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Tableau Fundamentals

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  • Getting Started with Tableau
  • Power
  • Speed
  • Flexibility
  • Simplicity
  • Beauty
  • Tableau Basics
  • Download, install and open Tableau
  • Tableau Objects
  • Save time with the Tableau toolbar
  • When tables trump graphs
  • Insightful maps
  • View shifting – the underrated histogram and flexible bins
  • Exporting results to share your insights
  • Basic views in Tableau
  • Tables – an eye for detail
  • Text tables
  • Highlight tables
  • Heat maps
  • Bar Charts –five flavors to meet your needs
  • Horizontal bars
  • Stacked bars
  • Side-by-side bars
  • Histogram
  • Bullet graphs
  • Line Charts – display what happened over time
  • Lines (continuous)
  • Lines (discrete)
  • Pie Charts – a common go-to view (use at your own risk!)
  • Scatter Plots – explore relationships
  • Circle Plots – go beyond bar charts
Circle views
  • Side-by-side circles
  • Maps – great for location data
  • Symbol maps
  • Filled maps
  • Area Charts – track multiple groups over time
  • Area charts (continuous)
  • Area charts (discrete)
  • Dual Charts – compare two measures on two vertical axes
  • Dual lines
  • Dual combination
  • Dual points
  • Gantt Chart – track activity over time
  • Customization of views with Tableau
  • Customize views using the Columns, Rows, Pages and Filters Shelves
  • The Summary Card – handy description of your data
  • Headers and Axes
  • Titles, Captions, Field Labels and Legends
  • Sort views for quick comparison
  • Filter views to find the right information
  • Aggregations for measures – sums, averages and more
  • Use percentages to find the right ratios
  • Spotlight your view to emphasize important values
  • Add totals and subtotals
  • Create a motion chart after connecting to a new data source

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