Introducing Tableau
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What’s Included
Why Use Tableau?
Why Use Tableau?
This lesson explains Tableau's advantages over traditional analysis in Excel and how best to use Tableau in your day-to-day work.
Understanding the Family of Tableau Products
Understanding the Family of Tableau Products
Tableau has a number of different products which you need to understand how to use. In this lesson, we go through the full family of products and how they interact with each other.
Introducing the Data
Introducing the Data
This lesson introduces the data sets that we will be using in this course. All data sets relate to the fees generated by a small accountancy firm.
Connecting Data Sets to Tableau
Connecting Data Sets to Tableau
The first step in building a Tableau dashboard is connecting your data to Tableau. In this lesson, we will find out how to make both live and extract connections to Tableau dashboards.
Understanding the Tableau User Interface
Understanding the Tableau User Interface
The Tableau user interface has many different panes and can take some time getting used to. In this lesson, we go through the primary UI features, such as Shelves and the Marks card.
Building Our First Visualization
Building Our First Visualization
In this lesson, we create our first visualization in Tableau, using both measures and dimensions to create a bar chart.
Adding Filters
Adding Filters
Filters in Tableau provide the user with fantastic drill-down functionality and the ability to test different assumptions and insights very quickly. Learn how to add filters to your dashboards in this lesson.
Establishing Relationships
Establishing Relationships
Often, we would like to connect separate data sets across a common column. In Tableau, we do this using a feature called Relationships.
Headings, Details and Tooltips
Headings, Details and Tooltips
Tableau visualizations do not come pre-formatted. In this lesson, We'll go through how to insert headings, add details to the view and create tooltips for each data point.
Formatting Your Tableau Workbook
Formatting Your Tableau Workbook
Unfortunately, we all view dashboards on different screen sizes and on different devices. In this lesson, we will learn how to account for this in our Tableau dashboards. We will also experiment with both fixed and floating objects and import objects such as images onto our dashboard.
Visualising Data Over Time
Visualising Data Over Time
Time-series data uses different visualizations than the examples we've built so far. Line charts and area charts are good choices for this business use-case.
Saving and Distributing Your Work
Saving and Distributing Your Work
Tableau workbooks can be saved as .twb files or .twbx files. In this lesson, I explain the differences between the two and when you need to use each type.
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