From Excel to Tableau
1h 32mIntermediate2021-09-09
Authors
Madecraft
Full-Service Learning Content Company
Heather E. Johnson
Senior Data Analyst
Course details
Making the switch from manipulating your data and insights in Microsoft Excel to Tableau can feel like a daunting task, but this transition doesn't need to be daunting. In this course, data visualization expert Heather Johnson guides you through the process of moving from Excel over to Tableau. First, Heather covers the basics of using the Tableau desktop application and connecting your Excel data source with Tableau. Then, she walks through the steps of creating the data worksheets you'll need to visualize the data. Finally, Heather shares her tips for creating dashboards in Tableau. You'll finish this course feeling prepared to get started using Tableau.
Skills covered
MigratingTableauTableau SoftwareData VisualizationBusiness AnalyticsMicrosoft ExcelData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft
Concepts
0. Introduction
- 01 - Making the switch from Excel to Tableau
- 02 - Basic navigation and structures
- 03 - FDIC failed bank exercise
1. Connecting Excel Data
- 04 - Migrating your data from Excel
2. Creating Tableau Worksheets
- 05 - Basics of Tableau worksheets
- 06 - Creating chronological tables in Tableau
- 07 - Bar charts and aggregations in Tableau
- 08 - Creating colored trend charts in Tableau
- 09 - Creating moving maps in Tableau
- 10 - Adding a filter in Tableau
- 11 - Additional tips and tricks in Tableau
3. Building Your Dashboards
- 12 - Building the framework in Tableau
- 13 - Adding sheets and filters in Tableau
- 14 - Validating your dashboard in Tableau
- 15 - Taking it to the next level in Tableau
Conclusion
- 16 - Tableau communities