
Develop data analysis skills with Tableau by creating visualisations, dashboards, and storyboards using charts, maps, and advanced calculations. Learn to download Tableau Public, format visuals, and prepare for exams.
Explore creating dashboards with maps, scatter plots, and motion charts. Build tree views and histograms, plus dual axis and logarithmic charts to analyze region trends and house prices over time.
Explore Tableau certification prep for desktop specialist and data analyst, with exam guides covering domains from data connections to publishing content and a level-based path to level 8 skills.
Explore downloading and installing Tableau Public, the free version with core Tableau Desktop functionality. Learn licensing, privacy terms, and setup steps on Windows to start creating public visualizations.
Explore Tableau's user interface, including the sidebar, shelves, cards, and pills, and learn to manage filters, pages, columns, rows, and marks to adjust granularity and presentation.
Including:
Explain what kind of information dimensions usually contain
Explain what kind of information measures usually contain
This includes:
Explain how discrete fields are displayed in Tableau
Explain how continuous fields are displayed in Tableau
Explain the difference between discrete date parts and continuous date values in Tableau
Change default aggregations in Tableau from sum to max or average, and apply these settings to new visualizations by adjusting measures in the data source.
Answering the questions:
Why does Tableau aggregate measures?, and
How does an aggregated measure change when dimensions are added to the view?
Save your visualization to your local drive with Tableau Desktop Public Edition 2024.1.2 and publish to Tableau Public, signing in and managing visibility to share or protect data.
Explore how to share Tableau visualisations as image, PDF, and PowerPoint across Tableau Public and Tableau Desktop, including export options and differences between Public and Desktop workflows.
Troubleshoot saving errors in Tableau Public by signing out, then signing back in to refresh credentials and complete the save.
Open and connect Tableau to an Excel workbook, create bar and line visualizations, switch from sum to minimum, and save or publish your viz to Tableau public.
Explore importing data in Tableau by inspecting the data grid, hiding irrelevant fields, checking data types in the data source, and renaming fields in metadata for clearer visualizations.
Organize dozens of measures by creating folders for flats, semi-detached, and detached houses, collapse and expand as needed, and avoid hiding unused fields to manage large datasets.
Learn how to use aliases to correct dimension values in Tableau, edit a field's alias, and apply changes across all visuals or with a formula for one visualization.
Learn to display sales volume with bar length and color by average price in a single visualization, including editing palettes, legends, and color steps for clarity.
Switch a year field from discrete to continuous colors in Tableau, choose palettes (including color-blind options), and customize individual year colors to create a smooth gradient and accessible visuals.
Learn to build stacked bar charts in Tableau that show yearly sales totals split by region, color by region, and reveal average price and year-over-year changes in tooltips.
Create line charts in Tableau by plotting sales volume against date, choosing line types, and using detail or region name to generate separate lines for each region.
Create a circle-based scatter plot in Tableau by changing marks to circles, show average sales price in tooltips, and use color for region name while sizing circles by average price.
Connect to the spreadsheet, hide unused fields, rename 12m%Change to 12 month percentage change, set average as the default aggregation, and create line and circle visuals by region.
Explore scatter plots to compare sales volume and average price, adjust granularity with date and region, and spot outliers and trends.
Customize shapes in Tableau with the shape mark, add your own via the My Tableau Repository, and explore packed bubbles sized by measures for region and year labels.
Learn to use the data highlighter to spotlight specific regions like South Yorkshire while keeping all data visible, with filters to exclude or focus on discrete items.
Learn how to filter regions in Tableau using the filter card and include or exclude options to focus on South Yorkshire or combinations such as Greater Manchester.
Apply filter card techniques in Tableau to select regions by wildcard matching and by-field conditions on percent change for one month, and show top or bottom three results.
Learn to configure filter cards in Tableau with date ranges and display styles, including multiple values list, single value, drop-down, or slider, and how to reset or hide filters.
Apply a date filter to multiple worksheets by selecting selected worksheets, then extend filtering to all visualizations that use the same or related data sources.
Learn how to use Tableau's pages card to explore regions without filters, control history and trails, and tell data stories through animated visuals.
Learn to enable viz animations in Tableau, control workbook or sheet scope, adjust speed and choose simultaneous or sequential styles to reveal changes in regional data and bar heights.
Learn to add and tailor mark labels in charts, choose which labels to display, set min or max values, prevent overlaps, format labels to highlight sales volume and percentage change.
Learn how to add and format annotations in Tableau to label charts, annotate points or areas, and use the formatting pane to customize shading, borders, and lines.
Organize fields into a folder, then build visuals in Tableau with date hierarchies, stacked bar and shape charts, filter regions, adjust aggregations, and add annotations to explore 1995.
Pre-design a dashboard by arranging four objects in a two-by-two grid using containers and floating objects. Fit to width, adjust fonts, and add images or links for best practice layout.
Fine-tune object placement with the layout tab by adjusting position, width, height, padding, borders, and backgrounds, and control stacking order between floating and tiled items.
Create phone, tablet, and desktop layouts using device preview, then customize each layout and control visibility and placement for optimal viewing across resolutions.
Learn to build drill down and drill through reports in Tableau by creating year and quarter dashboards, linking actions, and adding a back navigation for seamless exploration.
Prioritize the end-user message by limiting to four main objects, using filters and highlighting, and employing clear color, tooltips, and simple fonts to reduce dashboard clutter.
Explore how Tableau 2018–2020 introduces navigation buttons, formerly called buttons, with image or text options, renaming dashboard items, and the new export feature for image, PDF, or PowerPoint.
Connect to the source data and build three visualizations in Tableau, forming a dashboard with filters and a menu-driven interaction. Create a three-point story across regions like East Midlands.
