Microassist

Tableau Desktop: Part 2

Course Overview

The advent of cloud computing and storage has ushered in the era of “big data.” With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain a competitive advantage.

Data-backed visualizations allow anyone to 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 allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data-driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data-driven insights with peers, executives, and clients.

Course Length

2 days

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Target Audience

This course is designed for professionals in a variety of job roles who are currently using Tableau to perform numerical or general data analysis, visualization, and reporting. They need to provide data visualizations from multiple data sources, or combine data to show comparisons, manipulate data through calculations, create interactive visualizations, or create visualizations that showcase insights from statistical analysis.

This course is also designed for students who plan to obtain Tableau Desktop Certified Associate certification, which requires candidates to pass the Tableau Desktop Certified Associate exam.

Course Prerequisites

To ensure your success in this course, you should have experience with importing data and creating data visualizations in Tableau. You can obtain this level of skill and knowledge by taking the following Logical Operations course:

  • Tableau® Desktop: Part 1 (Second Edition)

Optionally, having experience with other data analytics tools, such as Google Analytics™ or Customer Relationship Management (CRM) tools, as well as an understanding of database design concepts or a background in statistical analysis, will help you get even more out of Tableau. The following courses are helpful but not required:

  • Google Analytics™: Foundation (Second Edition)
  • Database Design: A Modern Approach
  • Data Analysis and Visualization with Microsoft® Excel®

Course-specific Technical Requirements

Hardware:

For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:

  • 1 gigahertz (GHz) 64-bit (x64) processor.
  • 4 gigabytes (GB) of Random Access Memory (RAM).
  • 32 GB available storage space.
  • Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
  • Bootable DVD-ROM or USB drive.
  • Keyboard and mouse or a compatible pointing device.
  • Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
  • IP addresses that do not conflict with other portions of your network.
  • Internet access (contact your local network administrator).
  • (Instructor computer only) A display system to project the instructor’s computer screen.

Software:

  • Microsoft® Windows® 10
  • Microsoft® Excel® for Microsoft® 365/2019
  • Microsoft® PowerPoint® for Microsoft® 365/2019
  • Adobe® Acrobat® Reader
  • Tableau® Desktop 2020.2
  • Tableau® Prep Builder 2020.2
  • Any web browser.
  • Students will need a valid email address that they can access during the course.

Learning Outcomes / Objectives

In this course, you will perform advanced data visualization and data blending with Tableau. You will:

  • Blend data multiple sources.
  • Join data.
  • Access data in PDFs.
  • Refine visualizations with sets and parameters.
  • Analyze data with calculations.
  • Visualize data with advanced calculations.
  • Perform statistical analysis and forecasting.
  • Create geographic visualizations.
  • Get answers with Ask and Explain

Register for Class


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Topic List

Lesson 1: Blending Data from Multiple Sources

Topic A: Blend Data
Topic B: Refine Blends to Visualize Key Information

Lesson 2: Joining Data

Topic A: Create Joins
Topic B: Troubleshoot Joins
Topic C: Merge Data with Unions

Lesson 3: Accessing Data in PDFs

Topic A: Connect to PDFs
Topic B: Clean Up and Organize PDF Data

Lesson 4: Refining Visualizations with Sets and Parameters

Topic A: Create Sets
Topic B: Analyze Data with Sets
Topic C: Apply Parameters to Refine Visualizations
Topic D: Create Advanced Visualizations

Lesson 5: Analyzing Data with Calculations

Topic A: Create Calculated Fields to Analyze Data
Topic B: Manipulate Data with Functions
Topic C: Analyze Data with Table Calculations

Lesson 6: Visualizing Data with Advanced Calculations

Topic A: Create Groups and Bins with Calculations
Topic B: Analyze Data with LOD Expressions

Lesson 7: Performing Statistical Analysis and Forecasting

Topic A: Perform Statistical Analysis
Topic B: Forecast Data Trends

Lesson 8: Creating Geographic Visualizations

Topic A: Create Maps
Topic B: Customize Mapped Data

Lesson 9: Getting Answers with Ask and ExplainTopic A: Ask Data

Topic B: Explain Data

Appendix A: Multidimensional Data Sources

Appendix B: Mapping Course Content to the Tableau Desktop Certified Associate Certification Objectives

Appendix C: Mapping Course Content to the Tableau Desktop Specialist Certification Objectives