Tableau Fundamentals


Description As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of "big data" has exploded due to the rise of cloud computing which provide an abundance of computational power and storage, allowing organizations of all sort to capture, store data. Leveraging that data effectively can provide timely insights and competitive advantage. The creation of data backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources, and allow users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories, that bring data to life and turn data into thoughtful action. Audience This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis. This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports, or explain data analysis through visualizations.
Course Content
Lesson 1: Tableau Fundamentals
  •  Topic A: Overview of Tableau
  •  Topic B: Navigate the Tableau Interface and Configure Settings


Lesson 2: Connecting to and Preparing Data
  •  Topic A: Connect to Data
  •  Topic B: Prepare Data for Analysis
  •  Topic C: Save Workbook Files


Lesson 3: Exploring Data
  •  Topic A: Create a View
  •  Topic B: Customize Data in Visualizations


Lesson 4: Managing, Sorting and Grouping Data
  •  Topic A: Adjust Fields
  •  Topic B: Sort Data
  •  Topic C: Group Data


Lesson 5: Saving and Sharing Data
  •  Topic A: Save and Publish Data Sources
  •  Topic B: Share Workbooks for Collaboration


Lesson 6: Filtering Data
  •  Topic A: Configure Worksheet Filters
  •  Topic B: Apply Advanced Filter Options
  •  Topic C: Create Interactive Filters


Lesson 7: Customizing Visualizations
  •  Topic A: Format and Annotate Views
  •  Topic B: Highlight Data
  •  Topic C: Create Advanced Visualizations


Lesson 8: Creating Maps, Dashboards, and Stories
  •  Topic A: Create Maps
  •  Topic B: Create Dashboards
  •  Topic C: Create Stories


Appendix A: Mapping Course Content to the Tableau® Desktop Qualified Associate Certification Objectives