Certification in Tableau and Data Visualization

Explore Tableau's interface, including workbooks with worksheets, dashboards, and stories, using drag-and-drop pills on the row shelf, column shelf, and filter shelf to create blue dimensions and green measures.

Explore how Tableau classifies data into dimensions and measures, using dimensions to provide context and categorize data, while measures are aggregated numerical values for analysis.

Navigate the bottom tabs to switch between data source, worksheet, dashboard, and storyboard, then use the plus sign to add elements and drag dimensions onto column and row shelves.

Navigate data source, worksheet, and dashboard with bottom tabs. Add new elements and arrange dimensions and measures to build interactive visualizations with filters, marks, and highlight action.

Build unified dashboards by combining multiple worksheets and visualizations, using interactive filters, highlight actions, and storytelling to guide users through a cohesive data narrative that supports decision making.

Explore interactive data storytelling with Tableau's Show Me, switching quickly between visualization types via thumbnails to guide analysis and reveal key insights.

Use the Show Me feature to quickly switch visualizations via thumbnails in the upper right, with active thumbnails tied to your dimension and measure in the data pane.

Drag and drop fields from the data pane to the shelves to build and customize visualizations using dimensions (categorical) and measures (quantitative), then refine with filters, marks, and chart types.

Open Tableau, connect to the Excel data source, and build a bar chart by dragging order date to columns, category and subcategory to rows, profit to color; rename the worksheet.

Visualize key metrics and insights with an output dashboard that provides a clear, comprehensive view of data. Tailor layout and design to highlight important patterns and relationships for interactive analysis.

Explore Tableau's automatic double-click feature that instantly creates visualizations by double-clicking fields, generating bar, line, text table, scatter plots, maps, and more according to field type and order.

Sort and filter data to sharpen analysis using buttons, right-click pills, and drag methods, with adaptive filter dialogs for date ranges and categories.

Learn to sort and filter data in Tableau, including dragging fields to filters, right-click on shelves, and using numerical and text filter dialogs to refine categories and row names.

Filter data by selecting headers or marks and choose keep only or exclude. Hierarchical selection spans country, state, and city, and lets you focus on individual marks to manage outliers.

Learn how to apply filters to multiple worksheets in a workbook, including applying globally to all sheets using the same or related data sources.

Enhance profitability analysis by sorting and filtering data in a duplicate bar chart, focusing on the furniture category and region to reveal insights and isolate issues.

Analyze a furniture dashboard that sums sales by subcategory across order date and year, with color indicating profit, filtered by central, east, south, and west regions.

Apply comprehensive formatting in Tableau to customize worksheets and elements, adjusting fonts, alignment, shading, borders, axes, titles, labels, and tooltips for clear, consistent visuals.

Use highlighters in Tableau to emphasize specific data points without changing the color scheme, and leverage the highlighter legend with text search and drop-down filters for multiple highlights.

Develop a Tableau line chart using highlighters to complement color marks, tooltips, and detail marks, emphasizing subcategories and regions while preserving context for quick pattern detection.

Learn to use Tableau highlighters to highlight subcategories, display a highlighter legend box, hover to see highlights, and expand the view for legibility.

Analyze the total sales over time using a yearly line chart with region color encoding and subcategory details to reveal regional performance and how product categories drive trends.

Explore the marks card in Tableau to customize color, size, shape, and detail levels, add tooltips, and tailor field displays for clearer data visualizations.

Discover how to refine Tableau visuals with the marks card by using color, size, label, detail, and tooltips. Explore shape options for scatter plots and other visualizations to enhance analysis.

Learn to visualize data in Tableau with scatter plots and shape marks to show correlations; use predefined and custom shapes, plus context sensitive marks for treemaps and heat maps.

Create a scatter plot in Tableau to explore the correlation between sales and profit across subcategories, categories, and regions, using color and shape to differentiate groups and adding train lines.

Duplicate any visualization as a crosstab in Tableau to create a new sheet that displays the same data in rows and columns with exact numbers.

Explore how basic calculations in Tableau enhance dashboards by using granular data and aggregations to create new measures and dimensions for deeper insights.

Aggregate data in Tableau by placing measures on a shelf, using default sum, with options to switch to average, min, max, or count, and disaggregate via the analysis menu.

Explore data granularity by using dimensions on the detail shelf to set the level of detail in your visualization, while measures do not affect granularity.

Apply quick table calculations in Tableau by selecting a predefined type from the context menu; Tableau auto-configures the usual settings for fast, formula-free analysis like percent of total.

Create and reuse calculated fields in Tableau by adding new fields to your data source, using the calculation editor, or shelf and data pane methods on existing fields.

Learn how Tableau's calculation editor builds calculated fields using functions, operations, parameters, and comments, with color coding and automated suggestions to create accurate formulas.

Explore how Tableau groups functions by categories like date, string, and aggregate, then use the calculation editor's filter and search to build effective calculated fields.

Learn to add comments in Tableau calculations with two forward slashes, and use auto completion to insert fields, parameters, sets, or functions across multiple data sources with fully qualified names.

Learn to create a calculated field in Tableau to compute average unit cost by dividing total sales by quantity, set the aggregation to average, and format as currency.

Learn to build a visualization in Tableau by placing subcategories on columns, averaging unit cost on rows, adding labels, and configuring an interactive year filter to show two years.

Compute the average unit cost per subcategory for 2016–2017, display it on a box plot, then derive the overall average by averaging those subcategory averages via a calculated field.

