Tableau for Data Analysis & Data Science

Explore how Tableau stores data as a table of fields and rows, with fields as columns and rows as records, including date, text, and numeric data types.

Navigate the Tableau start page to connect to data sources, save and explore saved data sources, and open recent workbooks, while discovering tutorials and popular views.

Connect to data in Tableau by selecting Microsoft Excel and loading the superstore dataset’s orders, people, and returns sheets.

Explore Tableau data types, including text, numeric, timestamps, booleans, and geographical values for maps. Learn to adjust data types, rename fields, and understand metadata versus the original data source.

Explore Tableau data connections: live real-time updates and extracts as local data snapshots; learn refresh needs, performance considerations, and when to use each in Tableau Desktop versus Tableau Public.

Navigate the Tableau workspace to connect to the superstore dataset, manage data sources, drag dimensions and measures to cards and shelves, and create worksheets, dashboards, and stories.

Know your data before visualization by inspecting fields and documentation. Use an orders dataset with fields like order id, ship date, sales, and profit to guide analysis.

Create your first Tableau view by dragging sales and date fields to visualize sales over time, using bar charts and tree maps with regional breakdowns.

Learn to distinguish dimensions from measures, see how Tableau aggregates measures like profit, and understand discrete versus continuous data with date handling in the data pane.

Explore how Tableau classifies fields as dimensions or measures, and when to use discrete versus continuous forms, with headers for discrete values and axes for continuous ones.

Explore how Tableau uses shelves, columns, and rows to build visualizations and how the marks card controls profit and sales across product categories and segments.

Explore how to apply filters in Tableau to show furniture and technology by excluding office supplies, and filter by subcategory and sales measures using range and at least options.

Learn how to sort data in Tableau to reveal top sales performers across locations, using weekly sales data, replacing fields, and visualizing with color gradients.

Learn how tableau treats date fields as discrete date parts or continuous date values, and when to use each for comparing periods or showing time trends.

Explore how Tableau creates measure names and measure values to compare multiple measures like profit and sales across regions and subcategories using filters.

Compare multiple measures in Tableau using separate axes or a dual axis to visualize sales and profit by quarter and by month, then synchronize axes for a single scale.

Explore how to build a bar chart in Tableau to compare total transactions and sales by promotional channel, using an Excel data source, with color by platform and descending sort.

Use a line chart to track sales from January to July, showing rise, peak in April–May, and decline. Place order date on the axis and drag sales amount to rows.

Create an area chart in Tableau to compare monthly ship modes from 2019 to 2020 by loading multiple data sources, filtering by year, and adding ship mode labels.

Create a text table in Tableau to show product type and product with profit, sales, inventory, cost of goods sold, and marketing budgets from the coffee chain data source.

Select the customer segmentation data source, create a pie chart, and customize labels, percentages, and legend to show each payment method's share.

Create a highlight table in Tableau to visualize student grades across subjects by applying color to measure values, setting a 75 threshold, and using square marks for clear pattern detection.

Build a histogram to show age distribution using bins, converting age from a measure to a dimension, and count of data to reveal ranges like 15–20 and 20–25.

Create a tree map in Tableau to visualize part-to-whole relationships with nested rectangles and color, using sales and profits by subcategory and highlighting profitability.

Explore how Tableau creates symbol and field maps from geographic data, using longitude and latitude to visualize sales by state, adjust locations, and color-code profits for clear geographic insights.

Build a donut chart in Tableau by duplicating a pie chart, overlaying two pies, and using a calculated field to show category proportions with percent of total.

Learn how to format a workbook in Tableau, setting default fonts, colors, sizes, and layouts across all sheets, and customize grid lines, axis ticks, and individual worksheet styles.

Format your worksheet with the format menu to apply fonts, sizes, and styles across all text fields; customize tooltips, titles, totals and grand totals, alignment, borders, and shading.

Resize tables and cells in Tableau to improve readability by adjusting width, height, and font size; explore options like standard view, fit height, fit entire view, and size to cell.

