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Tableau Fundamentals - Data Analytics Made Simple

Name: Tableau Fundamentals - Data Analytics Made Simple
Rating: 4.5 (73 reviews)

Data analytics made fast and simple with Tableau. A must-have skill in 2025 for any industry. Progress your career.

Created byDean Taylor

Last updated 12/2021

English

What you'll learn

Master the art of Data Visualisation in Tableau
Learn how to create Interactive Dashboards
Significantly improve your analytical capabilities
Learn how to create Calculated Fields
Learn how to create and edit Groups & Hierarchies
Learn how to create Static & Dynamic Sets
Learn how to create interactivity using Actions & Tooltips
Learn how to add visualisations to Tooltips
Learn how to apply Level of Detail Calculations
Learn how to Join multiple datasets together
Learn how to Union datasets together
Learn how to Blend datasets together
Learn how to create your own Table calculations
Learn various ways to apply filters to your dashboards
Learn how to control filters with parameters
Learn the different ways to sort data
Learn the different ways to export data from Tableau
Learn effective data preparation techniques
Learn about the Data Types in Tableau
Learn how to create Sets with Parameter controls
Learn how to pivot in Tableau

Course content

13 sections • 69 lectures • 5h 57m total length

Welcome to Tableau Fundamentals!0:55
Hello and welcome to The Tableau Fundamentals - Mastering Data Visualisation course!
Thank you so much for joining me on this course. You are now beginning a journey that will take your data visualisation and analytical skills to a whole new level - and I can't wait to be a part of it.
In this course, I will take you through fundamental features in Tableau that will enable you to transform the way you conduct data analysis - it has certainly added huge value to my career to date and I am certain you will experience the same.
I have managed to add significant value in some of the largest financial organisations in the world by enabling users to see data through a completely different lens - The Tableau lens. After 10 years of data visualisation experience, I am here to share with you this skillset. I feel every individual who is involved with any form of data analysis in their job or anyone with passion for data analytics should have on Tableau on their CV - and this course will enable you to do that.
This video will briefly outline Section 1's contents. Throughout this course, you will be guided through topics in a carefully constructed manner to help you get the most out of the course.
You are about to dive into some amazing features and I can't wait to show you.
Let's get started!
Endless Possibilities in Tableau6:56
Knowing where to go for inspiration or ideas will result in a never ending Tableau learning curve - and it's a very fun curve to be on. Collaborating and sharing ideas with your fellow Tableau enthusiasts enables you to learn new functionality, formatting, interactivity etc. that you can use in your own designs.
In this video, I will show you:
How you can view and interact with Tableau reports created by other users
How to download Tableau Workbooks created by other users
How you can explore downloaded workbooks to see how specific pieces of interactivity and formatting have been created
This will get you excited as to what's possible in Tableau and you'll soon realise there are endless possibilities that await you...
Installing Tableau4:04
Creating worksheets and dashboards in your own version of Tableau will add to your learning experience!
In this video, I will show you 3 different options available to you when it comes to getting a version of Tableau. Whatever option suits you, having Tableau installed on your machine in one form or another will allow you to practice all the wonderful things Tableau has to offer.
Tableau Fundamentals - Datasets0:21
In the resources section of this article, you will find all of the sample datasets that I use throughout the course.
Please feel free to download these files and save on your own machine so you can follow along at home!
Let's connect!1:14
Don't be a stranger - set yourself up on Tableau public and get sharing!
By being part of the Tableau community, you are joining a wealth of knowledge and passionate individuals who are able to bring out fascinating insights into any dataset!
You will find answers to problem statements that other users have faced and it is certainly a place to gain inspiration from a wide variety of published dashboards.
See you there!!
Section 1 Quiz

