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Tableau Desktop I: Fundamentals (TTD101)

Delivery and Pre-work Information


Pre-work

Pre-work Title: Tour the Tableau Environment

Pre-work Link:
https://trailhead.salesforce.com/en/content/learn/trails/tour-the-tableau-environment

Course Information
Class Code

TTD101

Course Name

Tableau Desktop I: Fundamentals

About this class

Learn the fundamentals of Tableau Desktop in this introductory course. In this 2-day
instructor-led course, you’ll gain a comprehensive introduction to data analysis and visual design
to build a range of visualizations—from single worksheets to dashboards—and learn techniques
to apply to your own data analysis with Tableau.

Who should take this class?

This course is designed for Tableau beginners—anyone who works with data, regardless of their
technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin
who’s new to Tableau, start here. This course supports authoring in Tableau Desktop, Tableau
Cloud, and Tableau Server.

When you complete this class, you will be able to:

Connect to data to edit its source.

Gather data for sorting, filtering, and grouping.

Use the Tableau workspace to create visualizations.

Build a range of essential chart types for analysis.

Create basic calculations, including quick table calculations.

Design interactive dashboards to reveal data insights.

Describe how to share and publish visualizations.

What lessons and topics will be covered?

Introduction to Tableau

Discover the Tableau Platform

Learn Application Terminology

Identify Visual Cues for Fields

Tableau Workflow

Understand the Tableau Workflow

Recognize Elements of a Visualization

Get Started in Tableau

Connection and Data Source Setup

Identify Tableau File Types and Extensions


Create a Live Data Connection

Save and Edit a Data Source

Modify Data Attributes

Understand Changes to Data

Data Simplification and Sorting

Filter Data

Create Date Filters

Sort Data

Data Organization

Use Groups

Create and Use Hierarchies

Specific Values

Create Crosstabs

Generate Grand Totals, Subtotals, and Changing Aggregation

Build Highlight Tables

Data by Date

Work with Dates in Tableau

Use Discrete Date Parts and Continuous Date Values

Multiple Measures in a View


Measure Values and Names

Combine or Share Axis Charts

Create Dual Axis Charts

Relationships Between Numerical Values

Show Correlations and Outliers with Scatter Plots

Create a Scatter Plot

Analyze Using the Highlighter

Analyze an Outlier with the Data Guide

Use the Analytics Pane

Build Trend Lines and Models

Reference Lines and Bands

Geographic Data Mapping

Map in Tableau

Navigate and Select in Maps

Data Customization

Calculate in Tableau

Choose Between Calculation Types

Create and Edit Calculated Fields

Follow Formula Editor Conventions

Identify Types of Calculated Fields

Conduct Calculations and Aggregations

Use String Functions


Build Splits and Custom Splits

Convert Types

Calculate Dates

Quick Table Calculations

Discover Table Calculations

Use Quick Table Calculations

Harness Rank To Show Biggest to Smallest

Breakdowns of the Whole

Generate Pie Charts and Parts of the Whole

Create Tree Maps

View Sharing

Build Dashboards

Demonstrate Relations Between Dashboards and Worksheets

Generate Tiled or Floating Objects

Format Components

Change Dashboard Device Layouts

Conduct Dashboard Actions

Publish Your Dashboard Online

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