Tableau Essential Training

Course details

Curt Frye dives into the power of Tableau with this in-depth course crafted to elevate your data visualization capabilities. Explore ways to connect, clean, and prepare data from various sources. Learn how to construct compelling visualizations, from basic plots to advanced maps and dashboards, tailored for impactful presentation and decision-making. Discover how to implement calculated fields, utilize parameters, and summarize your data efficiently with highlights, trendlines, and reference lines. Deepen your understanding of how to customize charts, maps, and tables to bring clarity and visibility to complex data. Benefit from hands-on examples and storytelling techniques, and learn to leverage Tableau's full potential for influencing business outcomes. When you complete this course, you will be able to create informative and attractive Tableau dashboards that promote greater engagement from stakeholders.

Learning objectives
Define data connections and create visualizations.
Create custom calculations and analyze data.
Sort and filter data.
Define groups, sets, and geographic layouts.
Summarize data on dashboards.

Concepts

0. Introduction

01 - Apply the power of Tableau 2025 to your data
02 - What you should know before starting

1. Introducing Tableau

03 - Download Tableau
04 - Connect data sources to Tableau
05 - Introduce Tableau file types
06 - Get help in Tableau

2. Managing Data Sources and Visualizations

07 - Connect to a data source
08 - Join related data sources
09 - Join data sources with inconsistent field names
10 - Clean up source data
11 - Reorder fields in a visualization
12 - Change the summary operation
13 - Split text into multiple columns

3. Managing Tableau Worksheets and Workbooks

14 - Display the data underlying a workbook
15 - Add, duplicate, and rename worksheets
16 - Reorder, clear, and delete worksheets
17 - Change a worksheet s tab color
18 - Show or hide worksheet elements
19 - Save your changes
20 - Save your workbook as a PDF file
21 - Create a packaged workbook
22 - Export data to a CSV file

4. Creating Custom Calculations and Fields

23 - Present Tableau operators and built-in functions
24 - Create a calculated field
25 - Create a calculated field on a shelf
26 - Add a table calculation
27 - Use level of detail expressions

5. Analyzing Data

28 - Calculate averages, medians, minimums, and maximums
29 - Count occurrences and distinct items
30 - Display the Summary Card
31 - Calculate percentages within a table
32 - Forecast future values

6. Sorting and Filtering Data

33 - Sort based on a field s values
34 - Create a nested sort
35 - Create a selection filter
36 - Create a wildcard filter
37 - Create a condition filter
38 - Create a top filter
39 - Edit, clear, and delete filters
40 - Filter data using parameters
41 - Edit and delete parameters

7. Defining Groups and Sets

42 - Define a group
43 - Define a group for other values
44 - Find members of a group
45 - Edit and delete groups
46 - Define a set
47 - Create summaries using sets
48 - Combine sets
49 - Edit and delete sets

8. Creating Basic Visualizations

50 - Create column and stacked column charts
51 - Create line charts and area fill charts
52 - Create pie charts
53 - Create scatter plots
54 - Identify data clusters
55 - Create histograms
56 - Summarize data using a smart histogram
57 - Create a treemap

9. Managing Tableau Visualizations

58 - Change the visual summary type
59 - Change the appearance of your data
60 - Set a default format for a field
61 - Display a visualization in Presentation mode
62 - Create a highlight table
63 - Display a viz in a tooltip

10. Annotating and Formatting Visualizations

64 - Annotate a visualization
65 - Format chart elements
66 - Change the order of colors in a visualization
67 - Add a trend line to a chart
68 - Add reference lines and quartile indicators

11. Mapping Geographic Data

69 - Create a basic map
70 - Add and remove map layers
71 - Enhance map analysis using distance measurement tools
72 - Disable pan and zoom in maps
73 - Define custom regions

12. Creating Dashboards and Actions

74 - Present data using story points and stories
75 - Create a dashboard
76 - Arrange and resize dashboard elements
77 - Replace a worksheet in a dashboard quickly
78 - Define a filter action
79 - Define a highlight action
80 - Define parameter actions

Conclusion

81 - Further resources