated fields.

Master Tableau basics by dragging blue discrete and green continuous fields to rows and columns, using marks pane to adjust color and text, and navigating worksheets, dashboards, and stories.

Learn to create sales and profit visualizations in Tableau, format currency, perform joins to print product names, and save as a packaged workbook for easy sharing.

Learn profit ratio calculation in Tableau by creating a calculated field for sum(profit) divided by sum(sales) and formatting it as a percentage.

Sort sales by product in Tableau, add an average line, and customize labels and colors to analyze profitability and identify top and underperforming products.

Learn how to sort and filter Tableau data to identify top products by sales or inventory, create top-n filters and market-level views, and troubleshoot cross-market filtering issues.

Explore nested filters to display top two products by profit in each market using context filtering, with interactive market-level insights in Tableau.

Master nested filters in Tableau to show the top two products per market by profit. Use context filtering, ranking, and compute using to drill into each market.

Explore dates in Tableau by switching between discrete and continuous dates, drilling into quarters, months, and days to reveal monthly sales trends and year-over-year comparisons.

Manipulate dates to visualize sales and profit over time in Tableau by creating monthly trends, applying relative date filters, coloring by month or year, and adding measure-based trend lines.

Learn to create a dual axis chart in Tableau by plotting sales and profit on synchronized axes, adjusting scales to dollars, and applying trend lines and forecasting.

Learn to build geographic maps in Tableau to visualize sales by state from area codes, compare against targets, and customize map layers, colors, and sizing for clear insights.

Compare actual sales to budget sales in Tableau by creating a calculated field to flag target achievement, then color-code and use shapes on maps to show over or under budget.

Learn to analyze sales and budget per area code in Tableau, map area codes with color and size by target attainment, and adjust latitude, longitude, and map layers for dashboards.

Learn to create visualizations with custom images and shapes in Tableau, add shapes from a repository, assign product-type colors, and synchronize dual axes for clear, legend-free insights.

Learn to build a bullet chart in Tableau to compare each product's sales to its sales goal, using a calculated field and per-product reference lines.

Learn to build Tableau dashboards by combining worksheets, using the layout pane and device preview, and adding slicers and navigation buttons for interactive, shareable views.

Create interactive dashboards by dragging essential worksheets, arranging in a zigzag layout, and using floating visuals for size control. Use maps, slicers, and legends to show target achievement across markets.

Learn to create interactive Tableau stories with story points that sequence views, including maps and sales by state, guiding discovery and checking if targets are met.

Learn to build an interactive Tableau dashboard with two navigation buttons for sales and location dashboards, create back navigation, customize shapes, and format cell size for clear, usable worksheets.

Add and center a fit image on the final dashboard, use a tiled layout, and place two worksheets (sales and location) in a vertical container, removing legends and adjusting sizing.

Adjust dashboard shading and colors via the format pane and text boxes. Use dashboard and filter actions to navigate between sales and location dashboards, and add a back button.

Polish alignment, center visuals, and set navigation tooltips to make the dashboard interactive. Add back buttons and links to sales and location dashboards, preparing for future chart types.

Learn how market basket analysis reveals co-purchasing patterns in retail, using the Superstore data in Tableau to explore subcategory relationships and customer IDs.

Apply market basket analysis in Tableau by using unequal joins to reveal which products co-purchase, such as papers with binders, and visualize top combinations.

Create pie charts in Tableau to support dashboards using the sample superstore data. Apply labels and color to show sales by category with the percentage of total.

Convert pie charts into donut charts to visualize segment shares and totals, using a dual-axis setup with a parameter and white overlay to create the donut and label total sales.

Explore tree maps and highlight tables to visualize multi-category data, compare sales and profit across subcategories and segments, and use color and labels to reveal patterns.

Learn to create and interpret bubble charts and word clouds in Tableau, using sales as size, product subcategories as text or color, and exploring legend and chart customization.

Explore how waterfall charts show positive and negative values contributing to total sales using running totals in Tableau, including subcategory profit and minus profit with Gantt bars.

Explore stacked bar charts and heat maps to compare sales and profits by region and subcategory, using color and percent-of-total to reveal product performance.

Explore how histogram charts reveal discount distributions by creating bins and using distinct counts of row IDs to show 0 to 10%, 10 to 20%, and higher discounts.

Explore the distribution of orders by customer, using distinct order counts and bins to show how many customers purchased 1, 2, or more products in Tableau.

Clean and refine a histogram visualization in Tableau by adjusting tick marks and axis elements, and editing tooltips to explain customer orders distribution.

Explore box plots to visualize the distribution of sales by region, identify outliers, and compare sales patterns across central east, south, and west.

Explore the distribution of customers in Tableau using scatter plots to identify profitable versus unprofitable customers, build calculated fields, apply filters, and interpret correlation versus causation.

Learn how to upload your workbook to Tableau Public, sign in with a free profile, and share interactive dashboards via public links.