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Tableau Desktop - Beginner (4-day class)

Class Sessions

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Class Code

ITS-8411

Class Description

Working in conjunction with Stanford users and the Stanford Data Visualization Community of Practice, Technology Training is pleased to offer a new series of Tableau Desktop training courses designed to help you leverage the full power of Tableau Desktop against use cases relevant to Stanford. This is the first course in the series.

 

Prerequisites:

  1. Watch this 2½ minute video to understand what Tableau Desktop is designed to do and get a sneak peek at some of the features/functionality we will cover
    https://www.youtube.com/watch?v=gAruNQGxYMA
  2. To get the most out of this training, it would be best to know the following:
  • Basic computer skills (PC/Windows)
  • Familiarity with various mouse controls (Left click, Right click, Drag & Drop…)
  • Exposure to structured data (Microsoft Excel spreadsheet, CSV, Text Table…)
  • Understand the difference between a “Flat file” and a Database
  • Awareness of data types (Boolean, Integer, Date, String…)
  • Awareness of basic chart types (Bar chart, Time Series, Scatterplot…)

 

Topics covered:

- Tableau Workflow & Demo:

  • Live build of an interactive dashboard in Tableau Desktop
  • How to publish to Tableau Public, Tableau Online, or Tableau Server
  • Consuming through Tableau Reader

- Single Data Connections

- Discussion of Data Types, Data Roles, Data Behaviors, and Field Types

- Exposure to the User Interface: Shelves, Cards, Toolbars, Menus, Keyboard Shortcuts

- Building visualizations using Show Me

- Building visualizations from scratch via Drag & Drop

- Color Theory

- Formatting fields

- Setting Default Properties

- Sorting data

- Filtering/Limiting data

- Tableau File Types (.twb, .twbx, .tde, .tds)

- Defining Hierarchies

- Creating Groups

- Working with Dates

- Advanced Mouse Controls for efficiency

- Viewing Specific Values: Crosstab, Highlight Table, Heat Map

- Adding Totals

- Visualizing Relationships between Numbers: Scatterplot

- Comparison Charts: Dual Axis charts, Side by Side Bars, Stacked Bars, and Bar in Bar

- Reference Lines: Adding Thresholds/Targets to the view

- Basic Calculations: Dates, String Addition, and Ratio Calculations

- Table Calculations: Rank, Percent of Total, and Percent Difference

- Parts of Whole: Pie charts and Tree Maps

- Basic Dashboard: Arrange vizzes together for a Static Dashboard and convert to Image or PDF

 

Optional Topics (time permitting):

  • Geo Maps: Optional topic
  • Sets
  • Data Preparation: Structured vs Unstructured. Data Interpreter and Data Pivoting
  • Other chart types: Multi-measure crosstab, Bubble chart, Word Clouds
     

    University IT Technology Training classes are only available to Stanford University staff, faculty, or students. A valid SUNet ID is needed in order to enroll in a class.