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Course Outline

Introduction

  • Setting up Tableau
  • Overview of Tableau Software
  • Navigating the Tableau User Interface

Connecting to Your Data

  • Available data connections
  • Simplifying and preparing data
  • Joining database sources
  • Inner, outer, left, and right joins
  • Blending different data sources within a single worksheet

Working with Data in Tableau

  • Utilizing multiple measures in a view
  • Displaying relationships between numerical values
  • Viewing specific values
  • Customizing your data
  • Differentiating between Dimensions and Measures
  • Data types: discrete versus continuous for measures

Creating Calculations in Tableau

  • Row-level calculations
  • Aggregate calculations
  • Arithmetic, string, and date calculations
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Working with dates and times

Design Principles and Implementation in Tableau

  • Pre-attentive attributes
  • Effective use of color
  • Selecting the appropriate chart type
  • Inclusive design practices

Building Your First Data Visualization

  • Tables
  • Bar chart variations: bar chart, column chart, bullet charts, and bar-in-bar
  • Stacked bars and area charts
  • Pie charts
  • Scatter plots
  • Maps

Maximizing Formatting Options

  • Labels
  • Legends
  • Tooltips
  • Highlighting data with reference lines
  • Annotations

Telling a Data Story with Dashboards

  • Dashboard framework
  • Filter actions
  • Parameters
  • Highlight actions
  • URL actions

Sharing Your Work with Others

  • Publishing your work
  • Sharing options

Summary and Next Steps:

  • Exploring the Tableau Community
  • Helpful resources for further learning

Requirements

No prior experience with Tableau or Business Intelligence (BI) tools is required.

Target Audience:
All individuals working within nonprofit organizations.

 21 Hours

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Price per participant

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