Learn Tableau Desktop from Scratch - Beginners Bootcamp

Explore what Tableau is, review the different Tableau products, and define commonly used terms to build a solid foundation for beginners.

Learn how Tableau functions as a business intelligence tool to create visualizations by transforming a company's data into easy-to-understand charts.

Explore Tableau basics with sheets, dashboards, stories, workbooks, measures, and dimensions. Use filters, tooltips, and the marks card to adjust chart types, colors, sizes, labels, and level of detail.

Explore the Tableau dashboard interface, including the data pane, filters, marks, top menu, navigation toolbar, and Show Me panel; learn to create dashboards and identify them by icons.

Navigate Tableau Desktop with the toolbar, mastering back to start page, undo/redo, save, add data sources and relationships, pause auto updates, duplicate sheets, and presentation mode.

Connect to your data source in Tableau, explore connection types, joins, and filters, save workbooks in TWBX or TWB, and create aliases, calculations, extracts, and live vs extract data.

Explore Tableau's data connection types, from Excel and text files to Microsoft SQL Server, Amazon Redshift, and Google Drive, and learn to open the sample superstore dataset from the path.

Explore inner, left, right, and outer joins in Tableau, using two tables with ID fields to see how common data and rows are combined with name, place, car, and salary.

Add data source filters to limit the dataset at the source, selecting regions and sales ranges to improve dashboard performance.

Create calculations at the data source level in Tableau by right-clicking a field and selecting create calculated field, exploring basic arithmetic, boolean logic, and more.

Learn how to hide columns, save workbooks, and rename columns in Tableau Desktop; explore data source tips, show hidden fields, and working with extracts versus live connections.

Master groups and hierarchies in Tableau Desktop from scratch, using groups to merge subcategory items into supplies and hierarchies to drill down from country to postal code.

Create folders in the data pane, switch the view to group by folder, and use the search bar to quickly locate fields, keeping your Tableau dataset organized and navigable.

Explore how Tableau sets create subsets of data using user-defined conditions, including dynamic sets that update with data and fixed sets that stay constant, such as top states by sales.

Create and name a set of the top five states by sales in tableau, then use a percent of total calculation to show their share of overall sales.

Explore data pane functionalities in Tableau: change data types, duplicate and rename fields, and create calculated fields; plus split, sort, hide, delete, and organize fields into folders and hierarchies.

Explore the pages and marks section to learn how to use pages and master marks—color, size, text, detail tooltip, and shape—and how to add custom shapes in Tableau.

Learn to use pages in Tableau to explore sales by year and by category, dragging fields like customer id or date onto pages to visualize year-by-year sales and category trends.

Control visual elements on a Tableau sheet with the marks card, switch between line, symbol, and filled map, and adjust color, size, labels, detail, tips, and shapes.

Use the size mark in Tableau to encode sales and profit across subcategories, showing phones with the largest size and high sales, while tables may show lower profit.

Explore how the detail mark in Tableau builds a basic bar chart by dragging category and subcategory to view, color, and labels, revealing sales by subcategory.

Learn to customize Tableau tooltips by adding sales, quantity, discount, and profit to your view, and include datasource name, sheet name, and workbook name, plus hover versus click behaviors.

Learn how to create a chart within a chart tooltip in Tableau 10.5+, including inserting sheets and adjusting height to show segment sales by subcategory on hover.

Explore how the shape mark in tableau transforms bar charts into customized shapes, colors, and sizes to highlight discrete data like sales by state.

Learn to customize shapes in Tableau by creating a custom shapes folder, adding furniture, office supplies, and technology icons, and applying swap columns and size adjustments.

Explore quick filters in Tableau to narrow views by region and category, switch between single value lists and dropdowns, and use wildcard searches to refine sales data.

Learn to build and refine data views in Tableau by applying normal filters, including starts with, contains, ends with, exclude, top/bottom, and condition formulas.

Master quick filters on measures in Tableau Desktop, including adding, editing, and removing filters, setting ranges, and using at least, at most, and null values to refine sales data.

Explore how context filters differ from normal filters in Tableau, and learn how a dependent filter processes only data returned by the first filter.

Explore how context filters in Tableau prioritize top five cities by state, using the filter shelf, add to context, and process records first to display state-specific top cities.

Explore why formatting matters and master quick formatting techniques for dashboards, worksheets, and individual sheets in Tableau.

Format dashboards in Tableau to enhance visualization by selecting shading, titles, borders, and text objects; learn to apply consistent fonts, colors, and alignment across worksheets using a sample workbook.

Format each worksheet individually by right-clicking and using format to adjust fonts, headers, alignment, shading, borders, grid lines, and per-field number formatting such as percent or currency.

Explore the different types of calculations in Tableau, learn to create basic calculations, and apply table calculations and level of detail calculations to analyze data.

Create basic arithmetic calculations in Tableau Desktop by building calculated fields with plus, minus, multiply, and divide, such as adding 20 to sales or computing cost as sales minus profit.

Create a boolean calculation in Tableau to mark items as true or false based on whether sales are more than fifty thousand, then use it as a filter.

Explore how table calculations in Tableau Desktop act as a special type of calculated field that compute on the current visualization, enabling ranking, running totals, and percent of total.

Master table calculations in tableau to compute percent of total sales by category and city. Sort and rank cities using running totals and percentage totals to reveal top performers.

Learn how level of detail calculations in Tableau let you compute aggregations beyond the visualization level using fixed, exclude, and include expressions, with an equity calculation example.

Explore the level of detail concepts in Tableau, including exclude and include calculations that aggregate across specified dimensions and display results at higher or lower granularities.

Build a fixed calculation in Tableau to base regional sales on region, summing sales and showing percent of total sales by state and region.

Explore how to use exclude calculations in Tableau to compare total sales with monthly sales by region, including creating exclude expressions, percent calculations, and formatting.

Explore how level of detail calculations in Tableau include unseen dimensions like subcategory and sales to reveal differences between average customer sales and subcategory sales.

Create a basic sales-by-state view and use a parameter to dynamically control the top N states shown, defaulting to 10, with server publish enabling user adjustments.

Learn to add a dynamic reference line in Tableau Desktop using a parameter, enable a parameter control, and highlight values above or below a user-defined threshold.

Explore the Show Me panel to view the different types of charts you can create and learn how to select the best chart based on your data selection.