1. Introduction to Tableau & data visualization
-
Understanding Tableau's Role: Explanation of Tableau as a data visualization and Business Intelligence (BI) tool and its value in analytics.
-
Key Features and Benefits: Overview of Tableau's features, including its user-friendly interface, drag-and-drop functionality, and real-time data analysis capabilities.
-
Tableau Product Family: Introduction to Tableau Desktop, Server, Public, Online, Prep, and Reader.
2. Connecting to data sources
-
Supported Connectors: Connecting to various data sources like spreadsheets, databases (SQL, Oracle), cloud platforms (Salesforce, Google Analytics, AWS), and big data platforms (Hadoop, Amazon Redshift).
-
Live vs. Extract Connections: Understanding the differences and advantages of using live connections versus extracts.
-
Data Joins and Blending: Combining data from multiple tables and sources using joins, unions, and blends.
3. Data preparation & cleaning
-
Tableau Prep Builder: Cleaning, shaping, and transforming data using tools like Data Interpreter, pivots, and splits.
-
Managing Data Types: Understanding and adjusting data types for accurate analysis.
-
Filtering and Organizing Data: Techniques for filtering data at the source level, creating hierarchies, and grouping.
4. Building visualizations
-
Basic Charts: Creating common chart types like bar charts, line charts, pie charts, and text tables.
-
Advanced Charts: Exploring specialized visualizations like heat maps, tree maps, scatter plots, bubble charts, and geographical maps.
-
Customizing Visuals: Enhancing charts with colors, labels, tooltips, and annotations.
5. Calculations & parameters
-
Calculated Fields: Creating custom calculations using built-in functions (string, date, logical, aggregate).
-
Table Calculations: Applying advanced calculations like running totals, moving averages, and percent of total.
-
Level of Detail (LOD) Expressions: Performing calculations at various levels of detail using FIXED, INCLUDE, and EXCLUDE expressions.
-
Parameters: Enabling interactive filters, dynamic values, and what-if scenarios in visualizations.
6. Dashboards & stories
-
Dashboard Design: Creating interactive dashboards, layout optimization, and incorporating various visualizations.
-
Dashboard Objects: Working with dashboard components like text, images, and layout containers.
-
Interactivity: Adding filters, highlight actions, URL actions, and other interactive elements to dashboards.
-
Storytelling with Data: Creating story points and guiding users through a data narrative.
7. Sharing & collaboration
-
Publishing Workbooks: Sharing visualizations and dashboards on Tableau Server or Tableau Cloud.
-
Data Source Publishing: Publishing and managing data sources for broader access and control.
-
Collaboration Features: Utilizing features like comments, subscriptions, and web editing for team collaboration.
8. Advanced topics & best practices
-
Performance Optimization: Designing efficient workbooks, leveraging data extracts, and optimizing calculations.
-
Data Visualization Best Practices: Choosing appropriate chart types, using effective color palettes, and creating visually compelling dashboards.
-
Accessibility: Building accessible data views for diverse users, including those with disabilities.
-
Troubleshooting & Debugging: Identifying and resolving issues in dashboards and data connections.
-
Career Opportunities: Overview of career paths like data analyst, business intelligence analyst, and data scientist.
9. Hands-on projects & case studies
-
Real-World Scenarios: Applying Tableau skills to solve business problems and create dashboards for various industries.
-
Practical Assignments: Working on hands-on exercises and projects to build a portfolio of Tableau visualizations.
-
Certification Preparation: Preparing for Tableau certifications like the Desktop Specialist and Certified Associate exams.