Tableau® Desktop: Part 1 (Third Edition)
Course Description Overview
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