What Is Tableau?

• The Tableau Ecosystem
  • Tableau Desktop
  • Tableau Server / Tableau Online
  • Tableau Prep Builder
  • Tableau Mobile
  • Tableau Reader
  • Tableau Public
• The Tableau Licensing Model
  • Creator / Explorer / Viewer
• Tableau Desktop Overview

How Do I Get Started?

• A generic Tableau workflow
• What makes up a Visualisation?

How Do I Connect To Data?

• Connecting to Tableau Server / Data Files / Databases
• Using “Live” data connections
• Creating reusable data sources
• Connecting multiple data sources via relationships
• Data pre-processing
  • Data typing, aliasing, splitting fields, reshaping
• Previewing a dataset
• Creating data extracts

How Can I Explore My Data?

• Creating Visualisations
  • Dimensions and Measures
  • Columns, Rows, Pages, Filters and Marks
• Filtering Dimensions, Measures and Dates
• Exposing filters to introduce interactivity
• Sorting data in views

How Do I Organise My Data?

• Organising data fields by Data Source Table or via Folders
• Combining multiple members within a dimension to create a Group
• Ordering data fields to create Hierarchies

How Does Tableau Deal With Dates?

• Native Date Hierarchy
• Discrete vs Continuous Dates
• Creating Custom Dates

How Do I Compare Multiple Values?

• Using the Measure Names / Measure Values containers
• Multiple measures on the same axis via combined or shared axis charts
• Two individual measures axes via dual axis charts with separate mark types
• Scatter (XY) Plots with or without aggregation
• Using Mark Types (colour, shape) to represent values

How Can I Show Geographic Data?

• Using specific or calculated geographies to create maps
• Customising map background styles and options
• Map navigation and selection
• Geographic grouping and custom territories

How Can I Produce Tabular Reports?

• Creating Crosstab Reports
• Customising Crosstab Reports with totals and aggregations
• Improving Crosstabs with visual elements
  • Heat Maps
  • Highlight Tables

How Do I Make Calculations On My Data?

• Creating Calculated Fields
• Using the Calculated Field Editor
• Working with Aggregations and understanding Tableau’s Order of Operations
• Types of Calculations
  • String, Date, Logic, Type Conversion

What About Comparative Calculations?

• Tableau’s built-in Table Calculations
  • Running Total, Difference, Percent Difference, Percent of Total, Moving Average

How Can I Show Proportional Data?

• Stacked Bar Charts
• Pie Charts
• Tree Maps

How Can I Add Reference Data?

• Adding context with Reference Lines
• Highlighting regions with Reference Bands and Distributions

How Do I Combine My Analyses?

• Creating Dashboards from one or more visualisations
• Adding interactivity via Dashboard Actions