Tableau Essential Training (2020.1)

Learn what you need to know to analyze and display data using Tableau 2020. Discover how to leverage the software to make smarter, more data-driven decisions.

Introduction

• Apply the power of Tableau 2020 to your data
• What you should know before starting

1. Introducing Tableau

• Download Tableau
• Install Tableau drivers
• Introduce Tableau file types
• Get help in Tableau
• Discover what’s new in Tableau 2020

2. Managing Data Sources and Visualizations

• Connect to a data source
• Join related data sources in 2020.1 and 2020.2
• Join data sources with inconsistent field names in 2020.1 and 2020.2
• Clean up source data
• Reorder fields in a visualization
• Change the summary operation
• Split text into multiple columns
• Present data using storylines
• Display source metadata

3. Managing Tableau Worksheets and Workbooks

• Display the data underlying a workbook
• Add, duplicate, and rename worksheets
• Reorder, clear, and delete worksheets
• Change a worksheet’s tab color
• Show or hide worksheet elements
• Save your changes
• Save your workbook as a PDF file
• Create a packaged workbook
• Export data to a CSV file
• Export visualizations to PowerPoint

4. Creating Custom Calculations and Fields

• Present Tableau operators and built-in functions
• Create a calculated field
• Create a calculated field on a shelf
• Add a table calculation
• Use level of detail expressions
• Create calculations in dialog boxes

5. Analyzing Data

• Calculate averages, medians, minimums, and maximums
• Count occurrences and distinct items
• Display the Summary Card
• Calculate percentages within a table
• Forecast future values

6. Sorting and Filtering Tableau Data

• Sort based on a field’s values
• Create a multilevel sort
• Create a selection filter
• Create a wildcard filter
• Create a condition filter
• Create a top filter
• Edit, clear, and delete filters
• Show or hide sorting controls
• Filter data using parameters
• Edit and delete parameters

7. Defining Groups and Sets

• Define a group
• Define a group for Other values
• Find members of a group
• Edit and delete groups
• Define a set
• Create summaries using sets
• Combine sets
• Edit and delete sets

8. Creating and Pivoting Crosstabs

• Create a crosstab
• Unpivot a crosstab
• Add totals and subtotals to a crosstab

9. Creating Basic Visualizations

• Create column and stacked column charts
• Create line charts and area fill charts
• Create pie charts
• Create scatter plots
• Identify data clusters
• Create histograms
• Summarize data using a smart histogram
• Create a treemap

10. Formatting Tableau Visualizations

• Change the visual summary type
• Change the appearance of your data
• Resize a visualization
• Display a visualization in presentation mode
• Create a highlight table
• Display a visualization in a tooltip

11. Annotating and Formatting Visualizations

• Annotate a visualization
• Format chart elements
• Change the color sequence in charts
• Add a trend line to a chart
• Add reference lines, distributions, and boxes
• Manage visualization animations

12. Mapping Geographic Data

• Create a basic map
• Add and remove map layers
• Enhance map analysis using distance measurement tools
• Disable pan and zoom in maps
• Define custom regions

13. Creating Dashboards and Actions

• Create a dashboard
• Arrange and resize dashboard elements
• Replace a worksheet in a dashboard quickly
• Define a filter action
• Define a highlight action
• Define parameter actions

Conclusion

• Next steps