Highlights
- Gain an introduction to Tableau
- Extract business intelligence by adding value to your data
- Produce visually compelling and intuitive dashboards and presentations of your corporate data
- Explore the flexible and easy-to-use tools to find, clean, model and visualise data
- Create interactive visualisations to deliver business insights
- Integrate data from multiple heterogeneous sources
- Generate Tableau maps for geographical data
- Share a story using dashboards to highlight your discoveries
Course Details
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
Who should attend
Business Analysts, Financial Analysts, Data Scientists and Staff who need to use Tableau for producing reports from Excel, SQL Server and other databases.
Learn to build Dashboards like this - Typically used for CFO Dashboards, Revenue & Profitability, Expense Management, Financial Planning & Analysis, Sales, Stock Control, Risk & Compliance Analysis...
Feedback
4.8 out of 5 average
"Great training, well structured. This enables me to better understand how Tableau works and improve the data analysis for the company." HG, HR Data Analyst, Tableau, May 2021
“JBI did a great job of customizing their syllabus to suit our business needs and also bringing our team up to speed on the current best practices. Our teams varied widely in terms of experience and the Instructor handled this particularly well - very impressive”
Brian F, Team Lead, RBS, Data Analysis Course, 20 April 2022