Visual Analytics with Tableau Desktop 2020.3

Compare live and extract data connections in Tableau, choosing real-time updates or scheduled refresh; in-memory extracts with Hyper boost performance.

Explore how metadata properties in tableau save and share dataset connections via tds and package data sources, enabling bookmarking, collaboration, and reuse without exposing sensitive data.

Explore how to manage metadata for data sources in Tableau by saving as a tds, comparing it to data-inclusive files, and reuse through bookmarks and saved connections.

Learn how to combine data in Tableau using join, blend, or union. Understand when to use joins within the same database and unions for structured data with the same columns.

Learn how to modify data connections in Tableau Desktop to perform left, right, inner, and outer joins, unions, and data blending while observing how joins affect record counts.

Explore cross-database joins in Tableau by linking two data sources on category and subcategory, addressing duplicates with a common key, and comparing join with data blending.

Learn how to blend data in Tableau by connecting a primary and secondary data source, editing blend relationships, mapping connections, and handling one-to-many cases for integrated total sales.

Master modifying data connections by performing a union to vertically merge two similar data sets in Tableau, and practice joins, blending, and union to expand records.

Explore data properties in Tableau by renaming fields, assigning aliases and geographical roles, and changing data types and default properties such as formatting, aggregation, and color.

Learn to redefine data types in Tableau Desktop 2020.3, split a single field into country, year, and order id parts, and assign numeric, string, boolean, or date formats for analysis.

Define default aggregations such as average, count, min, or max, set color themes for regions, and apply date formats to dates in Tableau Desktop 2020.3 to accelerate visualization workflows.

Learn how to create and rename aliases in Tableau Desktop 2020.3 to assign meaningful names to data values, improving clarity for regions and categories.

Explore default data properties and formatting options in Tableau Desktop 2020.3, including no formatting, standard numbers, currency with a dollar prefix, decimals, percent, and custom formats, with default profit assignment.

Assign geographical roles to dataset columns, create regions from states, and map regions to countries to generate a new map visualization in Tableau.

Learn to create basic charts in Tableau Desktop 2020.3, including crosstab and highlighted tables, organize data with dimensions and measures and filters, and apply analytics to visualizations.

Create basic charts in Tableau using line charts (discrete vs continuous) and area charts, drill down to monthly trends, and scatterplots to reveal correlations and outliers.

Create and compare symbolic and filled map visuals in Tableau to show sales by state, correct country mapping, add labels, and use distance calculations between cities.

Create basic charts in Tableau Desktop 2020.3, using dual and synchronized axes to compare sales and profit by product category, and build bar, lollipop, pyramid, and funnel visuals.

Learn to create basic charts in Tableau, identify correlation with scatterplots and crosstabs, and apply bar chart requirements using one or two measures and dimensions, including category and product category.

Create visual groups in Tableau to organize data, merge related subcategories into product categories using mapping, and explore what-if scenarios across countries or years.

Create a visual group in Tableau by on-the-fly grouping of dimensions, editing groups to combine categories like furniture and storage, and using calculated fields to define custom groups.

Create dynamic sets in Tableau with a logical condition to map subcategories by profit, contrasting static groups and using calculated fields to define top 10, 20, or 30 subcategories.

Explore Tableau Desktop set options, including fixed sets and dynamic search, then combine multiple sets using union or intersection to analyze positive and negative profit data.

Organize dimensions into hierarchies to enable seamless drill-down across product categories and locations. Create location and product hierarchies with right-click, drag-and-drop, and plus icons to reveal deeper levels.

Explore how to add filters in Tableau Desktop 2020.3, including dimension filters, major filters, and time-period range controls (continuous and discrete), with wildcard, contains, starts with, and top-N options.

Explore how context filters boost Tableau performance by excluding data and enabling dependent filters, using region as context to reveal top 10 states within each region.

Explore Tableau’s order of operations from context and data source filters to table calculations. Use Wal-Mart style scenarios to set business context, remove unwanted data, and boost dashboard performance.

Apply advanced analytics in Tableau Desktop 2020.3 by using manual and computed sorts, quicksort options, and by-field sorting to highlight subcategory performance in profit and sales.

Explore how to create and customize bins in Tableau to convert continuous data into discrete segments and build histograms for customer segmentation.

Learn to add reference lines, bands, and distribution visuals to highlight benchmarks, min, max, and average values, and compare two data points with distribution and box plots across scopes.

Add reference lines for average, total, and custom benchmarks, then compare subcategory averages to the overall value. Explore distribution and box plots to visualize regional contributions, min, max, and median.

