Tableau Training

For pricing and availability
Contact: Tom Coffing
Email: Tom.Coffing@CoffingDW.com
Phone: 513 300-0341

Description

You can expect three things from a Tom Coffing Tableau class: hands-on, hands-on, and hands-on training. Students will begin each chapter covering the fundamentals and continue to step up to the most advanced techniques in a building block approach. Students will continue to build visualizations from basic to advanced until they become second nature. We can also customize the course based on your needs. Welcome to one of the best classes you will ever attend. Each student will have their own Tableau system in which to work.

Reference Guide

The Tableau student guide by Tom Coffing and David Cook is a 435-page masterpiece of clear step-by-step recipes for building each type of visualization. The PDF delivered to each student will be the backbone of the class and provide an excellent reference guide to help them attain their Tableau certification. Tableau certification questions are scattered everywhere throughout the book.

Objectives

Whether you are new to Tableau or have experience, Tom Coffing will enrich your knowledge immensely. One thing is for sure: you will be extremely confident and proficient at working with Tableau and building all visualization types.

Audience, prerequisites, and duration

This course is for everyone who has the opportunity to work with Tableau, from beginners to experts. There are never any prerequisites in a Tom Coffing classroom because Tom has mastered mixing new and experienced students within the same classroom. The course ranges from 1 to 3 days, depending on your needs, but the more days you choose, the more incredible the outcome will be, as we will customize the classes based on your needs.

Topics

Tableau Products
Tableau Certifications
Live vs. Extract Connections
Two Ways to Connect to Excel or CSV
Bar, Column, and Stacked Charts
Best Practice for Creating Pie Charts
Discrete and Continuous Dates
Three Ways to Create a Dashboard
Maps and Density Plots
Generated Fields of Latitude and Longitude
Scatter Plots
Viz Animations
Adding Color and Labels
Treemaps
Line Charts
Crosstabs and Totals
Column and Row Grand Totals
Heat Maps and Highlight Tables
Area Charts
Creating a Stacked Bar Chart
Bullet Graphs
Grouping, Aliasing, Clustering, and Hierarchies
Dual-Axis Vs. Combined-Axis
Moving Average
Context Filters
Tableau Files, Exports, and Publishing
Export File Types and When to Use Them
Export to .xlsx (Excel File) or .csv
twb (Tableau Workbook File)/.twbx (Tableau Packaged Workbook)
Exporting the Entire Dashboard to a PDF
Steps to Export (Publish) to Tableau Server
Key File Type Differences

Tableau Course Outline

Chapter 1 – Introduction to Tableau

Tableau Products
Tableau Licenses
Tableau Public
Fill In the Information To Create Your Tableau Account
Sign-In to your Tableau Account – Download Tableau Public
Tableau Releases
Tableau Certifications

Chapter 2 – Connecting to Tableau

Live vs. Extract Connections
How to Change Connections or Edit Data Sources
Two Ways to Connect to Excel or CSV
Second Way to Connect to Excel or CSV
Data Source Preview
Field Types
How to Union Data in a Connection
Convert to Union
Drag Your July and August Data Into the Connection Box
Your Data Source is the Union of Three CSV Files
Dimensions and Measures

Chapter 3 – Bar, Column, and Stacked Charts

Best Practice – Drag A Measure to the Rows
Starting with the Total Sum of Sales
Drag a Dimension to the Columns Area
Swap Rows and Columns
Sort the Data in Ascending Mode
Sort the Data in Descending Mode
How to Sort by a Dimension
Result of Sorting a Dimension in Descending Mode
Other Options for Sorting
Sort Manually by Clicking and Dragging
How a Viewer Can Sort
Color the Data in the Marks Section
Drag the Field Off of Marks to Remove the Color
The Color and Legend No Longer Exist
Using CTRL to Drag Dimensions and Measures to Marks
How to Use Stacking
Change the View from Standard to Entire View
Change the Name of the Sheet
Bolding a Title
Three Ways to Create a New Worksheet
A New Worksheet Appears
I Want Something Other Than Sum
Excluding a Column(s) on a Column Chart
Creating a Bar Chart
Changing from Standard View to Entire View
Aggregated View
Disaggregated View
Advanced CMS Bar Chart Challenge
Build a Basic Bar Chart Sorted In Descending Order
Highlight The Bars You Want to Keep
You Should Only Have 31 Organizations
Five Steps To Color
Five Steps To Labels
Change Your Sheet Name
Bonus Challenge – Filter On Nebraska
Drag the State Dimension to the Mark’s Filter
Enrollment in Nebraska is Complete

