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The Complete Introduction to Data Analytics with Tableau

Name: The Complete Introduction to Data Analytics with Tableau
Rating: 4.5 (3305 reviews)

Kickstart your Data Analytics Career with Tableau by solving Realistic Analytics Projects. Learn Data Visualisation!

Created byDee Naidoo

Last updated 12/2023

English

What you'll learn

By the end of this course you'll understand the inner workings of the data analytics pipeline from joining, filtering, extracting data to developing dashboards
Develop 5 interactive dashboards and showcase them online to create a great profile of work for your Resume.
Connect to different data sources such as Excel, Google Sheets and even servers!
Be able to create in depth analyses with bar charts, line charts, donut charts and even geographical maps.
Develop a solid understanding of how calculations on Tableau work
Be able to understand joining data sources on Tableau and understanding types of joins
Work with sets and Level of Detail Calculations
Understand how Groups and Hierarchies on Tableau Works

Course content

10 sections • 53 lectures • 8h 52m total length

Introduction to the Course2:17
Hi!
This course is a Complete Introduction to Data Analytics with Tableau. It is the bootcamp of bootcamps!
We’re going to work practical and fast. We’re going to work on 5 projects with 5 different dashboards (see resources for project brief). Each of these projects will teach you how to work with different data sources such as live Google Sheets, excel spreadsheets and you’ll even get to connect to a cloud data warehouse!
This course will teach you how to interpret project briefs into real, practical dashboards using Tableau. It is ideal if you want to start a career in Data Analytics or want to up-skill yourself.
For all Project Datasources, check the Project Brief.
What is Tableau? An Introduction to Tableau.2:38
Hi!

In this lecture we are going to cover what Tableau is and the benefits of using this platform.
We will be using a free full version of tableau which you can download via the link below. It's pretty simple, but there is a video in the next lecture detailing how to do it!
Please ensure that Tableau Desktop is downloaded.
https://www.tableau.com/products/desktop/download
How the Course is Structured0:35
Hi!

In this session we will cover how the course is structured. The course is quite practical- where you will be given project briefs and locations where the data can be found.
We will then develop a dashboard based on what the brief wants.
I've attached the project brief below- you will review this project brief in the start of every session.
Signing up for a Tableau Public Account0:15
Hi!
For this session, please make sure you sign up for a free Tableau Public Account. I've also attached the process on how to do this. We will be publishing all our dashboards to Tableau Public.
Please note that this only requires you to sign up for an account- you do not need to download anything yet. We will download Tableau Desktop in the next lecture!
Install the 14 day free, full trial of Tableau1:46
Hi!
In this lecture we will be installing the free full version of Tableau.
The link to download is here: https://www.tableau.com/products/desktop/download
This will download the latest version of Tableau.
The Different Products of Tableau7:57
Hi, in this lecture we go over the different Tableau Products.
The Lifecycle of Data4:50
Hi, in this lecture we discuss the data lifecycle.
Why Data Visualization is Important7:05
Hi, in this lecture we go over why Data Visualization is important!

Project Brief for Discount Mart2:54
Hi, in this lecture we go through the Discount Mart Project Brief.
Check resources
Data:
discountmart.csv
https://finch-groundhog-9245.squarespace.com/s/discountmart.csv
Logo
Discount Mart (1).png
https://finch-groundhog-9245.squarespace.com/s/Discount-Mart-1.png
Connecting and Preparing Data for Discount Mart15:23
Hi!
In this lecture we will learn how to connect to the csv dataset with Tableau. We're also going to review each of the fields and be introduced to the Tableau datasource pane.
Check resources
Data:
discountmart.csv
https://finch-groundhog-9245.squarespace.com/s/discountmart.csv
Logo
Discount Mart (1).png
https://finch-groundhog-9245.squarespace.com/s/Discount-Mart-1.png
Building Charts on Tableau for Discount Mart (Part 1)33:16
Hello!
In this lecture we start building charts on Tableau! First we go through how the final dashboard will look.
We are going to build the following
Line chart with average trend line
Bar chart colored by Sales
Building Charts on Tableau for Discount Mart (Part 2)16:05
Hi!
In this lecture we will continue building charts in Tableau.
We will build the following:
A histogram of order quantity
A geographical map
Creating Headline Cards on Tableau for Discount Mart9:47
Hi!
In this lecture we learn how to create headline cards. We also get introduced to creating calculated fields on Tableau.
Building and Publishing Dashboards on Tableau14:34
Hello!
In this final lecture we will create a dashboard! I show you this quick drag and drop method to create fast dashboards. We will also publish our dashboard to Tableau Public. Please make sure you have an account! Refer back to Lecture 4 for this.
Review of Learnings from Section 1

