Tableau: Tableau Desktop intermediate
Technology:
Expertise:
- 3 Courses | 3h 51m 12s
- Includes Lab
- 4 Courses | 2h 24m 24s
- 6 Books | 22h 23m
- 15 Courses | 17h 11m 39s
- 5 Books | 19h 20m
Explore Tableau's business intelligence-driven interactive data visualization software.
GETTING STARTED
Tableau for Data Visualization: Introduction
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2m 25s
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3m 50s
GETTING STARTED
Opening & Connecting Data Sources in Tableau Prep Builder
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4m 4s
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2m 17s
GETTING STARTED
Opening & Connecting Data Sources in Tableau Desktop
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2m 41s
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4m 10s
COURSES INCLUDED
Tableau for Data Visualization: Introduction
Tableau is a data visualization tool suitable for a variety of purposes and situations. Knowing the basics of this tool will help you share necessary data with stakeholders and peers in a meaningful and engaging way. This course will introduce you to Tableau's basic features and cover the fundamental operations performed with this tool. You'll start by loading data into Tableau using a variety of file types. You'll then apply transformations to your data and choose the most appropriate visualization for it. Next, you'll learn how to analyze data in multiple related tables as well as data categories. You'll then practice setting the aesthetics of charts and garnering detailed information through chart interactions. Lastly, you'll get hands-on with the Tableau data interpreter to clean a dataset.
11 videos |
1h 17m
Assessment
Badge
Tableau for Data Visualization: Exploring Visualizations & Data Formats
Tableau not only has a variety of tools to visualize data, but it also allows you to redefine the fields in your data to convey rich meaning. In this course, you'll explore how multiple dimensions of the underlying data can be portrayed using shapes, colors, and labels. You'll learn to build a wide variety of charts, such as pie charts, treemaps, and many more, to convey various information types. You'll also work with different techniques, such as hierarchical, combined, and calculated fields, to arrange the fields in the underlying dataset into hierarchies and groups, portraying relationships and facilitating data drill-downs for your users. Lastly, you'll learn how you can generate sets from combined data, so this data can be analyzed with the context of the set, as well as outside it.
14 videos |
1h 29m
Assessment
Badge
Tableau for Data Visualization: Advanced Features
In addition to everything you'd expect from a data visualization tool, Tableau has extensive support for many advanced visual customization and user interaction features. This course gives you a taster of how these features work. You'll start by using Tableau maps to render country-specific information and then further customize these maps, rendering their appearance and using map layers. You'll then assemble multiple charts together to collectively convey information using dashboards. Next, you'll learn how to change the aesthetic appearance of Tableau dashboards and update them to include charts and other interactive objects and settings, such as navigation buttons, text labels, and download options. Lastly, you'll learn how to share a story publicly in the form of visualizations comprising charts and a dashboard using Tableau's publish feature.
10 videos |
1h 4m
Assessment
Badge
COURSES INCLUDED
Opening & Connecting Data Sources in Tableau Prep Builder
In this 10-video course, you will explore Tableau Prep Builder, a tool for preparing and cleaning data before you start to analyze it. Its core principle is creating flows, based on a series of highly visual steps to process and prepare data. Begin the course by locating and opening Tableau Prep Builder in a Windows 10 work environment, then explore the interface. Learn how to connect to data and add data to the Flow pane; connect to a server-based data source in Tableau Prep Builder; and how to use the Data Interpreter tool to clean files. This leads learners into observing how to use the Profile pane in Tableau Prep Builder to configure data at Input step, and also how to configure field settings at Input step in Tableau Prep Builder. Discover how to change data types to define and correct data for any given scenario, and save standard and packaged flow files, using .TFL and .TFLX formats. Conclude the course by learning how to import flow files and steps in Tableau Prep Builder.
10 videos |
33m
Assessment
Badge
Working with Steps in Tableau Prep Builder
Flows are made up of fields and steps, and Tableau Prep Builder offers a huge variety of powerful tools for cleaning, preparing, and manipulating your data. In this 11-video course, discover how to add steps to clean, union, join, and pivot your data, apply a variety of different filters, and use Flow pane and Flow Navigator. Begin by learning how to add Clean steps to start cleaning and performing operations on data, then work with fields and manage their properties in Tableau Prep Builder. Explore how to build and organize Flows by working with steps, and reorganize the layout of Flows. Then observe how to filter data and use advanced filter options. Examine steps involved in joining data and working with unions in Tableau Prep Builder. Learn how to use pivots to analyze and convert fields from columnar structure to row structure; how to use a wildcard search to pivot large data sets or data that frequently changes over time; and finally, observe how to pivot rows to columns when data is too normalized.
