Mastering Data Visualization and Data Analytics with Tableau

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.

Explore workbook and worksheet structure in Tableau, including worksheets, dashboards, and stories. Learn to create, open, duplicate, hide, delete, and organize sheets within a workbook.

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.

Learn the different types of Tableau files, and master managing workbooks by deleting, renaming, coloring, organizing sheets, dashboards, film strips, and saving options.

Explore Tableau file types, including workbooks, bookmarks, packaged workbooks, data extracts, and data sources, and learn extensions such as twb, tbm, tde, and tds.

Learn Tableau basics by opening workbooks, connecting to data sources (Excel and sample data), and creating views—manually and automatically—using dimensions and measures.

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.

Build nested tables in Tableau to show years and quarters, then create small multiples by year and customer segment, using order date and profit to reveal patterns.

Apply filters and color encoding in Tableau to explore profit data by year 2011 and 2012, using sum aggregation and region-based 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.

Learn to build Tableau views by arranging panes, headers, axes, and cells across rows and columns. Discover how to manage large datasets with filters and explore text tables.

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.

Explore building bar charts and other views in Tableau using the superstore data, applying dimensions, measures, marks, filters, and multi-axis layouts for clear data visualization.

Drop order date to columns and drag subcategory to rows to build a text table in Tableau, use sum on text mark, and explore percent of total with table calculations.

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 Gantt charts in Tableau to visualize durations between order date and ship date, using a calculated field and analyzing data by product category and shipping mode.

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.

Learn to build packed bubble charts in Tableau to visualize sales and profit by category. Define bubbles with dimensions and size and color measures, and refine visuals with region.

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 add and manage filters in Tableau, using keep only, exclude, range, and top and bottom filters, and quick start filters to focus views across datasets.

Explore wild card filters, conditional filters, and limits in Tableau to refine data using start with, contains, ends with patterns and domain-based or value-range restrictions.

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 quantitative filters to measures in tableau, including range, at least, at most, and specials, with performance tips and set-based filtering for large data.

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.

Apply computed sorts in Tableau using the axis, the view, or the sort dialog box; sort by data source order, alphabetically, or by aggregates such as sum, average, or percentile.

Learn to sort text tables and multi-dimensional hierarchies in Tableau, using sort dialog, descending order by discount or sales, applying to subcategories, and verifying with grand totals.

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.

Learn to create constant and computed sets in Tableau using marks, dimensions, and member selection, and understand how dynamic versus static sets respond to data changes.

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.

Master Tableau aggregation and disaggregation, from default properties such as average or sum to customizing measures and dimensions. Build scatter plots and multidimensional views by adjusting fields, attributes, and details.

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.

Explore how Tableau handles date and time as distinct entities, including cube and relational dimensions, hierarchies, and converting dates to continuous for time-aware analysis.