Section 2 - Overview0:52
View this video to see what topics are covered within Section 2!
Connecting to Data4:26
In this video we will:
Walkthrough the various ways you can connect to data
Join to our first datasets by establishing a connection to an excel file and a text file respectively
Learn how to edit connections once established
Learn how to refresh a data connection
By the end of this video, you will be able to connect to a variety of datasources
Navigating the Worksheet10:13
In this video we will:
Explore some of the key features available to us as soon as we land in the worksheet
Learn how to change sheet names
Learn how to create worksheets, dashboards and stories
Create our first chart
Explore the Data pane and Analytics pane
Explore the different shelves available (Pages, Filters, Marks, Rows & Columns)
Create dynamic worksheet titles that update when a user changes a filter
Explore captions, summaries and worksheet descriptions
By the end of the video, you will have a solid understanding of where to go on the worksheet when you embark on creating a new view
Navigating the Dashboard8:00
In this video we will:
Explore some of the key features available to us when we look to create a Dashboard
Learn how to incorporate worksheets into a Dashboard
Learn how to incorporate objects such as images, text boxes and websites on your dashboard
Create our first dashboard
Learn how to resize and delete worksheets from our dashboard
By the end of the video, you will have a solid understanding of the steps required to create a simple dashboard
Navigating the Story4:29
In this video we will:
Explore the Story feature and learn how it can be used to provide a data narrative
Learn how to incorporate worksheets or dashboards into a Story
Learn how to change the navigation style of Stories
Create our first Story
By the end of the video, you will have a solid understanding of what Stories are, how they can be used and how to create them
'Show Me' Options3:45
In this video we will:
Learn how to quickly create a chart using the 'Show Me' options
Create a map view showing Sales by Country
Create a horizontal bar chart showing Profit by Region and Category
By the end of the video, you will have a solid understanding of what 'Show Me' can provide and how it can be used to generate charts quickly based on attributes you select from the data pane
Your Canvas awaits!1:06
Now you have been taken on a tour of Tableau and seen some of the options available to you, play around with a sample dataset. See what you can create and don't be afraid if there are terms or options that you don't understand!
A lot of answers to problem statements are answered by exploring the options in Tableau on sample datasets.
I have stumbled across so many new features that I did not know existed, simply by being curious...
Give yourself a 15 minute window, drag and drop items onto different sections and observe the results.
I do this a lot and it is a lot of fun.
Enjoy!
Section 2 Quiz

Global Profit Review - Brief0:57
Jane, the Chief Financial Officer at Superstore Ltd, needs your help in creating a dashboard for an upcoming 'Global Profit Review' with the Management Board. The dashboard should addressed two requirements:
1) Show how Countries are performing in relation to each other with respect to Profit
2) Show the profitability of different Product Areas
Use what you have learnt so far and see if you can create a visualisation that will help Jane deliver a clear message.
The dataset to use is downloadable from the resources Section in Lecture 4. Download it and have some fun!
Global Profit Review - Example Solution10:12
How did you get on with the 'Global Profit Review' dashboard for Jane?
In this video, I have put together an example dashboard, covering some features that you may or may not have incorporated in your own version!
Helpful Tips for Building Visualisations1:54
In this video, you will be presented with a few helpful tips that you can take on board when creating your own visualisations!
Small changes, big impact!0:27

Section 4 - Overview0:52
View this video to see what topics are covered within Section 4!
Data Types6:37
In this video we will:
Explore the different data types in Tableau
Learn how to change data types within Tableau
Learn how Tableau assigns data types when there are mixed values in a field
Learn how Tableau treats values once a datatype has been assigned
By the end of the video, you will have a solid understanding of datatypes in Tableau and how to change them when required
Data Preparation7:44
In this video we will:
Learn about 'Tableau friendly formats'
Learn how to use the data interpreter, an in-built Tableau feature
Learn how to hide fields, change field names and change value alias
By the end of the video, you will have a solid understanding of basic Tableau data preparation techniques that will make designing views a whole lot easier...
Data Preparation - Tableau Pivot3:51
In this video we will:
Explore the Tableau Pivot feature
By the end of the video, you will have a solid understanding of Tableau pivots, a powerful data preparation skill to learn
Organising Attributes3:12
In this video we will:
Learn how to organise data attributes
Learn how to create folders to store attributes
Learn how to sort attributes in different orders
By the end of the video, you will have a solid understanding of data organisation in Tableau which will help you when developing your own dashboards
Fail to prepare... Prepare to fail...0:42
Data Preparation Quiz

Section 5 - Overview0:52
View this video to see what topics are covered within Section 5!
Tableau Groups10:41
In this video we will:
Explore the Groups feature in Tableau
Learn how to create new groups
Learn how to edit groups once created
By the end of the video, you will have a solid understanding of Groups in Tableau, a feature that you are likely to use in the majority of your workbook designs
Tableau Hierarchies6:34
In this video we will:
Explore the Hierarchies feature in Tableau
Learn how to create new hierarchies
Learn how to edit hierarchies once created
By the end of the video, you will have a solid understanding of Hierarchies in Tableau, a feature that provides drill down capabilities to your users
Groups & Hierarchies Article0:31
Groups & Hierarchies Quiz

Section 6 - Overview0:52
View this video to see what topics are covered within Section 6!
Filtering Data14:12
In this video we will:
Explore the Filters feature in Tableau
Learn how to filter in various ways within worksheets and dashboards
By the end of the video, you will have a solid understanding of the different filter options in Tableau, a must have skill to master in order to make your dashboards dynamic and interactive
Filtering using Parameters13:36
In this video we will:
Explore the Filters feature in Tableau combined with the use of Parameters
By the end of the video, you will have a solid understanding of how to use parameters to control the filters within your tableau dashboard.
Sorting Data10:26
In this video we will:
Explore the different Sorting options in Tableau
Learn how to sort data in different ways
Learn how to sort charts or tables with multiple dimensions within the view
By the end of the video, you will have a solid understanding of the different sorting options in Tableau
The Power of Parameters0:31
Section 6 Quiz