Chapter 4 – Pie Charts

Best Practice for Creating Pie Charts
Change From Standard to Entire View
Adding Labels to Your Pie Chart
Add a Second Label To Your Pie Chart
Perform a Quick Table Calculation
Drag the Sales Measure to the Label Again
A Pie Chart With Three Labels
Edit The Labels
Make the Font Bigger and Bold
Change the Name of Sheet 2 to Pie Chart
Your Pie Chart is Finished
Advanced Sort Challenge
Advanced Alias Challenge
Advanced Pie Chart Challenge with CMS Data
Build a Basic Pie Chart
Go From Standard to Entire View
Your Pie Chart in Standard View
Change the Size in Marks
Use the Sort Icon
Create Your First Text Label For Percent of Total
Create Your Second Label For the Sum of Enrollment
Format Your Labels
Mission Complete on the Advanced Pie Chart Challenge

Chapter 5 – Discrete and Continuous Dates

Add a New Worksheet to Create Worksheet 3
Sales by Order Date Defaults to a Line Chart
Change the Marks From Automatic to Bar
The Bar has been Raised
Discrete and Continuous Menus
Things to Know – Discrete vs. Continuous Pill Colors
Quarters in Discrete Mode
Quarters in Continuous Mode
Click on the Legend
Exclude 2021 Data Using the Legend
How Do I See 2021 Data Again After Excluding It?
Getting 2021 Data Back 1 of 2
Getting 2021 Data Back 2 of 2
2021 Data is Back
Change The Visualization to Discrete Month
Change The Visualization to Continuous Month
Save the Chart Name as Continuous Month
Prepare For Date Hierarchies
Date Hierarchy of Year and Quarter
Year, Quarter, and Month Hierarchy
Drag the Quarter Pill Out of Columns
Year and Month Hierarchy
Year, Month, and Day Hierarchy
Click on the Minus Sign on the Year or Month Pill
Go Back to Year and Quarter
We Went From a Column to a Bar Chart
Our Bar Chart Switched the Quarters Display to the Top
We Went Back to a Column Chart
Mission Complete: Dragged Sales Measure to Label in Marks
Rename Sheet 4
Use the Assign Palette Feature To Change Colors
Advanced Date Challenge with CMS Nebraska Competition
Best Practice – Begin With a Basic Chart
Add the Parent Organization
Filter the Parent Organization
Checkmark the Parent Organizations You Want to Include
Filter Further by State
Drag State Directly to Filters
Adding Color to the Months
Use a Quick Table Calculation
Label the Enrollment Numbers
Edit the Labels
Use the Insert Menu
Use the Insert Menu Again to Add the Percentage
Your Assignment is Beautiful
Discrete Dimension Review

Chapter 6 – Dashboards

Rename Your Sheets At the Bottom
Three Ways to Create a Dashboard
Second Way to Create a New Dashboard
Third Way to Create A Dashboard
The Dashboard Interface
Setting the Dashboard Parameters
Our Dashboard is Ready to Bring In Sheets
Drag and Drop In A Visualization
Drag In Your Second Visualization
Tableau Shades Various Places For Your Sheet
Our Dashboard Look Using Three Sheets
Add The Fourth Sheet To The Dashboard
Adding a Dashboard Title
Our Dashboard is Finished
Challenge – Build Another Dashboard

Chapter 7 – Maps and Density Plots

Trouble-shooting Maps
Changing Your Map Region
Your Map Appears With State Locations
Generated Fields of Latitude and Longitude
Drag Sales to Mark’s Size Icon
Increase the Size by Using the Scroll bar
Color the Sales Measure
Change the Color to Red
Get More Granularity By Adding City to Detail
View Summary Data of a Specific Location
View Detail Data of a Specific Location
The Detail Data in Full
Change from Automatic to Map in Marks For State Borders
Label the States
Zoom In or Out Plus More
Reset the Map View
Background Layers in Map Menu
Change the Sheet Name and Tab in One Shot
Building a Density Map
Troubleshooting – If Your Map Looks Different Than Mine
Building the Density Map
The First Density Map
Increase the Size of the Circles
Change the Color Schema
Set the Background Layer to Dark
Increase the Intensity
Drag the Field Category In Front of the Longitude
Change the Name of our Sheet Tab
CMS Map Advanced Challenge
Start With One Month of June Data
Convert to Union
Drag Your July and August Data Into the Connection Box
Your Data Source is the Union of Three CSV Files
Select Your Dimensions and Measures to Create a Map
Select Only Areas in the United States
Introducing Your Map of the United States
Add a Level of Detail for County
Size Based on Enrollment
Color Based on Enrollment
Change the Background Layers in the Map Menu
New Challenge – Name the Largest Enrollment County in NE
Answer– Name the Largest Enrollment County in NE

