Tableau Desktop Fundamentals

Introduction

• Tableau Desktop and the Tableau Product Line
• Application Terminology
• Visual Cues for Fields
• Getting Started in Tableau Desktop
• Elements of a Visualization

Connecting to Data

• Creating a Live Data Connection
• Saving and Editing a Data Source
• Metadata Grid
• Understanding Changes to Data
• Data Connection Options
• Sharing Options

Simplifying and Sorting Your Data

• Data Filtering
• Creating Date Filters
• Sorting

Organizing your Data

• Using Groups
• Creating and Using Hierarchies

Slicing your Data by Date

• Working with Dates in Tableau
• Using Discrete Date Parts
• Defining a Fiscal Year
• Creating Custom Dates

Using Multiple Measures in a View

• Using Measure Values and Measure Names in a View
• Combo Charts
• Combined or Shared Axis Charts
• Creating Dual Axis Charts

Showing the Relationship between Numerical Values

• Creating Scatter Plots
• Using Sets

Mapping Data Geographically

• Mapping in Tableau
• Geographic Mapping
• Background Maps and Layers
• Navigation and Selection in Maps

Viewing Specific Values

• Creating Heat Maps
• Creating Crosstabs
• Creating Highlight Tables
• Grand Totals, Sub-Totals, and Changing Aggregation

Customizing your Data

• Calculation Types
• Parts of a Calculated Field
• Options for Creating Calculated Fields
• Strings, Dates, and Type Conversion Functions
• Calculations and Aggregations

Analyzing Data with Quick Table Calculations

• Using Quick Table Calculations

Showing Breakdowns of the Whole

• Pie Charts and Parts of the Whole
• Creating Tree Maps

Viewing Distributions

• Bins and Histograms
• Box and Whisker Plots

Highlighting Data with Reference Lines

• Using Reference Lines
• Reference Bands
• Using the Analytics Pane
• Instant Analytics

Making Your Views Available

• Building Dashboards
• Dashboard Actions