Tableau Desktop for Analysts

Paths

Tableau Desktop for Analysts

Authors: Pooja Gandhi, Adam Crahen, Tim Lafferty, Ann Jackson

Tableau Desktop is data analytics and visualization software from Tableau that lets you see and understand your data in minutes.

What you will learn:

  • The core functions and workflows of Tableau Desktop
  • General mechanics of building visualizations and dashboards
  • Most common use cases
  • Best practices in dashboard and visualization development

Pre-requisites

  • Data literacy
  • Data analytics literacy
  • Basic computer use

Beginner

Create your first Tableau visualization, and learn how to load and shape data for analysis

Collecting and Preparing Data for Tableau Desktop

by Pooja Gandhi

Jul 9, 2019 / 1h 24m

1h 24m

Start Course
Description

At the core of Tableau is its fast analytics capabilities that allows you to connect to and analyze almost any database. In this course, Collecting and Preparing Data for Tableau Desktop, you will learn foundational knowledge of collecting, preparing and transforming your data. First you will learn, connecting to different types of files and servers. Next you will discover how you can union and join your data to create cohesive datasets. Finally, you will learn the differences between using live connections and data extracts. When you’re finished with this course, you will have the skills and knowledge needed to collect, prepare and transform your data in order to successfully perform analysis.

Table of contents
  1. Course Overview
  2. Getting Your Data into Tableau
  3. Preparing Data for Use
  4. Joining Multiple Sources of Data
  5. Extracting Data for Performance
  6. Blending Supplementary Data Sources

Manipulating Data in Tableau Desktop

by Adam Crahen

Jul 9, 2019 / 1h 39m

1h 39m

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Description

At the core of visualizing and analyzing data in Tableau Desktop is a thorough knowledge of data and Tableau's Order of Operations. Tableau helps people see and understand their data, but you need to know the why and the how in order to be effective. In this course, Manipulating Data in Tableau Desktop, you will learn techniques for transforming your data before you visualize anything. First, you will learn how to organize your data in the data pane. Next, you will learn techniques for exploring your data set. Finally, you will discover how to transform your data to correct errors and understand how the order of operations can impact your analysis. When you’re finished with this course, you will have the skills and knowledge of manipulating your data to build the right analysis for the job. Software required: Tableau Desktop.

Table of contents
  1. Course Overview
  2. Organizing your Data
  3. Exploring your Data
  4. Transforming your Data
  5. Order of Operations

Tableau Desktop Playbook: Building Common Chart Types

by Adam Crahen

Apr 26, 2019 / 3h 46m

3h 46m

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Description

At the core of visualizing and analyzing data in Tableau Desktop is a thorough knowledge of choosing the right chart for the right job. Tableau helps people see and understand their data, but you need to know the why and the how in order to be effective. In this course, Tableau Desktop Playbook: Building Common Chart Types, you will build or enhance your data visualization toolkit by learning how to read, build, and format over 35 different charts while mastering foundational and advanced concepts along the way. First, you will learn how to present distributions and comparisons of data using bar charts. Next, you will see how to present data over time with line charts. Finally, you will discover how to unlock additional context with statistical, non-standard, and advanced charts. When you’re finished with this course, you will have the skills and knowledge of data visualization needed to build the right analysis for your data. Software required: Tableau Desktop.

Table of contents
  1. Course Overview
  2. Quickly Displaying Data with Variations of the Text Table
  3. Presenting Distributions and Comparisons of Data Using Bar Charts
  4. Presenting Data Over Time With Line Charts
  5. Unlocking Additional Context with Statistical and Non-standard Charts
  6. Rounding Out Your Visualization Toolkit With Advanced Charts

Intermediate

Apply tactics for effective data communications using Tableau, and leverage the powerful built-in calculated fields feature.

Building Effective Data Communications with Tableau Desktop

by Tim Lafferty

Jan 30, 2019 / 1h 14m

1h 14m

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Description

As the collection of data increases exponentially every year, there is a shortage of talent for interpreting and presenting data in a meaningful way. In this course, Building Effective Data Communications with Tableau Desktop, you will learn foundational knowledge and gain the ability to turn raw data into insightful visualizations. First, you will learn about the appropriate chart types to use based on the questions to be answered. Next, you will discover effective ways to layout and format dashboards based on your intentions. Finally, you will explore how to add additional context, such as tooltips, annotations, and labels to support your dashboards. When you're finished with this course, you will have the skills and knowledge of data visualization using Tableau needed to present data effectively.