Chapter 8 – Scatter Plots

Double-click on the Profits Measure
Double-click on the Sales Measure
Drag the Dimension Sub-Category Into Mark’s Detail Icon
How to Increase Sizing
Use the Size Icon and Scroll Bar to Make the Circles Larger
Drop Quantity Into the Mark’s Color Icon
Change From Automatic to Circle for Fill Coloring
Opacity Allows Users to See Overlapping Values
How To Use a Diverging Color Scheme
Adding Labels
Change From Standard to Entire View
Our Scatter Plot is Beautiful
Rename the Visualization Sheet Above and the Tab Below

Chapter 9 – Viz Animations

Begin With An Animation Friendly Visualization
Add a Time Component
Turn On Animations From the Format Menu
Choose Sequential or Simultaneous In The Animations Pane
Add a Label to Update Dynamically
Hit the Play Button
Advanced CMS Viz Challenge
Drop and Drag to Create a Hierarchy
Begin Building With the Basics
Filter on State
Filter on County
Filter on Organization Type
Add Color and Labels
Drag and Drop Report Month Into Pages
Go to Animations in the Format Menu
Play Your Viz Animation

Chapter 10 – Treemaps

Building the Basics of a Treemap
Use Show Me to Select a Treemap
Edit the Colors
Put in Labels
Customize the Labels
Customize the Labels
Your Treemap is Brilliant
Advanced Treemap Challenge on CMS Data
Begin Your Tree Map
Use Show Me to Select a Treemap
Paint That Tree
Label the Tree
Enrollment By State is Finished
Duplicate Your Treemap
Filter by Parent Organization
Change the Tab and Sheet Name

Chapter 11 – Line Charts

A Measure and a Date Dimension Produce a Line Chart
Discrete Year
Line Chart With A Continuous Month
Drop Profit Into Label in Marks
Viewing the Profit On Every Data Point
The Label Options Box in Marks
Min/Max Label Options
Line Ends Label Options
Selected Label Options
Drop the Measure of Profit Into Color in the Marks Area
Editing the Colors
Drag the Dimension Category to Rows
Rename Sheet 5 to Line Charts By Category
Advanced – What is a Bin?
A Bin In Action

Chapter 12 – Crosstabs and Totals

Drop a Dimension Into the Columns
Drop Another Dimension Into the Rows
We Created a Crosstab
Drag Sales Into the Text Icon
Adding Totals Using the Analytics Tab
Drag Totals To See a New Menu
Row Grand Totals
Column Grand Totals
Column and Row Grand Totals
Go Back To The Data Tab
Drag Category In Front of Sub-Category in the Rows Area
Subtotals Are Now Available in the Analytics Tab
Subtotals and Grand Totals
How Do I Remove Subtotals and Grand Totals?
Add the Grand Totals and Subtotals and Rename the Sheet

Chapter 13 – Heat Maps and Highlight Tables

Building a Heat Map From Scratch
Drag Sales to Marks Text Icon
Drop Sales Into Marks Color Icon
Change From Marks Automatic to Square
Use the Selected Option In Your Label
Left-click on the Heat Map Squares To See Sales Figures
Challenge
Use the Analytics Tab to Drag Totals to Row Grand Totals
Drag Totals to Column Grand Totals
Results of Completing the First Two Steps of the Challenge
Hold the CTRL Button To Select the Cells
Rename Sheet 7 to Heat Map
Building a Highlight Table
Drag the Measure Profit into Mark’s Text Icon
Change the Mark’s Type to Square
Drag a Measure to Color
Advanced Coloring Options
A Finished Highlight Table

