Tableau Desktop Level 1: Introduction for Novice Users

Course Description:

The Tableau Desktop Level 1: Introduction for Novice Users course will teach students how to build and customize their own data visualizations and dashboards. Students will learn to work with Tableau's many wizards and shortcuts to create effective Business Intelligence visualizations quickly and easily. Additionally, the class will cover how to work with calculations, dashboards and stories and help students to understand the various Tableau products that their company may be using.

Course Topics:

• Working with Advanced Visualizations
• Working With Table Calculations
• Telling a Data Story with Dashboards
• Understanding Trends, Clustering, Distributions and Forecasting
• Cleaning and Structuring Messy Data
• Tableau Prep Introduction
• Advanced Visualizations, Techniques, Tips, and Tricks

Target Student:

This four-day course is designed for the beginner Tableau user. It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards. This will be a slower-paced class for users who need more time to review basic concepts and to allow additional lab time for practice. Experienced students should consider the Tableau Desktop Level 1: Introduction for Experienced IT Professionals instead of this course.

Prerequisites:

Students should have experience using Microsoft Excel and Pivot Tables and calculations in Excel are recommended. Use of Windows Operating System is also highly recommended.

Certification Information:

This class offers a strong foundation in preparation for the Tableau Desktop Specialist Exam. The prep guide is shown here: Tableau Desktop Specialist Exam Prep Guide.

Taking Off with Tableau
-The Cycle of Analytics
-Connecting to Data
-Foundations of Building Visualizations
-Visualizing Data
-Putting Everything Together in a Dashboard

Working with Data in Tableau
-The Tableau Paradigm
-Connecting to Various Types of Data
-Managing Data Source Metadata
-Blends
-Filtering Data

Venturing on to Advanced Visualizations
-Comparing Values
-Visualizing Dates and Times
-Relating Parts of the Data to the Whole
-Visualizing Distributions and Multiple Axes to Compare Different Measures

Starting an Adventure with Calculations
-Row-Level and Aggregate-Level Calculations
-Level of Detail Calculations
-Parameters
-Ad Hoc Calculations
-Performance Considerations

Diving Deep with Table Calculations
-Quick Table Calculations
-Relative Versus Fixed
-Custom Table Calculations

Making Visualizations that Look Great and Work Well
-Visualization Considerations
-Leveraging Formatting in Tableau
-Adding Value to Visualizations

Telling a Data Story with Dashboards
-Key Concepts for Dashboards
-Designing Dashboards in Tableau
-Designing for Different Displays and Devices
-How Actions Work
-Stories

Digging Deeper – Trends, Clustering, Distributions and Forecasting
-Trends
-Clustering
-Distributions
-Forecasting

Advanced Visualizations, Techniques, Tips, and Tricks
-Advanced Visualizations
-Sheet Swapping and Dynamic Dashboards
-Mapping Techniques
-Using Background Images
-Animation
-Transparency

Lecture/Demo: Sharing your Data Story
-Presenting, Printing, and Exporting
-Sharing with Users of Tableau Desktop or Tableau Reader

Lecture/Demo: Cleaning and Structuring Messy Data
-Structuring Data for Tableau
-Dealing with Data Structure Issues
-Overview of Advanced Fixes for Data Problems

Lecture/Demo: Introducing Tableau Prep
-Getting Prepped to Explore Tableau Prep
-Understanding the Tableau Prep Builder Interface
-Flowing with the Fundamental Paradigm

We offer live-instructor group training classes for your team.

Upskill your team from the comfort of your office or online.

Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

Get A Free Consultation