Project Brief for Green Destinations1:49
Hi, in this lecture we go through the Green Destinations Project Brief.
Check resources
Data:
greendestination.csv
https://finch-groundhog-9245.squarespace.com/s/greendestination.csv
Logo
greendestination logo.png
https://finch-groundhog-9245.squarespace.com/s/greendestination-logo.png
Connecting and Preparing Data for Green Destinations8:52
Hello!
In this lecture we connect to the Green Destination data set and have a look at what the data consists of. We also learn how to structure the .txt data if it doesn't look correct in Tableau.
I've included the datasets below.
Building Charts on Tableau (Part 1) for Green Destinations28:13
Hi!
In this lecture we start building charts for Green Destinations.
We will also learn about:
Groups on Tableau
Creating Dual Axis Charts on Tableau
Level of Detail Calculations on Tableau (see resource below for additional information)
Building Charts on Tableau (Part 2) for Green Destinations7:50
Hello!
In this lecture we dive a bit deeper with building charts. We will create the following
Histogram
A stacked bar chart
Creating Headline Cards on Tableau14:39
Hi!
In this lecture we will create some headline cards for Green Destination. We also learn about creating IF statements on Tableau!
Building a Dashboard for Green Destinations11:51
Hi!
In this lecture we build our dashboards. This time we are using containers to create nicely formatted dashboards.
Publish your Dashboard to Tableau Public1:37
Hello!
In this lecture we publish our dashboard to Tableau Public.
An introduction to Tableau Server13:56
I thought it would be beneficial to introduce you to Tableau Server. If you don't have a Tableau Server license (which is a paid license), I suggest watching this still to give you a good idea of the Tableau product.

https://www.tableau.com/products/server
Review of Learnings from Section 2

Project Brief for MyPaper2:38
Hi Everyone, this is a new (bonus) section!
In this section, we learn how to build an Accounts Receivable Dashboard and Talk through the new updates with Tableau.
Please see the project brief attached to the lecture resources (or written below).
Project Brief (Check lecture resources)
MyPaper is a paper supplier. The company supplies paper locally to businesses. They allow customers to buy paper upfront but also have a credit option. This is where they supply customers with paper, and the customer doesn’t pay an amount upfront but will make frequent smaller payments.
MyPaper wants to do a full recon of their accounts receivable. The Finance manager would like to select a customer and view some details like
1. Amount the customer has paid each month
2. Average Days Overdue (on average, how many days is the customer late by?)
3. List of invoices and amounts by the customer
4. Number of times the customer has disputed invoiced.

Datasets:
1. Account Payments for MyPaper.xlsx
Download here:
https://finch-groundhog9245.squarespace.com/s/Account-Payments-for-MyPaper.xlsx

2. Customers for MyPaper.xlsx
Download here:
https://finch-groundhog-9245.squarespace.com/s/Customers-for-MyPaper.xlsx

Logo:
1. MyPaper.png
Download here:
https://finch-groundhog-9245.squarespace.com/s/MyPaper.png
Connecting to Data Sources and Introducing Joins20:31
Hi Everyone, in this lecture we learn about connecting to datasources and joins!
Please see the project brief attached to the lecture resources (or written below).
Project Brief
MyPaper is a paper supplier. The company supplies paper locally to businesses. They allow customers to buy paper upfront but also have a credit option. This is where they supply customers with paper, and the customer doesn’t pay an amount upfront but will make frequent smaller payments.
MyPaper wants to do a full recon of their accounts receivable. The Finance manager would like to select a customer and view some details like
1. Amount the customer has paid each month
2. Average Days Overdue (on average, how many days is the customer late by?)
3. List of invoices and amounts by the customer
4. Number of times the customer has disputed invoiced.

Datasets:
1. Account Payments for MyPaper.xlsx
Download here:
https://finch-groundhog9245.squarespace.com/s/Account-Payments-for-MyPaper.xlsx

2. Customers for MyPaper.xlsx
Download here:
https://finch-groundhog-9245.squarespace.com/s/Customers-for-MyPaper.xlsx

Logo:
1. MyPaper.png
Download here:
https://finch-groundhog-9245.squarespace.com/s/MyPaper.png
Lecture 3: Building Charts39:47
Hi in this lecture we learn the following
How to build a line chart
How to create a pie chart
How to create headline cards
How to create a table
View the project brief in the Lecture: "Project Brief for MyPaper" if you need to download any data sources or logos.
Lecture 4: Publishing a Dashboard14:19
Hi, in this lecture we learn to build our dashboard and add filters!
View the project brief in the Lecture: "Project Brief for MyPaper" if you need to download any data sources or logos.
Dashboard Design Tips7:43
Hi, in this lecture we go over some dashboard design tips.

