Tableau Desktop Training

Compare live and extract connections in Tableau Desktop using an Excel dataset, highlighting refresh, updates, and the performance advantages of data extracts over live retrieval.

Pivot and split data in Tableau to prepare for analysis, turning csv columns into a date field and creating separate first and last name fields.

Create a highlight table in Tableau by placing date on columns for a quarterly view and region on rows, color by profit with a red-green diverging palette, and show labels.

Explore aggregate versus disaggregated data in bar charts using Tableau; switch between aggregate measures and disaggregated records, and try bar, circle, and Gantt bar representations.

Create a bar-in-bar chart in Tableau to analyze profit and sales on the same axis, using color, size, and off stacking for a compact side-by-side comparison.

Create a stacked bar chart in Tableau, put order date on columns, and sales on marks; apply percent of total (table down) to show year-by-year ship mode shares.

Create a bar bullet chart in Tableau to compare actual versus budgeted sales for coffee shop products using an Excel data source, with a reference line and color tweaks.

Learn to build a bar and line combo chart in Tableau by using dual axis for average discount and average profit by state, with an area chart and transparency adjustments.

Create a histogram bar chart in Tableau by converting customer age to a dimension, building a bin, swapping axes, and using a dynamic age grouping parameter with profit color.

Create a line chart with a single axis using order date and profit, explore discrete vs continuous time, and analyze profit trends by region with a trendline.

Build a line chart with a blended axis to plot profit and sales on a single axis over continuous order date, with filters to toggle measures.

Create a dual axis line chart using profit and order quantity on separate axes. Add order date with year as continuous and month, then synchronize or unsynchronize axes for comparison.

Build a field map in Tableau by plotting states with average profit, applying a red-green-gold diverging palette, and listing profits as currency labels at state level.

Compare pie charts and tree maps for proportion data, and learn to build a tree map that uses region, sales, profit, color, size, and labels with percentage of total.

Explore scatter plots to analyze profit and sales by product category and city, using trend lines and tooltips to identify outliers and underperforming categories like furniture, technology, and office supplies.

Create a word cloud in Tableau by using issues on text, size by number of complaints, and color by the same metric, sourced from the consumer complaints 2012–2015 Excel file.

Create a dashboard by dropping sheets onto the canvas, then customize filters, logo text, and layout. Choose a fixed canvas size, like A4 landscape or desktop, for consistent visuals.

Explore the difference between tiled and floating objects in Tableau dashboards, and learn how to switch from tiled to floating for free-form resizing and precise layout.

Master pixel-perfect alignment by using the layout tab to set precise x and y coordinates and equalize object widths and heights on Tableau dashboards.

Add a PNG logo and text to Tableau dashboard, resize and center them, link the logo to a URL, and style the 'dashboard financial overview' title to match branding.

Apply background color shading to dashboards and worksheets to blend visuals in Tableau. Create shaded text boxes and separators to highlight KPIs like average profit, average sales, and average discount.

Demonstrates exclude-until-click technique in Tableau dashboards by linking a map to a detailed data view with a filter action, enabling state-level insight and focused analysis.

Learn to build compelling data narratives in Tableau by creating a story with dashboards and worksheets, annotating key insights, and organizing slides into overview, bad product identified, and action plan.

Add and customize filters in Tableau dashboards, apply them across worksheets, and explore various filter types, formatting options, cascading values, and date range filters.

Tableau desktop training teaches using action filters to drive dashboard interactivity, filtering charts by clicking states or ages, with filters persisting until deselected, and exploring action jumps.

Learn to use action jumps to navigate between Tableau dashboards, preserving filters as you drill down from a map to a state detail table, and back with a jump button.

Tableau desktop training demonstrates sorting data by measure (sum of sales) across product category and subcategory, applying manual order, and visual verification through tooltips.

Learn to modify measure aggregation in Tableau Desktop to control how sales are calculated, switching between sum, average, max, and min, and view underlying data with analysis aggregates.

