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Tableau Essential Training

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Tableau is a powerful and versatile data analytics and visualization tool that many consider indispensable for data science work. Its drag-and-drop interface makes it easy to sort, compare, and analyze data from multiple sources, including Excel, SQL Server, and cloud-based data repositories. In this course, learn how to analyze and display data using Tableau 2023—and make better, more data-driven decisions for your company. Instructor Curt Frye shows how to install Tableau, connect to data sources, and sort and filter your data. Curt uses real-world examples to demonstrate how to create and manipulate data visualizations—including highlight tables, charts, scatter plots, histograms, maps, and dashboards—and shows how to share your visualizations.


01 - Introduction
  • 01 - Apply the power of Tableau 2023 to your data
  • 02 - What you should know before starting

  • 02 - 1. Introducing Tableau
  • 01 - Download Tableau
  • 02 - Install Tableau drivers
  • 03 - Introduce Tableau file types
  • 04 - Get help in Tableau

  • 03 - 2. Managing Data Sources and Visualizations
  • 01 - Connect to a data source
  • 02 - Join related data sources
  • 03 - Join data sources with inconsistent field names
  • 04 - Clean up source data
  • 05 - Reorder fields in a visualization
  • 06 - Change the summary operation
  • 07 - Split text into multiple columns

  • 04 - 3. Managing Tableau Worksheets and Workbooks
  • 01 - Display the data underlying a workbook
  • 02 - Add, duplicate, and rename worksheets
  • 03 - Reorder, clear, and delete worksheets
  • 04 - Change a worksheets tab color
  • 05 - Show or hide worksheet elements
  • 06 - Save your changes
  • 07 - Save your workbook as a PDF file
  • 08 - Create a packaged workbook
  • 09 - Export data to a CSV file
  • 10 - Export visualizations to PowerPoint

  • 05 - 4. Creating Custom Calculations and Fields
  • 01 - Present Tableau operators and built-in functions
  • 02 - Create a calculated field
  • 03 - Create a calculated field on a shelf
  • 04 - Add a table calculation
  • 05 - Use Level of Detail Expressions

  • 06 - 5. Analyzing Data
  • 01 - Calculate averages, medians, minimums, and maximums
  • 02 - Count occurrences and distinct items
  • 03 - Display the Summary Card
  • 04 - Calculate percentages within a table
  • 05 - Forecast future values

  • 07 - 6. Sorting and Filtering Tableau Data
  • 01 - Sort based on a fields values
  • 02 - Create a nested sort
  • 03 - Create a selection filter
  • 04 - Create a wildcard filter
  • 05 - Create a condition filter
  • 06 - Create a top filter
  • 07 - Edit, clear, and delete filters
  • 08 - Filter data using parameters
  • 09 - Edit and delete parameters

  • 08 - 7. Defining Groups and Sets
  • 01 - Define a group
  • 02 - Define a group for other values
  • 03 - Find members of a group
  • 04 - Edit and delete groups
  • 05 - Define a set
  • 06 - Create summaries using sets
  • 07 - Combine sets
  • 08 - Edit and delete sets

  • 09 - 8. Creating Basic Visualizations
  • 01 - Create column and stacked column charts
  • 02 - Create line charts and area-fill charts
  • 03 - Create pie charts
  • 04 - Create scatter plots
  • 05 - Identify data clusters
  • 06 - Create histograms
  • 07 - Summarize data using a smart histogram
  • 08 - Create a treemap

  • 10 - 9. Formatting Tableau Visualizations
  • 01 - Change the visual summary type
  • 02 - Change the appearance of your data
  • 03 - Set a default format for a field
  • 04 - Display a visualization in Presentation mode
  • 05 - Create a highlight table
  • 06 - Display a viz in a tooltip

  • 11 - 10. Annotating and Formatting Visualizations
  • 01 - Annotate a visualization
  • 02 - Format chart elements
  • 03 - Change the order of fields in a visualization
  • 04 - Add a trend line to a chart
  • 05 - Add reference lines and quartile indicators

  • 12 - 11. Mapping Geographic Data
  • 01 - Create a basic map
  • 02 - Add and remove map layers
  • 03 - Enhance map analysis using distance measurement tools
  • 04 - Disable pan and zoom in maps
  • 05 - Define custom regions

  • 13 - 12. Creating Dashboards and Actions
  • 01 - Present data using Storylines
  • 02 - Create a dashboard
  • 03 - Arrange and resize dashboard elements
  • 04 - Replace a worksheet in a dashboard quickly
  • 05 - Define a filter action
  • 06 - Define a highlight action
  • 07 - Define parameter actions

  • 14 - Conclusion
  • 01 - Additional resources
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