Course overview
Tableau is one of the leading software for data analysis and visualization in a business environment that relies heavily on data in making decisions. The software provides an easy-to-use user interface with data such as sorting, visualizing, and analyzing data from multiple sources, such as Excel, SQL Server, and cloud-based data repositories. The course will equip you with everything you need to analyze data using Tableau Desktop 2019 tools and functions. How to create powerful charts, graphs and design dashboards for different business purposed to help in decision making.
Target audience
This course is designed for data analyst, data visualization specialist, business professional working with data on day-to-day to create reports and visualization and any professional who is interested in levitating their skills on using Tableau in a business context.
Course objectives
- Use Tableau interface commands.
- Import data from various data sources.
- Create Data analysis expressions using tableau formulas and functions.
- Analyze data.
- Create Reports.
- Create charts and graphs.
- Building business dashboard.
- Update reports, charts and dashboard dynamically.
Target competencies
Course methodology
This course is practical rather than theoretical. Participants will make applications using the Tableau desktop version throughout the entire duration. They will be required to complete exercises, case studies and solve review workshops at each module in the course
Course outline
IMPORTANT TABLEAU INTERFACE AND COMMANDS
- Learning Interface commands
- Fully understanding Tableau file types
- Save files in different file-type
MANAGING DATA SOURCE AND VISUALS
- Connect to external data sources
- Text
- Csv
- Database
- Excel
- Data structuring and cleansing
- Rearrange fields
- Summarize data using mathematical operations
- SUM
- AVERAGE
- MIN
- MAX
- COUNT
- Display data using the Storyline
DATA CONNECTIVITY
- Connect imported data source using tableau file joint type
- Inner
- Right
- Left
- Full outer
FILTER AND SORT DATA
- Sort data
- Filter data
- Filter using wildcard
- Conditional filtering
- Top filter
- Create Crosstab Table
DATA ANALYSIS
- Perform data analysis to represent data as:
- Percentage of Total
- Percentage of running totals
- Percentages of specific field
- Comparison between values
- Listing and ranking values
- Create forecasting
CREATE DATA VISUALIZATION
- Create different types of charts and graphs
- Column
- Bar
- Line
- Area
- Pie Chart
- Scatter Plot
- Bubble Chart
- Histogram
- Tree map
- Map (Geo-location)
- Format Data on the charts and graphs
- Format charts and graph elements
- Customize Tooltip
MANAGE WORKSHEETS AND WORKBOOKS
- Managing Worksheet
- Show and hide worksheet items
- View Meta Data
- Create a packaged workbook
- Export data to a CSV file
- Save the worksheet as another type as PDF
- Export visualizations to PowerPoint
CREATE CUSTOM CALCULATED FIELDS
- Understand Dimensions and Measures
- Create calculated fields as measure
- Add calculation table
- Use Data Expression (functions and formulas)
- Create calculations in Filter dialog box
CREATE PARAMETER
- Text Parameter using List
- String Parameter
- Date Parameter using Range
- Date Selection Parameter with Calculated Field
CREATE & DESIGN A DASHBOARD
- Create story for presentation
- Create dashboard
- Arrange and size the dashboard elements
- Define filter effects
- Define the highlight effect
- Publish dashboard
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