Tableau Desktop - A Complete Introduction

A Comprehensive Guide on Business Intelligence with Tableau Desktop to Prepare, Analyze and Visualize Data

4.31 (270 reviews)
Udemy
platform
English
language
Data & Analytics
category
2,010
students
10.5 hours
content
Nov 2022
last update
$84.99
regular price

What you will learn

Understand Tableau Desktop and use it in your own data analysis projects

Get to know Tableau Desktop and understand its position within the Tableau Platform

Learn and apply the core Tableau Desktop features for data preparation, analysis and visualization

Dive into a typical data analysis project workflow

Understand the data source segment of Tableau Desktop and connect Tableau Desktop to various source types

Build various visuals (line-chart, bar-chart, treemap, map, scatter plot and more)

Dive into calculated fields - Basic calculations, level of detail expressions & table calculations, all covered in the course

Understand the differences between groups and sets

Learn how to create and add parameters to filters and calculations

Create bin charts from scratch

Use data blending to establish relationships and to connect tables from different data sources

Understand how to create interactive dashboards and stories

Get the required knowledge to dive deeper into Tableau and into additional tools within the Tableau Platform

Description

You want to get started with data analysis? You also want an easy-to-use, fast and intuitive tool to do so? You want to learn how to easily create your own dataset based on multiple source files? You want to create impressive and insightful visuals in no time?

Then Tableau Desktop is the tool you were looking for! Take the chance and join this practical oriented course and learn all you need to easily take your first steps in your own data analysis projects!

Having worked as a business analyst in a major consultancy, I know the difficulties when learning a new technology. That's why I created this course, the Tableau course I wish I had when I did my first steps in Tableau!

NO prior Tableau or data analysis knowledge is required and while following along an interactive course project, we'll dive into Tableau Desktop's powerful features in a comprehensive course journey. Data preparation, data analysis, adding calculations, establishing relationships, dashboards and so much more - all covered in this course made for everyone but tailored for beginners!

This course goes beyond Tableau's simple drag-and-drop interface though. Tableau offers more than creating charts, so we'll dive into its core features along the entire data analysis project workflow from source file up to final dashboard!

Here's what's included in the course:

  • Get to know Tableau Desktop and understand its position within the Tableau Platform

  • Dive into a typical data analysis project workflow

  • Understand the data source segment of Tableau Desktop and connect Tableau Desktop to various source types

  • Understand the differences between data preparation and data analysis & visualization

  • Dive into calculated fields - Basic calculations, level of detail expressions & table calculations, all covered in the course

  • Understand the differences between groups and sets

  • Learn how to create and add parameters to filters and calculations

  • Create bin charts from scratch

  • Use data blending to establish relationships and to connect tables from different data sources

  • Build various visuals (line-chart, bar-chart, treemap, map, scatter plot and more)

  • Understand how to create interactive dashboards and stories

  • And so much more!

This course is for you if...

  • ...never worked with Tableau Desktop before

  • ...heard about Tableau but you're not sure whether Tableau fits your project requirements

  • ...want to get started with data analysis with a hands-on business intelligence tool

  • ...want to understand the basic concepts of a typical data analysis project workflow from data preparation over data analysis up to visualization

Course prerequisites:

  • Tableau is available for Windows (Windows 7 64bit or higher) or macOS

  • NO prior experience with other business intelligence tools is required

  • NO prior data analysis knowledge is required

Content

Introduction

Introduction
What is the Tableau Platform?
Join our Online Learning Community
Course Approach & System Requirements
First Project 1/3 - Installing Tableau Desktop & Connecting it to Data
First Project 2/3 - Preparing & Cleaning Data
First Project 3/3 - Creating our First Charts
Course Outline
How to Get the Most out of This Course
Useful Resources & Links

Understanding the Tableau Platform & Tableau Desktop

Module Introduction
Diving Deeper Into the Tableau Platform
Tableau Public vs Tableau Desktop
Understanding the Updated Tableau Versioning
Avoiding the "Save Project" Bug
How to Use the Attached Project Files
Recommended Tableau Settings
Useful Resources & Links

Preparing Data in Tableau Desktop

Module Introduction
Understanding the Tableau Desktop Workflow
How to Use the Data Source Tab
Connecting Tableau to Data: "Extract" vs "Live"
Understanding Union - The Theory
How Union Works in Tableau
Combining Tables in our Project with "Union"
Editing Columns
The "Refresh" Bug
Formatting Columns
Working with Rows
Understanding Number Filters
Working with String Filters
Pivoting Data
Understanding Aliases
OPTIONAL: Calculated Fields Theory
OPTIONAL: Building Block & Syntax
OPTIONAL: Understanding Number Functions
OPTIONAL: String Functions
OPTIONAL: How Type Conversion Works
OPTIONAL: Understanding Logical Functions
Replacing Values with Calculated Fields
Splitting Fields
Grouping Members
Joining Tables - Theory
The Join Feature in Practice
Cleaning Up our Project
Wrap Up
Useful Resources & Links

