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Using Tableau to Discover Powerful Business Insights

Using Tableau to Discover Powerful Business Insights

1h 58mIntermediate2025-07-25

Authors

Madecraft

Madecraft

Full-Service Learning Content Company

John David Ariansen

John David Ariansen

Helping organizations understand and use data

Course details

In this course, learn how to use Tableau effectively for uncovering powerful data insights. Find out how to connect data to Tableau, from both live and extracted sources. Discover how to manipulate data in Tableau to build visualizations. Go over each type of visualization and how each one is built. Plus, learn how to export and share data insights. The course ends with a great list of additional resources for the journey ahead.

Skills covered

TableauTableau SoftwareBusiness AnalysisData VisualizationBusiness AnalyticsData AnalysisProject ManagementData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOne-Off

Concepts

0. Introduction

  • 01 - Using Tableau to create business insights

1. Introducing Tableau

  • 02 - What is Tableau
  • 03 - How to use Tableau effectively for business
  • 04 - Excel vs. Tableau
  • 05 - What is data visualization
  • 06 - Four main functions of Tableau
  • 07 - Basic Tableau terminology

2. Connecting to Data

  • 08 - Data connection screen
  • 09 - Types of data to connect to
  • 10 - Live vs. extracted data sources
  • 11 - Defining joins, unions, and data blending
  • 12 - Creating joins, unions, and data blending
  • 13 - Changing field types
  • 14 - Creating an alias
  • 15 - Default formatting
  • 16 - Case study part 1

3. Exploring Data and Building Visualizations

  • 17 - Interface overview
  • 18 - Building visualizations
  • 19 - Creating calculated fields
  • 20 - Groups
  • 21 - Sets
  • 22 - Table calculations
  • 23 - Sorting
  • 24 - Filters
  • 25 - Histogram and bins
  • 26 - Analytics pane overview
  • 27 - Scatter plot and clustering
  • 28 - Case study, part 2

4. Sharing Insights

  • 29 - Dashboard interface overview
  • 30 - Basic dashboarding
  • 31 - Interactive elements
  • 32 - Tiled vs. floating objects
  • 33 - Creating stories
  • 34 - Case study, part 3

5. Tableau Concepts

  • 35 - Dimension vs. measure
  • 36 - Discrete vs. continuous
  • 37 - Aggregation
  • 38 - Timeliness
  • 39 - Visual analytics best practices

6. Expanding Your Tableau Skills

  • 40 - Public Tableau forums
  • 41 - Sharing your Tableau portfolio
  • 42 - Reddit
  • 43 - Forums
  • 44 - YouTube

Conclusion

  • 45 - Wrap up your Tableau journey

About us

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