Forecasting and Time Series Analysis in Tableau
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Forecasting and Time Series Analysis in Tableau

Use Tableau to work with time series, generate forecasts and even add R functionality to enhance Tableau.
Best Seller
4.6 (16 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
146 students enrolled
Last updated 8/2017
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  • 4 hours on-demand video
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • visualize time series in Tableau
  • perform calculations with time series data in Tableau e.g. SMA calculations
  • use time series specific Tableau functions
  • use the Tableau forecasting tools for exponential smoothing models
  • understand the generated forecast models
  • integrate R into Tableau in order to enhance forecasting capabilities
View Curriculum
  • A prior general understanding of Tableau is recommended
  • NO skills of R are required to follow along
  • you should have a computer with Tableau ready

Do you want to know how to handle time series in Tableau?

Do you want to use Tableaus forecasting feature to get great visualizations?

Or you probably want to know how to add extra forecasting features like ARIMA models to Tableau?

Time based data has its own rules and implications. We will discuss these in Tableau. Quite often time series data is used to look into the future. Forecasting is the name of the game here. Luckily Tableau offers an exponential smoothing forecasting tool, which we will of course explore.

Sometimes you might find that Tableau's internal forecasting tools are too limited. Well, for these instances I will show you how to integrate the R forecast package into Tableau to do ARIMA modeling. This whole process is so well implemented that it can be done without prior R knowledge. In one of the last sections I will show you how it’s done, step by step.

So what are you going to learn in the course?

We start with the general knowledge you need to work with time series data. Especially data roles. We will then discuss moving averages which are widely used in time series analysis. And we will do some time based filtering. We will of course write our own functions, we will create parameters and you will also learn about the time based functions Tableau has to offer. Each of these things will be enforced with exercises.

That is the first section, after that we will be forecasting with Tableau, that means exponential smoothing. I will show you how to read the results you get and how to manually modify the forecast settings.

That is one way of forecasting in Tableau, but there is an advanced alternative. You can use R from within Tableau to perform advanced forecast modeling as we will learn in the last section of the course.

So how do you best prepare for this course?

Well, I built the course for people who already know a bit about Tableau. You should be able to get data into Tableau and to orient yourself in the interface. You should know the basics already. That way we can focus on time series and forecasting and we do not waste precious time on basic things you might already know.

You do not need R skills, although it is an advantage. The methods outlined in the last section are explained in a way so that you can follow along easily.

I hope you will enjoy this course - do not forget to add it to your CV, so that human resources knows that you train yourself on the latest technologies. Valuable skills are definitely a career booster.

Who is the target audience?
  • Data science professionals
  • Business intelligence staff
  • People working in data visualization related positions
  • Everybody interested in data visualization of time series and forecasts
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Curriculum For This Course
27 Lectures
2 Lectures 06:18

Orientation - Course Fundamentals
Working with Time Series in Tableau
12 Lectures 01:56:52
Which Data Role Do I choose?

Tracking Changes in Time Series

How to get a Smoother

Coding a Smoother

Moving Average - Exercise

Creating a Custom Forecasting Line

The Discrete Data Role

Time Series Differences - Excercise

Relative Date Filtering

Another Case Of Relative Date Filtering

Combined Chart - Exercise
Creating a Forecast Using Tableau's Internal Toolbox
7 Lectures 57:34

Forecast Summary

Forecast Models

Customizing The Forecast Plot

Using The Row ID To Forecast

Changing The Forecast Result

Exercise - Passengers
Custom Forecasting Using R Integration in Tableau
6 Lectures 53:51

Connecting Tableau and R

R Code in Tableau - Exponential Smoothing

ARIMA in Tableau

About the Instructor
R-Tutorials Training
4.4 Average rating
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60,285 Students
17 Courses
Data Science Education

R-Tutorials is your provider of choice when it comes to analytics training courses! Try it out – our 50,000+ students love it.

We focus on Data Science tutorials. Offering several R courses for every skill level, we are among Udemy's top R training provider. On top of that courses on Tableau, Excel and a Data Science career guide are available.

All of our courses contain exercises to give you the opportunity to try out the material on your own. You will also get downloadable script pdfs to recap the lessons.

The courses are taught by our main instructor Martin – trained biostatistician and enthusiastic data scientist / R user.

Should you have any questions, you are invited to check out our website, you can open a discussion in the course or you can simply drop us a pm.

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