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Tableau Cloud: Creator Essential Training

Tableau Cloud: Creator Essential Training

2hIntermediate2025-01-08

Authors

Curt Frye

Curt Frye

President of Technology and Society, Incorporated

Course details

Tableau Cloud is an instance of Tableau Server hosted by Salesforce. This course shows intermediate to advanced users who have been tasked with establishing and/or maintaining a Tableau Cloud site how to create a site, manage users and user permissions, and define groups, tasks, and jobs for data extraction and management. Instructor Curt Frye takes you through data management and evaluation usingTableau Prep, which cleans and shapes data from multiple sources, and how to define metrics using Tableau Pulse. Learn the essential skills needed to take on the challenge of managing a Tableau Cloud site and establish a base from which you can develop your abilities through experience and further study.

Learning objectives
Explain the key components of Tableau Cloud, including user management, projects, collections, and permissions, and describe the basic steps in creating a Tableau Prep data flow.
Set up and manage a Tableau Cloud site, including adding users, creating projects, scheduling tasks, and monitoring site status to ensure optimal performance and security.
Use Tableau Prep to join multiple data sources, identify and remove duplicate records, and apply various data cleaning techniques such as splitting fields, merging fields, and converting data types.
Assess the effectiveness of their data preparation workflows in Tableau Prep and make informed decisions about which data cleaning and transformation techniques to apply for optimal results.
Design and implement a complete data analytics workflow using Tableau Cloud and Tableau Prep, including creating and sharing metrics using Tableau Pulse, and incorporating these metrics into interactive dashboards.

Skills covered

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

Concepts

0. Introduction

  • 01 - Set your organization up for success using Tableau Cloud
  • 02 - What you should know before beginning

1. Create a Tableau Cloud Site

  • 03 - Add users to the Tableau Cloud site
  • 04 - Edit and delete users
  • 05 - Manage user visibility
  • 06 - Define a user group
  • 07 - Add a data source to Tableau Cloud
  • 08 - Create a workbook on Tableau Cloud
  • 09 - Add content to a Personal Space
  • 10 - Create a project and add workbooks
  • 11 - Create a collection and add workbooks

2. Administer a Tableau Cloud Site

  • 12 - Manage content permissions
  • 13 - Assign tags to files
  • 14 - Manage site status and settings

3. Define Tableau Prep Data Flows

  • 15 - Connect to a data source
  • 16 - Combine data sources using a union operation
  • 17 - Join multiple data sources
  • 18 - Join data sources with different key field names
  • 19 - Output a flow to a Tableau Cloud site
  • 20 - Rename one or more fields
  • 21 - Identify and remove records with null values
  • 22 - Identify and remove duplicate records
  • 23 - Save and reuse a flow

4. Cleaning and Managing Data in Tableau Prep

  • 24 - Create a data filter
  • 25 - Split a field into multiple fields
  • 26 - Create a date from parts of a date
  • 27 - Change text case
  • 28 - Trim spaces from data
  • 29 - Remove unwanted characters from data

5. Gaining Insight Using Tableau Pulse

  • 30 - Enable Tableau Pulse and select eligible groups
  • 31 - Create a metric in Tableau Pulse
  • 32 - Manage metric followers
  • 33 - Add a metric to a dashboard
  • 34 - Manage Tableau Pulse email preferences

Continuing Your Tableau Cloud Learning Journey

  • 35 - Further resources

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