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Tableau for Beginners - Getting Started in Tableau
Rating: 4.3 out of 5(50 ratings)
204 students

Tableau for Beginners - Getting Started in Tableau

Learn to create stunning visualizations in Tableau Desktop
Created bySimon Sez IT
Last updated 10/2022
English
English [Auto],

What you'll learn

  • What Tableau is and the product suite
  • The Tableau interface and its major functions
  • Which data structures are suitable for Tableau
  • How Tableau reads and categorizes data
  • How to connect and manage data sources in Tableau
  • How to build a view and different chart types in Tableau
  • How to create a dashboard in Tableau
  • How to publish and share a workbook
  • How to use numeric, string, conditional, and analytical expressions/functions in Tableau
  • How to use calculated fields in Tableau

Course content

4 sections35 lectures6h 20m total length
  • Course Introduction2:12

    Explore Tableau fundamentals, from connecting data sources and workspace basics to creating views, dashboards, and stories, with focus on charts, spatial visuals, and calculations and expressions.

  • WATCH ME: Essential Information for a Successful Training Experience2:03

    Discover how to maximize this video-based tableau for beginners course with downloadable exercise files and clear steps for downloading, unzipping, and opening the right exercises.

  • DOWNLOAD ME: Exercise Files0:23
  • Tableau Introduction2:14

    Explore Tableau, a visual analytics platform that translates drag‑and‑drop actions into queries. Connect and blend data from Excel, databases, or the web to create interactive, responsive dashboards.

  • Tableau Product Suite Introduction5:59

    Explore Tableau's product suite, from developer tools like Tableau Desktop, Tableau Prep, and Tableau Public to sharing tools such as Tableau Server and Tableau Online for publishing and viewing dashboards.

  • Business Intelligence introduction3:01

    Explore business intelligence basics with Tableau: learn how to collect, integrate, and analyze data to generate actionable insights through reports, dashboards, and visualizations for informed decisions.

  • Exploring Tableau14:17

    Explore Tableau's intuitive interface, start page, and data connection options to build workbooks with sheets, dashboards, and stories, navigating the data source, canvas, and shelves to create visualizations.

  • Tableau Data Concepts10:43

    Explore Tableau data concepts: differentiate rows and columns, recognize data types and field roles, convert wide to tall formats, and apply relationships over joins for flexible data analysis.

  • Connecting to Data Sources7:27

    Connect to flat files and databases to create quality data sources in Tableau, considering location, structure, data model, metadata, scalability, security, and refresh strategy.

  • Data Sources in Tableau15:13

    Manage multiple data connections on the data source page, switch between live and extract modes, and use filters, data interpreter, and basic formatting to prepare data for visualization in Tableau.

  • Tableau Workspace15:16

    Explore the Tableau workspace, data pane, and shelves to build visualizations with calculated fields and hierarchies. Create maps and heat maps using invoiced amount and format titles and captions.

  • Creating a New View16:39

    Discover four methods to create a view in Tableau Desktop, from drag-and-drop to show me and text tables, and master marks, colors, and details to shape insights.

  • Using Multiple Data Sources13:17

    Learn how to blend data from multiple sources in Tableau, define primary and secondary sources, and link fields, then compare blending with joins and unions across different levels of detail.

  • Exercise 12:41

    Load the foodless data into Tableau, relate data on food ID, and create views: a horizontal bar chart of course and prep time, and a tree map of flavor profile.

  • Section Quiz

Requirements

  • Access to Tableau Desktop will be helpful but not necessary

Description

Tableau is one of the best data analytics and business intelligence tools available. In this course, we introduce you to this powerful, market-leading tool and get you started building your very own visualizations.

Move at your own pace as you learn how to navigate Tableau, connect to data sources, and make use of the drag-and-drop interface to create interactive charts and dashboards. We’ll cover everything from understanding business intelligence and basic data concepts to applying your own calculations, expressions, and functions in Tableau.

As you progress through the course we’ll have you testing your Tableau skills with a series of Tableau exercises and challenges.

Please note that this course focuses on Tableau Desktop and is aimed at people brand new to Tableau or people transitioning from Excel to Tableau.


In this course, you will learn:

  • What Tableau is and the product suite

  • What business intelligence is

  • The Tableau interface and its major functions

  • Which data structures are suitable for Tableau

  • How Tableau reads and categorizes data

  • Different data concepts and theory

  • How to connect and manage data sources in Tableau

  • How to navigate the Tableau workspace

  • How to build a view and different chart types in Tableau

  • How to create a dashboard in Tableau

  • How to publish and share a workbook

  • How to use calculated fields in Tableau

  • How to use numeric, string, conditional, and analytical expressions/functions in Tableau

This course includes:

  1. 6+ hours of video tutorials

  2. 33 individual video lectures

  3. Exercise files to practice what you learn


Here's what our students are saying...


★★★★★ "I needed something to walk me through the basic methods for working with Tableau, and this course did that very well." -Evan Sewall

Who this course is for:

  • Data Analysts
  • Data Scientists
  • Anyone looking to turn raw data into meaningful business outcomes using Tableau