Tableau Desktop - Beginner

Explore the Tableau Desktop beginner workflow by opening the completed exercises workbook, navigating worksheets, dashboards, and stories, and learning terms like shelves, cards, and interactive visuals tied to source data.

Explore the Tableau product family, from Tableau Desktop to Tableau Server, Tableau Online, Tableau Public, and Tableau Mobile, and learn how each tool supports data preparation, hosting, sharing, and interaction.

Navigate the Tableau Desktop interface by mastering the marks card, pills, and data types; learn measures versus dimensions, data sources, and how to connect and explore data with show me.

Learn to use the marks card and shelves in Tableau to control color, tooltip, and labels on stacked column chart, and understand how selections and Show Me shape the viz.

Learn to connect to data by exploring file data sources like Excel or Access, server data sources with credentials, and saved data sources, including TDs files that point to data.

Examine live connections vs extracts in Tableau for real-time updates and faster historical analysis; understand what an extract is, hyper files, Tableau Extract, and Excel or PDF sources.

Connect Tableau Desktop to an Excel sample store data and explore orders with a live connection. Learn to understand dimensions and measures, and alias fields for cleaner visuals.

Explore data prep in Tableau using the data interpreter and data prep, and classify data as structured, semi-structured, or unstructured, then review proposed workbook changes.

Learn how data prep cleans messy data by splitting columns like last name and first name, using data interpreter, and pivoting rows and columns for better data relationships.

Tableau file types and extensions, including TWB and TWBX, are explained, showing how data presence affects usability and sharing, and how bookmarks TBM enable sharing single sheets.

Discover how the Tableau repository in your documents folder stores workbooks, bookmarks, and recovery files, enable auto save for frequent backups, and locate recovery workbooks with the wbrr extension.

Create hierarchies in Tableau Desktop to drill down and roll up data, building a country-to-postal-code location hierarchy and a category-to-product-name product hierarchy.

See how the Show Me gallery uses data pane selections to suggest visuals, and how dragging dimensions and measures onto shelves and the marks card builds charts.

Explore how data visualization reveals insights beyond numbers using Anscombe's quartet, proving graphs can convey more than columns and rows.

Build a simple text table by placing ship mode on rows and sales on columns, then explore profit, measure values, and drill down through the product category hierarchy.

Build a basic column chart in Tableau by moving sales to rows and subcategory to columns, then use the marks card for labels and tooltips.

Create stacked column charts to subdivide a column, duplicate and rename worksheets, and assign segments to the color shelf. Explore legend interactivity and performance mode for live demos.

Explore building a two-category stacked column chart in Tableau Desktop, using profit and category fields, drilling into subcategories, labeling, tooltips, and segment colors to reveal gains and losses.

Create highlight tables in Tableau Desktop using color to reveal high and low sales by market segment and subcategory, using Show Me, and currency formatting.

Create a heat map in Tableau using world indicators data to visualize average birth rate by country, applying a red-black diverging color scale and percentage formatting.

Explore value maps with geocoded country data from the superstore orders dataset. Drill down to states, color by region, and adjust size with the size shelf.

Explore how tree maps reveal relative sizes across regions using GDP as the size measure and label by region and year in Tableau.

Learn to build and customize a line chart in Tableau Desktop using order date, date hierarchy, and sales by segment, with fit width, color, and mark labels.

Explore creating a dual axes line chart with two measures, synchronize axes, and refine labels, ticks, and formatting to compare sales and profit clearly in Tableau.

Explore scatter plots to reveal outliers and anomalies in dense data where occlusion may occur, by plotting profit against sales across market segments with color and marks.

Learn how to use titles and captions in Tableau Desktop to control sheet names, customize titles, and add captions that clarify visuals when legends fall short.

Learn to design basic Tableau dashboards by choosing clear goals, organizing multiple views, and using drag-and-drop layout, sizing, and interactive legends to control charts across the dashboard.

Build dashboards by adding a value map from the EU Surface Superstore data, arrange side-by-side charts with auto sizing, and test presentation mode and the reset button.

Create a data-linked storytelling experience in Tableau Desktop by assembling worksheets and dashboards into a story, adding captions, and presenting them in presentation mode with interactive drill-down.

Budget time for data prep and design, consider device types from laptops to mobile, and prototype dashboards to accommodate client feedback in Tableau.