Tableau 10 Essential Training

Learn everything you need to know to analyze and display data using Tableau Desktop—and make better, more data-driven decisions for your company.

Introduction

• Welcome
• What you should know before watching this course
• Using the exercise files

1. Introducing Tableau

• Downloading Tableau
• Installing Tableau drivers
• Introducing Tableau file types
• Getting help in Tableau
• Discovering what’s new in Tableau 10

2. Managing Data Sources and Visualizations

• Connecting to a data source
• Joining related data sources
• Joining related fields with inconsistent names
• Cleaning up source data
• Creating a visualization using Show Me
• Changing the order of the fields in a visualization
• Changing the summary operation
• Splitting text into multiple columns
• Presenting data using Storylines

3. Managing Tableau Worksheets and Workbooks

• Displaying the data underlying a workbook
• Adding, duplicating, and renaming worksheets
• Reordering, clearing, and deleting worksheets
• Changing a worksheet’s tab color
• Showing or hiding worksheet elements
• Saving your changes
• Saving your workbook as a PDF file
• Creating a packaged workbook

4. Creating Custom Calculations and Fields

• Presenting Tableau operators and built-in functions
• Creating a calculated field
• Creating a calculated field on a shelf
• Adding a table calculation
• Using level of detail expressions
• Creating calculations in dialog boxes

5. Analyzing Data Using Statistical Tools

• Calculating averages, medians, minimums, and maximums
• Displaying the Summary Card
• Calculating percentages of a table total
• Forecasting future values

6. Sorting and Filtering Tableau Data

• Sorting based on a field’s values
• Combining fields to sort by more than one criteria
• Creating a selection filter
• Creating a wildcard filter
• Creating a condition filter
• Creating a top filter
• Adding a Quick Filter to a worksheet
• Editing, clearing, and deleting filters
• Filtering data using parameters
• Editing and deleting parameters

7. Defining Groups and Sets

• Defining a group
• Defining a group for “other” values
• Finding members of a group
• Editing and deleting groups
• Defining a set
• Creating summaries using sets
• Combining sets
• Editing and deleting sets

8. Creating and Pivoting Crosstabs

• Creating a crosstab
• Unpivoting a crosstab
• Adding totals and subtotals to a crosstab

9. Formatting Tableau Visualizations

• Changing the visual summary type
• Changing the appearance of your data
• Resizing a visualization
• Displaying a visualization in Presentation mode
• Creating a highlight table

10. Creating Basic Charts

• Creating column and stacked column charts
• Creating line charts and area fill charts
• Creating pie charts
• Creating scatter plots
• Identifying data clusters
• Creating histograms
• Summarizing data using a smart histogram
• Defining discrete bins from a continuous measure
• Creating a treemap

11. Annotating and Formatting Charts

• Adding a text box to a chart
• Formatting chart elements
• Changing the color sequence in charts
• Adding a trend line to a chart
• Adding reference lines, distributions, and boxes

12. Mapping Geographic Data

• Ensuring your data can be mapped
• Creating a basic map
• Setting map options
• Enhancing map analysis using distance measurement tools
• Disabling pan and zoom in maps
• Defining custom regions

13. Creating Dashboards and Actions

• Creating a dashboard
• Arranging and formatting dashboard elements
• Defining a filter action
• Defining a highlight action
• Defining a URL action

14. What's New in Tableau 10.1 and 10.2

• Connect to JSON data files
• Connect to spatial data files
• Parse strings into dates and other data types
• Export data to CSV files
• Create legends for each measure in a visualization
• Scale maps dynamically
• Manage Story Point navigation

Conclusion

• Further resources