Course Specifications

Course Number:

095030

Course Length:

1 day

Course Description

Overview:

As data acquisition, access, analysis, and reporting are interwoven with our businesses and lives, more and more data is collected about business and personal activities. This abundance of data and the computing power to analyze it has increased the use of data analysis and data visualization across a broad range of job roles. Decision makers of all types, including managers and executives, must interact with, interpret, and develop reports based on data and analysis provided to them.

Tableau® software is designed for data analysis and the creation of visualizations. Data analysts prepare data, perform initial analysis, and create visualizations that are then passed on to business data-driven decision makers. These decision makers can use Tableau's tools to explore the data, perform further analysis to find new insights, make decisions, and create customized reports to share their findings.

Course Objectives:

In this course, you will explore, analyze, and customize reports and visualizations in Tableau to discover new insights, showcase those insights, and share them. You will:

• Explore Tableau reports.
• Analyze data to get answers and insights.
• Sort and group data for analysis and reporting.
• Filter views.
• Prepare reports.
• Troubleshoot, collaborate, and share views and analysis.

Target Student:

This course is designed for professionals in a variety of job roles who receive Tableau data visualizations from data analysts or from data visualization engineers. These data report recipients want to take advantage of the many Tableau features and capabilities that enable them to explore the data behind the initial analysis, perform additional analysis to ask next-level questions of the data, and to customize visualizations and dashboards to share new insights and create compelling reports.

Prerequisites:

To ensure your success in this course, you should have experience managing data with Microsoft® Excel® or Google Sheets™, which you could obtain by taking the following Logical Operations courses.

• Microsoft® Excel® for Office 365 (Desktop or Online): Part 1
• Using Google G Suite™

Course-specific Technical Requirements

Hardware:

For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:

• 1 gigahertz (GHz) 64-bit (x64) processor.
• 4 gigabytes (GB) of Random Access Memory (RAM).
• 32 GB available storage space.
• Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
• Bootable DVD-ROM or USB drive.
• Keyboard and mouse or a compatible pointing device.
• Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
• IP addresses that do not conflict with other portions of your network.
• Internet access (contact your local network administrator).
• (Instructor computer only) A display system to project the instructor's computer screen.

Software:

• Microsoft® Windows® 10
• Microsoft® Excel® for Office 365™/2019
• Microsoft® PowerPoint® for Office 365™/2019
• Tableau® Desktop 2022.1 or later



NOTE: All course activities are performed using Tableau Online. Installing Tableau Desktop on all systems is necessary both to obtain a trial Tableau account and also to provision the course files to each student's individual Tableau Online environment.



• Any web browser.
• Students will need a valid email address that they can access during the course.



NOTE: Access to each student's email address is also needed during setup in order to register the free Tableau trial account for each student. It is best to procure the accounts prior to class versus during class to avoid any lag in provisioning, as Tableau Online accounts tend to take 30 minutes after registration before they can be accessed. Students will then use the same email address to access their Tableau Online accounts during the course activities. You may wish to use a free email service, such as Outlook.com or Gmail.com, to create accounts to distribute to students for class purposes.



• If necessary, software for viewing the course slides. (Instructor machine only.)

Course Content

Lesson 1: Exploring Tableau Reports

Topic A: Data Analysis Workflow with Tableau

Topic B: Explore Views

Topic C: Edit Workbooks

Lesson 2: Analyzing Data to Get Answers and Insights

Topic A: Configure Marks with the Marks Card

Topic B: Ask New Questions by Changing Aggregation

Topic C: Find Answers with Calculations

Topic D: Answer Questions with Table Calculations

Lesson 3: Sorting and Grouping Data for Analysis and Reporting

Topic A: Sort Data

Topic B: Group Data

Lesson 4: Filtering Views

Topic A: Filter Data to Refine Analysis

Topic B: Create Interactive Filters for Reports

Lesson 5: Preparing Reports

Topic A: Format and Annotate Views to Tell Your Story

Topic B: Emphasize Data in Reports

Topic C: Animate Visualizations for Clarity

Lesson 6: Troubleshooting, Sharing, and Collaborating

Topic A: Troubleshoot Data Issues

Topic B: Collaborate in Tableau Online

Topic C: Collaborate with Non-Tableau Users

Appendix A: Best Practices for Visual Design