Tableau Fundamentals: Get Started with Data Visualization

Explore how an opportunity table tracks a potential sales event from customer interactions to closure, forecasts revenue, and guides prioritization; won opportunities convert to accounts, losses inform improvements.

group activities into campaigns to plan marketing. track lead sources and measure campaign effectiveness in lead generation and customer acquisitions; segment audiences by demographics, interests, or behaviors with tailored messaging.

Compare pivot and unpivot data structures to transform broad, wide formats into long, thin formats for bi analysis and Tableau dashboards. Learn how unpivoting reveals a complete customer journey from lead contact to opportunity, and how pivoting enables product-level slicing and quick sums in bi tools.

Demonstrates pivot and unpivot techniques in Tableau, linking lead tables with the customer journey data, transforming to a long format, and visualizing with stacked bars and other charts.

Learn to connect to Excel data in Tableau, prepare data by pivoting and unpivoting, handle null values, and shape data for clearer analyses and visualizations.

Learn to build basic visualizations in Tableau Public by dragging dimensions and measures onto rows and columns, creating bar, line, and scatter plots with colors, labels, filters, and tooltips.

Learn to build a scatter plot in Tableau by selecting measures and a dimension, fix data types to numeric, and interpret how budget correlates with revenue across linked tables.

Use color to reveal gender demographics in Tableau and apply filters to target not-closed opportunities. Create interactive visuals by coloring by gender and filtering stages for high-potential opportunities.

Learn basic visualization techniques with the Blue Public tools to create bar, line, and scatter charts by dragging dimensions and measures, customize visuals, and apply filters for interactivity.

Discover the top five Tableau-enabled careers—data analyst, business intelligence developer, data scientist, data engineer, and business insights consultant—and how they transform data into insightful dashboards and decisions.

Create a map in Tableau Public using latitude and longitude as discrete coordinates, size bubbles by account count, color by gender, and add area labels for events.

Learn to create a tree map in Tableau Public using count distinct measures and area sizing, color by density, highlighting KLCC and Bukit Bintang to drive data-driven event planning.

Explore advanced visualizations in Tableau Public to reveal geographic patterns and data distributions with maps, tree maps, and heat maps, and perform custom analytics using calculated fields and table calculations.

Discover Tableau's extra features for dashboard interactivity, including navigation buttons, image links, embedded web pages, and downloadable PDFs that boost data exploration and sharing.

Create visuals with a clear message and concise narrative to guide the audience through data visualizations, limiting text and maintaining consistent design for engagement and coherence.

Create visually compelling dashboards in Tableau Public by dragging worksheets into the dashboard, resizing for desktop, and applying black shading with bright fonts.

Learn to tell data stories in Tableau by guiding audiences through visualizations with titles and annotations to reveal insights and drive decisions.