11 videos |
47m
Assessment
Badge
Cleaning & Analyzing Data in Tableau Prep Builder
Tableau Prep Builder is all about preparing your data source and getting it ready for deeper analysis. In this 10-video course, learners will discover how to perform a variety of different operations, including clean-up steps, data aggregation, and split, group, and replacement actions. You will begin by exploring steps involved in applying cleaning operations by using Tableau Prep Builder, then learning how to use the Split tools to separate values into new fields. Discover how to perform manual group and replace operations by editing individual data values and selecting multiple similar values; how to use the group and replace fuzzy match tools; and how to create and apply custom data roles to clean data quickly. Explore how to insert Aggregate steps to aggregate, group, or summarize data; insert an Aggregate step to remove exact data set duplicates, and insert calculated fields into a flow. The course concludes by demonstrating how to create calculated fields with regular expressions, then showing steps involved in extending the functionality of Tableau Prep Builder via Python or R scripts.
10 videos |
42m
Assessment
Badge
Working with Outputs in Tableau Prep Builder
Once you have finished cleaning your data, troubleshooting the errors, and working your flow into shape, learn how to release the information by using Output steps in this 6-video course, "Tableau Prep Builder: Working With Outputs." Begin by learning how to create outputs by adding an Output step and saving data as a local file, then previewing data and creating data extracts for use in Tableau Desktop. Next, explore steps involved in publishing flows as data sources to Tableau Online, and observe how to browse, edit, and delete published outputs in Tableau Online. As you bring more data into Tableau Prep Builder and add more steps to your flow, you may notice the occasional warning or alert. Discover how to work with Tableau Prep Builder alerts and errors and understand the information they provide, which is essential to troubleshooting issues in a data flow. The course concludes by showing learners how to configure Tableau Prep Builder.
6 videos |
21m
Assessment
Badge
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FREE ACCESS
COURSES INCLUDED
Opening & Connecting Data Sources in Tableau Desktop
In this 11-video course, learners will explore Tableau Desktop, which is data visualization software that allows users to see and understand data at a deeper level. Begin by locating and opening Tableau Desktop in a Windows 10 work environment, and once done, explore the Tableau Desktop interface. This leads into examining the Tableau Data Source Page, which is one of the most fundamental and important parts of Tableau. Discover how to connect to a desktop source and use single and multiple tables to extract data into Tableau Data Engine; how to connect to a Microsoft SQL Server database, select tables, and directly connect to the data to enable working with live data; and how to configure and use Extract Mode with a Microsoft SQL Server database connection. Next, examine how to extract data with a custom SQL query; use Google Analytics and Tableau to analyze your web data; work with OData source to consume data in Tableau; and demonstrate and implement inner, left, and right joins with Tableau. Conclude the course by observing how to use cross-database and more advanced joins.
11 videos |
49m
Assessment
Badge
Preparing & Cleaning Data in Tableau Desktop
Discover how to prepare, control, and clean up data before you start working with it to ensure that you get the most out of your analyses in Tableau Desktop in this 10-video course. Learners begin by observing how to manage data types for columns in Data Source page, then take a look at unioning data, and using unions to combine data from different locations and appending values in a single table. Tableau works best with clean data, so next you will explore how to work with data interpreter to identify data anomalies and clean up data. Learn how to split data fields using the split and custom split in the Tableau Data Source Page; use the pivot tool to prepare data for extraction into the Tableau Data Engine, and filter data at the data source level. Delve into managing data sources in a Tableau workbook; replace data sources from the Data Source Page and worksheet view in Tableau Desktop, and refresh live data sources. The course concludes by helping learners discover how to append data to extracts.
10 videos |
42m
Assessment
Badge
Blending & Managing Data Files in Tableau Desktop
Once you have defined the data set that you want to use in your Tableau Desktop workbook, you can move on to building your visualizations [vizzes]. In this 11-video course, you will learn how to navigate within the Tableau workspace and use shelves, pages, and cards. Begin by discovering how the Tableau worksheets workspace is organized; then explore the purpose of shelves, cards, and marks when building vizzes in Tableau Desktop. Learn how to connect to multiple data sources and use the relationship tool to demonstrate automatic blending in Tableau, and how to implement manual blending, by manually editing and troubleshooting field relationship settings when blending data in Tableau Desktop. This leads into learning how to blend and work with geocoded data in Tableau, and create and manage worksheets in Tableau. Delve into saving data connections and sources in TDS format; work with packaged workbooks and sources; and work with Tableau bookmarks. The course concludes by demonstrating how to import worksheets, dashboards, and workbook contents into a file in Tableau Desktop.
