Tableau Desktop Creator - Fundamentals

This two-day course caters to individuals who are new to Tableau. It is suitable for anyone who deals with data, irrespective of their technical or analytical expertise. Whether you are a data analyst, data scientist or an individual who is just starting with Tableau or anyone comfortable with Excel can get up to speed with Tableau.

This training covers the basic concepts and techniques working with Tableau Desktop, Tableau Cloud, and Tableau Server, allowing you to analyse data and share insights effectively.

Contents

• Tableau Platform overview
• Connect to data sources
• Create groups, hierarchies, filters, sets
• Working with dates
• Build basic charts and dual axis charts
• Map geographic data
• Create calculations
• Reference lines
• Connect to multiple data sources
• Building dashboards
• Publishing and sharing
• Tips & Tricks. Best practices.

Tableau Desktop lets you create beautiful visualizations and dashboards with an intuitive, drag-and-drop interface that lets you easily analyse, see and understand your data. Anyone comfortable with Excel can get up to speed with Tableau.

In this course, you will develop the essential skills necessary to analyse your data effectively using Tableau. You will gain expertise in connecting to various data sources, whether they are live or local extracts. Additionally, you will learn how to modify metadata, group fields, as well as employ sorting and filtering techniques. Comparing subsets of data using sets will also be covered.

Furthermore, this course will equip you with the ability to work with multiple data sources through relationships, joins, unions, and blends. You will learn how to construct commonly used charts, such as bar and line charts, text tables, highlight tables, bar-in-bar charts, dual axis charts, scatter plots, and maps. Customizing data will be achieved by writing calculations and by using Table Calculations.

By utilizing advanced analytics features, you will be able to incorporate reference lines and showcase data distributions.

Moreover, creating parameters will facilitate user exploration of data within the view. To convey your insights effectively, you will learn how to construct interactive dashboards and stories that guide specific data analysis. Finally, you will gain knowledge on sharing workbooks and publishing content on either Tableau Cloud, Tableau Server or Tableau Public.

Learning outcomes:

By the end of this course, you will have the ability to perform the following tasks proficiently:

• Establish a connection with your data and personalize the data source according to your requirements.
• Generate a data extract tailored to your needs.
• Modify metadata, form groups, and establish hierarchies.
• Arrange and sift through data by applying sorting and filtering techniques.
• Use sets to compare different subsets of data effectively.
• Construct captivating visual representations of your data.
• Create a variety of essential chart types to facilitate analysis.
• Formulate basic calculations and table calculations.
• Use parameters that enable users to dynamically modify values, improving their interaction with the data.
• Consolidate data from multiple sources by establishing relationships, performing joins, unions, and blends.
• Construct dynamic dashboards and narratives that uncover valuable insights from your data.
• Export content, publish workbooks, and download published content efficiently.

In-person. Hands-on. Minimum 3 people. Training material in English. Spoken languages during the courses: English, German, French, Luxembourgish.

Our domain expertise includes Financial Services (Financial Reporting, Investment Funds, Anti-Money Laundering (AML), Know Your Customer (KYC), Investment Policy Compliance), Sales & Marketing (Product Performance Analysis, Market Segmentation Analysis), Customer Service (Support Tickets Analysis), Spatial Analysis (Geocoding, Using maps, ISO standards, NACE code), as well as general country statistics on Demographics, Economics, Housing, and Trade.

From a technical standpoint, we assist our clients in automating the entire data analytics process. This includes data preparation and workflow automation, DWH loading, performance optimization, user access management and permissions, server administration, as well as dashboards and reports automation.

While this training is focused on learning the technical aspects of Tableau Software, we are happy to introduce domain specific use cases and exercices, please contact us in advance to customize the training.