TABLEAU TRAINING COURSE CONTENT
Tableau Architecture & Data Preparation
- Tableau Architecture Overview
- Connecting to and Preparing Data
- Create/save data connections
- Create live connection to data source
- Live vs. Extracted Data (differences & scenarios)
- Create / refresh data extracts
- Save metadata in .TDS file
- Modify data connections
- Add joins, blends, unions
- Manage data properties
Data Management
- Rename data fields, assign field alias
- Assign geographic roles
- Change field data types (number/string/date/Boolean)
- Default properties: number/date/color/aggregation
Exploring & Analyzing Data
- Create bar, line, scatterplot, map, stacked & dual axis charts
- Combined axis and crosstab/highlight tables
- Organize/filter/analyze data
- Create groups, sets, hierarchies
- Visual, context, and date filters
Advanced Analytics in Tableau
- Manual and computed sorts
- Reference lines and trend lines
- Table calculations, bins, histograms
- Calculated fields (string/date/arithmetic)
- Parameters & usage
Sharing Insights
- Formatting for presentation (color, bold, shapes, animation, fonts, mark size)
- Building/modifying dashboards: layout, interactive/explanatory elements, actions
- Mobile dashboard optimization
- Stories: combining dashboards & views
- Export: Share as PDF or image (twbx)
Understanding Tableau Concepts
- Dimensions vs. Measures
- Discrete vs. Continuous fields
- Discrete vs. Continuous dates
- Aggregation concepts
- How aggregation changes as dimensions are added
