Tableau Fundamentals: Get Started with Data Visualization

Connect Tableau to data sources using Excel and prepare data in long and white table formats. Replace nulls with zeros and adjust columns for reliable visualizations.

Connect data sources in Tableau Public using Excel and link multiple tables through keys to build integrated data sets for analysis and interactive visualizations.

Explore how leads flow from capture to conversion in a CRM, track emails, calls, and meetings, and recognize how Tableau links lead data with an opportunity.

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.

Manage user records in the CRM, including username, email, profile, and role permissions. Track login history, usage, and adoption metrics to optimize platform configurations and boost productivity.

Use the task module to track CRM activities for leads, contacts, opportunities, and records. Set due dates, priorities, and reminders to monitor progress in real time and ensure timely completion.

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.

Create a calculated field to replace nulls with zeros using if logic, and explore data type conversions between numeric and string in Tableau.

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.

Handle big data with Tableau's connections to Hadoop, Spark, and Google BigQuery. Use extracts, data blending, and real-time visualizations, plus sharing via Tableau Server, Tableau Online, and Tableau Public.

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.

Create a bar chart in Tableau public by using a dimension and a measure, with a count distinct, in a new workbook. Color by account ID in the marks panel.

Create line chart in Tableau Public using created date as a dimension and count distinct of opportunity IDs as measure, then adjust date parts and add labels on marks panel.

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.

Explore advanced visualization techniques in Tableau, including interactive maps, treemaps, and heat maps, plus calculated fields and table calculations for forecasting and time series insights.

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.

Design clear, simple, and usable dashboards using multiple visualizations and consistent elements. Use interactive filters and actions to enable personalized explorations and deeper insights.

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

Apply orange to lines, axis rulers, ticks, and text across dashboards to create cohesive visuals. Disable grid lines on charts to emphasize insights and audience engagement.

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

Data storytelling uses data as evidence to reveal insights and trends; relate results to possible causes, campaigns, and competitive dynamics to guide precise decisions.

Learn to craft data narratives in Tableau by building dashboards, creating a story with captions and annotations, adding story points, and exporting PDFs for stakeholders.

Explore waterfall and agile project implementation methodologies for Tableau dashboards. The lecture covers requirements gathering, development, testing, deployment, change requests, stakeholder sign-off, and iterative, sprint-based delivery with continuous improvement.

Tableau fundamentals: get started with data visualization concludes with the instructor thanking you for enrolling and inviting you to rate, share with friends, and help improve the course contents.