Chapter 14 – Area Charts

Start With a Bar Chart
Creating a Stacked Bar Chart
Create a Line Chart
The Pill’s Menu Is Where You Change to a Continuous Month
A Continuous Month Line Chart
Drop Segment Into the Mark’s Color Icon
Our Line Chart With Segment Colors is Confusing
Drag Sales Again to Rows to Create Two Exact Charts
Change From Automatic to an Area Chart
We Have a Line and an Area Chart
Put Labels in the Area Chart
Remove the Line Chart
Our Area Chart is Looking Good
Rename our Sheet On the Top of the Visualization
Rename our Sheet on the Bottom Tab

Chapter 15 – Bullet Graphs

Set Up the Basic View to Create a Bullet Graph
Add Forecast Sales
Select Dual Axis on the Forecast Sales Pill
Synchronize the Second Axis
Adjust the Marks for Each Measure
Adjust the Colors and Opacity
Add a Reference Line
Adjust the Axis Range
Change from Standard to Entire View
Your Bullet Chart is Finished
Replace Region with Sub-Category
Place Category in Front of Sub-Category

Chapter 16 – Grouping, Aliasing, Clustering, and Hierarchies

Add a New Sheet and Create a Bar Chart
Sort the Bar Chart in Descending Order
Change From Standard to Entire View
Highlight The Bars You Want In Your First Group
Legend and a Sub-Category (Group) with a Paperclip
Edit the Default Alias Name Given to the Group
Select Your Next Group
Your Second Grouping Appears
Changing the Alias Name
Use the Menu in Tables to Edit Group
You Have Successfully Grouped Your Products
Change the Name of Your Sheet and Tab
Difference Between Grouping and Clustering in Tableau
A Clustering Example
Hierarchies
Create a Hierarchy
Two Ways to Add to Your Hierarchy
Your Hierarchy in Action
Drill Down on Your Hierarchy
Pull Region Off The Rows Shelf
Drill Down to City
Tree Map of State and City

Chapter 17 – Dual-Axis Vs. Combined-Axis

Differences Between Dual-Axis and Combined-Axis Charts
Begin Building Your Chart
Two Charts With One Axis Per Chart
Create a Dual Axis
You Now Have A Dual-Axis Chart
How to Create a Bar and Line Dual-Axis Chart
Our Dual Axis Visualization is Finished
Begin Building Your Combined-Axis Chart
Drag Profit Directly Into the Chart
How a Combined-Axis Transitions
Place Color In Your Visualization
Our Combined-Axis Column Chart is Finished

Chapter 18 – Moving Average

Drag Sales Into Rows
What Happens When Tableau Gets the Data Type Wrong
Changing a Data Type For a Dimension or Measure
A Line Chart Appears
Change From a Discrete Year to a Continuous Week
Tableau Does a Split Screen When You Drag In Two Measures
Change the Color of the Line Chart at the Bottom
Change the Color Opacity on the Top Line Chart
Use a Quick Table Calculation To Get a Moving Average
The Triangle on the Pill Represents a Quick Table Calculation
Moving Average Defaults to a Three-Row Moving Average
Change the Previous Values From Two to 29
30-Row Moving Average to Smooth the Results
Step 1 – Stack the Charts with a Dual Axis
Step 2 – Stack the Charts with a Dual Axis
Change the Sheet Name to MAVG Stacked
Moving Average Stacked Chart
Rename the Sheet at the Bottom

Chapter 19 – Context Filters

Content Filters
Build a Dimension Filter
Your Visualization With a Dimension Filter
Build a Measure Filter
Your Visualization With a Measure Filter
Build a Date Filter
Your Visualization With a Date Filter
Show Me All 4th Quarter Months for All Years
Hold the Ctrl Key and Select the Labels
4th Quarter Visualization
Show Me the 3rd and 4th Quarters for All Years
3rd and 4th Quarter Visualization
Build a Relative Filter
Your Visualization With a Relative Filter

Chapter 20 – Tableau Files, Exports, and Publishing

Export File Types and When to Use Them
Key File Type Differences
Tableau Desktop – File Menu Options
Export to .xlsx (Excel File) or .csv
xlsx (Excel File)
twb (Tableau Workbook File)/.twbx (Tableau Packaged Workbook)
.tde (Tableau Data Extract)/.hyper (Hyper Data Extract)
Exporting the Entire Dashboard to a PDF
.png/.jpeg (Image Exports)
.png/.jpeg (Image Exports)
.pptx (PowerPoint Presentation)
Steps to Export (Publish) to Tableau Server
Quiz – Match the Export
Answer To Quiz – Match the Export
Quiz – Which Requires the Viewer to Have Tableau Open
Answer – Which Requires The Viewer to Have Tableau Open