Learn to create and edit groups in Tableau by combining market members into a single field, such as North America or Americas, and compare grouped regions across sales.

Create a fixed set to highlight subcategories with sales above 1 million and profit above 100,000 in a scatter plot, noting fixed sets don't update while dynamic sets adapt.

Create a dynamic set of profitable subcategories by filtering profits greater than zero, then combine with sales greater than 150,000 to show items meeting both criteria; the view updates automatically.

Harness a dynamic parameter to toggle top five to top fifteen profits in a 50-company dataset, linking a profit set to the view for flexible Tableau analysis.

Becoming a data professional requires mastering data cleaning, analysis, and visualization beyond Tableau, by learning SQL, Excel, Python, and other tools to study data, connect to databases, and drive decisions.

Learn to create Tableau calculated fields—basic level of detail, expressions, and table calculations—and build a profit ratio by dividing sum profits by sum sales for subcategories.

Learn how to create calculated fields in Tableau using string functions to split and concatenate names, apply left and uppercase, and count characters with len for practical data prep.

Learn to build calculated fields in Tableau using date functions like year, date path, and date name to extract date parts, switch between discrete and continuous, and apply date diff.

Explore how Tableau automatically aggregates data and create calculated fields using sum, average, count, max, and min. Learn to format currencies and interpret the ag prefix indicating aggregated fields.

Learn to use Tableau logical functions to classify profitability with if and else statements, create boolean fields, and build multi-branch calculations for total score and letter grade.

Explore table calculations in Tableau, using quick table calculations like year over year growth and percent of total, and learn how scope, direction, and compute options shape rankings and totals.

Explore how level of detail and granularity shape visual analysis in Tableau, showing how adding dimensions like category and subcategory changes detail and when to use level of detail expressions.

Discover fixed level of detail calculations in Tableau to compute totals independent of view dimensions, with optional dimension lists, and apply them to category totals and customer analysis.

Apply level of detail calculations in Tableau to compute granular values using subcategory, category, and region, and switch aggregations between sum, maximum, minimum, and average for data analysis.

Explore how exclude level of detail expressions remove dimensions from the view and differ from include level of detail expressions, and observe how category and subcategory filters affect totals.

Explore how Tableau builds relationships between customers and orders, and with payment details and transaction info, using common fields like customer ID to retrieve related data across tables.

Tableau teaches joining data from multiple tables using a common field, covering inner, left, right, and full joins. Create joins in the logical and physical layers to retrieve matched records.

Learn how to combine data with unions in Tableau, appending rows from multiple tables with the same structure to enable year-over-year analyses, and view salary by fiscal year.

Blend data in Tableau by linking sources with a shared dimension and switching primary and secondary data sources across worksheets. Compare revenue for Company A and Company B.

Explore a Tableau dashboard analyzing ABC's marketing campaign, pre and post paid advertisements, with platform contributions, profitability, geography, trend, demographics, payment methods, and agent performance.

Create a tableau dashboard environment that combines multiple views from nine months of sales data to reveal profitability, location trends, platform distribution, and payment methods.

Build and organize Tableau dashboards by adjusting size, using tiled and floating layouts, and placing views to highlight profitability, sales by province, and dynamic filters for province and age distribution.

Create a Tableau dashboard to visualize global COVID-19 data, including confirmed cases, deaths, and recoveries, with regional summaries and map visuals from an Excel data source.

Format and assemble a COVID-19 dashboard in Tableau, apply fonts and colors, add continent and country filters, create dynamic titles, and synchronize views across worksheets.

Build a Tableau dashboard to summarize customer incident reports by classification (low, medium, high) with green/yellow/red status signals and detailed incident records, plus filters and a legend.

Create and format a Tableau dashboard by arranging incident summary, dates, and status signals, linking filters across worksheets and enabling single-value incident selection for detailed views.

Generate fake data using the macro website, defining fields like employee id, first name, last name, email, salary, and department, preview and download up to 1000 records for Tableau analysis.

Celebrate your progress in Tableau for data analysis and data science, review your certificate on your student dashboard, and map next steps like Excel and Python skills to land jobs.