Tableau Desktop Hands-on Training for Absolute Beginners

Explore the Tableau interface, connect to various data sources, understand data types and roles, and build your first visualization using shelves, marks card, filter shelf, and analytics.

Connect to a data source like the Superstore Excel file and explore how Tableau assigns data types and roles to dimensions and measures, enabling aggregation and granularity control.

Learn to customize visuals by changing fonts, sizes, and alignment; edit titles, headers, tooltips, and color palettes for categorical and quantitative data in Tableau.

This lecture shows how Tableau bifurcates imported fields into dimensions and measures, assigns default properties and aggregations, and lets you customize comments, colors, formats, and date options.

Learn how aggregations in Tableau summarize continuous measures in a view, with sum, average, median, distinct count, percentile, and standard deviation, and how adding a discrete dimension reshapes results.

Explore how Tableau auto generates fields from the superstore dataset, including measure names, measure values, latitude and longitude, and geographic fields.

Rename fields in Tableau using three methods: right-click rename, double-click, or rename in the data pane. Understand the remote column versus Tableau field name and use describe to view originals.

Create aliases in tableau to rename discrete dimension members without altering the original dataset, using right-click on fields, with limitations for measures, continuous dimensions, and published data sources.

Create your first Tableau visualization by exploring chart types with show me, then build bar charts, line charts using order date and sales, and scatter plots with dimensions and measures.

Learn to create bar charts and stacked bar charts in Tableau using measures and dimensions to compare categories. Customize colors, labels, and marks to produce clear, visually appealing visualizations.

Create a line chart in Tableau by placing a date field on columns and profit on rows to visualize profit trends over time, with labels and path options.

Learn to adjust a line chart in Tableau by changing the order date's date part and date value to view profit by year, quarter, month, week, or day with granularity.

Create a scatter plot in Tableau by placing two numeric measures on the column and rows shelves, then add category and subcategory for detail and color.

Learn to build a dual axis chart in Tableau by combining sales and profit on a date axis, adjust independent axis scales, and convert to a combo bar-line chart.

Create a combined axis chart in Tableau by transforming a dual axis chart, synchronizing scales, and labeling the axis to show sales and profit over order date.

Learn how to create a calculated field in Tableau by deriving new data from existing fields, such as revenue equals sales times quantity, using the calculation editor and built-in functions.

Learn to create string and date calculated fields in Tableau, using built-in functions like upper, left, len, ends with, and date diff to transform data.

Learn to create a cross tab in Tableau, using category, subcategory, and sales or profit, with text marks and formatting to quickly visualize and compare data in a table.

Create a cross tab in Tableau, add row and column totals, enable grand and subtotals, and explore aggregation options from sum to average, min, and max.

Apply quick table calculations in Tableau to compute percent of total and running total across tables and panes. Use compute using to control across or down calculations.

Learn to draw trend lines in Tableau to reveal trends in numeric data, using linear, logarithmic, exponential, polynomial, and power fits; interpret R-squared and P value on profit and sales.

Create and manage groups in Tableau to cluster similar elements within a single variable, rename groups, add members, and use grouped data in visualizations for analysis.

Create a clear hierarchy in Tableau to group related fields into a single unit, preserving the order: country, state, city, postal code, and use it to analyze sales efficiently.

Learn to create filters for a Tableau view with dimension and measure filters, including sub category and sum of sales, via the filter shelf.

Create and apply date filters in Tableau, using discrete date parts and continuous date values, adjust range, start, and end dates, and refine a line chart.

Learn to create a scatter plot in Tableau using two measures, sales and profit, on columns and rows, then enhance with color, size, labels, and category details to reveal relationships.

Learn to create and flip a Tableau scatter chart with average profit and average sales, including zero line and negative values, differentiating subcategories and categories with color, shape, and size.

Explore how Tableau animations enhance charts with time-based transitions and interactive storytelling, enabled in the format tab with month-wise ship date filters and adjustable durations.

Create dashboards by combining views to compare charts side by side, with worksheets connected so changes propagate between dashboards and worksheets, and customize layout with fixed, automatic, or range options.

Learn to create and arrange dashboards in Tableau Desktop, compare tiled versus floating layouts, and ensure non-overlapping visuals for clarity.

Create and format a dashboard in Tableau, customize border, background, and inner/outer padding, and build device-specific layouts (phone, tablet, desktop) that inherit from a perfected default layout for optimal viewing.

Learn to create and customize stories in Tableau by building story points from worksheets or dashboards, adding captions, layouts, size, and text boxes for stakeholder presentations.