Tableau Desktop Level 3: Visual Analytics

Overview

Tableau is a software tool that can speed up data analysis through its rich visualization capabilities, and help uncover insights for better and smarter decision making. This class is for the business, technology, data and analytics professionals who use and analyze data and data-driven approaches to support business operations and strategic initiatives in their organizations.

This class provides easy-to-follow recipes to get the reader up and running with Tableau 10, and covers basic to advanced use cases and scenarios. The class starts with building basic charts in Tableau and moves on to building more complex charts by incorporating different Tableau features and interactivity components. There is an entire chapter dedicated to dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered.

By the end of this class, you’ll have gained confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau.

What You Will Learn

Become familiar with the Tableau interface

Build basic to more advanced charts with step-by-step recipes

Use filters, calculated fields, parameters, and actions to add interactivity to charts and dashboards

Prepare and transform data for analysis using Tableau’s built-in tools and functions

Create effective and compelling dashboards and story points

Leverage Tableau’s mapping capabilities to visualize location and shape data

Integrate analytics and forecasting to enhance data analysis

Get to know tips and tricks to work more quickly and effectively in Tableau

Increase your confidence and competence in creating rich, interactive visualizations in Tableau

Course Outline

1: BASIC CHARTS

Introduction

Creating a bar chart

Creating a stacked bar chart

Creating a line chart

Creating a scatter plot

Creating a heat map

Creating a text table (crosstab)

Creating a highlight table

Creating an area chart

Creating a pie chart

Creating a bubble chart

Creating a word cloud

Creating a tree map

2: ADVANCED CHARTS

Introduction

Creating a histogram

Creating a small multiple chart

Creating a shared axis chart

Creating a combo chart (dual axis chart)

Creating a bullet chart

Creating a bar in bar chart

Creating a donut chart

Creating a unit chart

Creating a box and whisker chart

Creating a sparkline with indicators

Creating a KPI text table

Creating a waterfall chart

Creating a population pyramid

3: INTERACTIVITY

Introduction

Creating a motion chart

Creating a dynamic column/row trellis chart

Creating a top/bottom N filter

Comparing one to everything else

Dynamically displaying dimensions

Dynamically displaying and sorting measures

Creating a custom date period filter

4: DASHBOARDS AND STORY POINTS

Introduction

Creating a filter action

Creating a highlight action

Creating a URL action

Creating an Infographic-like dashboard

Creating story points

5: MAPS AND GEOSPATIAL VISUALIZATION

Introduction

Adding data layers to map

Creating custom territories

Working with Web Map Service (WMS)

Using path to display movement in map

Mapping custom polygons

Importing custom geocoding

Using a custom image background

6: ANALYTICS

Introduction

Adding a constant line

Adding a trend line

Using a reference line

Adding a reference band

Performing cluster analysis

Visualizing forecast

Performing linear regression with R

7: DATA PREPARATION

Introduction

Using the Data Interpreter and pivot

Using the legacy Jet driver

Using schema.ini to resolve data type issues

Pivoting columns

Using union

Using join

Using blend