Section 7 - Overview0:52
View this video to see what topics are covered within Section 7!
Creating Static Sets7:33
In this video we will:
Explore the Sets feature in Tableau
Learn how to create and edit static sets
Create immediate insight by using sets as filters or colour
By the end of the video, you will have a solid understanding of Sets, a fundamental feature in Tableau that enables your audience to interact directly with a visualisation or dashboard to control aspects of their choice
Creating Dynamic Sets5:20
In this video we will:
Learn how to create and edit dynamic sets
Create immediate insight by using sets as dynamic filters
By the end of the video, you will have a solid understanding of Sets, a fundamental feature in Tableau that enables your audience to interact directly with a visualisation or dashboard to control aspects of their choice
Creating Sets with Parameter Control13:00
In this video we will:
Learn how to combine sets and integrate parameters with sets
By the end of the video, you will have a solid understanding of Sets, a fundamental feature in Tableau that enables your audience to interact directly with a visualisation or dashboard to control aspects of their choice
Helpful Tableau Tips1:23
A few helpful tips to help improve your visualisations.
Taking these on board will lead to a better user experience and improved dashboard designs!
Tableau Sets Quiz

Requirements

An appetite to master data visualisation
No other pre requisites or course requirements

Description

Hello and welcome to Tableau Fundamentals!

Whether you are a complete beginner who wants to be Tableau ready in no time, or have been a Tableau user for a while but want to refine your understanding on key Tableau features, this course is definitely for you.

There are lots of courses to choose from, and finding the right one can sometimes be difficult. So why choose this course? Here are few reasons:

Creating data visualisations is my full-time job. With over 10 years of experience, I have learnt what works and what does not work in an organisation. I have consolidated this experience and focussed on creating video content that explains fundamental features that will add huge value to you personally as well as your firm
The course is constantly updated with new material to ensure you are supplemented with the most recent developments
This course is delivered with precision in mind. Videos are targeted at showcasing specific elements that can be tackled in isolation or as part of a well thought through journey
You are presented with high quality video material, tested with quizzes in every section, provided with tips and tricks to improve your Tableau experience and introduced to articles that will help grow your knowledge to the next level

The skills you will learn in this course will allow you to:

Significantly reduce operational costs through automated dashboards
Generate insights into your data that lead to improved decision making at all levels of management
Impress your colleagues and peers with data visualisation capabilities that are second to none
Become more efficient with your time by conducting data analysis in Tableau on the fly

It's now 2025. Tableau is a software that you must have on your CV to stand out as a data analyst or you'll be left behind as the industry moves forward. Data visualisation is a vital part in any quest for improved decision making and I am here to help you understand it all.

This is a course designed for the complete beginner, but you are exposed to some of the most sophisticated and advanced features Tableau has to offer, presented in an easy to understand fashion. I use these features almost daily.

If you have any questions, please feel free to contact me. I am here to make learning Tableau a fun and enjoyable process and you'll soon ask yourself why you didn't do it sooner. I love my job and I love seeing others excel when they get to put their Tableau knowledge into practice. Sign up today and see how rewarding data visualisation can be!

See you in the course...

Who this course is for:

This course is for anyone who wants to learn the Fundamental features in Tableau
This course is designed for any data enthusiast who wants to get more out of their data
This course is for anybody who wants improved insights into their data
This course is for anyone with a need to improve their data visualisation using Tableau
This course is for anybody who needs more interactivity with their data
This course is for anybody who needs to create dashboards in Tableau
This course is for anybody who wants to learn new Tableau skills
This course is for anyone who wants to migrate Excel based reports to Tableau
This course is for any keen data scientist who wants to use Tableau for data visualisation

Tableau Fundamentals - Data Analytics Made Simple

What you'll learn

Explore related topics

Course content

Introduction to Tableau5 lectures • 14min

Navigating Tableau Workbook7 lectures • 33min

Creating our First Visualisation4 lectures • 14min

Data Types & Data Preparation6 lectures • 23min

Creating Groups & Hierarchies4 lectures • 19min

Filtering & Sorting Data5 lectures • 40min

Creating Sets5 lectures • 28min

Calculated Fields5 lectures • 46min

Table Calculations5 lectures • 36min

Tableau Interactivity7 lectures • 41min

Requirements

Description

Who this course is for: