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Tableau 10 Essential Training

Tableau 10 Essential Training

4h 42mBeginner2025-02-10

Authors

Curt Frye

Curt Frye

President of Technology and Society, Incorporated

Course details

Tableau is the widely used data analytics and visualization tool that many consider indispensable for data-science-related work. Its drag-and-drop interface makes it easy to sort, compare, and analyze data from multiple sources, including Excel, SQL Server, and cloud-based data repositories. Tableau 10: Essential Training explains everything you need to know to analyze and display data using Tableau Desktop—and make better, more data-driven decisions for your company. After completing the course, you'll be able to install Tableau, connect to data sources, summarize data, and create, manipulate, and share data visualizations, including highlight tables, charts, scatter plots, histograms, maps, dashboards, and more.

Learning objectives
Managing data sources and visualizations
Managing Tableau worksheets and workbooks
Creating custom calculations and fields
Analyzing data using statistical tools
Sorting and filtering Tableau data
Defining groups and sets
Creating and pivoting crosstabs
Formatting Tableau visualizations
Creating basic charts
Annotating and formatting charts
Mapping geographic data
Creating dashboard and actions

Skills covered

TableauTableau SoftwareData VisualizationBusiness AnalyticsData AnalysisEssential TrainingData ScienceBusiness Analysis and StrategyBusiness Software and Tools

Concepts

0. Introduction

  • 01 - Welcome
  • 02 - What you should know before watching this course
  • 03 - Using the exercise files

1. Introducing Tableau

  • 04 - Downloading Tableau
  • 05 - Installing Tableau drivers
  • 06 - Introducing Tableau file types
  • 07 - Getting help in Tableau
  • 08 - Discovering what s new in Tableau 10

2. Managing Data Sources and Visualizations

  • 09 - Connecting to a data source
  • 10 - Joining related data sources
  • 11 - Joining related fields with inconsistent names
  • 12 - Cleaning up source data
  • 13 - Creating a visualization using Show Me
  • 14 - Changing the order of the fields in a visualization
  • 15 - Changing the summary operation
  • 16 - Splitting text into multiple columns
  • 17 - Presenting data using Storylines

3. Managing Tableau Worksheets and Workbooks

  • 18 - Displaying the data underlying a workbook
  • 19 - Adding, duplicating, and renaming worksheets
  • 20 - Reordering, clearing, and deleting worksheets
  • 21 - Changing a worksheet s tab color
  • 22 - Showing or hiding worksheet elements
  • 23 - Saving your changes
  • 24 - Saving your workbook as a PDF file
  • 25 - Creating a packaged workbook

4. Creating Custom Calculations and Fields

  • 26 - Presenting Tableau operators and built-in functions
  • 27 - Creating a calculated field
  • 28 - Creating a calculated field on a shelf
  • 29 - Adding a table calculation
  • 30 - Using level of detail expressions
  • 31 - Creating calculations in dialog boxes

5. Analyzing Data Using Statistical Tools

  • 32 - Calculating averages, medians, minimums, and maximums
  • 33 - Displaying the Summary Card
  • 34 - Calculating percentages of a table total
  • 35 - Forecasting future values

6. Sorting and Filtering Tableau Data

  • 36 - Sorting based on a field s values
  • 37 - Combining fields to sort by more than one criteria
  • 38 - Creating a selection filter
  • 39 - Creating a wildcard filter
  • 40 - Creating a condition filter
  • 41 - Creating a top filter
  • 42 - Adding a Quick Filter to a worksheet
  • 43 - Editing, clearing, and deleting filters
  • 44 - Filtering data using parameters
  • 45 - Editing and deleting parameters

7. Defining Groups and Sets

  • 46 - Defining a group
  • 47 - Defining a group for other values
  • 48 - Finding members of a group
  • 49 - Editing and deleting groups
  • 50 - Defining a set
  • 51 - Creating summaries using sets
  • 52 - Combining sets
  • 53 - Editing and deleting sets

8. Creating and Pivoting Crosstabs

  • 54 - Creating a crosstab
  • 55 - Unpivoting a crosstab
  • 56 - Adding totals and subtotals to a crosstab

9. Formatting Tableau Visualizations

  • 57 - Changing the visual summary type
  • 58 - Changing the appearance of your data
  • 59 - Resizing a visualization
  • 60 - Displaying a visualization in Presentation mode
  • 61 - Creating a highlight table

10. Creating Basic Charts

  • 62 - Creating column and stacked column charts
  • 63 - Creating line charts and area fill charts
  • 64 - Creating pie charts
  • 65 - Creating scatter plots
  • 66 - Identifying data clusters
  • 67 - Creating histograms
  • 68 - Summarizing data using a smart histogram
  • 69 - Defining discrete bins from a continuous measure
  • 70 - Creating a treemap

11. Annotating and Formatting Charts

  • 71 - Adding a text box to a chart
  • 72 - Formatting chart elements
  • 73 - Changing the color sequence in charts
  • 74 - Adding a trend line to a chart
  • 75 - Adding reference lines, distributions, and boxes

12. Mapping Geographic Data

  • 76 - Ensuring your data can be mapped
  • 77 - Creating a basic map
  • 78 - Setting map options
  • 79 - Enhancing map analysis using distance measurement tools
  • 80 - Disabling pan and zoom in maps
  • 81 - Defining custom regions

13. Creating Dashboards and Actions

  • 82 - Creating a dashboard
  • 83 - Arranging and formatting dashboard elements
  • 84 - Defining a filter action
  • 85 - Defining a highlight action
  • 86 - Defining a URL action

14. What's New in Tableau 10.1 and 10.2

  • 87 - Connect to JSON data files
  • 88 - Connect to spatial data files
  • 89 - Parse strings into dates and other data types
  • 90 - Export data to CSV files
  • 91 - Create legends for each measure in a visualization
  • 92 - Scale maps dynamically
  • 93 - Manage Story Point navigation

Conclusion

  • 94 - Further resources

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