Tableau Desktop Basics

Tableau Desktop Basics

This course is an introduction to the Tableau Business Intelligence (BI) platform. Training on Tableau Desktop Basics will help develop basic skills in data analysis and visualization for students with an initial level of analytical knowledge. The main feature of Tableau is its intuitiveness, as well as the absence of strict requirements for technical experience before starting work, so you can begin your acquaintance literally from scratch.

Duration
16 hours
Course type
Online
Language
English
Article
BI-002
Duration
16 hours
Location
Online
Language
English
Code
BI-002
Training for 7-8 or more people? Customize trainings for your specific needs
Tableau Desktop Basics
Duration
16 hours
Location
Online
Language
English
Code
BI-002
€ 450 *
Training for 7-8 or more people? Customize trainings for your specific needs

Description

During training led by experienced teachers, participants will get acquainted with Tableau as a platform, consider various options for working with the system, and the many data sources that can be connected for analysis and visualization. Participants will look at examples of analytical tasks from real business practice and solve them visually, so by the end of the course they will be able to publish their first Tableau report in the portfolio.

After completing the course, participants will gain a complete understanding of how Tableau can support business processes and decisions in the organization, simplify managers’ access to data, and therefore to data-driven decisions.

The course was developed by BI Reporting & Visualization Analyst / Certified Tableau Desktop Associate and the developer of 30+ Tableau reports, including about 150 dashboards, many of which are currently used by Luxoft.

The course instructors are BI Reporting & Visualization Analyst practitioners with an active practice of developing dashboards in Tableau Desktop.

During the course, listeners will receive not only basic knowledge of Tableau, but also the starting points for further development in the BI analyst or developer line, including the preparation to professional certification (basic level – Tableau Desktop Specialist)

certificate
After completing the course, a certificate
is issued on the Luxoft Training form

Objectives

    Main objectives:

    • Teach the basics of working with data analysis and visualization using the Tableau BI platform;
    • Prepare for the Tableau Desktop Level 1 Certification - Certified Tableau Desktop Specialist.

    After the training, participants will be able to:

    • Work with various data sources, including MS Excel, MS SQL Server, MySQL and published data sources etc.;
    • Assess data quality and analyze whether data is ready to work;
    • Automate metrics and KPIs;
    • Build downloadable reports, individual visualizations and analytical dashboards in Tableau;
    • Automatically prepare slides for presentations;
    • Practically apply the basics of information design;
    • Save and publish the results of their work, plus set up user permissions;
    • Configure automatic update of reports and mail subscriptions.

Target Audience

  • Analysts dealing with regular and ad-hoc reporting in MS Excel
  • Middle managers, marketing specialists, economists, and specialists of the inventory planning department
  • Other non-technical (admin departments) who want to improve their reporting skills

Prerequisites

  • Mandatory – experience in building reports in MS Excel (at least: formulas and pivot tables)
  • Desirable - basic SQL, an understanding of data analysis and BI as a field of knowledge

Roadmap

  1. Introduction to Data Analysis and Business Intelligence. Basics of statistics (theory 1 h)
  2. Installing Tableau Desktop / Tableau Public (practice 0,5 h)
  3. Connecting to data sources. Working with Live Connection and Data Extracts (theory 0,5 h, practice 0,5 h)
  4. Creation of a data model. Data preparation for analysis, data quality assessment. Data granularity (theory 0,5 h, practice 0,5 h)
  5. Essential Tableau Desktop Glossary - workbooks, worksheets, work areas, charts, dashboards (theory 0,5 h, practice 0,5 h)
  6. Tableau Desktop interface and basic working concepts - measures, dimensions, aggregations, data types, changing data type and default settings for fields (theory 0,5 h, practice 0,5 h)
  7. Visualization: Create basic graphs and charts. The main scenarios for their use: (theory 0,5 h, practice 2 h)
    1. Crosstab (simple table)
    2. Highlight table (heatmap)
    3. Bar chart
    4. Stacked bar chart
    5. Line chart
    6. Scatterplot
    7. Geographical maps
    8. Pie chart
    9. Combined and dual axis charts
  8. Built-in and custom calculations (practice 1,5 h)
  9. Data organization and built-in analytical tools - sorting, groups, sets, adding trend lines, reference lines (practice 1,5 h)
  10. Filters. The order of operations in Tableau (practice 1 h)
  11. Basic info design and dashboard creation (theory 0,5 h, practice 2,5 h)
  12. Data export capabilities - preparation of a dashboard for correct uploading in different formats. Dashboard publishing, access management. Setting up subscriptions and custom views (theory 1 h)

Total: theory 5 h (~30%), practice 11 h (~70%)

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