From Excel to Tableau

Make the leap from Microsoft Excel to Tableau. Tune into this course to learn how to connect your data, create trend charts, build out dashboards, and more.

Introduction

• Making the switch from Excel to Tableau
• Basic navigation and structures
• FDIC failed bank exercise

1. Connecting Excel Data

• Migrating your data from Excel

2. Creating Tableau Worksheets

• Basics of Tableau worksheets
• Creating chronological tables in Tableau
• Bar charts and aggregations in Tableau
• Creating colored trend charts in Tableau
• Creating moving maps in Tableau
• Adding a filter in Tableau
• Additional tips and tricks in Tableau

3. Building Your Dashboards

• Building the framework in Tableau
• Adding sheets and filters in Tableau
• Validating your dashboard in Tableau
• Taking it to the next level in Tableau

Conclusion

• Tableau communities