Analyzing & Visualizing Data in Tableau Desktop

Module Introduction
Another Look at the Workflow
The Worksheet Interface
Dimensions vs Measures
Creating Line & Area Charts
Understanding Relationships & Data Blending
Adding Relationships to our Project
Understanding Bar Charts & Tooltips
Discrete & Continous Data in Tableau
Discrete & Continuous Data in Practice
Understanding the Default Aggregation
Diving Into Aggregate Calculations
Understanding the "Measure Names" & "Measure Values" Fields
Working with Blend and Dual Axes
Diving Deeper Into Filters - Theory
Understanding Filters on Measures & Dimensions
Creating Filters Directly in the Visual
Understanding the Context Filter
Applying Filters to Multiple Worksheets
Understanding Hierarchies
Sorting Axis Values
Understanding Marks
Legends & Filter Cards
Applying Color Palettes
Formatting Workbooks
Formatting Single Worksheets
Optional: Styling our Project
Creating Text & Highlight Tables
Understanding Quick Table Calculations
Creating Own Table Calculations
Creating a Scatter Plot
Groups vs Sets - Theory
Adding Sets to our Project
Level of Detail (LoD) Calculations - Theory
Applying LoD Calculations in Practice
Creating Folders
Working with Bins
Groups vs Sets vs Bins
Creating Maps
Interacting with the Map
Understanding Filled Maps & Layers
Understanding Parameters in Filters
Using Parameters in Calculations
Wrap Up
Useful Resources & Links

Creating Dashboard & Stories

Module Introduction
Current Project Status
Creating Dashboards & Layouts
Understanding Objects
Working with Objects
Tiled vs Floating Objects
Formatting & Positioning Legends
Understanding Interactivity & Actions
Styling our Dashboard
Introducing Stories
Useful Resources & Links

Course Roundup

Next Steps
Wrap Up
Bonus: More Content!

Screenshots

Tableau Desktop - A Complete Introduction - Screenshot_01Tableau Desktop - A Complete Introduction - Screenshot_02Tableau Desktop - A Complete Introduction - Screenshot_03Tableau Desktop - A Complete Introduction - Screenshot_04

Reviews

Chu
September 6, 2023
Great course, easy to follows most of the time. Due to different version some of the items are not where they used to be.
Cheree
July 17, 2023
This was an excellent course, the examples were very clear and easy to understand and we were given practice materials to use to try out what we had learned. I would highly recommend for anyone wanting to use Tableau.
Alexander
May 11, 2023
am still at the beginning yet it has been very clear and simple so far. great work was done here. thank you!
Rusty
April 26, 2023
Very difficult to follow along given how old the version in the lecture is. The filter feature currently looks and acts much differently than what is in the lecture.
Hector
October 31, 2022
Great course! I had already been working with PowerBI for over one year, so my experience with PowerBI helped me to better understand Tableau with this course.
Thomas
October 20, 2021
Used to be an excellent course! Well-organized, both from logical and pedagogical perspectives. Sadly, now, it is badly out of date. Once you get to joins, the instruction is totally irrelevant to the current version of Tableau.
Tarun
October 23, 2020
Only problem i faced was the language. maybe during the assignment can give the questions in English so we could read
Elena
October 5, 2020
Exactly what I needed so far, starting with -- the data set and version of Tableau which are demonstrated match the ones I have. Very clear.
Ausra
August 29, 2020
Great course with awesome tutor Manuel Lorenz! Previously I had his wonderful course on Power BI and this time it was as great as the previous one! Great course to learn Tableau desktop and to prepare for certification. Very clear explanations and smooth progressing through the course topics, and useful assignments. After finishing this course I had additional couple of courses on Udemy that provide Certification practice tests and passed Tableau Desktop Specialist Certification with 85 % on a first attempt.
John
July 18, 2020
I really like how early on the basic structure of Tableau is laid out and what the functions of each area are. Being able to follow along with each step helps to reinforce the lesson. I was taking a course which was a basic regurgitation of the Tableau help videos. No foundation was set.
Andrew
July 13, 2020
This course is very good, its diving into the specifics and the nitty gritty of data. Its emphasizes the understanding of data types and how to make sure you know how to connect and analyze these data concepts.
Gonzalo
May 13, 2020
So far so good. Clear explanation. The instructor has a deep knowledge of tableau. Now it is time to practice.
Oh
April 20, 2020
This course is suitable for anyone without prior knowledge on Tableau. The instructor is very clear and organised. This is my 2nd course with this instructor.
Will
December 23, 2019
For a beginner, lesson 5, the instructor went over the repository too fast to figure out what he was saying to do. After going over that area a few times I did figure out what he was trying to tell us. Hopefully, this teaching method improves as the course goes on. This is a BEGINNER course after all.
Michaël
October 23, 2019
- The resolution of the videos are very bad. Cannot see much, just need to guess ... - This software has many bugs ... It is not the fault of the teacher but make it unusable for enterprise uses and production.

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2508940
udemy ID
8/14/2019
course created date
10/29/2019
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