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DBM3610: Tableau Concepts

(ANC-DBM3610.AJ2)
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Skills You’ll Get

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1

Tableau Foundations

  • The cycle of analytics
  • Connecting to data
  • Foundations for building visualizations
  • Visualizing data
  • Putting everything together in a dashboard
  • The Tableau paradigm
  • Connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
  • Tableau file types
  • Joins and blends
  • Filtering data
2

Advanced Visualizations and Calculations

  • Comparing values
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures
  • Introduction to calculations
  • Row-level calculations
  • Aggregate-level calculations
  • Level of detail calculations
  • Parameters
  • Practical examples of calculations and parameters
  • Ad hoc calculations
  • Performance considerations
3

Table Calculations and Making Visualizations

  • An overview of Table Calculations
  • Quick Table Calculations
  • Relative versus fixed
  • Custom Table Calculations
  • Practical examples
  • Data densification
  • Visualization considerations
  • Leveraging formatting in Tableau
  • Adding value to visualizations
4

Dashboards, Trends, Clustering, Distributions, and Forecasting

  • Key concepts for dashboards
  • Designing dashboards in Tableau
  • Dashboard example – is least profitable always unprofitable?
  • Designing for different displays and devices
  • How actions work
  • Dashboard example – regional scorecard
  • Stories
  • Trends
  • Clustering
  • Distributions
  • Forecasting
5

Data Prep and Structuring

  • Structuring data for Tableau
  • Dealing with data structure issues
  • Overview of advanced fixes for data problems
  • Getting prepped to explore Tableau Prep
  • Understanding the Tableau Prep Builder Interface
  • Flowing with the fundamental paradigm

1

Tableau Foundations

  • Creating a Connection in a New Workbook
  • Creating a Bar Chart
  • Building a Dashboard
  • Connecting to an Excel File
2

Advanced Visualizations and Calculations

  • Creating a Gantt Chart
  • Creating a Stacked Bar Chart
  • Performing Aggregate-level Calculations
3

Table Calculations and Making Visualizations

  • Performing Quick Table Calculations
4

Dashboards, Trends, Clustering, Distributions, and Forecasting

  • Using a Set Action
  • Creating a Regional Scoreboard
  • Creating a Story
5

Data Prep and Structuring

  • Creating a Union

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