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LinkedIn Learning

Tableau 10 Essential Training

via LinkedIn Learning

Overview

Learn everything you need to know to analyze and display data using Tableau Desktop—and make better, more data-driven decisions for your company.

Syllabus

Introduction
  • Welcome
  • What you should know before watching this course
  • Using the exercise files
1. Introducing Tableau
  • Downloading Tableau
  • Installing Tableau drivers
  • Introducing Tableau file types
  • Getting help in Tableau
  • Discovering what’s new in Tableau 10
2. Managing Data Sources and Visualizations
  • Connecting to a data source
  • Joining related data sources
  • Joining related fields with inconsistent names
  • Cleaning up source data
  • Creating a visualization using Show Me
  • Changing the order of the fields in a visualization
  • Changing the summary operation
  • Splitting text into multiple columns
  • Presenting data using Storylines
3. Managing Tableau Worksheets and Workbooks
  • Displaying the data underlying a workbook
  • Adding, duplicating, and renaming worksheets
  • Reordering, clearing, and deleting worksheets
  • Changing a worksheet’s tab color
  • Showing or hiding worksheet elements
  • Saving your changes
  • Saving your workbook as a PDF file
  • Creating a packaged workbook
4. Creating Custom Calculations and Fields
  • Presenting Tableau operators and built-in functions
  • Creating a calculated field
  • Creating a calculated field on a shelf
  • Adding a table calculation
  • Using level of detail expressions
  • Creating calculations in dialog boxes
5. Analyzing Data Using Statistical Tools
  • Calculating averages, medians, minimums, and maximums
  • Displaying the Summary Card
  • Calculating percentages of a table total
  • Forecasting future values
6. Sorting and Filtering Tableau Data
  • Sorting based on a field’s values
  • Combining fields to sort by more than one criteria
  • Creating a selection filter
  • Creating a wildcard filter
  • Creating a condition filter
  • Creating a top filter
  • Adding a Quick Filter to a worksheet
  • Editing, clearing, and deleting filters
  • Filtering data using parameters
  • Editing and deleting parameters
7. Defining Groups and Sets
  • Defining a group
  • Defining a group for “other” values
  • Finding members of a group
  • Editing and deleting groups
  • Defining a set
  • Creating summaries using sets
  • Combining sets
  • Editing and deleting sets
8. Creating and Pivoting Crosstabs
  • Creating a crosstab
  • Unpivoting a crosstab
  • Adding totals and subtotals to a crosstab
9. Formatting Tableau Visualizations
  • Changing the visual summary type
  • Changing the appearance of your data
  • Resizing a visualization
  • Displaying a visualization in Presentation mode
  • Creating a highlight table
10. Creating Basic Charts
  • Creating column and stacked column charts
  • Creating line charts and area fill charts
  • Creating pie charts
  • Creating scatter plots
  • Identifying data clusters
  • Creating histograms
  • Summarizing data using a smart histogram
  • Defining discrete bins from a continuous measure
  • Creating a treemap
11. Annotating and Formatting Charts
  • Adding a text box to a chart
  • Formatting chart elements
  • Changing the color sequence in charts
  • Adding a trend line to a chart
  • Adding reference lines, distributions, and boxes
12. Mapping Geographic Data
  • Ensuring your data can be mapped
  • Creating a basic map
  • Setting map options
  • Enhancing map analysis using distance measurement tools
  • Disabling pan and zoom in maps
  • Defining custom regions
13. Creating Dashboards and Actions
  • Creating a dashboard
  • Arranging and formatting dashboard elements
  • Defining a filter action
  • Defining a highlight action
  • Defining a URL action
14. What's New in Tableau 10.1 and 10.2
  • Connect to JSON data files
  • Connect to spatial data files
  • Parse strings into dates and other data types
  • Export data to CSV files
  • Create legends for each measure in a visualization
  • Scale maps dynamically
  • Manage Story Point navigation
Conclusion
  • Further resources

Taught by

Curt Frye

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