Add subtotals for each state and toggle between sum and average; then enable grand totals to show the overall total, based on column or row layout.

Learn to build string-based calculations in Tableau by creating a calculated field that concatenates product category and product subcategory with a space and a hyphen, improving data presentation.

Learn how to use basic arithmetic in Tableau to subtract shipping cost from sales, creating a calculated field called sales pre shipping. Duplicate sheets, apply calculation, and validate the result.

Learn to use date functions in Tableau Desktop to calculate time to ship with date diff, convert exact dates to discrete or continuous, and analyze fastest and slowest shipments.

Explore how to create calculated fields in Tableau using if-then and case statements to assign state tax rates, format percentages, and filter Florida using show or hide logic.

Explore quick table calculations in Tableau Desktop to generate insights from retail sales data by applying running total, difference, percent difference, percent total, ranking, and other calculations across time.

Explore date aggregation in Tableau by drilling from year to quarter, month, and day. See how aggregate measures sum profits and transactions across levels, and compare discrete and continuous measures.

Compare discrete and continuous dimensions and measures using bar and line charts, with examples of product type, profit, and date received; learn how color and aggregation reveal patterns.

Learn how level of detail calculations in Tableau fixate metrics to a chosen dimension, such as region, compute regional average sales, and compare them across product categories to reveal performance.

Learn to dynamically swap dimensions in Tableau using a parameter, replacing multiple charts with one adaptable chart, and drive a responsive dashboard experience.

Group data in Tableau Desktop Training to quickly summarize consumer complaints by creating new groups, using include other, and applying group fields as filters for on-the-fly analysis.

Learn to create hierarchies in Tableau to drill up and down from region to zip code and from product category to product name, using the retail sales orders data source.

Create and analyze numeric bins to reveal distribution and profitability across shipping costs, using measure values and color-coded profit in bar charts; explore how bin ranges reveal trends.

Resize marks on dashboards and worksheets in Tableau to adjust bars for records and sales, keeping charts independent and using fit options for a consistent layout.

Learn to update and format axes in Tableau, including creating a fixed zero-based axis, bolding and resizing labels, adjusting tick marks, and refining axis colors for clearer charts.

Explore how to customize Tableau visualizations with colors, borders, and transparency. Learn to edit color palettes, apply borders and layout containers, and adjust transparency and halos to enhance dashboards.

Add and remove chart lines to customize your visualization, format gridlines, axis rulers, and axis ticks, and apply styling at sheet, row, or column level to improve readability.

Learn to add trend lines, forecast future results, and set reference lines in Tableau, drill down to monthly data, and use the analytics pane to tailor visuals.

enable the tableau summary box to view at-a-glance metrics such as records, profit, and sales, with sums, averages, min, and max, and see updates when you filter the worksheet.

Learn to add and customize titles and captions for Tableau worksheets and dashboards, including editing titles, applying fonts and colors, and displaying last refresh times from data sources.

Learn how to blend two data sources in Tableau, a join-like operation that happens after aggregation, linking on region and time period to combine revenue across sources.

Learn to union data across multiple sheets in Tableau by dragging and dropping 2011–2015 tables into a union demo, automatically aligning headers and adding a sheet name column.

Publish Tableau dashboards and worksheets to PDF, choose active sheets or entire workbooks, and print with landscape layout on A4 for better space and clarity.

Learn how to export Tableau data to Excel or CSV by copying, cross tab, and exporting images or dashboards; discover how to view underlying data and create pivot tables.

Package a Tableau workbook to include data and visuals, enabling distribution to Tableau Reader users without a desktop license. Refresh data in Tableau Desktop and redistribute on a cadence.

Publish your Tableau workbook to Tableau Server by signing in, selecting the server URL, choosing the publish location, and sharing the link with authorized users.

Explore Tableau's vision tooltip to visualize data directly in tooltips by inserting sheets that show profit over time and profit by subcategory, maximizing insights in a single glance.