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Data Visualization with Tableau - Novice to Pro!: 5-in-1
Rating: 4.1 out of 5(145 ratings)
676 students

Data Visualization with Tableau - Novice to Pro!: 5-in-1

Master the art of creating insightful visualizations from complex data with this visually appealing tutorial!
Last updated 8/2018
English

What you'll learn

  • Build and employ advanced calculations using Quick calcs, Table calcs, and Level of Detail.
  • Connect data with Tableau and understand the available data sources.
  • Create effective and compelling dashboards and story points.
  • Get to know tips and tricks to work more quickly and effectively in Tableau.
  • Create advanced charts increasing your capability to work with complex data in a quick and efficient way.
  • Leverage the blend and join features in Tableau 10 for creating powerful data sets.
  • Build basic charts taking the first steps in data analysis.
  • Create bar charts, pie charts, waterfall charts, bump charts, line graphs, boxplot and line graphs etc.
  • Develop calculated fields such as running sum, moving average, year on year growth etc. with conditional logic.

Course content

5 sections178 lectures20h 25m total length
  • The Course Overview6:58

    This video will give you an overview about the course. 

  • An Introduction to Tableau10:27

    The aim of the video is to provide a short overview of the rationale for data visualizations in data analysis.

    • Explain the difference between Excel and Tableau

    • Summary statistics mask outliers and visualizations will help

    • Explain that there are four different products that Tableau offers

  • How to Install Tableau on Your Computer?3:13

    In this video, we go through the process of installing the latest version of Tableau desktop.

    • Download the software

    • Install the software

    • Register the software

  • Tableau Help and Online Resources6:10

    The aim of this video is to look at the variety of ways to get help online for your Tableau project.

    • Get help through the Tableau desktop help menu

    • Search the web in a smart way by using the right keywords

    • Check out links of several additional resources if you need help

  • Understand the Tableau User Interface8:28

    Tableau is pretty intuitive but it's not without its quirks. In this video, we'll do a cursory but comprehensive examination of the user interface.

    • See what it looks like when you open Tableau

    • Connect to a sample visualization

    • Navigate within a visualization and learn about the undo feature

  • Exploring Tableau File Types2:30

    In this video, we’ll learn about the different file types.

    • Learn about the default and that it doesn’t include the data

    • Understand what’s in a .twbx file

    • Learn about the other types of file types include the .tde extract file

  • Understanding Tableau`s Blue and Green Pills10:56

    In this video we’ll differentiate between the blue and green pills. The blue pills are generally discrete and are dimensions. The green pills are measures.

    • Learn about dimensions and measures

    • Understand what you can do with green and blue pills

    • Understand what dimensions and measures are with respect to blue pills and green pills

  • Working with Data Sources9:36

    In this video we’ll learn about the types of connections, how to connect to a basic Excel file, and understand the various parts of the data source user interface.

    • Review all of the connection types, including Excel

    • Connect to an Excel data source that is included in Tableau

    • Understand the different components of the data source page

  • Working with Extracts Instead of Live Connections5:23

    Tableau’s default data connection is ‘live’. But in this video we’ll look at the best way to connect to data is to use an extract.

    • Explain the difference between a live and an extract

    • Learn about the advantages of using an extract

    • Get a feel for the user interface of the data source page of Tableau

  • Working with the Excel Data Interpreter6:33

    In this video we’ll learn to use Tableau’s data interpreter to quickly address data quality issues from poorly formatted Excel spreadsheets.

    • Import data from Excel into Tableau

    • Use Tableau’s data interpreter to clean the data

    • Learn a couple of other tips beyond the data interpreter

  • Split Fields When Connecting to Data2:21

    In this video we’ll use Tableau’s split field feature to get the data into the ideal format.

    • Learn about the split field feature in the data source pane

    • See an example of splitting a field

    • Learn about other uses for split fields

  • Pivot Your Data into the Ideal Format3:29

    Tableau is ideally suited to consume data in specific formats. In this video we’ll learn how to get the data into the right format using the pivot data feature.

    • Understand the best way to express Excel datasets

    • Learn some of the ways to address different column structures

    • Learn how to pivot the data

  • Understanding Metadata and Data Source Connections2:16

    In this video, we’ll look at the two important pieces of the data source section that needs to be addressed—metadata and data source connections

    • Understand how to access the metadata in Tableau’s data source

    • How to show hidden fields

    • Learn how to sort within the data preview pane

  • Filter from Your Data Source4:09

    Filtering your data source is especially essential for large datasets. So in this video we’ll learn how to do it now so that when you are dealing with

    • Understand some of the reasons to filter your data source

    • Use the add filter link in the data source window

    • Learn how to edit filters after you have already added one

  • Tableau's Show Me Feature3:35

    In this video, we’ll look at Tableau’s Show Me feature. It allows you to quickly do visualization as soon as you’ve loaded the data.

