Tableau Desktop [3-Course Bundle]

Develop advanced visualizations in Tableau intermediate, combine data from multiple sources, apply calculations, and build dashboards beyond the show me gallery.

Standardize formatting and annotations across all worksheets, dashboards, and stories to achieve a consistent corporate look. Use the format menu to set fonts, sizes, and titles for the entire workbook.

Learn to annotate views in Tableau Desktop by adding descriptive comments to marks and areas, and understand how filtering affects annotation lines and mark versus point options.

Learn how to create joins in Tableau by linking orders and people data using a common region field, exploring data sources, and visualizing joined results.

Merge data from multiple sources using a union to stack four years of weekly workbooks with the same schema into one dataset for a single visualization.

Rename data sources in tableau desktop to concise, explicit names to keep formulas readable, such as superstore orders, union, and world indicators, preparing for upcoming calculations.

Explore table calculations in Tableau Desktop, distinguish standard calculations from table calculations, and learn to use addressing, table down, and percent of total options to compute insights.

Explore calculated tables in Tableau Desktop, using running totals, partitioning, and grand totals to analyze profit by market segment.

Create a calculated field to compute a 30-day due date from the order date in Tableau Desktop, then validate and store it at the datasource level.

Create a calculated field named expectations using if-then-else logic to classify sales as exceeded or met expectations based on a 220,000 threshold, and validate results alongside regional data.

Learn to manipulate text in Tableau by splitting a customer name into first and last names, creating calculated fields, and enabling sorting by last name.

Create groups in Tableau to organize products by manufacturer when data sources lack explicit fields. Build groups from product names like Akko, Acme, and Atom's to enable targeted sales analysis.

Explore creating bins in Tableau to analyze sales by days between order and ship, using a calculated field and date functions to reveal data distribution and support histogram visuals.

Learn how to use Tableau filters to control a single worksheet, apply date and text filters, and create interactive, captioned filter views for appliances, copiers, machines, and phones.

Build interactive filters that make geographic data stories easily filterable across region and country, and ensure filters talk to each other to drive dynamic maps in presentation mode.

In the Tableau intermediate course, build a pie chart from the superstore orders and progress to a donor chart using marks card, angle shelf, color shelf, and percent-of-total.

Build a doughnut chart in Tableau by overlaying two charts, using a calculated number of records, and adjust size, color, and labels to emphasize the inner ring and center.

Create a stacked area chart in Tableau to compare sales and profit by shipping mode and region, highlighting its advantage over pie charts for showing contributions to the whole.

Master a line and column (dual combination) chart in Tableau using the Show Me gallery to combine sales and profit by order date, with dual axes and synchronized scales.

Learn to use box plots to analyze regional sales by revealing quartiles, the median, and whiskers, highlighting data density, outliers, and predictive reliability beyond simple averages.

Learn to create gantt charts in Tableau to track progress across time for project management, using an order to ship calculation, region and ship mode breakdown, and date range filtering.

Explore building and interpreting a bullet chart that compares actual to target, using target and actual data and a 0/1 calculation to color the chart by hit or miss.

Build a bullet chart in Tableau desktop by selecting product subcategory with Show Me. Use a red-blue diverging color scale, rename the legend to over/under, and apply a custom format.

Build a dual-axis map in Tableau that combines a region-colored map with a second latitude/longitude map showing sales and profit as a pie chart per state.

Explore map layers in Tableau to add data layers from census data, visualize profit and median age, and experiment with layer options for deeper geographic analysis.

Explore web map services in Tableau, overlay NASA data like Blue Marble Next Generation, and manage map layers to compare terrain, active fires, and other data for dashboards.

Explore creating and managing dashboard actions in Tableau to enable filters, highlight filters, hover highlights, and URL hyperlinks for interactive dashboards with multiple visualizations.

Configure a filter action from the donut chart to the histogram using the segment field; set source and target, run on select, and test filtering by clicking a slice.

Create a highlight action in Tableau Desktop that links a hovered doughnut chart to a line chart on a dashboard highlight, using floating layout and precise source-target settings.

Learn to create go to URL actions in Tableau, enabling dashboard elements to open external URLs anywhere on the internet.

Use a go to sheet action to navigate from a simple text-to-table view to the sales and profit dashboard, avoiding infinite drill down and guiding users to the next visualization.

Explore a course recap of Tableau that emphasizes using calculations to control visual design, expand dashboard interactivity with sets and parameters, and venture beyond Show Me gallery into advanced visualizations.

