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Course Outline
Introduction
- Setting up Tableau
- Overview of Tableau Software
- Navigating the Tableau User Interface
Connecting to Your Data
- Available data connections
- Simplifying and preparing data
- Joining database sources
- Inner, outer, left, and right joins
- Blending different data sources in a single worksheet
Working with Data in Tableau
- Using multiple measures in a view
- Showing the relationship between numerical values
- Viewing specific values
- Customising your data
- Dimension vs. Measure
- Data types: discrete versus continuous for measures
Creating Calculations in Tableau
- Row-level calculations
- Aggregate calculations
- Arithmetic, string, and date calculations
- Custom aggregations and calculated fields
- Quick table calculations
- Working with dates and times
Design Principles and How to Implement Them in Tableau
- Pre-attentive attributes
- Effective use of colour
- Choosing the right chart
- Inclusive design
Building Your First Data Visualisation
- Tables
- Bar chart variations: bar charts, column charts, bullet charts, bar-in-bar
- Stacked bars and area charts
- Pie charts
- Scatter plots
- Maps
Making the Most of Formatting
- Labels
- Legends
- Tooltips
- Highlighting data with reference lines
- Annotations
Telling a Data Story with Dashboards
- Dashboard framework
- Filter actions
- Parameters
- Highlight actions
- URL actions
Sharing Your Work with Others
- Publishing your work
- Sharing options
Summary and Next Steps:
- Learning about the Tableau Community
- Helpful resources for further learning
Requirements
No prior experience with Tableau or business intelligence (BI) tools is required.
Audience:
All individuals working in nonprofit organisations.
21 Hours
Testimonials (1)
workshops, practical examples
