Tableau Desktop Specialist
Course number: CGITDS40 - 4 Days (weekdays or on-demand)
Tableau is the industry-leading platform for intuitive data analysis and visualization, trusted by organizations worldwide. Tableau was designed to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action. In this course, attendees will learn how to build interactive dashboards, create dynamic reports, and tell clear data-driven stories that inform smarter decisions. The course equips attendees with the essential Tableau skills to analyze data, build dashboards, and prepare for the Tableau Desktop Specialist certification exam.
Objectives:
- Navigate Tableau and configure core functions with confidence
- Connect to data sources, prepare data, and manage fields effectively
- Create and customize impactful visualizations and dashboards
- Apply filters, groups, and annotations to highlight key insights
- Analyze data with calculations
- Perform statistical analysis, forecasting, and predicting
- Create, publish, and manager content
- Obtain answers with Explain Data and Tableau Pulse
- Build the knowledge needed to succeed on the Tableau Desktop Specialist exam
Prerequisites
- To ensure success in this course, attendees should have experience managing data with Microsoft® Excel® or Google Sheets™.
Target Audience
This course is ideal for anyone who works with data and wants to communicate insights more effectively, including:
- Professionals who use desktop or web-based data-management tools for numerical or general data analysis
- Individuals responsible for capturing and reporting on data to peers, executives, or clients
- Those who need to create data visualizations for reports or explain data analysis through visuals
- Anyone aiming to communicate complex findings clearly through interactive dashboards and stories
Certification
Tableau Desktop Specialist
Exam
Tableau Desktop Specialist Exam
Accreditation
Post class completion, students can appear for the Tableau Desktop Specialist exam.
Course Outline
- Overview of Tableau
- Navigate the Tableau Desktop Interface
- Connect to Data
- Save Workbook and Extract Files
- Build a Data Model
- Prepare Data for Analysis
- Create Views and Visualizations
- Edit Visualizations to Support Data Analysis
- Create and Use Hierarchies
- Perform Quick Table Calculations
- Manage Fields
- Sort Data
- Group Data
- Save Data Sources
- Publish Data Sources
- Share and Publish Workbooks
- Configure Basic Filters
- Configure Advanced Filter Options
- Create Interactive Filters
- Format and Annotate Views
- Emphasize Data in Visualizations
- Create Animated Workbooks
- Apply Best Practices for Visual Design
- Create Dashboards
- Enhance Dashboards with Actions
- Create Mobile Dashboards
- Create Stories
- Enhance Stories with Tooltips
- Select Appropriate Data Sources
- Combine Data for Analysis
- Transform Data
- Organize Data
- Create Advanced Filters
- Create and Apply Parameters
- Create Calculated Fields
- Use Functions to Manipulate Data
- Use Table Calculations
- Create Calculated Groups
- Create Custom Sorts
- Create LOD Expressions
- Perform Statistical Analysis
- Forecast Data Trends
- Create Predictive Models
- Create Charts and Maps
- Create Dashboards
- Format Dashboards
- Enhance Dashboards
- Share and Publish Content
- Schedule Data Updates
- Manage Published Workbooks
- Use the Explain Data Feature
- Use Tableau Pulse
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