Master advanced Tableau concepts—sets, parameters, extract and context filters, level of detail expressions (LOD), and enhanced visualizations—then design interactive dashboards with set and parameter actions.

Discover how sets differ from groups in Tableau Desktop, with dynamic membership, export-ready data, calculations, and set actions that enable complex analysis and dashboards.

Create and name two sets in Tableau Desktop from a box plot to capture discounts at or above 40 percent, for twenty seventeen and twenty eighteen data, guiding later analysis.

Explore how sets influence visualizations in Tableau Desktop by creating, combining, and filtering sets, analyzing members in and out of sets, and using set actions for dashboards.

Explore set actions and dynamic membership in a state set to drive interactive dashboards. Create a calculated field that sums sales for selected states and updates the visualization.

Create a parameter in Tableau Desktop to control ship mode and test profitability on a US map, using colored, sized circles to reflect positive and negative values.

Wire the parameter to a by-formula filter on ship mode to dynamically change the visualization. See profitability vary by state as you switch between first, second, and standard class.

Build a parameter control with a filter to display top n customers, using a predefined list of values (5, 8, 10, 15, 20), and update the title accordingly.

Learn how filters move through Tableau's order of operations, or query pipeline, from extract and data source filters to context filters, level of detail calculations, and trendlines for accurate results.

Learn to use extract filters in Tableau by creating an Excel data source, extracting data, and filtering for zeros to analyze non-converting prospects in a ten-thousand-row dataset.

Apply a live data source filter to limit the European superstore data to 2017 and 2018, then chart profit by year. Understand drill down and context filters.

Explore how context filters control processing order to deliver the top 15 sales results for the consumer market segment by prioritizing the segment as a context filter.

Explore level of detail calculations in Tablo, focusing on fixed and the include and exclude options to control aggregations across visible dimensions and enable upstream or downstream calculations.

Demonstrate level of detail concepts in Tableau with Élodie, arranging dimensions and measures on shelves to show calculations at the lowest level of detail and how layout changes affect visuals.

Master creating a fixed LOD in Tableau to compute daily averages from orders data, using discrete order dates, and building calculated fields that drive the visualization.

Explore reference lines in Tableau Desktop, showing category averages and how to adjust them with control-click selections, per page, and custom labels.

Explore trend lines to enhance visualizations, understand p value and r squared, and apply them in Tableau to interpret data trends across time and market segments.

Explore forecast lines and how Tableau generates future projections, including seasonality and confidence bands. Learn to adjust forecast options, choose additive or multiplicative models, and interpret segmented data.

Build and place visualizations into tooltips to reveal state and profit by market segment on a map, using the tooltip shelf and a dedicated tooltip worksheet.

Explore building a funnel chart in Tableau by converting prospect data into a top-down funnel using a negative left-side measure, area marks, sorting, and percent-of-total calculations.

Understand control charts that flag in-bounds and out-of-bounds profit values by year and month, using standard deviations and interactive filters in Tableau.

Create control charts in Tableau by defining upper and lower bounds, identifying outliers with a calculated field, and color-coding in-bounds versus out-of-bounds points across years.

Explore sparklines, compact line charts that reveal time-based trends and regional profit movement using color-coded red-to-green cues, built from order date, region, and profit for dashboards.

Learn how to build bump charts to rank four geographic regions by profit across twelve months and four years, using color legends and table calculations in Tableau.

Learn to build a waterfall chart in Tableau Desktop that shows profit by product subcategory, includes negative values, running totals, color coding, and refined tooltips for clear grand total analysis.

Master dumbbell charts for a compact two-year comparison in Tableau, using the orders superstore data to contrast 2019 and 2020 by subcategory with connected bars and calculated fields.

Build a bar-in-bar chart in Tableau to compare sales and profit on a dual axis, then adjust thickness with the size shelf and use subcategory on columns for clarity.

Explore how the change set values action drives dashboard interactivity across sales, profit, and quantity graphs using set selections and product subcategory clicks.

Explore building and controlling a subcategory set in Tableau Desktop, using change set values to drive dashboard interactions with profit, quantity, and sales calculations.

Learn to swap visualizations on a Tableau dashboard using a parameter and calculated field, wiring it with filters, and applying a horizontal container and animations for clear visuals.

Explore how calculations, sets, and parameters drive dynamic dashboards, then expand your vocabulary beyond the show me gallery by experimenting with your own data and anticipating Élodie expressions.