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Tableau Masterclass - A case study and Dashboard actions
Rating: 4.3 out of 5(50 ratings)
255 students

Tableau Masterclass - A case study and Dashboard actions

How to master tableau dashboard actions and solve a real world case study using Tableau Prep for data preparation
Created byDan We
Last updated 6/2022
English

What you'll learn

  • You will be a Tableau Pro in dashboard actions
  • You will learn 2 new visualization ideas in Tableau
  • You will solve a real world data preparation case study and visualize findings in Tableau
  • You might open up new career opportunities for you which are not only highly rewarding but also offer more job satisfaction
  • You can generate valuable insights for yourself and your company

Course content

1 section20 lectures1h 49m total length
  • Tableau Masterclass - Master dashboard actions and solve a real world case study1:13
  • Download all course files here0:02
  • One important thing before you start0:24
  • How to do url actions in Tableau6:12
  • How to do zoom actions in Tableau2:38

    Learn to create a zoom into a country in Tableau using a filter action on a dashboard that hides other countries.

  • How to trigger sheet visibilty in Tableau with dashboard actions10:55

    Learn to trigger sheet visibility in Tableau with dashboard actions, using filters to show or hide visuals based on country selections, and build appearing-disappearing effects with containers.

  • How to create appearing and disappearing effects in Tableau2:50

    Learn to create appearing and disappearing effects in Tableau using horizontal layouts, a layout container, and dashboard actions to trigger filters across sheets like sales by country.

  • How to create drilldowns in Tableau using action filters6:58

    Learn to create drilldowns in Tableau by using action filters to drive deeper insights from a world map, building linked dashboards with ship mode, category, and year visuals.

  • How to create Drilldown Insights, Navigation and Reset Buttons in Tableau13:44

    Trigger drill-down insights in Tableau by using actions to filter across dashboards, create reset and back buttons, and navigate between a world map and detailed country views.

  • How to do selective / partial filtering with dashboard actions in Tableau7:56

    Explore partial filtering with Tableau dashboard actions, filtering the target sheet by region while preserving the date range so you see regional data without narrowing the entire dashboard.

  • Marketing and Sales Analysis Visualize Product adoption rate by country6:34

    Visualize country adoption with percentile rank and minimum order date in Tableau. Filter by category, view a world map, and drill down to products for marketing insights.

  • 12 Marketing and Sales Analysis Visualize Product adoption rate by country 25:00

    Create a percentile based grouping with a parameter and a case function to visualize product adoption rate by country, then color by percentile for dynamic insight.

  • How to create visual Insights with Tooltips in Tableau6:35
  • How to master pages in Tableau for dynamic storytelling10:26

    Animate a Tableau scatterplot with pages to create dynamic storytelling across time, using country filters, shapes, and flags, while showing history with marks and trails.

  • Case study introduction - now it's your turn1:48
  • Tableau Case study - How to prepare data with Tableau Prep18:01

    Describe how to prepare and combine transaction data with Tableau Prep, including filtering, joining with product and sales data from text and Excel files, and cleaning.

  • Tableau Case study - Visualizing the output in Tableau Desktop7:26

    Visualize your findings in Tableau Desktop by building revenue, cost, and profit visuals, converting data types, handling currency formats, and composing dashboards and stories to share insights.

  • Your input is needed - share your thoughts and ideas0:09
  • Lets continue learning together0:23
  • Congratulation, you did it! - Log out and final words0:31

    Master dashboard actions, complete the entire case study with data preparation tasks, and advance your skills for a successful future in data analytics.

Requirements

  • No additional costs for the software - I use Tableau Public which you can download for free
  • The case study part requires Tableau Prep and Tableau Desktop License but a trial version can be used and downloaded from the tableau homepage
  • Experience with Tableau is definitely helpful
  • Experience in Data Analytics / Visual Analytics is an advantage
  • Your curiosity and willingness to learn and grow
  • This is not a total beginners course - We learn how to master dashboard actions and solve a real world case study in Tableau including data preparation and visualization

Description

How to become a Tableau Pro? Tableau learning for you

This course is all about mastering Tableau dashboard actions and solving a real world case study including data preparation with Tableau Prep. A step by step approach

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster decisions. Therefore they rely heavily on data. Data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies across industries are constantly desperately searching for skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. This will be the key advantage to succeed in business.

A data analyst career is not only higly rewarding but also very interesting.

Tableau is, next to Power BI, one of the two leading data analytics / visual analytics solutions out there. It is state of the art and a powerful tool to explore your data. 

From my personal experience I can tell you that companies will actively searching for you if you master Tableau. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!

Tableau is also a great tool for datascience. A lot of data scientists like to use it for visualizing and presenting the findings. Therefore Tableau can often be a valuable skill for datascience jobs.

This course provides you a deep insight into how to best use dashboard actions in Tableau (e.g . how to hide a sheet in a dashboard in Tableau with dashboard filter actions) as well as a correlation analysis in Tableau for  e.g. the Marketing and Sales department. Finally you got the chance to solve a case study in Tableau which requires you to use Tableau Prep to prepare the data before you can visualize your findings in Tableau Desktop

What we learn in this course might also help you later with your Tableau certification exam

Who this course is for:

  • You want to become better at your job OR explore a new career opportunity
  • You want to be in high demand (as employee or freelancer)
  • You want to create stunning visualizations with Tableau to impress management or your coworkers
  • Data analysts or students who want to dive into a data analytics career
  • You who want to see and resolve real world data preparation challenges with Tableau Prep
  • You want to succeed in the working world of tomorrow
  • You want to master self service bi
  • You want to get valuable insights from you data