Tableau | Project Unthink 1

Mastering Tableau: Comprehensive 5-Day Course

Transform from beginner to intermediate level with our intensive hands-on training program. Master data visualization and analytics with Tableau.

Course Timeline

Day 1: Introduction to Tableau and Data Connections

1. Introduction to Tableau (1 Hour)

What is Tableau? Overview and importance of data visualization
Installing and setting up Tableau Public/Tableau Desktop
Tableau workspace overview: Menu, toolbars, data pane, shelves, cards, and sheets.

2. Connecting to Data Sources (1 Hour)

Types of data connections: Excel, CSV, databases.
Joining and blending data.
Managing data connections and data extracts.

3. Tableau Data Preparation Tools (1.5 Hours)

Understanding metadata and data types in Tableau (dimensions vs. measures).
Pivoting and splitting columns.
Filtering and sorting data.
Working with data hierarchy.

4. Hands-On Exercises (1.5 Hours)

Connect Tableau to a sample dataset (e.g., Global Superstore dataset).
Practice blending and joining datasets.
Create a basic sheet with basic filters and sorting.

Day 2: Creating Visualizations

1. Introduction to Visualizations (1 Hour)

Creating bar charts, line charts, scatter plots, and pie charts.
Using Marks card: Color, size, labels, detail, and tooltip.

2. Using Filters and Slicers (1 Hour)

Adding filters to visualizations.
Dimension and measure filters.
Creating slicers for interactive dashboards.

3. Formatting and Enhancing Visualizations (1 Hour)

Understanding metadata and data types in Tableau (dimensions vs. measures).
Pivoting and splitting columns.
Filtering and sorting data.
Working with data hierarchy.

4. Intermediate Chart Types (2 Hours)

Dual-axis charts.
Highlight tables and heat maps.
Bullet charts and waterfall charts.
Hands-On Exercise: Create a dashboard with multiple visualization types (e.g., bar chart, pie chart, and line chart).

Day 3: Building Dashboards and Storytelling

1. Introduction to Dashboards (1 Hour)

What are dashboards, and why use them?
Adding multiple sheets to a dashboard.
Adjusting layout, size, and spacing.

2. Interactivity in Dashboards (1.5 Hours)

Types of data connections: Excel, CSV, databases.
Joining and blending data.
Managing data connections and data extracts.

3. Storytelling in Tableau (1.5 Hours)

Understanding Tableau Stories.
Building a story with sequential dashboards.
Creating impact through storytelling (narrative + visuals).

4. Hands-On Exercises (1.5 Hours)

Build a dashboard showing company performance KPIs and present it using the Tableau Story feature.

Day 4: Advanced Features in Tableau

1. Calculated Fields and Tableau Functions (1.5 Hours)

Creating calculated fields.
Mathematical, logical, and string functions.
Building quick calculations (e.g., profit ratio or YoY growth).

2. Using Parameters (1 Hour)

What are parameters?
Creating parameters for user input and using them in fields.
Practice: Create a parameter to switch between different measures in a chart.

3. Level of Detail (LOD) Calculations (1.5 Hours)

Fixed, Include, and Exclude LODs.
Using LODs for advanced analytics (e.g., cohort analysis).

4. Hands-On Exercise (1 Hour)

Build a dashboard with advanced features like calculated fields and parameters.

Day 5: Advanced Analytics and Final Project

1. Using Analytics Tools (1 Hour)

Adding analytics features to visualizations (trend lines, reference lines, and distributions).
Forecasting and clustering in Tableau.

2. Connecting to Data Sources (1 Hour)

Introduction to geographic data in Tableau.
Creating maps: Symbol maps and filled maps.
Adding layers to maps.

3. Final Project Prep (1 Hour)

Define the project scope (use a dataset, such as sales data or employee data).
Plan and design the project: Key KPIs and visualizations, storytelling strategy.

4. Project Time (1.5 Hours)

Build a comprehensive dashboard for a real-world scenario (e.g., Sales Performance Dashboard, Customer Analysis Dashboard, etc.).
Present your analysis and findings.

5. Q&A and Course Wrap-Up (30 Minutes)