Table of contents
  1. Course Overview
  2. Choosing an Appropriate Visualization for Your Data
  3. Communicating Effectively with Visualizations
  4. Providing Meaningful Context in Your Communication

Using Calculated Fields in Tableau Desktop

by Pooja Gandhi

Jun 3, 2019 / 1h 58m

1h 58m

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Description

At the core of Tableau is a thorough knowledge of calculation concepts. In this course, Using Calculated Fields in Tableau Desktop, you will gain the ability to confidently solve business problems by learning to apply calculation concepts. First, you will learn how to create and use calculated fields. Next, you will discover how granularity and level of detail impact calculations. Finally, you will explore how to use level of detail calculations. When you are finished with this course, you will have the skills and knowledge of using calculated fields in tableau desktop needed to effectively solve business problems.

Table of contents
  1. Course Overview
  2. Creating Your First Calculated Field
  3. Calculating Aggregations
  4. Table Calculations
  5. Using Conditional and Parameterized Calculations
  6. Specifying Levels of Detail

Advanced

Round out your Tableau skill set with spatial data mapping, integrated analytics, and dashboarding.

Mapping Spatial Data in Tableau Desktop

by Adam Crahen

Jun 25, 2019 / 1h 35m

1h 35m

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Description

At the core of visualizing and analyzing spatial data in Tableau Desktop is a thorough knowledge of choosing the right map for the right job. Tableau helps people see and understand their data, but you need to know the why and the how in order to be effective. In this course, Mapping Spatial Data in Tableau Desktop, you will learn to navigate answering spatial questions in Tableau. First, you will learn mapping basics and concepts like when to use maps and understanding Tableau's geographic roles. Next, you will discover how to customize how maps appear through map styles, layers, and services. Finally, you will experience how to build almost every type of map that's possible in Tableau. When you’re finished with this course, you will have the skills and knowledge of working with maps in Tableau needed to answer any spatial question that you encounter. Software required: Tableau Desktop.

Table of contents
  1. Course Overview
  2. Mapping Basics and Concepts
  3. Customizing Your Maps
  4. Building Common Map Types
  5. Building Advanced Map Types

Using Integrated Analytics in Tableau Desktop

by Ann Jackson

Dec 20, 2018 / 1h 26m

1h 26m

Start Course
Description

At the core of visualizing and analyzing data in Tableau Desktop is a thorough knowledge of its integrated analytics features. In this course, Using Integrated Analytics in Tableau Desktop, you'll learn how to leverage each of these features to produce deeper, more insightful visualizations. First, you'll delve into statistics found in the worksheet summary card that form the foundation of data analysis. Next, you'll discover how to create reference lines, bands, box plots, and confidence intervals and when to use them. Finally, you'll explore advanced analytics including trend lines, forecasting, and clustering to unearth unseen relationships and predict future events. When you're finished with this course, you'll have the skills and knowledge of the integrated analytics features needed to utilize them in your own data analysis. Software required: Tableau Desktop.

Table of contents
  1. Course Overview
  2. Using the Worksheet Summary Card
  3. Adding Reference Lines to Charts
  4. Adding and Using Advanced Statistical Tools
  5. Adding Trend Lines and Forecasts to Charts
  6. Generalizing with Advanced Analytics

Building Effective Dashboards with Tableau Desktop

by Pooja Gandhi

Oct 11, 2019 / 3h 18m

3h 18m

Start Course
Description

Tableau Dashboards can create wonderful visuals for all kinds of data but it's easy for those visuals to lose effectiveness. In this course, Building Effective Dashboards with Tableau Desktop, you will gain the technical knowledge to effectively create and deliver high-quality content. First, you will learn the science behind dashboarding. Next, you will discover how you can enable your end users to interact with your data by using dashboard actions. You will also learn advanced dashboarding techniques like object padding, extensions, and nested layout containers. Finally, you will explore tips and tricks to design for mobile. When you are finished with this course, you will have the skills and knowledge of effectively building dashboards needed to successfully communicate a compelling data story.

Table of contents
  1. Course Overview
  2. Dashboarding Science
  3. Building a Basic Dashboard
  4. Dashboard Interactivity
  5. Advanced Dashboarding Techniques
  6. Mobile Dashboards
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