course

Visualization in Tableau

57 Enrolled
1.5 Hours (On-Demand)
1.5 CPE  
Not currently accepting new students

In the Visualization in Tableau course we cover the theory and we let you practically apply it. First of all, we cover what Tableau is, and what it can do for you. We compare and contrast Tableau and Excel. We look at a typical workflow and share an internal audit industry application. There is a demonstration on two hands-on examples that teach you useful, beginner-friendly functions. Finally, we recommend best practices for dashboard owners. Participants will be able to build dashboards independently after following the two hands-on examples. These lessons are inspiring for your work and take your deliverables to the next level.

Topics Covered:

  • Load data into Tableau.
  • Learn the difference between dimensions and measures.
  • Create a bar chart.
  • Transpose rows and columns.
  • Sort visual elements.
  • Add colors to a visualization.
  • Perform arithmetic calculations.
  • Create filters.
  • Convert a dimension to a measure.
  • Create a table.
  • Convert a table to a single calendar view.
  • Visualize location data.

Course Key Concepts: Tableau, Visualization, Dashboard, Excel, PowerPoint, Data Analysis, Data Pipeline, Automation, Power BI, Business Intelligence (BI).

Learning Objectives
  • Explore the Tableau user interface and identify important elements.
  • Discover basic functionality to produce data visualizations.
  • Recognize typical Tableau workflows.
  • Identify best practices for dashboard owners.
Last updated/reviewed: March 27, 2024
7 Reviews (24 ratings)

Reviews

5
Anonymous Author
I had some prior experience with tableau, which I feel helped with my understanding of the lesson. There are some interesting tips and ideas here for how to go about making visualizations and where I can expand my abilities.

5
Anonymous Author
Tableau is so cool, but seems like there is so much to be understood and master. I like working in Excel, but look forward to using Tableau when it is the best tool for the job at hand.

3
Anonymous Author
Basic overview but I would have liked to show how moving things around changes things. More time in the workbooks and less time with an overview that Tableau already provides.

3
Member's Profile
Tina Ding clearly guided us through the course. She kept things simple and easy to follow for those who have little to no knowledge of Tableau.

5
Member's Profile
Tina did a great job demonstrating the visualization in Tableau. The examples are relevant for CPAs. Highly recommended to Tableau beginners.

5
Anonymous Author
This course is clear and easy to follow for a beginner.

5
Member's Profile
Simply perfect presentation, clear and easy to follow!

Prerequisites
Course Complexity: Foundational

This course is beginner friendly. Therefore, no advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Questions and Answers1 Question
Member's Profile

Feel free to ask me any questions here. I check the instructor dashboard regularly.

Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Visualization in Tableau0:34
  Instructor Profile1:52
  Table of Contents0:40
  Why this course0:58
TABLEAU THEORETICAL VIEW
  What is Tableau1:02
  User Look0:28
  Compare and Contrast5:30
  Typical Workflow4:36
TABLEAU PRACTICAL VIEW
  Example-Internal Audit Case 17:05
  Example-Internal Audit Case 24:44
  Case 1 Introduction0:43
  Case One: Car Sales6:24
  Case 2 Introduction0:46
  Case Two: NYC real estate9:28
CONCLUSION
  Best Practices4:55
  Summary0:50
  Feedback and Sources1:10
CONTINUOUS PLAY
  Visualization in Tableau54:41
SUPPORTING MATERIAL
  Slides: Visualization in TableauPDF
  Visualization in Tableau Glossary/ IndexPDF
  Workbook: Visualization in Tableau (car sales)CSV
  Workbook: Visualization in Tableau (NYC rolling sales)CSV
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam