Self-Paced Course
Intro to Tableau Desktop
Get up and running with Tableau Desktop, and learn how to connect, analyze and visualize data while building real-world projects and dashboards.
Course Description
Tableau Desktop is one of the most popular data visualization platforms in the world, and a critical skill for analytics & BI professionals.
This course is a hands-on, project-based introduction to Tableau, designed to teach you how to connect, analyze and visualize raw data with real-world, practical case studies.
You'll be playing the role of a newly hired analyst for Maven Supplies, a cutting-edge office supply store looking to bring the sizzle back to copy paper and sticky notes. Your mission? Use Tableau Desktop to design and deliver an executive-level BI dashboard, from scratch!
We'll start with a quick intro to the Tableau platform and community, then connect and transform our first dataset. From there we'll explore sorting, filtering and grouping tools, build and format visuals, define custom calculations and parameters, and finally tie it all together with dynamic, interactive dashboards and stories.
If you're looking for a hands-on, practical guide to getting up and running with Tableau Desktop, this is the course for you.
COURSE CONTENTS:
10.5 hours on-demand video (17.5 CPE credits)
6 quizzes
5 homework assignments
2 skills assessments (1 benchmark, 1 final)
COURSE CURRICULUM:
- Welcome to the Course!
- Benchmark Assessment
- Course Structure & Outline
- DOWNLOAD: Course Resources
- Introducing the Course Project
- Setting Expectations
- Meet Tableau Desktop
- Downloading Tableau (Public or Desktop)
- Tableau Public Installation Guides
- Tableau Desktop Interface & Workflow
- Tableau Community & Resources
- QUIZ: Introducing Tableau Desktop
- IMPORTANT: Tableau 2020.1 vs. 2020.2+
- Data Connection Types
- The Data Source Interface
- PRO TIP: Data Interpreter
- Transforming Data
- Unions & Joins
- Data Blending
- Live Connections vs. Extracts
- Opening & Saving Workbooks
- QUIZ: Connecting & Blending Data
- ASSIGNMENT: Connecting & Blending Data
- SOLUTION: Connecting & Blending Data
- The Sheet Interface
- Dimensions & Measures
- Sorting Data
- Grouping Data
- Creating Sets
- Defining Hierarchies
- The Tableau Order of Operations
- Data Source Filters
- The Filter Shelf
- Dimension Filters & Modes
- Filter Customization Options
- Context Filters
- Measure Filters
- Date Filters
- QUIZ: Sorting, Filtering & Grouping
- ASSIGNMENT: Sorting, Filtering & Grouping
- SOLUTION: Sorting, Filtering & Grouping
- Basic Marks & Quick Visuals
- Common Mark Types
- Marks Card Properties
- Stacking Marks
- The Pages Shelf
- The Analytics Pane
- PRO TIP: Getting the Viz You Want
- QUIZ: The Marks Card
- ASSINGMENT: The Marks Card
- SOLUTION: The Marks Card
- Calculated Fields
- PRO TIP: Selecting a Calculation Type
- Calculation Syntax
- Creating Calculated Fields
- Aggregation Types
- Common Calculation Functions
- String Functions
- Logical Functions
- Date Functions
- Type Conversion Functions
- Level of Detail Expressions
- Table Calculations
- Table Calculation Types
- Table Calculation Computation
- Addressing & Partitioning
- Basic Parameters
- Common Parameter Use Cases
- Customizing Parameters
- QUIZ: Calculated Fields, Table Calcs & Parameters
- ASSIGNMENT: Calculated Fields, Table Calcs & Parameters
- SOLUTION: Calculated Fields, Table Calcs & Parameters
- Tableau Dashboards
- Dashboard Layouts
- Tiled vs. Floating Layouts
- Dashboard Sizing
- Dashboard Objects
- Dashboard Formatting Options
- Workbook-Level Formatting
- Worksheet-Level Formatting
- Number Formatting
- PRO TIP: Transparent Sheets
- Action Filters
- The Device Designer
- Creating Stories
- Data Vizualization Best Practices
- QUIZ: Dashboards & Stories
- ASSIGNMENT: Dashboards & Stories
- SOLUTION: Dashboards & Stories
- Final Assessment
- Course Feedback Survey
- Share the love!
- Next Steps
WHO SHOULD TAKE THIS COURSE?
- Analytics or BI professionals who want to bring raw data to LIFE
- Aspiring data professionals looking to add Tableau skills to the resume
- Anyone seeking to learn one of the world's most popular self-service BI tools
WHAT ARE THE COURSE REQUIREMENTS?
- Tableau Public (free) or Tableau Desktop (we'll walk through the install)
- Experience with analytics tools or BI platforms a plus, but not required
WHAT ARE THE COURSE OBJECTIVES?
Identify basic Tableau Desktop functionality, including data source connections, locality, live & extract connections, and saved file types (.twb, .twbx, etc)
Identify common Tableau Desktop tools and use cases for transforming fields, including group, split, rename, pivot, and merge
Identify common data interface tools , including relationships, joins & unions, extracts & live connections, meta data, and data source connection types
Identify examples of filter order of operations and various filtering types, including extract, data source, context, and dimension/measure filters
Identify calculated field syntax, aggregation, table calculations and level of detail expressions, and the use of parameters
Identify and interpret key Tableau Desktop visualization tools, including show me, the marks card, and dashboards
CPE ACCREDITATION DETAILS:
CPE Credits: 17.5
Field of Study: Information Technology
Delivery Method: QAS Self Study
Maven Analytics LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaints or refunds, please contact us at admin@mavenanalytics.io or (857) 256-1765.
*Last Updated: December 1, 2021
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Every subscription includes access to the following course materials
- Interactive Project files
- Downloadable e-books
- Graded quizzes and assessments
- 1-on-1 Expert support
- 100% satisfaction guarantee
- Verified credentials & accredited badges
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