11 videos |
47m
Assessment
Badge
Working with Data & Fields in Tableau Desktop
Data are essential to what you want to build in Tableau Desktop, so this 11-video course will help you get the most out of it by using the Data pane and everything that it offers. Begin by finding and managing fields, and then sorting and grouping fields in the Data pane. This leads learners into learning how to work with dimensions and measures, and discrete and continuous data; how to use marks and controlling how dimensions and measures are used in a view; and how to set up default aggregation for a measure and default number format for data and number fields. Examine how to create, edit, and remove dynamic and fixed sets; configure, manipulate; and combine sets in a view, and create and use bins, all in Tableau Desktop. Delve into creating hierarchies from fields to enable quick drill-down between levels, and assigning geographic roles to fields in order to use the roles to create a map view. To conclude the course, discover how to create fields and use them in Tableau view.
11 videos |
52m
Assessment
Badge
Creating Data Visualizations in Tableau Desktop
Visualizations [vizzes] are a fundamental tool in analyzing the data that you have imported and prepared in your workbooks. In this 10-video course, explore Tableau Desktop's graphic and chart styles, build views, create charts, and use tools such as dynamic filters, groups, and reference lines. Begin by creating a basic view to explore data in Tableau Desktop, then create vertical and horizontal bar charts to compare data across identified categories. This leads into creating box plots to depict the distribution of values and configuring whiskers to display all points at the maximum extent of data. Also, observe how to create and configure maps that show quantitative values for individual locations, and create a scatter plot and trend lines to visualize and compare relationships between numerical variables. Create dual-axis charts by using both number and date fields; create a histogram to show data distribution, and create and use groups from fields in the Data pane. You will complete the course by using dynamic filters, and working with advanced analytic tools.
10 videos |
42m
Assessment
Badge
Analyzing Data in Tableau Desktop
Generally speaking, the ultimate goal of analyzing data is to be able to communicate any interesting relationships that you have found. In this 10-video course, learners will discover how Tableau's analysis tools can further data analysis and communicate those relationships. Share your findings by observing how to create dashboards with interactive tools and exploring data. Begin by using Explain data to inspect, uncover, and evaluate marks in a visualization [viz] while building, exploring, and analyzing data. Next, examine how to display multiple diversified measures on multiple rows by using Tableau Desktop; create Tableau dashboards to bring visualizations together and create interactive applications; and configure dashboard layouts to support different types of devices. This leads into creating parameters and applying filtering in Tableau; performing total calculations to summarize data for analytics; embedding visualizations within tooltips, and adding dashboard extensions and using them in dashboard layouts. Conclude the course by learning how to export Tableau data to a CSV [comma separated values] or database file, and how to highlight data to provide descriptions for dashboard elements.
10 videos |
43m
Assessment
Badge
Performing Calculations in Tableau Desktop
Performing calculations is one of the most essential parts of analysis in Tableau. Calculations allow you to manipulate your data in ways that standard tools cannot. In this 10-video course, learners will explore ways to manipulate various data types with a number of different functions and calculations to solve a wide range of problems. Begin by working with the string functions and using the Calculated Field window, and then work with the date functions by using the Calculated Field window. Use quick table calculations to quickly apply common table calculations to visualizations; create simple LOD [level of detail] expressions and use them in visualizations; and observe the use of EXCLUDE and FIXED LOD expressions in calculations. Discover how to perform ad-hoc calculations; configure aggregate and disaggregate options, and perform logical calculations. The course concludes by focusing on the use of arithmetic and aggregate calculations, and using join calculations to work with data where common fields are missing in the two sources.
10 videos |
37m
Assessment
Badge
Going Deeper with Maps in Tableau Desktop
Tableau Desktop's geographic data tools allow you to perform robust analysis on your map views. In this 10-video course, learn how to work with geographic data in which Tableau recognizes location names or create maps from spatial files. Also, observe how to use a variety of tools to configure maps to suit your data. Begin by learning how to use the selection tools with map visualizations; create choropleth maps to depict ratio or aggregated data in Tableau Desktop; and examine the steps involved in creating maps by using spatial files and geodatabases. Discover how to create maps from shapefiles; create density heat maps; and work with background maps and setting default background maps in Tableau Desktop. Learn how to group existing locations together to create custom territories or regions; use Google Maps to quickly generate directions to the points identified in a map, and explore how to create map views by using Mapbox maps. Conclude the course by exploring the steps involved in blending two data sources and creating primary groups.