Learn to add trend lines in Tableau Desktop 2020.3, using linear regression and other models to analyze profit vs. sales, and interpret R-squared and P value.

Explore calculations in Tableau Desktop 2020.3, from basic expressions to table calculations, including level of detail expressions, string and date manipulation, and functions like rank and index for data insight.

Learn to create a simple arithmetic calculated field in Tableau, handle nulls as zeros, and apply min, max, ceiling, floor, round, sqrt, and square to derive values.

Learn to manipulate string data in Tableau Desktop 2020.3 with calculated fields, using contains, find, left, right, split, concatenate, replace, trim, and case transformations to extract and format text.

Master date calculations in Tableau by creating calculated fields with now and today, extracting date parts, and using make date, add days, and date difference for dashboards.

Explore table calculation functions in Tableau Desktop 2020.3, including quick table calculations and time intelligence, and learn how partitioning and addressing reveal contributions across regions and product segments.

Explore table calculation functions in Tableau, including running total, difference, percentage difference, rank, index, moving average, percentile, and time intelligence functions like year-over-year growth.

Add a parameter to enable advanced interactivity in Tableau dashboards with barometer controls. Create a dynamic barometer using calculations to multiply two variables and switch between filters and mappings.

Explore adding barometer visuals in Tableau Desktop 2020.3 by using calculated fields and parameters to dynamically threshold sales, with reference lines and interactive controls.

Create a histogram with bins to segment customers by spend, then enable dynamic customer segmentation using a parameter barometer and threshold controls in Tableau Desktop 2020.3.

Learn to add a parameter-driven filter using a barometer control to let users select any number of top customers, from one up to the maximum, for dynamic sales analysis.

Learn to embed parameters into a reference line to create dynamic visuals driven by sales and profit, using a barometer and thresholds for color-coded, multi-measure insights.

Create a dynamic visualization by adding a parameter (barometer) to switch measures via a dropdown, using a calculated field to map sales and profit in Tableau Desktop 2020.3.

Learn to build a profit by state bar chart in Tableau, with a top-n barometer controlled by a parameter and a region context filter to show top 10 states.

Engage in a knowledge check that reinforces learning through practice activities, matching standard Tableau items to their features and icons, with examples like category functionality.

Format your visualization for presentation using Tableau’s marks card options, including color, label, tooltip, and shapes, to highlight key insights without clutter.

Explore how to format visual analytics in Tableau by applying discrete and continuous color coding, editing colors and color palette, and using color ranges to highlight trends, outliers, and sales.

Explore formatting marks in Tableau by building a scatterplot that segments profit and sales, colors by customer segment, resizes marks, adds tooltips and labels, and customizes shapes for presentation.

Activate the animation feature in Tableau Desktop 2020.3, customize duration and style, and observe smooth transitions that help explore, interpret, and showcase data.

Create and modify a Tableau dashboard layout by arranging horizontal and vertical objects with titles, images, and padding, enabling navigation and device-specific views for national, regional, and state profit insights.

Enhance the existing Tableau dashboard by refining titles, adding region and state labels, applying continuous color for profit, and enabling interactive filters and tooltip calculations like profit ratio.

Add interactivity and explanatory elements to a Tableau dashboard by using filters, quick actions, and text mark labels with annotations, enabling cross-visual interactions and contextual guidance.

Discover how to add and customize dashboard actions in Tableau Desktop 2020.3, including filter actions, source and target sheets, trigger rules, and clearing or targeting specific data.

Demonstrate setting up dashboard URL actions in Tableau to pass a selected state from the profit dashboard to an external web page, enabling dynamic searches.

Set up dashboard actions to switch between source and target dashboards using a next button. Create source and target worksheets and configure navigation to switch dashboards in real time.

Use a state-based set to drive dashboard actions in Tableau Desktop 2020.3, highlighting profitability across selected states with dynamic color gradient and calculated context adjustments.

Learn to implement a barometer dashboard action in Tableau using a parameter to trigger a player's profile, updating the right-hand graph with dismissals and batting average.

Modify existing dashboard labels for mobile devices using Tableau’s device layout, then preview across tablets and phones to test rendering in landscape before deployment.

Create a data story in Tableau by converting dashboards and views into a narrated presentation with story points, highlighting profitability and regional sales.

Export dashboards as pdf or image to share with business owners and team members. Access various download formats, including image, data, PowerPoint, and workbook, for collaborative use in Tableau Public.