Instructor-led training
Working with Tableau - Fundamentals Training in Honolulu, Hawaii
This course is intended for those who need to use Tableau Desktop 9.0 to build visualizations to present information about their organization. This course enables participants to navigate and use effectively the Tableau user interface to connect to various data sources to create …
What you'll learn
This course is intended for those who need to use Tableau Desktop 9.0 to
build visualizations to present information about their organization.
This course enables participants to navigate and use effectively the
Tableau user interface to connect to various data sources to create
simple visualizations to share with others.
Prerequisites
None
Course Outline
Course Topics
• Introduction
• Connecting to Data
• Understanding Data Fields
• Filters, Hierarchies, Groups, Sets
• Sorting
• Visualizations
• Formatting
• Calculations
• Parameters
• Statistical Visual Analysis
• Dashboards
• Story Points
• Sharing Data
• Generating the Performance Summary
Course Objectives
Upon completion of this course, attendees will be able to:
• Navigate the Tableau Desktop user interface
• Connect to Data Sources
• Create simple visuals
• Analyze data using filters, hierarchies, groups, sets, and sorting data
• Create calculations
• Share data with others
Course Outline
I. INTRODUCTION TO TABLEAU
A. What is Tableau?
B. Tableau Terminology
C. User Interface Layout New!
II. CONNECTING TO DATA
A. Overview of Options for Connecting to Data
B. Using the Visual Data Window
C. Saving Data Sources
III. UNDERSTANDING DATA FIELDS
A. Data Types
B. Data Roles
C. Special Values
IV. ANALYZING DATA
A. Filters
1. Quick Filters
2. Sharing Filters
3. Context Filters
4. Filters Working Together
B. Sorting
a. Simple Sorting
b. Nested Sorting
C. Hierarchies
D. Groups
E. Sets
V. VISUALIZATIONS
A. Individual, Blended, and Dual Axes
B. Heat Maps
C. Crosstabs
D. Bins and Histograms
E. Highlight Table
F. Tree Maps
G. Motion Charts
VI. FORMATTING
A. General Formatting
B. Mark Labels and Annotations
VII. CALCULATIONS
A. Calculations Editor New!
B. String and Date Calculations
C. Logic Statements
D. Totals
E. Quick Table Calculations
VIII. PARAMETERS
A. Overview of Parameters
B. Using Parameters
IX. STATISTICAL VISUAL ANALYSIS
A. Analytics Pane New!
B. Reference Lines
C. Trend Modeling
D. Forecasting
X. DASHBOARDS
A. Overview of Dashboards
B. Building a Simple Dashboard
C. Actions
1. Overview of Actions
2. Filter Actions
3. Highlight Actions
4. URL Actions
XI. STORY POINTS
A. Overview of Story Points
B. Create a Story
C. Fit Visuals to Story
D. Annotate a Story
E. Update a Story
XII. SAVING, EXPORTING, AND PUBLISHING
A. Saving your Workbooks
B. Exporting your Work
C. Publishing to Tableau Server
1. Data Source
2. Workbook
XIII. GENERATINg THE PERFORMANCE SUMMARY
Training locations
Working with Tableau - Fundamentals training across the U.S. and beyond.
We provide Working with Tableau - Fundamentals training onsite and live online for organizations throughout the United States and internationally.
- Denver
- Atlanta
- Phoenix
- Boston
- Sacramento
- Austin
- Salt Lake City
- Raleigh
- Columbus
- Nashville
- Indianapolis
- Richmond
- and more
View all Working with Tableau - Fundamentals training locations
- Denver, Colorado
- Montgomery, Alabama
- Little Rock, Arkansas
- Atlanta, Georgia
- Juneau, Alaska
- Indianapolis, Indiana
- Honolulu, Hawaii
- Trenton, New Jersey
- Springfield, Illinois
- Providence, Rhode Island
- Boston, Massachusetts
- Phoenix, Arizona
- Sacramento, California
- Dover, Delaware
- Tallahassee, Florida
- Boise, Idaho
- Richmond, Virginia
- Des Moines, Iowa
- Topeka, Kansas
- Frankfort, Kentucky
- Baton Rouge, Louisiana
- Augusta, Maine
- Annapolis, Maryland
- Lansing, Michigan
- Saint Paul, Minnesota
- Jackson, Mississippi
- Jefferson City, Missouri
- Helena, Montana
- Lincoln, Nebraska
- Carson City, Nevada
- Concord, New Hampshire
- Santa Fe, New Mexico
- Albany, New York
- Raleigh, North Carolina
- Bismarck, North Dakota
- Columbus, Ohio
- Oklahoma City, Oklahoma
- Salem, Oregon
- Harrisburg, Pennsylvania
- Columbia, South Carolina
- Pierre, South Dakota
- Nashville, Tennessee
- Austin, Texas
- Salt Lake City, Utah
- Montpelier, Vermont
- Olympia, Washington
- Charleston, West Virginia
- Madison, Wisconsin
- Cheyenne, Wyoming
- Hartford, Connecticut
- Toronto, Canada
- Berlin, Germany
- Stockholm, Sweden
- London, United Kingdom
- Dublin, Ireland
Train your team with HSG
Private, instructor-led training customized for your organization.
- Onsite or live online delivery
- Customized curriculum
- Training for groups of 3 or more
- Flexible scheduling
- Experienced instructors
Questions? Call us at 303.377.6176
or email info@hartmannsoftware.com
Ready to train your team?
Let's customize this training for your organization.
Tell us about your employees, your goals, and your preferred schedule. We'll prepare a training proposal covering scope, delivery format, and pricing.