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Tableau Desktop Level 1

As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of "big data" has exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantage.

Description

The creation of data-backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.

1. Who will benefit?

This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis. This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports or explain data analysis through visualizations.

This course is also designed for students who plan to obtain Tableau Desktop Qualified Associate certification, which requires candidates to pass the Tableau Desktop Certified Associate exam.

2. What is the associated certification?

Tableau® Desktop Certified Associate certification

3. What are the exam details?

This course prepares the student to take the Tableau® Desktop Certified Associate exam.

4. What are the learning goals?

In this course, you will visualize data with Tableau. You will:

  • Identify and configure basic functions of Tableau.
  • Connect to data sources, import data into Tableau, and save Tableau files.
  • Create views and customize data in visualizations.
  • Manage, sort, and group data.
  • Save and share data sources and workbooks.
  • Filter data in views.
  • Customize visualizations with annotations, highlights, and advanced features.
  • Create and enhance dashboards in Tableau.
  • Create and enhance stories in Tableau.

5. What topics are covered?

Lesson 1: Tableau Fundamentals

  •  Topic A: Overview of Tableau
  •  Topic B: Navigate and Configure Tableau

Lesson 2: Connecting to and Preparing Data

  •  Topic A: Connect to Data
  •  Topic B: Build a Data Model
  •  Topic C: Save Workbook Files
  •  Topic D: Prepare Data for Analysis

Lesson 3: Exploring Data

  •  Topic A: Create a View
  •  Topic B: Customize Data in Visualizations 

Lesson 4: Managing, Sorting, and Grouping Data

  •  Topic A: Adjust Fields 
  •  Topic B: Sort Data
  •  Topic C: Group Data

Lesson 5: Saving, Publishing, and Sharing Data

  •  Topic A: Save Data Sources
  •  Topic B: Publish Data Sources and Visualizations
  •  Topic C: Share Workbooks for Collaboration

Lesson 6: Filtering Data

  •  Topic A: Configure Worksheet Filters 
  •  Topic B: Apply Advanced Filter Options 
  •  Topic C: Create Interactive Filters

Lesson 7: Customizing Visualizations

  •  Topic A: Format and Annotate Views
  •  Topic B: Emphasize Data in Visualizations
  •  Topic C: Create Animated Workbooks
  •  Topic D: Best Practices for Visual Design 

Lesson 8: Creating Dashboards in Tableau

  •  Topic A: Create Dashboards
  •  Topic B: Enhance Dashboards with Actions
  •  Topic C: Create Mobile Dashboards

Lesson 9: Creating Stories in Tableau

  •  Topic A: Create Stories
  •  Topic B: Enhance Stories with Tooltips

6. What will you receive?

Instructor-led Live Online Course

7. Prerequisites

To ensure your success in this course, you should have experience managing data with Microsoft® Excel® or Google Sheets™. You can obtain this level of skills and knowledge by taking the following Logical Operations courses:

  • Microsoft® Excel® for Office 365™/2019: Part 1
  • Microsoft® Excel® for Office 365™/2019: Part 2

Optionally, having experience with other data analytics tools, such as Google Analytics™ or Customer Relationship Management (CRM) tools, as well as an understanding of database design concepts or a background in statistical analysis, will help you get even more out of Tableau. The following courses are helpful but not required:

  • Google Analytics™: Foundation (Second Edition)
  • Database Design: A Modern Approach
  • Microsoft® Excel® for Office 365™: Dashboards

8. Professional Development Units (PDUs) & Scrum Education Units

Not Applicable

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