If you answered yes to any of the above then this course is for you.
By taking this course you will learn how you can use Tableau to see and understand your data.
The course is structured in such as way as to guide you step by step through the process of visualising data with Tableau. We'll begin with connecting to your data and understanding the structure. We'll look at the best ways of visualising that data. We'll look at ways to analyse the data using visual analytics. And we will put it all together into a fully interactive dashboard.Using example datasets you will be able to follow along and each section has exercises that build on what you have learnt.
Unlike other courses that just teach you how to use the interface, by taking his course you will learn not only how to create interactive visualisations using Tableau but also why. You will learn the most effective ways to present your data and best practises on when particular chart types should be used.
Learn how to connect to data that is stored in files such as text files or excel spreadsheeds
How to combine multiple tables in your data into single data sources using database style joins. The result of the joined data is a single datasource that can be queried.
Understand the difference between a live data connection and a data extract, the pro's and con's of both and when to use them.
Often excel files contain extra headings, footers and other fields that are not data. In this lecture i will show you the new data intrepeter that will strip this out.
How the colour of the pills affect Tableau's behaviour when creating a viz. By understanding this behaviour you will gain a greater understanding of how a viz is built. This will enable you to create the viz that you want faster and easier.
By understanding this behaviour you can build any chart type you want.
The type of filter that is created depends on the type of pill used for the filter.
Dropping a green or blue pill onto the colour shelf creates a colour palette. The type of colour palette depends on the pill type
Tableau handles dates in a number of different ways depending on the nature of the data.
Setting the data defaults means that every time you use that particular dimension or measure the default settings for things such as colour, aggregation, format will be the same across all sheets in your workbook
Sometimes your data has levels of detail that you would like to be able to roll-up and drill-down eg
By creating a hierarchies you can define these relationships within your dataset. Then then you add these to your viz you can drill down as and when you need to.
Often you will find that values within a particular dimension need to be grouped together. For example you might have a list of countries and you would like to categorise them by continent. But this information is not present in your data. You can create this higher level of category by highlighting the countries, create a group and name that your continent.
Sets are similar to groups in that you can create sub-sets of data values. However groups that you create are static, if a new value is entered into your data, this will mean you need to manually update the group. Sets allow you to set-up dynamic groupings based on rules
By default Tableau will try to display every record in the data. Filters allow you to only show a subset of data. There are a number of different filter types which depends on whether a green or blue pill is being used as the filter source.
Calculated fields let you enhance your data by creating new values. This could be as simple as doubling a measures value such as SUM(Sales)*2 .
Often you might have data in several places. You might have data in an Oracle database and additional data in Excel. These data sources cannot be joined, instead they can be blended together to allow you to create a viz based on both data sources.
Parameters are dynamic values that can replace values in calculations and can then be used as filters. For example, a calculated field, if Sales are greater than $500,000 then return true, and otherwise return False. Using a parameter, you can replace the constant value of in the calculated field with a parameter than you can change dynamically using the Parameter control.
Colour is a great way to add both interest and detail to a viz. It's important to know the right colours to use and which combinations work well together. Equally its vital to know which colours to avoid. Choose wisely and you can enhance your viz. in this lecture you will learn
Adding a dimension or measure to the size card allows you to encode data in the size of the mark in a viz.
Shapes allow you to display multiple values as shapes, particuarly useful in scatter plots where u want to show clustering of a particular dimension.
Putting a measure or dimension on the label card allows you to label the marks in your viz.
Putting a dimension onto the detail card adds that to the level of detail in the viz. For example consider a scatter plot of profit vs sales. Adding customer to the detail shelf will show the profit/sales per customer. Add country and it will show it for county.
Tool tips appear when you hover over a mark in your viz. By adding pills to the tooltips card they will appear in the tooltips, but unlike the detail card they will not change the look of the viz
Sometimes you might find something interesting in the viz that you wish to highlight. This is done using Annotations.
In this lecture we will look at 2 types of annotations
Annotations behave in a similar way to tool tips and we can add extra detail by adding more dimensions and measures to the detail marks card.
Tableau 9 introduced the analytics pane which allows you to perform drag and drop analytics.
Tableau allows you to combine multiple sheets together into one single dashboard.
Once you have assembled your dashboard the next step is to link the sheets together. This is done using dashboard actions. There are 3 kinds of actions that can be used for this
Once you have created your dashboard the next step is to format it. There are many layout and format options available to you so you can create your perfect dashboard
I love data and using Tableau to create interactive data visualisations
By day I work at one of the world's largest DNA sequencing labs. There I create Tableau dashboards that enable the DNA sequencing pipelines to keep track on the thousands of DNA samples and the data they produce. Since discovering and installing Tableau 4 years ago, I am now the champion for Tableau within the institute and love to share the good news of data viz to anyone that will listen.By night I create vizzes on Tableau Public on topics ranging from Sunspots, Premier League injuries, a treasure hunting game, Malaria, and more. I am heavily engaged in the Tableau community through my blog that contains tutorials and commentary as well as twitter (about 1/3 of my tweets are tableau related)! I am co-host of the Tableau Wannabe Podcast, where we have a mix of discussion, guests and good banter that makes it a must listen to all that love Tableau. We have interviewed many of the biggest names in Tableau, including Tableau CEO Christian Chabot.
I have attended the last 7 Tableau Customer Conferences in London and have presented at 5 of them on topics ranging from Story Telling with Data to dashboard design and expert tips and tricks. I've also attended and presented at the last two Tableau Conferences in the U.S.My proudest achievement to date occurred in 2014 when my contributions were acknowledged with the title of Tableau Zen Master.