Tableau Desktop Training

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.

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 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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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 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.