Course info
Sep 4, 2013
4h 47m

The cleanest most accurate data sources in the world are useless if no one can see and understand them. This course goes into detail showing you how to use Tableau Software's powerful platform for visual analysis and business intelligence to do just that, help your audience see and understand their data like never before. You'll learn how to connect to many data sources at once, enhance them with calculations and metrics, then display them using proper visual analysis techniques. Prepare to become a data rockstar!

About the author
About the author

I work as a feedback mechanism for organizations and teams to help them understand what’s going on with their products and processes. I do this by collecting and organizing their data, visually exploring it, enriching it with other data and metrics, then presenting my findings using creative information design techniques. This leads to improved business performance and often sparks a data-driven culture throughout my clients organizations.

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Section Introduction Transcripts
Section Introduction Transcripts

Introduction to Tableau
Hi, this is Ben Sullins and welcome to Data Analysis Fundamentals with Tableau. In this course, I'm going to walk you through an Introduction to Tableau, the new BI platform that is helping people see and understand their data like never before. I'll show you how to get dirty with your data, that includes working with metadata on top of your data sources, mashing different data sources together. I'll learn how to Show me the data! using Tableau's data visualization techniques. We'll add some Intelligence to the whole mix here with Parameters and Calculations. I'll show you how to paint a holistic view of this using dashboarding techniques, which includes bringing views from multiple places, different data sources together, as well as making them interactive for our users. And lastly, I'll talk about how to share your work. Obviously that's the most important part is delivering it to your audience so that they can ingest the information and act on it. So, let's get started here with an introduction to Tableau. We'll talk about Visual analysis. We'll get into Visual perception and how we actually perceive information with our eyes. We'll talk about Tableau's Product Family. I'll show you how to connect to your data. We'll get into the Data terminology. And then we'll break down the View terminology so you'll have an understanding of the all the jargon folks that use Tableau on a regular basis use to communicate and talk about what their analysis is trying to show. Alright, so let's get started with Visual Analysis.

Getting Dirty with Your Data
Hello, this is Ben Sullins and today I'm going to walk you through the module on Getting dirty with your data. First I'm going to talk about Connecting to your data and show you all the options there. We'll talk about how to do database Joins and how to do data Blending, which is a unique feature in Tableau that allows us to combine multiple data sets in memory. We'll Filter our data. We'll look how to Sort the data. We'll create Hierarchies. Create Groups. Create Sets of dimension members as I mentioned before. Talk about all the different data types and how to work with those. The Date options. Dates are a unique data type that allow many more manipulations and calculations and things than a lot of the other ones. and then we'll talk about Measure Names and Measure Values. These are the default generated fields that you get with every data set, which are kind of like metadata fields about the data set itself. So, let's get started here.

Show Me The Data!
Hello and welcome. This is Ben Sullins and I'm going to walk you through visualizing your data in Tableau in this module called Show me the data! I'm going to start off with a Terminology Review, talk about the interface for Tableau and when we build things all the jargon that we use. I'll go through Basic Chart options and talk about all the basic stuff that you would expect, Line Charts, Bar Charts, etc. I'll get into Mapping, which is its own separate thing and is really robust in Tableau and something that deserves its own module. I'll talk about Formatting your results and your displays. This probably is where you will spend the most of your time after you get comfortable building visualizations in Tableau. And lastly we'll talk about some Advanced Chart options, Combined Access Charts, Pareto Charts, and several others. Let's get started.

Adding The Intelligence Factor
Hi this is Ben Sullins and in this module I'm going to walk you through what I'm calling The Intelligence Factor. The intelligence factor is when we add things to our analysis in Tableau that give us a much broader or a much more intelligent view into the actual data that we're working with. I'm going to start with basic calculations; I'll talk about some different types there as well as some Gotchas that you may run into if you hadn't taken this training course. I'll talk about table calculations which are a bit different than your basic calculations and how they act on a view and how they provide us with a very dynamic way to look at our data. We'll then get into parameters. This is where we can actually pass the user's control, allow them to enter values, and control the display. And these are independent of our data sets which is a really important part to notice because with this we can actually create a very explicit selection list and control things very granularly for our users and allow them much flexibility with working with their display. And lastly we'll talk about the statistical function built into Tableau. Tableau 8 has introduced several new ones and I'll cover all those at a high level for you and as well as point you in the right direction if you really want to go far down that road. Alright so let's get started.

Painting The Whole Picture
This is Ben Sullins and I'm going to walk you through this module on dashboarding in Tableau titled Painting the Whole Picture. I titled it this because I want to emphasize that when we build dashboards we are in a sense painting and we're using different views from different data sources to give our users a holistic understanding of whatever the analysis is, so whether that's monitoring key performance indicators or focusing in on a specific business process we're trying to give a well-rounded perspective by bringing in lots of different views from different places. I'm going to start with defining what dashboards are; there are lots of jargon out there and lots of different misuses of this word so I'd like to just formalize that and then go through some examples. I'll walk you through basic dashboarding in Tableau, some of the tricks and techniques. I'll talk about formatting which is probably the most time sensitive part of the process. I'll get into actions then and show you how to make your dashboards interactive for your users in a way that really lets them touch and feel their data. Let's start by defining dashboarding.

Sharing Your Work
Hi, this is Ben Sullins and in this module I'm going to show you how to share you Tableau workbooks. So far we've learned how to connect to data, how to work with our data, how to build visualizations, build dash boards on top of those -- including calculations and interactive features like actions and parameters and filters, now it's time to see how we can actually take all those insights we've developed and share them with our audience. I'm going to first walk you through an overview of the different sharing options then I'll get into demo each one of them. I'll start with Tableau Reader; I'll go through Tableau Public, show you Tableau Server, and finally Tableau Online.