    • Move a few fields into the visualization space

    • Click the Show Me tab in the upper right hand corner

    • Select the type of visualization that you want to use

  • Crosstabs and Heat Maps8:12

    In this video, we’ll look at crosstabs and heat maps which are the most essential visualization tools. Tableau allows virtually unlimited customizations of the crosstabs and heat maps.

    • Move data fields into rows, columns, and values

    • Select a crosstab

    • Develop a heat map and use the appropriate colors

  • Using Bar, Stacked Bar, and Side by Side Bar Charts5:35

    In this video, we’ll look at bar charts. They are the easiest way to tell a story about the biggest and smallest categories of data.

    • Create a regular bar chart

    • Create a stacked bar chart and side by side chart

    • Learn whether to use a regular bar chart, a stacked bar chart, or a side by side chart

  • Pie Charts8:49

    In this video, we’ll look at Pie charts. They are very popular and it’s easy for Tableau to use them. But the question is whether or not you should ever use pie charts.

    • Create a pie chart

    • See if you can express the data better with a bar chart

    • How to make a pie chart useful by sticking only with a two category comparison

  • Line and Area Charts4:43

    In this video, we’ll look at line and area charts. They are the optimal methods for displaying data that is over time.

    • Create a line chart

    • Create an area chart

    • Decide whether to use a line or an area chart

  • Working with Packed Bubbles3:11

    In this video, we’ll look at Packed bubble charts. They are a unique way to display data.

    • Set up the fields you need

    • Create a packed bubble chart

    • Ensure that the colors are correct and the data are correct

  • Using Tree Maps1:59

    In this video, we’ll look at Tree maps. They show data in a more detailed way than pie charts. Word clouds are an easy way to illustrate a category’s intensity.

    • Set up the fields you need with the appropriate filters

    • Create a tree map

    • Create a word cloud using the tree map feature

  • Creating a Basic Scatter Plot6:19

    In this video, we’ll look at Scatter plots. They are unique in this section as it uses disaggregated data as opposed to aggregations.

    • Set up the fields and notice the aggregation problem

    • Disaggregate the data to show a scatter plot

    • Display a simple trend line

  • Creating a Basic Map6:39

    In this video, we’ll learn how to create a basic map in Tableau. We’ll be spending much more time on this in later sections.

    • Ensure that longitude is in a column and latitude is a row field. This will show a map

    • Make sure that there is a field assigned to either the detail or values

    • Adjust the color scheme to make it appropriate to the data you are displaying

  • Introduction to Calculations3:58

    In this video, we’ll discuss the various types of calculations that Tableau uses in extending visualizations beyond using just the fields in your spreadsheet.

    • Develop an understanding of the different types calculations, including strings, Boolean, if-then, case, and date calculations

    • Learn about aggregations and its fundamental place in Tableau’s programming language and its connection to calculations

    • Find out why calculations are an essential part of even a basic understanding of how to do visualizations in Tableau

  • Understanding Basic Calculations5:50

    The importance of calculations in Tableau cannot be underestimated. In this video we’ll work through some easier types of calculations to gain confidence is a great way to start using calculations.

    • Create a calculation that takes 10% off of a value in a measure

    • Make formatting changes after the basic calculation is written

    • See the place in the calculation window where you can see a description and format of a calculation

  • Understanding String Calculations6:29

    In this video, we’ll look at String calculations. They are one of the special variants of coding in Tableau. We’ll delve into a few examples to help guide your work.

    • Example one is to illustrate how easy it is to split something like a first name, last name

    • Example two is to show how to parse numbers out of a field that has both text and numbers

    • Convert parsed numbers to a format that Tableau can interpret

  • Learn about boolean, if-then Calculations, and case Statements13:03

    In this video, we’ll look at the most important type of calculation that is the boolean and if-then calculation.

    • Create a boolean calculation and interpret the results

    • Learn about if-then calculations and understand the constraints and requirements

    • Learn about case statements and understand the constraints and requirements

  • Date and Time Calculations11:48

    Dealing with dates and times especially when the data aren’t organized for it is often a struggle. Tableau has done a great job with making it easier but there are still challenges. In this video, we’ll work through some examples to help you understand this.