10 videos |
43m
Assessment
Badge
Enhancing Data Visualizations in Tableau Desktop
The most effective data visualizations are the ones that clearly communicate their findings. A key part of this communication is formatting. In this 10-video course, learners discover how Tableau Desktop provides a wide range of formatting tools that can be used to change a view's style, and ultimately increase its interpretability. Begin by learning how to use the formatting tools in Tableau Desktop to control formatting at a workbook level, and then use them to customize formatting options in worksheets, dashboards, stories, and individual objects. You can also use the tools to customize the appearance of tables and graphic lines. Discover how to add reference bands to continuous axes in a view; create distribution bands to add reference distributions with two or more values; and examine how to create bullet graphs. You will then learn how to add box plots to continuous axes in a view; use nested table calculations in a view, and explore the process of creating clusters with sample data. Finally, take a look at working with forecasts and prediction intervals.
10 videos |
39m
Assessment
Badge
Presenting & Delivering Vizzes in Tableau Desktop
Once you have finished analyzing your data in Tableau Desktop, it is time to present your results and share your insights with the world. In this 11-video course, learners will discover how Tableau has a number of ways with which one can share findings; compiling sheets into dashboards or stories, and then implementing actions to better communicate one's information. To begin, explore how to add and remove objects from dashboards, and also how to use multiple views to filter other views in order to implement multi-master dashboards. Learn how to use URL actions to create links in vizzes [visualizations]; use e-mail actions to start new e-mail conversations from a viz, and create set actions in Tableau Desktop to make them available in Tableau Online and Tableau Server. Discover how to define advanced highlight actions; create stories and add story points in Tableau Desktop, and adjust the controls and layout in stories in Tableau Desktop. Explore how to use presentation mode; control your workbook performance, and finally, print and export vizzes.
11 videos |
49m
Assessment
Badge
Tableau Desktop: Real Time Dashboards
To become a data science expert, you must master the art of data visualization. This 12-video course explores how to create and use real time dashboards with Tableau. Begin with an introduction to real-time dashboards and differences between real time and streaming data. Next, take a look at different cloud data sources. Learn how to build a dashboard in Tableau and update it in real time. Discover how to organize your dashboard by adding objects and adjusting the layout. Then customize and format different aspects of dashboards in Tableau and add interactivity using actions like filtering. Look at creating a dashboard starter, a prebuilt dashboard that can be used with Tableau Online to connect to cloud data sources. Add extensions to your dashboard such as the Tableau Extensions API (application program interface). Explore how to put together a simple dashboard story, which consists of sheets-each sheet in sequence is called a story point-and how to share a dashboard in Tableau. In the concluding exercise, learners create a dashboard starter.
13 videos |
1h 7m
Assessment
Badge
Introduction to Tableau 2023 Bootcamp: Replay 1
This is a recorded Replay of the Tableau Bootcamp session that ran on April 25th, 2023 from 11 AM - 2:00 PM EDT.
3 videos |
2h 20m
Badge
Introduction to Tableau 2023 Bootcamp: Replay 2
This is a recorded Replay of the Tableau Bootcamp session that ran on April 26th, 2023 from 11 AM - 2:00 PM EDT.
3 videos |
1h 53m
Badge
Introduction to Tableau 2023 Bootcamp: Replay 3
This is a recorded Replay of the Tableau Bootcamp session that ran on April 27th, 2023 from 11 AM - 2:00 PM EDT.
3 videos |
2h 18m
Badge
Introduction to Tableau 2023 Bootcamp: Replay 4
This is a recorded Replay of the Tableau Bootcamp session that ran on April 28th, 2023 from 11 AM - 2:00 PM EDT.
3 videos |
2h 2m
Badge
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FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THESE COURSES
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.
Digital badges are yours to keep, forever.BOOKS INCLUDED
Book
Prepare Your Data for Tableau: A Practical Guide to the Tableau Data Prep ToolFocus on the most important and most often overlooked factor in a successful Tableau project-data.
