Tableau 10 for Data Scientists

Tableau 10 for Data Scientists

2h 24mIntermediate2025-02-10

Authors

Matt Francis

Matt Francis

Loves data and using Tableau

Course details

Tableau is designed for data science! Move beyond the basics and delve deeper into the power of this data visualization software. Learn how to deal with messy or badly formatted data, use Tableau to answer key data analytics questions, and visualize your results with maps and dashboards. Tableau-certified "Zen Master" Matt Francis will show you how to use parameters to enhance visualizations, create cross-source filters, use data extracts to optimize slow connections, and much more.

The training starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. Then find out how to add new maps and create more effective dashboards that maximize screen real estate. Discover how actions can link together sheets and provide greater levels of interactivity and performance, and how formatting can make an ordinary dashboard demand attention. Plus, get some bonus tips on performing date and time calculations in Tableau. This course deep-dives into the practical, applicable, and essential skills that anyone doing data visualization and analytics in a professional setting needs to have.

Learning objectives
Green vs. blue pills
Using filters, colors, and dates
Connecting to data
Extracting data
Cleaning and prepping data
Pivoting data
Merging and joining data
Highlighting data
Using the Analytics pane
Creating new maps
Creating calculations based on parameters
Designing dashboards

Skills covered

TableauTableau SoftwareData VisualizationBusiness AnalyticsPersonaData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and Tools

Concepts

Introduction

  • Welcome
  • What you should know
  • Exercise files
  • Learning supports

Green and Blue Pills

  • Discrete versus continuous
  • Rows and columns
  • Filters
  • Colors
  • Dates
  • Pills - Challenge
  • Pills - Solution

Connect and Extract Data

  • Connect to data
  • How to create a data extract
  • Filter extract
  • Extract - Challenge
  • Extract - Solution

Transform Data

  • Clean and prep your data
  • Split fields
  • Pivoting the data
  • Merge data using unions
  • Cross database joins
  • Join transformations
  • Join - Challenge
  • Join - Solution

Analytics

  • Colors to highlight data
  • Visual highlighter
  • The Analytics pane
  • Cross-database filtering
  • Analytics - Challenge
  • Analytics - Solution

Map Your Data

  • When to map your data
  • Create new maps using MapBox
  • Create custom territories
  • Mapping - Challenge
  • Mapping - Solution

Parameters

  • Create calculations based on a parameter
  • Create dynamic reference lines
  • Dynamic dimension and measure selector
  • Dynamic sheet selection using parameters
  • Top N analysis
  • Parameters - Challenge
  • Parameters - Solution

Dashboard Design

  • Dashboard layout tips
  • Layout containers
  • Filter actions
  • Highlight actions
  • URL actions
  • Formats
  • Tooltips
  • Device-specific dashboards
  • Dashboard - Challenge
  • Dashboard - Solution

Useful Calculations

  • Convert strings to dates
  • Calculate time durations
  • Create an initial filter from a surname

Tableau 10.2 Updates

  • Incorporate custom geospatial data into your viz
  • Convert string to dates with automatic dateparse
  • Create custom joins through calculations
  • Export transformed data to CSV
  • Display different color legends per measure
  • Change the format of fonts and lines across a workbook

Conclusion

  • Next steps
80,000 Toman