Tableau Fundamentals

Tableau Fundamentals

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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

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

Challenge: Determining the Highest Sales and Profit by State

Challenge: Analyzing the Least Profitable Sub-Category

Combination Charts

Challenge: Comparing Sales and Profit Trends for Phones

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.

Challenge: Analyzing Profit Changes Between 2016 and 2017

Stacked Area Charts

Challenge: Identifying the Region with the Highest Profit

Course Content

Tableau Fundamentals

Tableau Fundamentals

1. Introduction to Tableau

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

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

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

Bullet Graphs Challenge: Analyzing Profit Changes Between 2016 and 2017 Stacked Area Charts Challenge: Identifying the Region with the Highest Profit Histograms Box Plots

Dimensions and Measures

When connecting to your data, Tableau automatically classifies fields as either dimensions or measures, concepts that align closely with categorical and numerical data in data science and analytics:

Measures: numeric fields representing quantitative data, such as sales or profit, which can be aggregated (e.g., summed, averaged);
Dimensions: categorical fields, like product categories or regions, used to group, filter, and categorize data.

Understanding the distinction between measures and dimensions helps create meaningful visualizations while leveraging familiar analytical concepts.

Correcting Classification Errors

In Tableau, fields may sometimes be misclassified as dimensions or measures due to unexpected data types or incorrect interpretation of the field's meaning. To correct these misclassifications, follow these steps:

Right-click the field in the Data Pane;
Select the appropriate classification (dimension or measure).

By ensuring correct classifications, you can create accurate and meaningful visualizations.

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Section 2. Chapter 1

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