Fundamentals of Tableau Training in Hong Kong

• Please note that this course is not suitable for new Excel or database users
• An understanding of basic data concepts
• Ability to create, format chart outputs
• Be able to create formulas using standard aggregate functions
• Able to apply data processing techniques such as filtering and sorting

Target Audience

• Anyone who needs to work with data to be able to connect, process and analyse the data to produce suitable output at all levels within an organisation.
• It is assumed that attendees on the course are already familiar with charts and fundamental data processing concepts.

• Tableau Desktop concepts and main features
• Data Sources compatible with Tableau Desktop
• The process to connect data with Tableau Desktop
• Data preparation and transformation functionality
• How Tableau Desktop organises data into dimensions and measures
• Techniques to model and prepare data in Tableau Desktop including relationships and unions
• How to create visualisations and apply options
• Core concepts used to create calculated fields and table calculations
• Work with worksheet formats and elements
• Create a dashboard and a story

Lesson 1: Getting Started with Tableau Desktop

• Tableau Desktop Concepts and Overview
• Introduction to Main Features
  • Workbook elements and application structure
  • Connections
  • Visualizations
  • Output options
    • Dashboards
    • Stories
    • File types

Lesson 2: Connecting to Data Sources with Tableau Desktop

• Data Sources Tableau Desktop will connect to
• Field classifications
  • Data Types and Roles in Tableau Desktop
    • Dimensions and Measures
    • Qualitative and quantitative data
    • Continuous (Green) and discrete (Blue) classifications
• Bringing in the data
  • Add a Connection
  • Working in the Data Source view
  • Commands and icons
• Preparing the Data
  • Setting data types manually
  • Selecting the fields to include and exclude
  • Applying filters to a connection
  • Use Aliases in fields
  • Clean, Trim and Format
  • Split Column or Extract Using Delimiters

Lesson 3: Combining Data Source

• Introducing Relationships, Unions and Joins
  • Overview
  • Relationship or Union – Use Cases
• Creating and Defining Table Relationships
• Combine tables using a Union

Lesson 4: Visualising the Data

• Overview of Data Visualisations
  • Worksheet structure
    • Pages, Filters and Marks
    • Columns, Rows, Pills and Shelf
    • Show Me
    • Data and Analytics pane
    • Key menus – Worksheet, Format and Analysis
• Crosstab and text visuals
  • Creating a visual
  • Working with Marks options
  • Colour - applying Conditional Formats
  • Text and Detail – adding data to a visual
  • Tooltip – adding contextual information to tooltips
  • Sorting a visual
  • Formatting options
  • Adding Table Calculations using Analysis and the Marks card
    • Quick Table Calculations
      • Totals
      • Percent Of
      • Difference
      • Rank
• Charts
  • Types
  • Setting chart options using Marks
    • Measure calculations
    • Conditional colours
    • Details, labels and tooltips
• Adding filters to visuals
  • Setting filter controls and options
  • Using filters across multiple worksheets
• View Data to see underlying data in a Viz
• Working with Hierarchies
• Analytics in Visualizations
  • Summarise Lines and Total
• Using Groups and Bins in Visualizations
• Create Calculated Fields and Measures
  • Create a KPI Visualization
• Geo-Data Roles and Maps

Lesson 5: Workbook and Worksheets

• Format the Workbook
  • Fonts, Lines and Colours
• Setting worksheet options
  • The Show Settings
  • Export, Copy and Updates
  • Format elements

Lesson 6: Dashboards and Stories

• Build a Dashboard
  • Adding Sheets
  • Working with Device Layouts
  • Adding Objects to a Dashboard
  • Format the Dashboard
  • Test in Presentation Mode
• Build a Story
  • Add sheets
  • Set captions
  • Test in Presentation Mode