Tableau® Desktop: Part 1 (Third Edition)
As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of "big data" exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantage.
The creation of data-backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.
In this course, you will visualize data with Tableau. You will:
- Identify basic Tableau capabilities.
- Connect to and prepare data.
- Explore data with views and visualizations.
- Manage, sort, and group data.
- Save, publish, and share data sources and workbooks.
- Filter data in views.
- Customize visualizations with annotations, highlights, and advanced features.
- Create and enhance dashboards in Tableau.
- Create and enhance stories in Tableau.
This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis. This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports or explain data analysis through visualizations.
This course is also designed for students who plan to obtain the Tableau Desktop Specialist certification, which requires candidates to pass the Tableau Desktop Specialist exam, or the Tableau Certified Data Analyst certification, which requires candidates to pass the Tableau Certified Data Analyst exam.
To ensure your success in this course you should have experience in working with data in spreadsheet format, such as in Microsoft® Excel® or Google Sheets™, which you could obtain by taking these courses:
- Microsoft® Excel® for Office 365™ (Desktop or Online): Part 1 or Microsoft® Office Excel® 2021: Part 1
- Microsoft® Excel® for Office 365™ (Desktop or Online): Part 2 or Microsoft® Office Excel® 2021: Part 2
Optionally, having experience with other data analytics tools, such as Google Analytics™ or Customer Relationship Management (CRM) tools, as well as an understanding of database design concepts or a background in statistical analysis, will help you get even more out of Tableau. The following courses are helpful but not required:
- Database Design: A Modern Approach
- Microsoft® Excel® for Office 365™/2019/2021: Dashboards
For this course, you will need licensed versions of the following software:
- Microsoft® Windows® 10 or 11.
- Any web browser.
- Any email client, along with a valid email address that learners can access during class.
- Tableau® Desktop 2023.3.
- Tableau® Prep Builder 2023.3
- An authenticator app or web extension such as Microsoft Authenticator or Google Authenticator.
- Microsoft® Excel® for Microsoft® 365/2021.
- Microsoft® PowerPoint® for Microsoft® 365/2021.
- Adobe Acrobat Reader or an equivalent PDF reader
- If necessary, software for viewing the course slides. (Instructor machine only.)
For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:
- 1 gigahertz (GHz) 64-bit (x64) processor that supports SSE4.2 and POPCNT instruction sets.
- 4 gigabytes (GB) of Random Access Memory (RAM).
- 32 GB available storage space.
- Monitor, keyboard, and mouse.
- High-speed, stable Internet connection.
- (Instructor computer only) A display system to project the instructor's computer screen.
Lesson 1: Tableau
Fundamentals
Topic A: Overview of
Tableau
Topic B: Navigate the
Tableau Desktop Interface
Lesson 2: Connecting to
and Preparing Data
Topic A: Connect to
Data
Topic B: Save Workbook
and Extract Files
Topic C: Build a Data
Model
Topic D: Prepare Data
for Analysis
Lesson 3: Exploring Data
with Views and Visualizations
Topic A: Create Views
and Visualizations
Topic B: Edit
Visualizations to Support Data Analysis
Topic C: Create and
Use Hierarchies
Topic D: Perform Quick
Table Calculations
Lesson 4: Managing,
Sorting, and Grouping Data
Topic A: Manage Fields
Topic B: Sort Data
Topic C: Group Data
Lesson 5: Saving,
Publishing, and Sharing Data
Topic A: Save Data
Sources
Topic B: Publish Data
Sources
Topic C: Share and
Publish Workbooks
Lesson 6: Filtering Data
Topic A: Configure
Basic Filters
Topic B: Configure
Advanced Filter Options
Topic C: Create
Interactive Filters
Lesson 7: Customizing
Visualizations
Topic A: Format and
Annotate Views
Topic B: Emphasize
Data in Visualizations
Topic C: Create
Animated Workbooks
Topic D: Apply Best
Practices for Visual Design
Lesson 8: Creating and
Enhancing Dashboards
Topic A: Create
Dashboards
Topic B: Enhance
Dashboards with Actions
Topic C: Create Mobile
Dashboards
Lesson 9: Creating and
Enhancing Stories
Topic A: Create
Stories
Topic B: Enhance
Stories with Tooltips
Appendix A: Mapping Course
Content to Tableau® Desktop Specialist Exam Objectives
Appendix B: Mapping Course
Content to Tableau® Certified Data Analyst Exam Objectives