Sebastian Taylor & Pavel Nacev – CFI Education – Tableau Fundamentals

Description

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Sebastian Taylor & Pavel Nacev – CFI Education – Tableau Fundamentals
Tableau Fundamentals
Learn how to pull together your data and create visuals in Tableau.
Overview
Tableau Fundamentals Course Overview
This course provides step-by-step instructions on how to build stunning, interactive visuals in Tableau before publishing them as part of dashboards in Tableau Public. You’ll learn techniques that help you prep and manipulate your data before creating calculations that help deliver business insights.
At the end of each chapter, you’ll apply the skills you’ve learned to hands-on examples using alternative scenarios. We also provide a fresh dataset for the final assessment, giving you yet another dataset on which to test your skills.By the end of the course, you’ll be able to create interactive dashboards in Tableau that will deliver powerful and meaningful data-backed stories. You’ll be proficient in the basics of Tableau Public, and you’ll have a few tricks up your sleeve to create visuals and dashboards that impress.
Tableau Fundamentals Learning Objectives
Upon completing this course, you will be able to:

Import, transform, and combine data from different tables to create a Tableau dataset.
Use basic and table calculations to turn source data into meaningful metrics.
Create the most common and popular visuals, along with a variety of interactive features such as slicers and timelines.
Give users options of which metrics to see, or which to highlight in a given visual.
Create stunning, insightful, and interactive dashboards using multiple visuals.
Use simple tricks like collapsible containers to give your dashboards a professional edge.

Who should take this course?
This Tableau course is perfect for professionals who have a solid understanding of data analysis and want to expand their skill set to include Tableau’s world-leading visualizations. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that require displaying and analyzing data sets—with a fundamental knowledge of this core tool.
What you’ll learn
Getting Started

Introduction to Tableau Fundamentals

Course Objectives

Downloadable Files

Creating a Tableau Public Profile

Download Tableau Public
Transforming Data

Transforming Data Objectives

Case Study Overview

Fact vs. Dimension Tables

Tables Used in Our Case Study

Overview of Course Files

Importing a CSV/TXT Fact Table

Importing an Excel File

Deleting a Connection

Naming the Dataset

The Data Pane

Rules of Good Data

The Data Interpreter

Saving Your Work

Using Files from Tableau Public

Opening Pre-populated Tableau Course Files

Splitting Columns

Column Types

Replacing Values Using Aliases

Hiding Columns

Working with Multiple Tables Using JOINS

Types of JOIN

Importing Dimension Tables

Performing JOINS in Tableau

Admin after Performing JOINS

A Quick Word on Relationships

Stacking Table Rows with UNIONS

Inspecting Tables

Performing a Manual UNION

The Automatic UNION Method

Creating a Data Source Filter

Transforming Data Student Exercise

Transforming Data Student Exercise Review
Mastering Calculations

Mastering Calculations Objectives

The Tableau Interface

Creating a Visual

Calculated Fields

Basic Calculations – Profit Ratio

Common Mistakes with Aggregation and Granularity

Solving the Aggregation Problem

Common Text Functions

Extract Postal Code Using LEFT Function

Common Number Functions

The MAX Function

Discrete vs. Continuous Dates

Discrete vs. Continuous Dates – Applied Example

Common Date Functions

Calculating Days to Ship with DATEDIFF

Checking the Aggregation

Common Comparison Operators

Testing a Sales Threshold Using a Comparison Operator

Using Conditions to Filter or Highlight Data

Manipulating Conditions with Logical Functions

Testing Multiple Conditions With AND

Controlling Condition Outcomes with IF

Table Calculations – % of TableTotal

Table Calculation Options

Table Calculations – Running Totals

ALWAYS Tables Before Charts

Mastering Calculations Student Exercise

Mastering Calculations Student Exercise Review
Creating Visuals

Creating Visuals Objectives

The Office Store – Dashboard Requirements

Creating Visuals Cheatsheet

Creating a Basic Table for Our Dashboard

Basic Table Formatting

Heatmap Basics

Custom Colors

Line Chart Basics

Overcrowding Line Charts

Creating a Swapping Parameter

Making the Axis Title Dynamic

Creating a Highlight Parameter

Dynamic Chart Titles

Editing Tooltips

Line Chart Final Touches

Bar Chart Basics

Category Subcategory Hierarchy

Bar Chart Tooltips Using Table Calculations

Bar Chart Formatting

Lollipop Chart Basics

Top N Parameters

Dynamic Chart Title

Lollipop Formatting

Scatterplot Basics

Profitable vs. Unprofitable

Scatter Formatting

Treemap Basics

Treemap Top 10

Treemap Formatting

Map Basics

Map Formatting

Big Number Basics

Big Number Formatting

Pie Chart Basics

Pie Chart Formatting

Data Source Filters

Context Filters Using Slicers

Filters – Order of Operation

Color Coding Sheets

Promoting a Dimension Filter to a Context Filter

Copying Filters Across Visuals

Creating a Timeline Filter

Creating Visuals Student Exercise

Creating Visuals Student Exercise Review – Part 1

Creating Visuals Student Exercise Review – Part 2

Creating Visuals Student Exercise Review – Part 3

Creating Visuals Student Exercise Review – Part 4
Dashboard Design

Dashboard Design Objectives

Creating a New Dashboard

Dashboard Sizing

Tiled vs. Floating Layout

Layering

Sales Dashboard – Placing Visuals and Objects

Sales Dashboard – Placing Filters and Parameters

Sales Dashboard – Formatting

Location Dashboard – Placing Visuals and Objects

Location Dashboard – Formatting

Creating a Collapsible Container for a Pie Chart

Modifying a Button

Collapsible Container for Heatmap

Collapsible Container for Sales Table

Using a Filter Action for Cross Filtering

Ensuring Slicers Work Correctly by Promoting Filters

Action Filters with Top N

Dashboard Design Student Exercise

Dashboard Design Student Exercise Review
Key Concepts

Key Concepts Objectives

Creating Mobile Layouts

Pivoting Data

Relationships vs. JOINS
Course Summary

Conclusion
Qualified Assessment

Qualified Assessment Exercise

Assessment Files

Qualified Assessment