    • Learn how Tableau handles date and time fields

    • See an example of how to convert non-dates into dates

    • Learn how to do date/time arithmetic

  • Understanding Aggregations and Disaggregations14:29

    Tableau’s fundamental power is to automatically generate summary statistics through point and click. But because of its ease, we sometimes forget the powerful mechanism behind this. In this video we’ll dig into the guts and learn about.

    • See an illustration of aggregations and disaggregations

    • How to address errors in calculations because of mixed fields

    • Learn how attributes and dimensions behave

  • Using Calculations to Add Insight to Your Visualizations10:48

    The whole reason to learn about calculations is to get the date into a format that you need to add insight to visualizations. In this video we’ll show what we learned in this section.

    • Assemble a visualization using existing fields

    • Create the calculation that you need to add the insight

    • Format and tweak the visualization into how you want it to look

  • Introduction to Mapping in Tableau10:02

    In this video, we’ll look at mapping. It is a subset of visualization but is often split between those who are considered experts in Geographic Information Systems (GIS) and others. Tableau changes that by allowing powerful tools for everyone who uses it.

    • Discuss Tableau’s native integration of spatial data

    • Learn some of the important geographic terminology needed to do maps in Tableau

    • Learn about some common map types and see some map examples in Tableau

  • Creating a Standard Map View10:02

    The aim of this video is to create a Standard Map View. Unlike for things like bar charts, there are a couple of extra steps you need to do for even a standard map. It’s not difficult once you learn it.

    • Learn how to identify geographic roles

    • Assemble a standard map view using the steps described

    • Add other information to aid in insight

  • Dealing with Map Errors7:49

    In this video, we’ll learn how to deal with errors in maps. In order to get accurate data, it’s imperative that you resolve errors that inevitably crop up in spatial data. Most of the time these are not typos but rather cases where there are identical names for multiple provinces or states.

    • Use the edit locations feature to resolve most errors

    • Make manual corrections to map errors using Wikipedia

    • Check to ensure map errors are correct

  • Customizing a Standard Map View10:20

    Small formatting changes can have a large amount of impact in the look and feel of a map. In this video we’ll explore a few ways to do this.

    • Create a bar chart and make formatting changes on that chart

    • Learn what a tooltip is and how to format it

    • Use a new Tableau 10.5 feature to embed the bar graph into a tooltip

  • Using Filters in Maps12:15

    You can use a map to filter bar chart in a dashboard. In this video, we’ll find out how to do this.

    • Create a bar chart based on sum of sales

    • Add the worksheets to a dashboard and format

    • Create the filters and test them to ensure that they work

  • What Are Dashboards and Stories?6:11

    In this video, we will learn that the dashboard feature in Tableau is the core of the functionality. Also, we will learn what you can do in the dashboard window, the worksheet window, and the story window.

    • Understand what you can and cannot do in the dashboard section

    • What the limitations are with the story window

    • What you can do in each of the three types of visualizations

  • Understanding Dashboard Actions11:53

    Dashboard actions make Tableau dashboards infinitely flexible. In this video, we will learn how to do dashboard actions.

    • Understand what dashboard actions are

    • Learn how to do dashboard actions

    • Test the actions to ensure that it works in the way that you expect

  • Basics of Dashboard Formatting8:58

    In this video we’ll look at dashboard formatting. Because Tableau is so flexible, formatting features are amazing. But it also takes some effort to get things exactly right.

    • Learn how to add objects to the dashboard

    • Change the size and color of text in the dashboard

    • Make size adjustments to the dashboard

  • Understanding Workbook Level Formatting3:17

    In this video we’ll look at workbook formatting. Some of the main formatting can be done at the workbook level instead of changing it in each worksheet.

    • Learn the types of formatting that you can do globally

    • Control the formatting globally

    • Learn the limitations to global formatting

  • Assembling Your Dashboards into a Story7:53

    Story functionality allows you to attach several dashboards to one set of visualizations. In this video, we will learn how to use the feature.

    • Understand the various elements to the story user interface

    • Assemble the dashboards into a story

    • Learn about how to size dashboards to fit into a story

  • Focusing on the Narrative7:48

    Because of Tableau’s power in doing visualizations you should be careful with how to design visualizations. We’ll discuss some ideas on how to focus on your narrative.

    • Define storytelling in the visualization context

    • Discuss best practices for telling great stories

    • See an example of how to focus on the narrative using a visualization

  • Using Color with Purpose9:09

    Careful use of color will make any visualization much more effective.

