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Tableau Basic Training Syllabus

This document provides an overview of the objectives and syllabus for a Tableau basic training course. The training will introduce Tableau and cover how to connect to data, build and format visualizations, create dashboards, and share workbooks. It will also review creating calculated fields, filtering and sorting data, using parameters and sets, different types of visualizations like scatter plots and heat maps, and mapping data geographically.

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Wawan Syahailatua
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© © All Rights Reserved
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147 views

Tableau Basic Training Syllabus

This document provides an overview of the objectives and syllabus for a Tableau basic training course. The training will introduce Tableau and cover how to connect to data, build and format visualizations, create dashboards, and share workbooks. It will also review creating calculated fields, filtering and sorting data, using parameters and sets, different types of visualizations like scatter plots and heat maps, and mapping data geographically.

Uploaded by

Wawan Syahailatua
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Tableau Basic Training

OBJECTIVE of the Training:

• Understand options for connecting to data


• Navigate the Tableau interface
• Build and format visualizations
• Understand basic parameters
• Create calculated fields
• Build interactive dashboards
• Share workbooks

Course Syllabus:

Introduction
+ What is Tableau
+ Tableau as a company, ideology
+ Products in completion / BI landscape
+ Tableau Desktop and the Tableau Product Line
+ Tableau Architecture
+ Application Terminology

Connecting to Data
+ Creating a Live Data Connection
+ Saving a Data Source
+ Sharing a Data Source
+ Understanding Changes to Data
+ Other Data Connection Options in Tableau

Creating Basic Visualizations


+ Getting Started in Tableau Desktop
+ Elements of a Visualization
+ Formatting Your View

Simplifying and Sorting Your Data


+ Data Filtering
+ Sorting

Organizing your Data


+ Using Groups
+ Creating and Using Hierarchies
+ Creating a Combined Field
+ Using Sets
Viewing Specific Values
+ Creating Crosstabs
+ Creating Highlight Tables
+ Grand Totals, Sub-totals, and Changing Aggregation

Using Multiple Measures on the Same Axis


+ Comparing Views with Multiple Measures
+ Using Measure Values and Measure Names
+ Combo Charts
+ Combined or Shared Axis Charts
+ Creating Dual Axis Charts

Showing the Relationship between Numerical Values


+ Options for Showing Numerical Relationships
+ Creating Scatter Plots
+ Creating Heat Maps

Mapping Data Geographically


+ Mapping in Tableau
+ Geographic Mapping

Customizing your Data


+ Calculation Types
+ Creating Calculated Fields
+ Using Logic Statements
+ Type Conversions and Date Calculations
+ Using Quick Table Calculations
+ Calculations and Aggregations

Showing Breakdowns of the Whole


+ Pie Charts and Parts of the Whole
+ Creating Tree Maps

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