Tableau® for Data-Driven Decision Makers
Course Description Overview
As data acquisition, access, analysis, and reporting are interwoven with our businesses and lives, more and more data is collected about business and personal activities. This abundance of data and the computing power to analyze it has increased the use of data analysis and data visualization across a broad range of job roles. Decision makers of all types, including managers and executives, must interact with, interpret, and develop reports based on data and analysis provided to them.
Tableau® software is designed for data analysis and the creation of visualizations. Data analysts prepare data, perform initial analysis, and create visualizations that are then passed on to business data-driven decision makers. These decision makers can use Tableau's tools to explore the data, perform further analysis to find new insights, make decisions, and create customized reports to share their findings.
In this course, you will explore, analyze, and customize reports and visualizations in Tableau to discover new insights, showcase those insights, and share them. You will:
- Explore Tableau reports.
- Analyze data to get answers and insights.
- Sort and group data for analysis and reporting.
- Filter views.
- Prepare reports.
- Troubleshoot, collaborate, and share views and analysis.
To ensure your success in this course, you should have experience managing data with Microsoft® Excel® or Google Sheets™, which you could obtain by taking the following United States Career Campus courses.
- Microsoft® Excel® for Office 365 (Desktop or Online): Part 1
- Using Google G Suite™
- Microsoft® Windows® 10
- Microsoft® Excel® for Office 365™/2019
- Microsoft® PowerPoint® for Office 365™/2019
- Tableau® Desktop 2022.1 or later
- Any web browser.
- Students will need a valid email address that they can access during the course.
- If necessary, software for viewing the course slides. (Instructor machine only.)
NOTE: All course activities are performed using Tableau Online. Installing Tableau Desktop on all systems is necessary both to obtain a trial Tableau account and also to provision the course files to each student's individual Tableau Online environment.
NOTE: Access to each student's email address is also needed during setup in order to register the free Tableau trial account for each student. It is best to procure the accounts prior to class versus during class to avoid any lag in provisioning, as Tableau Online accounts tend to take 30 minutes after registration before they can be accessed. Students will then use the same email address to access their Tableau Online accounts during the course activities. You may wish to use a free email service, such as Outlook.com or Gmail.com, to create accounts to distribute to students for class purposes.
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.
- 4 gigabytes (GB) of Random Access Memory (RAM).
- 32 GB available storage space.
- Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
- Bootable DVD-ROM or USB drive.
- Keyboard and mouse or a compatible pointing device.
- Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
- IP addresses that do not conflict with other portions of your network.
- Internet access (contact your local network administrator).
- (Instructor computer only) A display system to project the instructor's computer screen.
Lesson 1: Exploring Tableau Reports
Topic A: Data Analysis Workflow with Tableau
Topic B: Explore Views
Topic C: Edit Workbooks
Lesson 2: Analyzing Data to Get Answers and Insights
Topic A: Configure Marks with the Marks Card
Topic B: Ask New Questions by Changing Aggregation
Topic C: Find Answers with Calculations
Topic D: Answer Questions with Table Calculations
Lesson 3: Sorting and Grouping Data for Analysis and Reporting
Topic A: Sort Data
Topic B: Group Data
Lesson 4: Filtering Views
Topic A: Filter Data to Refine Analysis
Topic B: Create Interactive Filters for Reports
Lesson 5: Preparing Reports
Topic A: Format and Annotate Views to Tell Your Story
Topic B: Emphasize Data in Reports
Topic C: Animate Visualizations for Clarity
Lesson 6: Troubleshooting, Sharing, and Collaborating
Topic A: Troubleshoot Data Issues
Topic B: Collaborate in Tableau Online
Topic C: Collaborate with Non-Tableau Users