Tableau Desktop I: Fundamentals (TTD101)
Delivery and Pre-work Information
Pre-work
Pre-work Title: Tour the Tableau Environment
Pre-work Link:
https://trailhead.salesforce.com/en/content/learn/trails/tour-the-tableau-environment
Course Information
Class Code
TTD101
Course Name
Tableau Desktop I: Fundamentals
About this class
Learn the fundamentals of Tableau Desktop in this introductory course. In this 2-day
instructor-led course, you’ll gain a comprehensive introduction to data analysis and visual design
to build a range of visualizations—from single worksheets to dashboards—and learn techniques
to apply to your own data analysis with Tableau.
Who should take this class?
This course is designed for Tableau beginners—anyone who works with data, regardless of their
technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin
who’s new to Tableau, start here. This course supports authoring in Tableau Desktop, Tableau
Cloud, and Tableau Server.
When you complete this class, you will be able to:
Connect to data to edit its source.
Gather data for sorting, filtering, and grouping.
Use the Tableau workspace to create visualizations.
Build a range of essential chart types for analysis.
Create basic calculations, including quick table calculations.
Design interactive dashboards to reveal data insights.
Describe how to share and publish visualizations.
What lessons and topics will be covered?
Introduction to Tableau
Discover the Tableau Platform
Learn Application Terminology
Identify Visual Cues for Fields
Tableau Workflow
Understand the Tableau Workflow
Recognize Elements of a Visualization
Get Started in Tableau
Connection and Data Source Setup
Identify Tableau File Types and Extensions
Create a Live Data Connection
Save and Edit a Data Source
Modify Data Attributes
Understand Changes to Data
Data Simplification and Sorting
Filter Data
Create Date Filters
Sort Data
Data Organization
Use Groups
Create and Use Hierarchies
Specific Values
Create Crosstabs
Generate Grand Totals, Subtotals, and Changing Aggregation
Build Highlight Tables
Data by Date
Work with Dates in Tableau
Use Discrete Date Parts and Continuous Date Values
Multiple Measures in a View
Measure Values and Names
Combine or Share Axis Charts
Create Dual Axis Charts
Relationships Between Numerical Values
Show Correlations and Outliers with Scatter Plots
Create a Scatter Plot
Analyze Using the Highlighter
Analyze an Outlier with the Data Guide
Use the Analytics Pane
Build Trend Lines and Models
Reference Lines and Bands
Geographic Data Mapping
Map in Tableau
Navigate and Select in Maps
Data Customization
Calculate in Tableau
Choose Between Calculation Types
Create and Edit Calculated Fields
Follow Formula Editor Conventions
Identify Types of Calculated Fields
Conduct Calculations and Aggregations
Use String Functions
Build Splits and Custom Splits
Convert Types
Calculate Dates
Quick Table Calculations
Discover Table Calculations
Use Quick Table Calculations
Harness Rank To Show Biggest to Smallest
Breakdowns of the Whole
Generate Pie Charts and Parts of the Whole
Create Tree Maps
View Sharing
Build Dashboards
Demonstrate Relations Between Dashboards and Worksheets
Generate Tiled or Floating Objects
Format Components
Change Dashboard Device Layouts
Conduct Dashboard Actions
Publish Your Dashboard Online
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