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Complete Guide to Tableau for Data Scientists

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If your work requires any sort of graphical visualization of data, chances are you’ve run into Tableau. If you’ve been using Tableau but want to learn how to really harness its full power for data science, join expert Matt Francis in this course as he shows you how to take your skills to the next level. Matt starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. He then shows how to connect to and combine data from different data sources, how to create different charts to make sense of data, ways to transform your data with calculations, and how to create interactive maps. Finally, Matt details ways to present data effectively and how to make engaging dashboards. Whether you want to learn more about Tableau as a whole, or if you just want to improve your knowledge of a single subject, this course will help up your Tableau game.


01 - Introduction
  • 01 - The power of Tableau for data scientists
  • 02 - What you should know
  • 03 - Tableau UI tour
  • 04 - Tableau order of operations
  • 05 - Welcome to the Langdon Hotel

  • 02 - 1. Green and Blue Fields, What Do They Mean
  • 01 - Understand the difference between green and blue fields
  • 02 - How do green and blue fields affect rows and columns
  • 03 - How do green and blue fields affect filters
  • 04 - How do green and blue fields affect colors
  • 05 - How do green and blue fields affect dates
  • 06 - Challenge Green and blue
  • 07 - Solution Green and blue

  • 03 - 2. Connecting to a Source of Data
  • 01 - How to connect to Excel sheets
  • 02 - How to clean Excel data with the Data Interpreter
  • 03 - How to connect to Google Sheets
  • 04 - How to connect to PDF files and extract tables of data
  • 05 - Setting up the default properties of your data source
  • 06 - Saving your data sources for future use
  • 07 - Challenge Creating a data source
  • 08 - Solution Creating a data source

  • 04 - 3. Combining Data
  • 01 - Combining data using relationships
  • 02 - What are the different ways of joining data
  • 03 - How to join tables in the same data connection
  • 04 - How to join tables in two using a cross database join
  • 05 - How to append one data source to another using unions
  • 06 - Challenge Combining data, part 1
  • 07 - Solution Combining data, part 1
  • 08 - Challenge Combining data, part 2
  • 09 - Solution Combining data, part 2

  • 05 - 4. When and How to Create Data Extracts
  • 01 - What are the pros and cons of using a data extract
  • 02 - How to create a data extract.
  • 03 - How to limit the data in a data extract
  • 04 - How to edit a data extract to include more data

  • 06 - 5. Comparing Measures
  • 01 - What are measure names and measure values
  • 02 - Creating a combined axis chart
  • 03 - Creating a dual axis chart
  • 04 - Creating a bar-in-bar chart
  • 05 - Creating a multiple measure crosstab
  • 06 - Comparing two measures using a scatter plot
  • 07 - Challenge Comparing measures, part 1
  • 08 - Solution Comparing measures, part 1
  • 09 - Challenge Comparing measures, part 2
  • 10 - Solution Comparing measures, part 2

  • 07 - 6. Transform Your Data with Calculations
  • 01 - How do calculations work in Tableau
  • 02 - Understanding the order of operations in calculation
  • 03 - Manipulating strings using string functions
  • 04 - Manipulating dates with date functions
  • 05 - Creating logic calculations using IF functions
  • 06 - How do table calculations work
  • 07 - Table calc directions
  • 08 - What are Level of Detail (LOD) calculations
  • 09 - EXCLUDE LOD calculations
  • 10 - INCLUDE LOD calculations
  • 11 - FIXED LOD calculations
  • 12 - Using calculations in a join
  • 13 - Challenge Calculations
  • 14 - Solution Calculations

  • 08 - 7. Mapping Your Data
  • 01 - Just because you can, should you create a map
  • 02 - How to create an area map
  • 03 - How to create a symbol map
  • 04 - Customizing the look of your maps
  • 05 - Create locations from coordinates
  • 06 - Create lines to connect locations on a map
  • 07 - Analyzing distances using buffer calculations
  • 08 - Analyzing spatial data using intersect calculations
  • 09 - Challenge Mapping
  • 10 - Solution Mapping

  • 09 - 8 . The Analytics Tab
  • 01 - What is the Analytics pane
  • 02 - Create a constant reference line
  • 03 - Create a dynamic average reference line
  • 04 - How to create box plots
  • 05 - Adding totals and sub-totals to a view
  • 06 - Adding a forecast to a view
  • 07 - Adding a trend line to a view
  • 08 - Looking for clusters of data in a view
  • 09 - Creating a reference band
  • 10 - Challenge Analytics, part 1
  • 11 - Solution Analytics, part 1
  • 12 - Challenge Analytics, part 2
  • 13 - Solution Analytics, part 2

  • 10 - 9. Using Parameters for Viewer Input
  • 01 - How are parameters different compared to filters
  • 02 - How to use parameters in a calculation
  • 03 - Create dynamic reference lines using parameters
  • 04 - Use a parameter to select dimensions and measures
  • 05 - Use a parameter to search free text fields
  • 06 - Top N analysis
  • 07 - Dynamic parameters
  • 08 - Challenge Parameters
  • 09 - Solution Parameters

  • 11 - 10. Dashboard Actions and Design Tips
  • 01 - Introducing the dashboard UI
  • 02 - How to create a tiled dashboard
  • 03 - How to create a floating dashboard
  • 04 - How to use filter actions
  • 05 - How to use highlight actions
  • 06 - How to use URL actions
  • 07 - Navigating between dashboards using go to sheet actions
  • 08 - How to use set actions
  • 09 - A deeper look at containers
  • 10 - Challenge Dashboards
  • 11 - Solution Dashboards
  • 12 - Solution Dashboards, continued

  • 12 - 11. Analysis Tips and Tricks
  • 01 - How to create bar charts
  • 02 - How to use colors to highlight data
  • 03 - How to create timelines
  • 04 - How to create small multiple timelines
  • 05 - How to create month-over-month or year-over-year charts
  • 06 - How to create a combined axis bar chart
  • 07 - How to create a combined axis timeline
  • 08 - How to create a dual axis timeline
  • 09 - Two ways to create a crosstab
  • 10 - Enhance a crosstab using colors to create a highlight table
  • 11 - How to turn a crosstab into a heatmap
  • 12 - How to create an area chart
  • 13 - Whats the difference between line charts vs. area charts
  • 14 - How to create 100% area charts
  • 15 - How to create stacked bar charts
  • 16 - How to create a 100% stacked bar chart
  • 17 - How and why to add a running total to a line chart
  • 18 - How to show the difference between values in a line chart
  • 19 - How to create a scatter plot and a bubble chart
  • 20 - How to create a connected scatterplot to show changes over time
  • 21 - How to create a bar-in-bar chart and a candlestick chart
  • 22 - How to create a symbol map
  • 23 - How to create a filled area map
  • 24 - How to create pie charts
  • 25 - How to create Gantt charts

  • 13 - Conclusion
  • 01 - How can I grow my data science and Tableau skills
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