Project Brief for Super Store2:00
Hi, in this lecture we go through the Super Store Project Brief.
Check resources
Data:
superstore_orders.xlsx and superstore_salesagents.xlsx
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/Superstore.zip
Logo
superstorelogo.png (present in the resources section of this lecture)
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/superstorelogo.png
A quick note before you watch the next lecture1:19
Hi! This is a quick note before you watch the next lecture.

Tableau's join interface has changed, and when you drag in your first table- please double click it! You will then see what I see :)
Connecting and Preparing Data for Super Store17:21
Hello!
In this lecture we connect to the Super Store data set and have a look at what the data consists of. We also learn how to structure the data and join two related data sets.
I've included the datasets below.
The document covering the basics of Tableau Joins is also in the resources section below.
Check resources
Data:
superstore_orders.xlsx and superstore_salesagents.xlsx
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/Superstore.zip
Logo
superstorelogo.png (present in the resources section of this lecture)
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/superstorelogo.png
Building Charts on Tableau (Part 1) for Super Store34:04
Hi!
In this lecture we start building charts for Super Store
Creating Parameters on Tableau
Creating YTD calculations with IF statements
Calculating Growth %
Building Charts on Tableau (Part 2) for Super Store23:03
Hi!
In this lecture we continue building charts for Green Destinations.
We will also learn about:
Creating a donut chart in Tableau.
Creating sets.
Building a Dashboard17:46
Hi!
In this lecture we are going to build the Super Store Dashboard. I also show you how to add interactive filtering and dashboard actions!
Publish your Dashboard to Tableau Public1:48
Hello!
In this lecture we publish our dashboard to Tableau Public.
Review of Learnings from Section 3

Project Brief for Northwind Trade2:33
Hi, in this lecture we go through the Northwind Project Brief.
Check resources
Data:
Connection Details for Northwind
Server: hostname: relational.fit.cvut.cz
Database:
port: 3306
username: guest
password: relational

If you are having issues with connecting to the MariaDB, then please use csv files here:
https://finch-groundhog-9245.squarespace.com/s/csv-northwind.zip
Logo
NWsquarelogostack.png (present in the resources section of this lecture)
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/NWsquarelogostack.png
Connecting and Preparing Data for Northwind Trade13:56
Hi, in this lecture we connect to the Northwind data using Maria DB! Check out the connection details below.
Check resources
Data:
Connection Details for Northwind
Server: hostname: relational.fit.cvut.cz
Database:
port: 3306
username: guest
password: relational

If you are having issues with connecting to the MariaDB, then please use csv files here:
https://finch-groundhog-9245.squarespace.com/s/csv-northwind.zip
Logo
NWsquarelogostack.png (present in the resources section of this lecture)
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/NWsquarelogostack.png
Building Charts on Tableau for Northwind Trade36:41
Hi!
In this lecture we start building charts for Northwind Trade.
Building and Publishing Dashboards for Northwind Trade10:17
Hello!
In this lecture we build and publish our dashboard to Tableau Public.

Project Brief for Tesla1:58
Hi, in this lecture we go through the Tesla Project Brief.
Check resources
Data:
We will create our own dataset. Please make sure you have a google account.
Logo
teslalogo.png (present in the resources section of this lecture)
You can also download it here
https://finch-groundhog-9245.squarespace.com/s/teslalogo.png
Important note on connecting to Google Sheets before the next video0:15
Creating a Data Source through Google Sheet Functions5:05
Hi!
In this lecture we learn how to import securities data using Google Sheets and Google Finance!
Data:
We will create our own dataset. Please make sure you have a google account.

Logo
teslalogo.png (present in the resources section of this lecture)

You can also download it here
https://finch-groundhog-9245.squarespace.com/s/teslalogo.png
Connect to the Data for Tesla3:48
Hi, in this lecture we go through how to Connect to the Tesla Datasource.
Building Charts on Tableau for Tesla22:14
Hi!
In this lecture we build charts for our Tesla Dashboard!
Building Headline Cards9:03
Hi!
In this lecture we will create some headline cards for Tesla!
Building a Tesla Dashboard7:42
Hello!
In this lecture we build our dashboard for Tesla.
Publish your Dashboard to Tableau Public3:06
Hello!
In this lecture we publish our dashboard to Tableau Public.