    • Illustrate a classic example on contrasting colors

    • Explain why contrasting colors work

    • Show why having too many colors isn’t as good as contrasting colors

  • Tooltips for a Purpose5:41

    Tooltips are a way to add lots of information to Tableau visualizations without adding clutter.

    • Learn about the features of a tooltip

    • Learn how to add fields to tooltips

    • Check the formatting of the tooltips

  • Using a Parameter to Focus the Audience’s Attention7:01

    Parameters add a lot of features to visualizations. We’ll go through an example that illustrates a control chart.

    • Create the visualization using the steps outlined

    • Create calculations that define the lower and upper bound of the parameter lines

    • Format the visualizations to make it easy to identify points outside the lines

  • Removing Clutter in Your Dashboard6:31

    Learning Tableau is the easy part. The harder part is to use the skills you’ve learned to make your visualization easier to read.

    • Create a cluttered visualization and learn some new skills

    • Then critique the visualization you just created

    • Fix the visualization you made by removing clutter online

  • Exporting Your Visualizations3:19

    Most of the time you won’t be able to show off your visualization in Tableau itself. So we’ll learn how to export it.

    • Learn how to format the dashboard using the page setup feature.

    • Export the dashboard to a PDF

    • Export the data to an Excel spreadsheet

  • Test your knowledge

Requirements

  • Familiarity with previous versions of Tableau would be helpful.

Description

Tableau is one of the fastest evolving Business Intelligence (BI) and data visualization tools. Data Visualization with Tableau helps your insights come compellingly alive and communicates complex ideas simply. Expressive visualization enables you to get beyond static charts to create multi-faceted views of data and explore every dimension. The rise of big data and the growing public awareness of its power has made this the moment for data visualization. Data visualization is changing the way the world looks at data.

Tableau is perfect for developing creative and powerful data visualizations for any business. It offers professionals looking to spot trends, outliers, and patterns an insightful, data-driven business focus that truly separates the signal from the noise.

This comprehensive 5-in-1 course is a step-by-step guide to Tableau dashboard development. Each part of this course focuses on key functionality of Tableau to enable you to become familiar with Tableau and learn advanced concepts to build dynamic and functional dashboards. Create informative, visually-appealing dashboards and perform efficient analytics in Tableau. Build easy to follow demonstrations discussing the pros and cons of each chart form. Animate your visualizations with the latest features in Tableau 10, with the help of this visually appealing guide.       

Contents and Overview

This training program includes 5 complete courses, carefully chosen to give you the most comprehensive training possible.

The first course, Learning Tableau 10.x, covers new insights hidden in your data by building incredible dashboards and great visualizations with Tableau 10.5. In this course, you’ll be introduced to Tableau and understand the different versions of the software including Tableau Desktop, Tableau Desktop Professional, Tableau Public, Tableau Online, and Tableau Server. Learn about other topics such as table calculations, parameters, filters, user-defined calculations, (variables). Next, you’ll see how to use dashboard actions to create interactivity between dashboard components and how to “drill-down” into more dashboards containing additional detail for specific data elements.

By the end of the course, you’ll be adept with the knowledge to create great visualizations with Tableau for your day-to-day business needs.

The second course, Data Visualization with Tableau, covers how to visualize your Data using Tableau. This course gives an overview of the fundamentals, from normal computations to implementations of various concepts such as Integrating Tableau with R, advanced graphs, and formatting visualizations. These techniques include the creative use of different types of calculation such as row-level, aggregate-level, and more. You will discover how almost any data visualization challenge can be met in Tableau by a proper understanding of the tool's inner workings and creatively exploring its possibilities.

By the end of the course you will be equipped for success as a Data Analyst: you will be able to create effective dashboards and data visualization solutions using Tableau.

The third course, Mastering Tableau 10, covers mastering the art of creating insightful visualizations from complex data. This course walks you through the fundamentals of Tableau, helping you hone your skills and master core volumes such as Working with Data in Tableau. The video will provide viewers with high-quality practical content explaining how to master advanced calculations, dashboards, and visualizations with Tableau. It will teach experienced users how to answer complex queries they've been wrestling with, while also introducing them to tricks they never knew were possible.

Lastly, Advanced Interactivity brings it all together by demonstrating many ways in which users can interact with information at their fingertips.

