Build a powerful foundation in data visualization and analytics with this intensive, two-day instructor-led course. Designed for new Tableau Creators, this program provides a comprehensive introduction to the core principles of data analysis and visual design. You will learn to transform raw data into compelling, interactive stories, constructing everything from basic worksheets to fully functional dashboards. The skills you gain will be directly applicable to your own data projects.
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Tableau Creator Fundamentals
Ideal Audience:
This course is tailored for Data Analysts, Business Intelligence professionals, and anyone who needs to analyze and present data effectively. The curriculum is designed for users with a Tableau Creator license and covers authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.
Key Learning Objectives:
Upon completion, you will be able to:
- Establish and modify connections to various data sources.
- Prepare data for analysis through filtering, sorting, and grouping techniques.
- Navigate the Tableau workspace with confidence to build visualizations.
- Construct a wide array of essential chart types to answer different analytical questions.
- Develop basic calculations, including dynamic table calculations.
- Design and assemble interactive dashboards that facilitate data discovery.
- Understand the options for sharing and publishing your work securely.
Curriculum
- 14 Sections
- 1 Lesson
- Lifetime
Expand all sectionsCollapse all sections
- Module 1: Tableau Platform OverviewExploring the Tableau ecosystem Key application terminology and concepts Identifying field types and their visual cues0
- Module 2: The Analytics WorkflowUnderstanding the end-to-end data visualization process Deconstructing the core elements of a visualization Taking your first steps in the Tableau interface1
- Module 3: Connecting to and Preparing DataOverview of Tableau file types Establishing live data connections Managing and editing data sources Modifying data properties and understanding the implications0
- Module 4: Techniques for Refining DataApplying filters to focus your analysis Implementing specialized date filters Organizing data through sorting0
- Module 5: Organizing Data for InsightCreating and using groups to categorize data Building hierarchies for drill-down analysis0
- Module 6: Analyzing Specific Data PointsBuilding crosstabs for detailed comparison Working with grand totals, subtotals, and changing aggregations Creating highlight tables to emphasize key values0
- Module 7: Working with Date FieldsTechniques for managing date-based data Utilizing discrete date parts and continuous date values0
- Module 8: Visualizing Multiple MeasuresLeveraging the Measure Values and Measure Names fields Building charts with shared axes Constructing dual-axis charts for comparative analysis0
- Module 9: Analyzing Numerical RelationshipsUsing scatter plots to identify correlations and outliers Applying tools like the highlighter and data guide for analysis Utilizing the Analytics pane to build trend lines and statistical models Adding reference lines and bands for context0
- Module 10: Mapping Geographic DataFundamentals of building maps in Tableau Techniques for navigating and selecting data on maps0
- Module 11: Creating Custom CalculationsIntroduction to the calculation environment Choosing the right calculation type for your task Building and editing calculated fields Using string, date, and type conversion functions Creating custom splits and calculated fields0
- Module 12: Implementing Table CalculationsConcepts behind powerful table calculations Applying quick table calculations for rapid insights Using rank calculations to show order0
- Module 13: Visualizing ProportionsDesigning pie charts to show parts of a whole Building treemaps for hierarchical part-to-whole analysis0
- Module 14: Building and Sharing DashboardsDashboard fundamentals and layout techniques Integrating worksheets into a dashboard Working with tiled and floating objects Formatting dashboard components for clarity Optimizing dashboards for different device layouts Implementing dashboard actions for interactivity Overview of publishing and sharing options0
Instructor
