Introduction
Apply the power of Tableau 2021 to your data
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What you should know before starting
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1. Introducing Tableau
Download Tableau
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Install Tableau drivers
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Introduce Tableau file types
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Get help in Tableau
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2. Managing Data Sources and Visualizations
Connect to a data source
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Join related data sources
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Join data sources with inconsistent field names
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Clean up source data
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Reorder fields in a visualization
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Change the summary operation
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Split text into multiple columns
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Present data using storylines
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3. Managing Tableau Worksheets and Workbooks
Display the data underlying a workbook
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Add, duplicate, and rename worksheets
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Reorder, clear, and delete worksheets
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Change a worksheet’s tab color
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Show or hide worksheet elements
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Save your changes
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Save your workbook as a PDF file
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Create a packaged workbook
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Export data to a CSV file
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Export visualizations to PowerPoint
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4. Creating Custom Calculations and Fields
Present Tableau operators and built-in functions
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Create a calculated field
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Create a calculated field on a shelf
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Add a table calculation
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Use level of detail expressions
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Create calculations in dialog boxes
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5. Analyzing Data
Calculate averages, medians, minimums, and maximums
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Count occurrences and distinct items
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Display the Summary Card
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Calculate percentages within a table
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Forecast future values
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6. Sorting and Filtering Tableau Data
Sort based on a field’s values
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Create a multi-level sort
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Create a selection filter
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Create a wildcard filter
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Create a condition filter
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Create a top filter
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Edit, clear, and delete filters
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Filter data using parameters
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Edit and delete parameters
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7. Defining Groups and Sets
Define a group
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Define a group for other values
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Find members of a group
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Edit and delete groups
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Define a set
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Create summaries using sets
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Combine sets
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Edit and delete sets
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8. Creating Basic Visualizations
Create column and stacked column charts
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Create line charts and area fill charts
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Create pie charts
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Create scatter plots
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Identify data clusters
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Create histograms
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Summarize data using a smart histogram
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Create a treemap
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9. Formatting Tableau Visualizations
Change the visual summary type
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Change the appearance of your data
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Display a visualization in presentation mode
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Create a highlight table
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Display a viz in a tooltip
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10. Annotating and Formatting Visualizations
Annotate a visualization
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Format chart elements
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Change the color sequence in charts
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Add a trend line to a chart
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Add reference lines, distributions, and boxes
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Manage viz animations
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11. Mapping Geographic Data
Create a basic map
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Add and remove map layers
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Enhance map analysis using distance measurement tools
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Disable pan and zoom in maps
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Define custom regions
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12. Creating Dashboards and Actions
Create a dashboard
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Arrange and resize dashboard elements
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Replace a worksheet in a dashboard quickly
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Define a filter action
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Define a highlight action
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Define parameter actions
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Conclusion
Further resources
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Ex_Files_Tableau_Essential_Training.zip
(32.4 MB)
Glossary_Tableau_Essential_Training.zip
(43 KB)