
Explore the fundamentals of Tableau, including data connections, terminology, and setting up dashboards. Master visualization techniques, calculations, filters, and publishing to web to share your visualizations.
Explore how dimensions and measures function as independent and dependent variables in Tableau, and how data window, sets, and parameters organize and analyze your data.
Explore the Tableau toolbar and tooltips to navigate like Excel, learn undo/redo, connect to data, and manage worksheets, dashboards, and duplicates with auto and manual update.
Explore how to use the Tableau toolbar to sort data, group items, label marks, switch to presentation mode, manage view cards, and fine-tune axes and sizing for clear visualizations.
Explore tooltips and shelves in Tableau to view the tooltip body, apply actions and commands for filtering, and customize marks and filters on the mark card for data visualization.
Organize Tableau workspaces using cards and shelves, arranging cards with hide, show, and presentation modes. Embrace language localization and parameter controls to tailor dashboards.
Create and rename stories, dashboards, and worksheets in Tableau, using undo/redo, duplicates, and crosstab copies to manage data views. Hide and unhide sheets to keep the workbook organized for presentations.
Explore Tableau file types, including workbooks, bookmarks, packaged workbooks, data extracts, and data sources, and learn extensions such as twb, tbm, tde, and tds.
Build a basic time-series view in Tableau by placing order date in columns and adding profit as a line chart, noting discrete blue and continuous green colors.
Create automated Tableau views with Show Me using two fields to chart profit over time and with many fields to build a scatter plot, then save the workbook.
Learn the basic components of Tableau views—headers, axes, panes, cells—and master marks, sorting, filtering, grouping, and sets to build manual and automatic views for dashboards.
Explore marks in Tableau, using the marks card to control color, size, shape, labels, and detail, and learn how marks represent intersections of dimensions in views.
Learn to build scatter plots in Tableau that reveal relationships between two numerical variables using measures on columns and rows, with color by category and trend lines.
Create and customize scatter plots with trend lines and model details in Tableau, then build heat maps to compare profit across regions and subcategories using color and size.
Learn to build pie charts and treemaps in Tableau, understand when to use them for proportions and components, and apply labeling and percent of total formatting for clear visualization.
Learn to build a Tableau tree map with nested rectangles where area and color reflect sales measures, with dimensions defining structure and measures driving size and color.
Learn to build box plots in Tableau to display distribution and dispersion using interquartile range and outliers, and explore disaggregated data and reference lines for clearer insights.
Create map views in Tableau using geo codes to visualize area-wise sales, then add pie marks to show state-level proportions; configure map options and borders for clear visuals.
Pivot data in Tableau to transform crosstab sources into columnar format by using Excel pivots, renaming pivot fields, adding and removing fields, and understanding metadata and limitations.
Learn to split string fields into multiple fields in Tableau using split or custom splits to separate first and last names, with space or comma separators.
Learn to apply limits to filters in Tableau using none, by field, by filled, and by formula, including top ten and bottom ten for dimensions like subcategory and SIP mode.
Learn how to apply filters on measures in Tableau, including at least, at most, and null-value filters, then compare aggregated and disaggregated profits to refine views.
Master date filters in Tableau, including relative date, range, and discrete filters. Differentiate date filters from dimensions and measures to create dynamic views like year-to-date or last three weeks.
Learn to create range and discrete date filters in Tableau, including starting and ending dates, time options, and special filters for null dates, with practical exercises.
Master dynamic sorting and grouping in Tableau using computed and manual sorting for dimensions and measures, with shelf placement and sorting influenced by filters and sets.
Master manual sorting in Tableau by dragging to reorder discrete fields on demand. Use toolbar, tooltips, and drag-and-drop, plus the sort dialog, for ascending or descending orders.
Create visual groups in Tableau to combine dimensions into higher level categories and correct data errors, then edit and rename groups for dynamic, consistent categorization.
Learn how to create and edit groups in Tableau, color groups in views, and use groups to correct data errors and simplify subcategories across dimensions.
Create and manage groups in Tableau by selecting members with the control key, renaming groups, and using in-view or edit group dialog to add or remove members and include others.
Learn how to create and edit groups in Tableau, include or remove others, and find group members using search criteria to build focused, visually appealing dashboards.
Explore sets and set operations in Tableau, including in-out and combining sets; learn to drag sets to filters or marks and answer questions like percent of revenue from a set.
Explore how Tableau actions add interactivity to dashboards with filter, highlight, and URL actions for guided analytics. Build dynamic dashboards and stories that reveal insights by selecting neighborhoods.
Course Introduction
This course provides a complete journey through Tableau, from its foundational concepts to advanced data visualization techniques. Whether you are new to Tableau or seeking to enhance your skills, this course offers step-by-step guidance to mastering the tool. Learn to create impactful dashboards, perform advanced filtering, sorting, and aggregation, and explore complex visualizations like scatter plots, heat maps, and Gantt charts. Gain hands-on experience with exercises that ensure you are job-ready in data analytics and visualization.
Section-wise Writeup
Section 1: Introducing Tableau
Learn about Tableau's key features, architecture, and workspace basics. This section sets the foundation by familiarizing you with Tableau’s interface, tools, and functionalities, including navigating the start page and pinning workbooks.
Section 2: Tableau General Concepts
Deepen your understanding of Tableau’s core concepts. This section explores dimensions and measures, toolbars, tooltips, and cards. Learn to create and manage workbooks, differentiate between Tableau file types, and develop an array of views, from nested tables to small multiples.
Section 3: Do it Yourself
Put your knowledge to the test with hands-on exercises. Build various visualizations like bar graphs, line charts, scatter plots, Gantt charts, and more. Master filters, pivots, and data splits to enrich your dashboards and presentations.
Section 4: Sorting in Tableau
Discover sorting techniques for organizing data in Tableau. Learn to sort text tables, hierarchies, and multidimensional data using manual, drag-and-drop, or automatic methods.
Section 5: Group and Sets
Understand grouping and sets in Tableau. Learn to create, edit, and analyze groups, and explore how sets can add flexibility and depth to your analyses.
Section 6: Aggregation, Action, Date, and Time
Explore aggregation techniques, understand Tableau actions, and delve into date and time functionalities. This section helps you leverage these features to enhance your visualizations and analyses.
Conclusion
By the end of this course, you will be proficient in Tableau and capable of crafting visually appealing and insightful dashboards. You'll be ready to tackle real-world data challenges with confidence and creativity.