Using Tableau Training

• Business Analyst (IT and non-IT)

• Project Leaders/Project Managers

• Systems Analyst

Data Analyst

Upon completion of this course you will:

• Be able to use Tableau's core functionality such as calculations, string manipulation, aggregations and visualizations.
• Apply a set of Tableau data visualization (crosstabs, bar charts, scatterplots, heat maps, etc.) that maximize the ability to use numbers to tell a story.
• Match a Data Type to its best visualization attribute.
• Utilize a process to critique and refine visualizations.

The structure of the courses assumes no prior experience in statistics or data analytics.

Two days

Outline of Using Tableau Training Chapter 1. Quick Start Overview

• Create a simple table and change it to a bar chart

• Create a simple table and change it to a stacked bar chart

• Duplicate and Create a Crosstab

Save and/or Export

Chapter 2. The Tableau Workbook

• The Workspace

• Shelves and Cards

Tableau File Types

Chapter 3. Creating a Workbook

• Connecting to EXCEL

• Other Data Sources

• Understanding How to Combine Data Sources

• Data in the Workbook

• Creating Workbook Items

• Create a Hierarchy

• Create a Group

• Create a Set

• Create a Custom Date

Create Calculated Fields

Chapter 4. Visualizations

• Elements of a Visualization

• Sorting Data in a Visualization

• Filtering Data

• Creating a Simple Filter

• Basic Date Options

Visualization Based Calculations

Chapter 5. Working with

• Crosstabs

• Bar Charts

• Histograms

• Line Charts

• Plotting Two Measures as a Line

• Moving Averages, Trend Lines & Reference Lines

• Moving Average

• Trend Line

• Reference Lines and Bands

• Scatterplots

• Create a Lattice Scatterplot

• Drilling into a Lattice Scatterplot

• Label each point

Creating a Geographic Map (as a heat map)