Overview
Tableau Fundamentals Course Overview
This course provides step-by-step instructions on how to build stunning, interactive visuals in Tableau before publishing them as part of dashboards in Tableau Public. You’ll learn techniques that help you prep and manipulate your data before creating calculations that help deliver business insights.
At the end of each chapter, you’ll apply the skills you’ve learned to hands-on examples using alternative scenarios. We also provide a fresh dataset for the final assessment, giving you yet another dataset on which to test your skills.
By the end of the course, you’ll be able to create interactive dashboards in Tableau that will deliver powerful and meaningful data-backed stories. You’ll be proficient in the basics of Tableau Public, and you’ll have a few tricks up your sleeve to create visuals and dashboards that impress.
Who should take this course?
This Tableau course is perfect for professionals who have a solid understanding of data analysis and want to expand their skill set to include Tableau’s world-leading visualizations. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that require displaying and analyzing data sets—with a fundamental knowledge of this core tool.
Tableau Fundamentals Learning Objectives
- Learn how to import, transform and combine data from different tables to create a Tableau dataset.
- Create calculated fields that turn source data into meaningful metrics.
- Create a variety of interactive visuals that convey a clear message.
- Bring our visuals together into stunning dashboards that tell a story.
- Important concepts that you should be aware of in your Tableau journey.
Prerequisite Skills
Recommended skills to have before taking this course.
- Basic data analysis
- Basic Math
Tableau Fundamentals
Led by
Sebastian Taylor
Led by
Pavel Nacev
Level 3
4h 12min
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
Lesson
Multimedia
Exams
Files
Transforming Data
Transforming Data Objectives
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Case Study Overview
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Fact vs. Dimension Tables
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Tables Used in Our Case Study
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Overview of Course Files
Importing a CSV/TXT Fact Table
Importing an Excel File
Deleting a Connection
Naming the Dataset
The Data Pane
Rules of Good Data
The Data Interpreter
Saving Your Work
Using Files from Tableau Public
Opening Pre-populated Tableau Course Files
Splitting Columns
Column Types
Replacing Values Using Aliases
Hiding Columns
Working with Multiple Tables Using JOINS
Types of JOIN
Importing Dimension Tables
Performing JOINS in Tableau
Admin after Performing JOINS
A Quick Word on Relationships
Stacking Table Rows with UNIONS
Inspecting Tables
Performing a Manual UNION
The Automatic UNION Method
Creating a Data Source Filter
Transforming Data Student Exercise
Transforming Data Student Exercise Review
Mastering Calculations
Mastering Calculations Objectives
The Tableau Interface
Creating a Visual
Calculated Fields
Basic Calculations - Profit Ratio
Common Mistakes with Aggregation and Granularity
Solving the Aggregation Problem
Common Text Functions
Extract Postal Code Using LEFT Function
Common Number Functions
The MAX Function
Discrete vs. Continuous Dates
Discrete vs. Continuous Dates - Applied Example
Common Date Functions
Calculating Days to Ship with DATEDIFF
Checking the Aggregation
Common Comparison Operators
Testing a Sales Threshold Using a Comparison Operator
Using Conditions to Filter or Highlight Data
Manipulating Conditions with Logical Functions
Testing Multiple Conditions With AND
Controlling Condition Outcomes with IF
Table Calculations - % of TableTotal
Table Calculation Options
Table Calculations - Running Totals
ALWAYS Tables Before Charts
Mastering Calculations Student Exercise
Mastering Calculations Student Exercise Review
Creating Visuals
Creating Visuals Objectives
The Office Store - Dashboard Requirements
Creating Visuals Cheatsheet
Creating a Basic Table for Our Dashboard
Basic Table Formatting
Heatmap Basics
Custom Colors
Line Chart Basics
Overcrowding Line Charts
Creating a Swapping Parameter
Making the Axis Title Dynamic
Creating a Highlight Parameter
Dynamic Chart Titles
Editing Tooltips
Line Chart Final Touches
Bar Chart Basics
Category Subcategory Hierarchy
Bar Chart Tooltips Using Table Calculations
Bar Chart Formatting
Lollipop Chart Basics
Top N Parameters
Dynamic Chart Title
Lollipop Formatting
Scatterplot Basics
Profitable vs. Unprofitable
Scatter Formatting
Treemap Basics
Treemap Top 10
Treemap Formatting
Map Basics
Map Formatting
Big Number Basics
Big Number Formatting
Pie Chart Basics
Pie Chart Formatting
Data Source Filters
Context Filters Using Slicers
Filters - Order of Operation
Color Coding Sheets
Promoting a Dimension Filter to a Context Filter
Copying Filters Across Visuals
Creating a Timeline Filter
Creating Visuals Student Exercise
Creating Visuals Student Exercise Review - Part 1
Creating Visuals Student Exercise Review - Part 2
Creating Visuals Student Exercise Review - Part 3
Creating Visuals Student Exercise Review - Part 4
Dashboard Design
Dashboard Design Objectives
Creating a New Dashboard
Dashboard Sizing
Tiled vs. Floating Layout
Layering
Sales Dashboard - Placing Visuals and Objects
Sales Dashboard - Placing Filters and Parameters
Sales Dashboard - Formatting
Location Dashboard - Placing Visuals and Objects
Location Dashboard - Formatting
Creating a Collapsible Container for a Pie Chart
Modifying a Button
Collapsible Container for Heatmap
Collapsible Container for Sales Table
Using a Filter Action for Cross Filtering
Ensuring Slicers Work Correctly by Promoting Filters
Action Filters with Top N
Dashboard Design Student Exercise
Dashboard Design Student Exercise Review
Course Summary
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Business Essentials Certificate
- Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
- Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills
Business Intelligence Analyst Specialization
- Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
- Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist
What Our Members Say
Excellent Course materials & Tutors
Sebastian is such a great tutor. He explained the course materials excellently Bolaji Ahmed
Excellent introduction to tableau
Content heavy delivered incredibly Samuel Mbogo
Wonderful
This course took me through some of the basic features of the BI tool. I am certainly going to do the advanced version of this course. Thank you CFI. Shanada Campbell
Highly Interactive!!
Highly Interactive!! Shruthi Sridharan
Frequently Asked Questions
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