Explore Tableau mapping with geographic roles and symbol maps. Visualize country, state, and city levels with color or size by employees, using longitude and latitude, pan, and zoom.
Explore density maps in Tableau 2018.3, switching from size-based marks to density to reveal hotspots formed by stores; these are heat maps.
Customize maps in Tableau using map layers, background options, and borders, then add data layers such as population, counties, zip codes, and metropolitan boundaries for US analysis.
Use maps to filter data in Tableau, build a dashboard with a map and a table, and filter by state, province, or city, adjusting color and size to show employees.
Master geographic search in Tableau and recognize mapping limitations, including unrecognised places and postcode issues, then edit locations and add latitude and longitude fields to improve accuracy.
Create two sets of geographic marks on the same map with mark layers in Tableau 2024, then manage layer order, visibility, and locked layers to tailor zoom, scale, and units.
Connect to the workbook, create a map viz with latitude, longitude, and population, adjust by color or size, fix misspelled locations, and save the viz for future practice.
Build and explore data hierarchies in Tableau by creating a place data hierarchy (country, state, city, postal code), using plus and minus controls to drill down or collapse.
master sorting in tableau: sort by any field (even non displayed), in ascending/descending order, with multi-field and manual custom sorts, using examples like annual revenue and employees.
Change default field properties in Tableau to control sort, color, shape, aggregation, totals, and data type, ensuring consistent visuals across new sheets.
Create and manage groups in Tableau to combine states into Midwest and other regions, using the state/province name field, editing group items, and applying include other for cleaner visuals.
Create dynamic sets in Tableau to highlight top cities by number of employees and combine them with revenue criteria, then color and show members for in/out analysis.
Explore Tableau's auto-generated fields, including measure names and measure values, and see how geographic data like country and postal code appear; use the measure values card for side-by-side bars.
Explore basic chart types in Tableau, including bar, line, area, pie, scatter, and maps, and learn to set measures, colors, and labels for clear data visualization.
Learn to effectively use titles, captions, and tooltips in Tableau, edit tooltips, control display timing, and describe sheets for better documentation and end-user clarity.
Create a histogram from the number of employees using Show Me, which auto creates a bin and a count. Adjust the bin size to 10 to view the distribution quickly.
Transform a cross tab into a heat map in Tableau by using color to compare categories; switch marks from text to squares and add employee counts.
Tree maps display data in nested rectangles; use dimensions for structure and measures for size or colour, and create them from a heat map or from scratch.
Create synchronized scatter plots by placing measures on x and y axes and adding detail such as country, region, color, and city to build multi-plot matrices.
This course covers all of the content required for the Data Analyst or Desktop Specialist certifications. They are preparation courses for the Salesforce Certified Tableau certifications (previously known as the Tableau certifications).
Please note: This course is not affiliated with, endorsed by, or sponsored by Salesforce or Tableau.
What do students like you say?
"With this course i got certified as a Tableau Desktop Specialist. THANKS Phillip!" - Juan Sebastian Rodriguez Casas
"Adequate knowledge and good understanding I did not have before about Tableau. With this new knowledge and clear understanding of Tableau I truly believe I can now work as a Tableau Developer. " - Clever Atanode
"Very informative. I feel that I could teach someone Tableau based upon what I have learned here. " - Phil Jones
"Just got my qualified associate certificate yesterday with 91%(75% required to pass). I am a graduate student and have 0 experience with Tableau. But this course gave me an in-depth understanding of Tableau which allows me to be very flexible in ways to solve the questions in the exam. This course is excellent! Thank you, Phillip! " - Yifu Yan
"This course has exceed my expectations in all fronts. Very complete, very comprehensive and at the right pace. I like the fact of going into some important details without getting bored or distracted. The pace of talk of demonstrations was perfect for me. It is clearly an outstanding value for money and I truly recommend it to everyone who wants to master Tableau. Well done and thank you. " - Jorge Soares Albergaria
Do you already use reporting software such as Access, SSRS or WebI? Or is this your first reporting software tool? Either way, welcome.
In this course, learn the skills that Tableau want you to know, and add another tool to your CV, and even go for either of the first two official Salesforce Tableau certifications.
Tableau is one of the most requested reporting tools that are requested in the job market, and the ability to being able to use it now could be very useful for your current work, and your next job hunt.
We'll download and install for free Tableau Public, which gives you most of the capabilities of the full-cost Tableau Desktop. We'll start by creating our first visualizations (vizzes) and investigate the Tableau interface.
We'll create dashboards and storyboards, so that you can tell a story. We'll create maps, hierarchies, groups and sets, and all sorts of chart types. We'll enhance our charts with reference lines and bands, and extend our data analysis with trends and forecasting. We'll add formula calculations, quick table calculations, and LOD calculations. Finally, we investigate advanced data connections and mapping.
The course will take around a little more than 15 hours to complete, but completing this will enable you to create vizzes, dashboards and stories of your own, and know how to overcome common problems.
The course increases in difficulty slowly, so you'll create for instance a basic bar chart, then turn it into a stacked bar chart, and adding coloring and information through tooltips and labels, step by step.
Please note: Tableau certifications are currently being tested on versions 2022.3 and 2024.2. There have been very few visual additions to later versions, but where there are, they have been reflected in this course with course updates.
The course is fairly relaxed - there will be a few "wrong turns", so you can see what problems might arise, but every lesson works towards an end goal at a relatively slow pace, so you can follow on your own computer easily. I assume that you know how to use a computer, including installing programs, but the actual analysis will be at a basic level, and I'll introduce every component as we go on.
At the end of the course, you can download a certificate of completion, so you can show everyone your new-found skills, prepare for the official Tableau certifications, and be able to start creating analyses for yourselves.