Learn how to use basic calculations and spotlighting in Tableau to highlight exceptions and thresholds. Create calculated fields and apply color coding to emphasize data above or below target.

Create a sales spotlight worksheet in Tableau using a calculated field to classify orders under 10,000 as poor and others as acceptable, then color-code green for acceptable and red for poor.

Explore how to visualize sales data in Tableau by segment, category, and subcategory, using color coding and the Sales Spotlight field to show whether sales exceed 10,000.

Learn how to create and rename groups to simplify data in Tableau, applying the group dimension in visualizations and ungrouping as needed.

Create a Tableau worksheet that highlights the top ten subcategories by total profit, using a top-ten filter, sorting by profit, and presenting the results as text labels.

Learn how to create vertical and horizontal bar charts in Tableau by placing dimensions on rows or columns and measures on the opposite shelf, enabling category comparisons.

Create a stacked bar chart in Tableau that shows total sales over four years by shipping method for the West region, with region and date filters and labeled bars.

Analyze a central region sales visualization in Tableau, showing total sales per year by order date, with ship mode colors in a stacked bar chart filtered to central region.

Heat maps use color to provide a quick visual summary and enable cross-category comparisons, with color gradients showing higher and lower values, patterns, and potential outliers in geographical data.

Create heatmaps in Tableau showing profit and sales by category per quarter, with order date on columns, categories on rows, and color and size encodings.

Create heat maps showing profit and sales by category across quarters, with columns for order date quarters and rows for categories; color encodes profit, cell size encodes sales.

Explore scatter plots to visualize relationships between two continuous numeric measures, identify correlation, trends, clusters, and outliers, and assess data concentration across observations.

Explore the relationship between total sales and total profit by creating a scatter plot in Tableau, using color by category, shape by segment, and labeled marks for enhanced visualization.

Visualize the relationship between total sales and total profit using a scatter plot, with color encoding category, shape encoding segment, and labels showing the sales totals.

Use a pie chart to show part-to-whole relationships with a clearly defined whole. Limit to 5–7 slices; otherwise, use another chart, and ensure every slice is distinct and non-overlapping.

Create a pie chart with multiple marks to display customer segments, sum of sales, and percent of total sales in Tableau, with clear labels and distinct colors.

Create a box plot of sum of profit by category and subcategory, color by category, adjustable size, to compare distributions and spot outliers.

Analyze a box plot showing profit distribution across categories and subcategories, with color coding and aggregated total profit in a Tableau dashboard.

Tree maps visualize hierarchical data with rectangles whose areas reflect quantities. They show part-to-whole relationships and subcategory sizes within each parent, top-left to bottom-right.

Create a Tableau tree map to show region and state sales and profit, using size for profit and color for sales, with editable color themes.

Explore how a treemap structures regional and state hierarchies, using color to represent sales, size to reflect profit, and labels to identify regions and states for quick comparison.

Explore area charts to visualize time series data, emphasize magnitude and volume by shading the area under the line, and compare a small number of categories.

Create an area chart to display monthly sales for 2016 and 2017, color by year and distinguish months, using Tableau or Excel steps and label axes clearly.

Learn to visualize the sum of sales by order date month in Tableau using area charts, with year filters and color to show details.

Create a symbol map in Tableau to visualize city sales in the East and South regions, using city on rows, sales on columns, and size and color to compare performance.

Plot a geographical map of cities using longitude and latitude, color by region (east or south), and size by total sales, with city details and year filters to 2016–2017.

Create and explore dashboards by combining multiple worksheets into a single view, with real-time updates, consistent formatting, and flexible tiled or floating layouts you arrange by dragging objects.

Add dashboard objects to Tableau dashboards to enhance functionality and presentation, including text boxes for titles and annotations, images for branding, live webpages, and blank spaces to structure layout.

Organize dashboards by customizing visibility of tiles, captions, legends, filters, and parameters to tailor each view. Show or hide titles and captions to declutter and provide clear context.

Explore how to organize dashboards in Tableau using automatic sizing, exact size, fixed width with scrollbars, range sizing, and presets to ensure responsive, device-friendly visualizations.

Create a Tableau dashboard by combining three worksheets, apply a year of order date global filter across all visuals, and format for cohesive data presentation.

Publish Tableau workbooks from Tableau Desktop to private servers, Tableau Online, or Tableau Public, enabling access to worksheets, dashboards, and stories via browsers and exporting to PowerPoint, Word, or Excel.

Explore how Tableau connects to diverse data sources, enables joins and data blending across files, and builds dashboards and visualizations from a data-driven foundation.

Explore Tableau's general overview with a simple 15-row Excel example, building an interactive dashboard in under three minutes using drag-and-drop visualizations, filters, and layout tweaks for rapid data insight.

Explore Tableau general overview and calculated fields, learn to create calculated fields in the data pane or analysis menu, and apply built-in functions, formulas, and aggregations for data visualization.

Explore Tableau general overview and how worksheets, text boxes, parameters, and filters combine to build interactive dashboards. Learn to link dashboards and guide users through analytical paths.

Publish detailed statistical results on Tableau Public as interactive dashboards to broaden audience access, supplement research, and let readers filter and drill down into data.

Explore how Tableau reporting uses story points to blend narrative with interactive data visualization, delivering guided analytics and a PowerPoint-like experience that lets users filter and drill down.