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Tableau Essential Training

These are the exercise files used for Tableau Essential Training course.

The course outline can be found in

https://www.tertiarycourses.com.sg/tableau-9-essential-training.html

Module 1. Introducing Tableau

  • Downloading Tableau
  • Installing Tableau drivers
  • Introducing Tableau file types
  • Getting help in Tableau
  • Exploring the program interface

Module 2. Managing Data Sources and Visualizations

  • Connecting to a data source
  • Joining related data sources
  • Reading loosely structured Excel files
  • 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

Module 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

Module 4. Creating Custom Calculations and Fields

  • Presenting Tableau operators and built-in functions
  • Creating a calculated field
  • Creating a custom field using a formula
  • Adding a table calculation
  • Using level of detail expressions

Module 5. Sorting and Filtering Tableau Data

  • Sorting based on a field's values
  • 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

Module 6. Creating and Pivoting Crosstabs

  • Creating a crosstab
  • Unpivoting a crosstab
  • Highlighting crosstab rows and columns
  • Adding totals and subtotals to a crosstab

Module 7. 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 heat map

Module 8. Creating Basic Charts

  • Creating column and stacked column charts
  • Creating bar charts, stacked bar charts, and side-by-side bars
  • Creating line charts and area fill charts
  • Creating pie charts
  • Creating scatter plots
  • Creating histograms
  • Creating a treemap

Module 9. 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

Module 10. Creating Maps and Dashboards

  • Ensuring your data can be mapped
  • Creating a basic map
  • Setting map options
  • Creating a dashboard
  • Adding elements to a dashboard
  • Focusing dashboards using global filters

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