Tableau Desktop is based on breakthrough technology from Stanford University that lets you drag & drop to analyze data. You can connect to data in a few clicks, then visualize and create interactive dashboards with a few more.
Tableau server
Tableau Server is a business intelligence application that provides browser-based analytics anyone can use. It’s a rapid-fire alternative to the slow pace of traditional business intelligence software.
Tableau online
Tableau Online is a hosted version of Tableau Server. It makes rapid-fire business analytics easier than ever. Share dashboards with your whole company and with customers and partners—in minutes. Provide live, interactive views of data that let people answer their own questions, right in a web browser or on a tablet. And do it in a secure, hosted environment.
Tableau public
Tableau Public is for anyone who wants to tell stories with interactive data on the web. It’s delivered as a service that allows you to be up and running overnight. With Tableau Public you can create amazing interactive visuals and publish them quickly, without the help of programmers or IT.
Course Contents
Tableau
Creating Your First Visualizations and Dashboard
Connecting to data in Access
Foundations for building visualizations
Visualizing data
Bar charts
Extending bar charts for deeper analysis
Line charts
Extending line charts for deeper analysis
Geographic visualizations
Filled maps
Symbol maps
Using Show Me
Bringing everything together in a dashboard
Building your dashboard
Summary
Working with Data in Tableau
The Tableau paradigm
A simple example
Connecting to data
Connecting to data in a file
Connecting to data on a server
Connecting to data in the cloud
Shortcuts for connecting to data
Working with extracts instead of live connections
Creating extracts
Using extracts
Performance
Portability and security
When to use an extract
Metadata and sharing data source connections
Customizing a data source
Sharing a data source
An example of customizing and sharing a connection
Joins and blends
Joining tables
Blending data sources
A blending example
Filtering data
Filtering discrete (blue) fields
Filtering continuous (green) fields
Filtering dates
Other filtering options
Summary
Moving from Foundational to Advanced Visualizations
Comparing values across different dimensions
Bar charts
Bar chart variations
Bullet charts – showing progress toward a goal
The bar-in-bar chart
Highlighting a single category
Visualizing dates and times
The built-in date hierarchy
Variations in date and time visualizations
Gantt charts
Relating parts of the data to the whole
Stacked bars
Treemaps
Area charts
Pie charts
Visualizing distributions
Circle charts
Jittering
Box and whisker plots
Histograms
Visualizing multiple axes to compare different measures
Scatterplots
Dual Axis
Combination charts
Summary
Using Row-level and Aggregate Calculations
Creating and editing calculations
Three levels of calculation
A row-level example
An aggregate-level example
Row level or aggregate – why does it matter?
Parameters
Creating parameters
Practical examples of calculations and parameters
Fixing data issues
Extending the data
Enhancing user experience, analysis, and visualizations
Achieving flexibility with data blends
Ad hoc calculations
Performance considerations
Summary
Table Calculations
An overview of table calculations
Creating and editing table calculations
Quick table calculations
Scope and direction
Working with scope and direction
Addressing and partitioning
Advanced addressing and partitioning
Advanced table calculations
Practical examples
Moving Average
Ranking within higher levels
Late filtering
Last occurrence
Summary
Formatting a Visualization to Look Great and Work Well
Formatting considerations
How formatting works in Tableau
Worksheet-level formatting
Field-level formatting
Additional formatting options
Adding value to visualizations
Tooltips
Summary
Telling a Data Story with Dashboards
Dashboard objectives
Example – is least profitable always unprofitable?
Building the views
Creating the dashboard framework
Implementing actions to tell the story
How actions work
Filter actions
Highlight actions
URL actions
Example – a regional scorecard
Story points
Summary
Adding Value to Analysis – Trends, Distributions, and Forecasting
Trends
Customizing trend lines
Trend models
Analyzing trend models
Distributions
Forecasting
Summary
Making Data Work for You
Structuring data for Tableau
Good structure – tall and narrow instead of short and wide
Good structure – star schemas (data mart / data warehouse)
Dealing with data structure issues
Restructuring data in Tableau connections
Working with poorly shaped data in visualizations
Working with an incorrect level of detail
An overview of advanced fixes for data problems
Summary
Advanced Techniques, Tips, and Tricks
Sheet swapping and dynamic dashboards
Dynamically showing and hiding other controls
Leveraging sets to answer complex questions
Answering complex questions
Mapping techniques
Supplementing the standard geographic data
Customizing a geographic view
Some final mapping tips
Using background images
Summary
Sharing Your Data Story
Presenting
Printing
Exporting
Sharing a workbook with users of Tableau Desktop or Tableau Reader
Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
Publishing to Tableau Public
Publishing to Tableau Server and Tableau Online
Interacting with Tableau Server
Additional distribution options using Tableau Server