1h 45m
By Lori Blackshear, Tim Costello
Book
Pro Tableau: A Step-by-Step GuideAlong with demonstrations and illustrations, this book will help you make sense of data quickly and effectively, make you look at data differently and more imaginatively, and help those familiar with Tableau software chart their journey to a visualization expert.
4h 3m
By Seema Acharya, Subhashini Chellappan
Book
Tableau Your Data! Fast and Easy Visual Analysis with Tableau Software, Second EditionShowing you how to build dynamic, best of breed visualizations using the Tableau Software toolset, this comprehensive guide covers the core feature set for data analytics, and provides clear, step-by-step guidance toward best practices and advanced techniques that go way beyond the user manual.
8h 57m
By Daniel G. Murray
Book
Jumpstart Tableau: A Step-By-Step Guide to Better Data VisualizationCovering the basic reporting and analysis functions that most BI users perform in their day-to-day work, this practical book simplifies the use of Tableau software functionality for novice users so that they can create powerful data visualizations easily and quickly.
1h 4m
By Arshad Khan
Book
Tableau 9: The Official GuideOffering step-by-step instruction, best practices, examples, and more, this authoritative guide will show you how to get up and running on Tableau, load data, drag and drop components, add graphics and maps, create complex calculations, and distribute dynamic dashboards and stories.
4h 16m
By George Peck
Book
Tableau for DummiesPresenting a step-by-step resource that helps you make sense of the data landscape, this easy-to-use reference explores the user interface, and guides you through the process of connecting your data sources to the software.
2h 18m
By Molly Monsey, Paul Sochan
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FREE ACCESS
BOOKS INCLUDED
Book
Tableau For Dummies, 2nd EditionTableau gives you the power to understand your data and put it in a format that is appealing and meaningful for everyone who needs to see it. Tableau For Dummies walks you through the steps to turn your data into a story that inspires action.
4h 6m
By Jack A. Hyman
Book
Pro Tableau: A Step-by-Step GuideAlong with demonstrations and illustrations, this book will help you make sense of data quickly and effectively, make you look at data differently and more imaginatively, and help those familiar with Tableau software chart their journey to a visualization expert.
4h 3m
By Seema Acharya, Subhashini Chellappan
Book
Jumpstart Tableau: A Step-By-Step Guide to Better Data VisualizationCovering the basic reporting and analysis functions that most BI users perform in their day-to-day work, this practical book simplifies the use of Tableau software functionality for novice users so that they can create powerful data visualizations easily and quickly.
1h 4m
By Arshad Khan
Book
Tableau Your Data! Fast and Easy Visual Analysis with Tableau Software, Second EditionShowing you how to build dynamic, best of breed visualizations using the Tableau Software toolset, this comprehensive guide covers the core feature set for data analytics, and provides clear, step-by-step guidance toward best practices and advanced techniques that go way beyond the user manual.
8h 57m
By Daniel G. Murray
Book
Tableau for Business Users: Learn to Automate and Simplify Dashboards for Better Decision Making, 1st EditionYou will learn how to create calculated fields, and about the currently available calculation functionalities in Tableau, including Basic Expressions, Level of Detail (LOD) Expressions, and Table Calculations.
1h 10m
By Shankar Arul
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FREE ACCESS
SKILL BENCHMARKS INCLUDED
Data Visualization with Tableau Literacy (Beginner Level)
The Data Visualization with Tableau Literacy benchmark will measure your ability to recall and relate to the underlying data visualization concepts in Tableau. You will be evaluated on your ability to recognize the foundational concepts of data visualization in Tableau such as handling data sources, working with data and fields, creating basic visualizations, and best practices. A learner who scores high on this benchmark demonstrates that they have the basic skills for data visualization using Tableau.
30m
| 20 questions
Data Visualization with Tableau Proficiency (Advanced Level)
The Data Visualization with Tableau Proficiency benchmark will measure your ability to work with data, import data, create advanced visualizations and dashboards, and perform advanced analysis in Tableau. A learner who scores high on this benchmark demonstrates that they have skills to work independently on storytelling using Tableau.
20m
| 20 questions
Data Visualization with Tableau Competency (Intermediate Level)
The Data Visualization with Tableau Competency benchmark will measure your ability to work with data, and import, visualize, and analyze data in Tableau. You will be evaluated on your ability to import data from various sources, visualize data using different kinds of charts, create views and measures, and create dashboards. A learner who scores high on this benchmark demonstrates that they have good data visualization, data analysis, and storytelling skills in Tableau.
25m
| 25 questions
