Tableau Fundamentals

First Steps

After installing Tableau, you can open it and connect to a data source (file). Tableau supports various data formats, including Microsoft Excel, Text Files (CSV), and databases. We'll be working with a dataset called "Sample – Superstore", which is stored as an Excel file. To practice, we recommend downloading the file by clicking the button below and following along with the videos.

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Section 1. Chapter 3

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Tableau Fundamentals

1. Introduction to Tableau

This section lays the groundwork for mastering Tableau by guiding you through installation, navigation, and foundational operations. From performing joins and splitting columns to understanding filters, marks, and the data pane, you will be equipped with essential tools for data exploration and visualization.

What You Will Learn

Tableau Installation

First Steps

Field Operations and Joins

Challenge: Joining Tables and Splitting Columns

Exploring the Data Pane

Challenge: Identifying Top Performers by Profit

Pages, Filters, and Marks Overview

Challenge: Finding the Sub-Category with the Lowest Sales

2. Tools in Tableau

This section delves into Tableau's powerful tools for data organization, filtering, and customization. You'll learn to differentiate dimensions and measures, work with continuous and discrete fields, and create calculated fields and interactive dashboards. Through practical challenges, you'll apply these tools to analyze data, uncover insights, and enhance your visualizations.

Dimensions and Measures

Challenge: Comparing Sales and Profit by State

Continuous and Discrete Fields

Challenge: Identifying the Month with Lowest Sales

Dimension Filters

Measure Filters

Challenge: Finding the Most Profitable Customer in Art

Calculated Fields

Challenge: Comparing California and New York to Other States

Interactive Dashboards with Parameters

Challenge: Finding the Sub-Category with the Most Sales

Working with Sets

Challenge: Analyzing Bookcase Profit Concentration

Sets Applications

3. Basic Visualizations

This section focuses on creating impactful visualizations to uncover patterns and trends in your data. From heatmaps and scatter plots to treemaps and combination charts, you'll explore a variety of chart types tailored to different analytical needs.

Visualizing Data with Heatmaps

Challenge: Identifying Top-Selling Sub-Category by Region

Scatter Plots

Challenge: Determining the Highest Sales and Profit by State

Treemaps

Challenge: Analyzing the Least Profitable Sub-Category

Combination Charts

Challenge: Comparing Sales and Profit Trends for Phones

Sparklines

4. More Advanced Visualizations

This section introduces advanced visualization techniques to enhance data analysis and storytelling. You'll learn to create bullet graphs, stacked area charts, histograms, and box plots, enabling deeper insights into trends, distributions, and comparisons.

Bullet Graphs

Challenge: Analyzing Profit Changes Between 2016 and 2017

Stacked Area Charts

Challenge: Identifying the Region with the Highest Profit

Histograms

Box Plots