The fourth course, Tableau 10 Business Intelligence Solutions - Volume 1, covers creating powerful, effective visualizations to help analyze your data with Tableau 10. This video series provides easy-to-follow examples to get you up-and-running with Tableau 10 and covers basic–to-advanced use cases and scenarios. You will start by preparing data using different strategies and move on to build basic charts and then more complex charts by incorporating different Tableau features and interactivity components.

By the end of this highly intuitive and practical video, you'll have gained the confidence and competence to analyze data more efficiently and effectively, by creating compelling interactive data and charts in Tableau

The fifth course, Tableau 10 Business Intelligence Solutions - Volume 2, covers powerful effective BI solutions. Following on from Volume 1, this volume focuses on the more advanced offerings of Tableau in terms of dash boarding and analytics. You will see how you can leverage these features to make better sense of your data. You’ll understand how Tableau interacts with your data, and be able to create stunning dashboards and story points in Tableau for effective storytelling.

By the end of this highly intuitive and practical video, you'll have gained the confidence and competence to analyze your data more efficiently and effectively by creating compelling dashboards and storyboards in Tableau, and you’ll be able to use them to effectively communicate your business insights.

By the end of the course, you’ll master the art of creating insightful visualizations from complex data with this visually appealing tutorial!

About the Authors

  • Govind Acharya is a Principal Analyst at the University of California, Davis Budget, and the Institutional Analysis office. He has over a decade of experience in visual analytics in academic, for-profit, and non-profit business environments. He is an economist by training for a PhD at Cornell University. Besides spending almost a decade mashing data in Tableau, he loves to spend hours cycling the roads of Northern California and thinking about new ways to explain data through pretty pictures.


  • Seema Acharya is Senior Lead Principal with the Education, Training and Assessment Department of Infosys Limited. She is an educator by choice and vocation and has rich experience in both Academia and the software industry. Her areas of interest and expertise are centered on Business Intelligence, Big data and Analytics, and technologies such as data warehousing, data mining, data analytics, text mining, and data visualization. She has authored the following books:
    -Fundamentals of Business Analytics, ISBN: 978-81-265-3203-2, publisher – Wiley India.
    -Big Data and Analytics, ISBN-13: 978-8126554782, publisher - Wiley India.
    -Pro Tableau - A Step By Step Lab Guide ISBN-13: 978-1484223512, publisher – Apress.
    She has co-authored a paper on "Collaborative Engineering Competency Development" for ASEE (American Society for Engineering Education). She holds the patent on "Method and system for automatically generating questions for a programming language."


  • Tim Messar is a Senior Data Architect working in the insurance industry for over 10 years. He has lead several projects and initiatives providing business intelligence solutions using SQL Server, Analysis Services Cubes, and Tableau. Tim is also an IT Consultant for Messar Consulting LLC. You can find him on Twitter as @TimMessar.


  • Donabel Santos is a self-confessed data geek. She loves working with data, writing queries, and developing reports on her SQL Server databases, and exploring and visualizing data with Tableau.


    She is the principal and senior business intelligence architect at QueryWorks Solutions, a Tableau Learning and Alliance partner in Vancouver, BC, Canada, providing consulting and training services. She has spent years in consulting and has developed a variety of solutions for clients in different verticals—finance, manufacturing, healthcare, legal, higher education, and local government. Donabel is a multi-year Microsoft Data Platform MVP (previously known as SQL Server MVP) and has extensive experience in the SQL server in different areas, such as development, administration, data warehouse, reporting (SSRS), tuning, troubleshooting, XML, CLR, and integration with ERPs and CRMs using PowerShell, C#, SSIS, and Power BI. One of Donabel's passions is teaching and sharing her love for data. She is a Tableau Certified Professional and a Tableau accredited trainer, delivering Tableau public and on-site client training. She is also the lead instructor for a number of courses at British Columbia Institute of Technology (BCIT), including Applied Database Administration and Design (ADAD) and Applied Data Analytics (ADA) programs. She teaches SQL server administration, development, integration (SSIS), data warehouse foundations, and visual analytics with Tableau. Donabel has also authored three other books with Packt Publishing: SQL Server 2012 with PowerShell V3 Cookbook, PowerShell for SQL Server Essentials, and SQL Server 2014 with PowerShell V5 Cookbook. She also contributed a chapter to Manning Publications' PowerShell Deep Dives.

Who this course is for:

  • Tableau users who have basic familiarity with Tableau and now want to build rich analytics and visualizations with Tableau that are customized to the needs of their business.
  • Business, data, and analytics professionals who want to build rich interactive visualizations using Tableau.