Introduction to Database Concepts1:04
Hi. I've decided to cover a bit of an introduction to database concepts in this section as well as why it's important.
Understanding Relational Databases3:30
Hi
In this lecture, we're going to cover what a database is as well as the function of relational databases.
Relationships of Database Entities1:18
Hi! In this lecture we cover the different types of relationships of entities within a database.
Primary and Foreign Keys1:49
Hello! In this lecture, I go through what primary and foreign keys are and how they're used.
Data types and Naming Conventions3:45
Hi! In the final lecture, I cover what types of data there is as well as naming conventions of database tables.
Assignment: Correct this database!

Creating Stories on Tableau4:51
Hi! In this section, we talk about Tableau Stories
You can use stories to make your case more compelling by showing how facts are connected, and how decisions relate to outcomes. You can then publish your story to the web, or present it to an audience.
Each story point can be based on a different view or dashboard, or the entire story can be based on the same visualization seen at different stages, with different filters and annotations.

Check out this article on Tableau stories
https://help.tableau.com/current/pro/desktop/en-us/story_create.htm
Thanks
Dee!

Requirements

Basic Knowledge of Computers
Internet

Description

Are you ready to kickstart your career in Data Analytics? Want to add something special to your resume?
Need more knowledge in Tableau, Data Visualization and Analytics?

This course is for YOU.

In this course you will build 6 separate dashboards depicting real world problems. You will learn how to connect to various data sources from Excel files to cloud servers. You will also learn how to build interactive dashboards and publish it to Tableau Online! You can link these in your resume to show potential employers what you can do!

You will master the skills to become a good Data Analyst and build a solid foundation in understanding the data pipeline.

In this course you will learn:

Create 6 interactive dashboards and publish it online to share
Learn how to connect to different data sources such as Excel, Google Sheets and Cloud Servers.
Create a variety of charts including bar charts, line charts, donut charts, maps, tables and dual axis charts.
Create calculated fields including developing IF Statements.
Create sets, hierarchies and groups.
Understanding how joins work.
Understand Level Of Detail calculations.
Create Parameters
Make use of the analytics pane including using trend lines
How to use dashboard actions and create interactive dashboards.
Creating a dashboard which updates daily via google sheets.

By the time you complete this course, you'll be a highly proficient Tableau user and use all the learning from to course to enhance your career in Data and Analytics.

Projects you will work on:

Discount Mart: Discount Mart is a small supermarket.The owner wants a dashboard where he can track how well Discount Mart is doing for this year (in terms of Sales, Profit and Quantity Sold).
Green Destinations: Green Destinations is a well known travel agency. The HR Director has recently noticed an increase in employees leaving (attrition). She would like to figure out any trends or patterns based on a dashboard we will be building for her.
MyPaper: MyPaper is a paper supplier. The Finance Manager would like to create a dashboard to detail Accounts Receivable and any customers who owe MyPaper money.
Super Store: Superstore is a famous retailer in Canada. They have expanded into the USA and their business model involves placing Sales Agents in every state in the USA. These sales agents are responsible for bringing in sales for the state that they are assigned.
The Sales Manager wants a dashboard to track how Sales Agents are doing.
Northwind Trade: Northwind Trade is a company which ships a variety of FMCG (Fast Moving Consumer Goods) all over the world.
The Shipping Manager doesn't have much visibility and doesn't know how many orders are processed and shipped on a monthly basis. He would like a dashboard of this where he selects a month and can tell how many orders are outstanding a day and where they should be shipped.
Tesla: Tesla is an American electric vehicle and clean energy company. An important shareholder is tired of receiving only monthly updates of the stock price. The shareholder would like to see any trends of the stock price specifically for the last 3 months. He also wants this data to be updated daily.

Who this course is for:

This course is for anyone who wants to kickstart their career in Data Analytics
This course is for anyone who wants to learn more about Tableau

The Complete Introduction to Data Analytics with Tableau

What you'll learn

Explore related topics

Course content

Introduction to the Course8 lectures • 27min

Project 1: Discount Mart (Sales and Profit Analytics)6 lectures • 1hr 32min

Project 2: Green Destinations (HR Analytics)8 lectures • 1hr 29min

Extra Project: MyPaper (Accounts Receivable)5 lectures • 1hr 25min

Project 3: Superstore (Sales Agent Tracker)7 lectures • 1hr 37min

Project 4: Northwind Trade (Shipping Analytics)4 lectures • 1hr 3min

Project 5: Tesla (Stock Price Analytics)8 lectures • 53min

Bonus: Introduction to Database Concepts5 lectures • 11min

Section 8: Tableau Stories1 lecture • 5min

Data Optimization1 lecture • 9min

Requirements

Description

Who this course is for: