Real World Tableau for Busy Professionals

Name: Real World Tableau for Busy Professionals
Rating: 4.5 (34 reviews)

Learn practical Tableau skills for the real world getting you to quickly being able to create useful data visuals.

Highest Rated

Created byChelsea Wilson

Last updated 5/2021

English

English [Auto],

What you'll learn

How to build Tableau dashboard to support practical business needs
Line charts with dual axis enhancements
Calculated Fields and shortcuts to create them faster
Customized tree maps and know the pros and cons of different chart types
Combining views to create new visual options
How to incorporate custom images to create lively and appeal visuals
Set up user friendly filtering
Create a dashboard for practical business needs such as layouts for printing and being powerpoint ready
Explain what each Tableau product does

Course content

6 sections • 32 lectures • 2h 53m total length

Course Intro2:08
Welcome to the Course!
What Tableau is and what Tableau ISN'T7:15
Tableau is an industry-standard data visualization tool that democratizes data. It uses a point-and-click interface and emphasizes interactive, secure dashboards and secure data sharing.
Where does Tableau fit in the Data World2:31
Tableau sits at the end of the data stack as the display layer, connecting to sources like data warehouses, data lakes, text files, or Excel, not intended to move data.
What do people mean when they say "Tableau"?4:22
Navigate the Tableau family, including Tableau Desktop, Tableau Public, and Tableau Server. Learn about Tableau Online, Tableau Reader, and Tableau Prep for publishing, viewing, and preparing data.
Tableau Sever and Online. What do they do?1:06
Manage Tableau Server and Tableau Online to refresh extracts and schedule updates for a monthly report, while setting permissions to prevent data leakage.
Introduction Review

The Importance of Wireframes2:08
The Power of Iterations2:43
Embrace iterative feedback to refine dashboards, starting with a wireframe or draft to surface requirements and KPIs and align expectations. Expect multiple iterations and practical techniques to move forward efficiently.
User Interface Best Practices3:10
Keep dashboards simple by removing non-value elements and maximizing white space, use one or two colors, and adopt a sans serif font.
Workbooks -> Dashboards -> Charts/Views1:43
Discover how a Tableau workbook converts into dashboards and charts and views that tell a story, and learn when to split workbooks for performance and organization.
Review

Data Source Editor5:54
Connect to data sources in Tableau, explore the data source editor, and prepare your data with files and server options while examining data types and sample workbooks.
Data Sources6:41
Learn to manage Tableau data sources by connecting to Excel, using data interpreter, unioning and joining sheets, combining sources, applying data-source filters, and understanding live versus extract connections.
Live Vs. Extracts5:57
Tableau is not Excel!4:12
Review Connecting to Data

Data Types and the Data Pane17:48
Explore data types and the data pane in Tableau, distinguishing dimensions from measures, discrete versus continuous values, date handling, and building visuals with filters, marks, and tooltips.
Review
Calculated Fields and Hierarchies9:04
Build hierarchies by dragging fields to compose product and segment levels. Create calculated fields like profit margin and a simple color-coded rule with if statements for dashboards.
Review
Fancy Line Chart12:06
Learn to build a fancy line chart in Tableau showing a rolling three month average of profit with profit margin indicators using dual axes, clean labeling, and dashboard-ready styling.
Review
Donut Chart7:18
Review
Bar Chart4:20
Explore creating a bar chart that handles negative values, sorts by field for profitability, and uses color and labeling to clearly distinguish positive and negative profit margins.
Review
Adding Custom Shapes3:52
Creative ways to use Custom Shapes5:31
Review
Dynamic Titles5:41
Review
Parameters - making it interactive!4:13

Getting to know the dashboard view layout10:03
Review
How the F$@! do containers work!5:25
Review
Assembly9:38
Assemble dashboards in Tableau using horizontal and vertical containers to place doughnut, bar, and line charts side by side, then refine with borders and clean spacing.
Review
Making it interactive - Actions!7:50
Review
Adding visual elements1:45
Learn to add border line in Tableau using a blank object, zero padding, and a light gray background. Adjust opacity and spacing for dashboards; explore hiding filters with floating containers.
Review
Adding filters without taking away space9:32
Review
Animations3:07
Enable animations in Tableau to add a subtle wow factor to filtered visuals, adjusting duration from fast to medium, and order by profit margin in descending order for executive dashboards.
Review

Client Education1:55
Pit Falls of Tableau Gallery4:22
Explore the pitfalls of Tableau gallery dashboards, distinguishing display portfolios from enterprise solutions, and learn to prioritize readability, clear data communication, and practical design over flashy visuals.
Congratulations!0:22
Invite feedback and questions to help improve real world Tableau for busy professionals, and share insights about tablo or more ideas for future lessons.

Requirements

PC or MAC computer

Description

Are you are a busy professional and want to add Tableau to your skillset? Learn how to create valuable insights and business-centric visuals in a short and practical course that will get you up and running quickly. In this course, we will review what Tableau is and isn't, how it fits into your current processes, and lastly create a real-world dashboard that covers base skills so you can start creating your own dashboard and visualizations.

Who this course is for:

Professionals looking to add Tableau to their skill set
Students who want to get started in Tableau

Real World Tableau for Busy Professionals

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 17min

Before you Build. Down the yellow brick road4 lectures • 10min

Connecting to Data - Fueling up Tableau4 lectures • 23min

Charts/Views - Building Blocks9 lectures • 1hr 10min

Dashboard Creation7 lectures • 47min

What next?3 lectures • 7min

Requirements

Description

Who this course is for: