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Description

This course covers all of the content required for the Data Analyst (the new version of the Certified Associate) or Desktop Specialist certifications. It has been updated based on the changes in late 2024 for the Tableau Certified Data Analyst exam.
What do students like you say?
"
With this course i got certified as a Tableau Desktop Specialist. THANKS Phillip!
" - Juan Sebastian Rodriguez Casas
"
Adequate knowledge and good understanding I did not have before about Tableau. With this new knowledge and
clear understanding
of Tableau I truly believe I can now work as a Tableau Developer.
" - Clever Atanode
"
Very informative. I feel that
I could teach
someone Tableau based upon what I have learned here. "
- Phil Jones
"
Just got my qualified associate certificate yesterday with 91%(75% required to pass). I am a graduate student and have 0 experience with Tableau. But this course gave me an in-depth understanding of Tableau which allows me to be very flexible in ways to solve the questions in the exam.
This course is excellent!
Thank you, Phillip!
" - Yifu Yan
"
This course has exceed my expectations in all fronts. Very complete, very comprehensive and at the right pace. I like the fact of going into some important details without getting bored or distracted. The pace of talk of demonstrations was perfect for me. It is clearly an outstanding value for money and I truly recommend it to everyone who wants to master Tableau. Well done and thank you.
" - Jorge Soares Albergaria
     
Do you already use reporting software such as Access, SSRS or WebI? Or is this your first reporting software tool? Either way, welcome.
In this course, learn the skills that Tableau want you to know, and add another tool to your CV, and even go for either of the first two official Tableau certifications.
Tableau is one of the most requested reporting tools that are requested in the job market, and the ability to being able to use it now could be very useful for your current work, and your next job hunt.
We'll download and install for free Tableau Public, which gives you most of the capabilities of the full-cost Tableau Desktop. We'll start by creating our first visualizations (vizzes) and investigate the Tableau interface.
We'll create dashboards and storyboards, so that you can tell a story. We'll create maps, hierarchies, groups and sets, and all sorts of chart types. We'll enhance our charts with reference lines and bands, and extend our data analysis with trends and forecasting. We'll add formula calculations, quick table calculations, and LOD calculations. Finally, we investigate advanced data connections and mapping.
The course will take around a little more than 15 hours to complete, but completing this will enable you to create vizzes, dashboards and stories of your own, and know how to overcome common problems.
The course increases in difficulty slowly, so you'll create for instance a basic bar chart, then turn it into a stacked bar chart, and adding coloring and information through tooltips and labels, step by step.
Please note: Tableau certifications are currently being tested on versions 2020.3 and 2021.1. There have been very few visual additions to later versions, but where there are, they have been reflected in this course with course updates.
The course is fairly relaxed - there will be a few "wrong turns", so you can see what problems might arise, but every lesson works towards an end goal at a relatively slow pace, so you can follow on your own computer easily. I assume that you know how to use a computer, including installing programs, but the actual analysis will be at a basic level, and I'll introduce every component as we go on.
At the end of the course, you can download a certificate of completion, so you can show everyone your new-found skills, prepare for the official Tableau certifications, and be able to start creating analyses for yourselves.
Who this course is for:
This reporting course is meant for anyone who has no prior experience of Tableau. It's also for you if you have used it, but never designed a report.
It's great if you have created analyses in other reporting tools, such as Microsoft Access, WebI, SSRS or Yellowfin, but it not essential. If you have, then it will be another string to your bow.
No prior experience in reporting tools is required.
This course is probably not for you if you always know how to use Tableau and know how to create reports, although we will be looking at some more advanced topics.

What you'll learn

Download for free and install and run the full version of Tableau Public, the BI and analysis software.

Be able to create analyses, such as line charts, stacked bar charts, or geographic analyses using maps.

You will also be able to show an overview using dashboards, and tell a story using storyboards.

You will be able to format numbers and dates, and add labels, tooltips and animation.

You can also become used to more advanced features, such as Calculated Fields, Parameters and Hierarchies.

By the end of the course, you will, with some experience, have the knowledge to take (and pass) the Tableau Qualified Associate certification.

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
9
1.1-Introduction
1.2-Welcome to Udemy
1.3-Introduction to Udemy
1.4-Do you want auto-translated subtitles in more languages?
1.5-What are we going to create?
1.6-Curriculum
1.7-Resources
1.8-Do you need a work email address?
1.9-Downloading and installing Tableau...for free
2-Level 1: Creating our first visualizations
8
2.1-Creating our first viz
2.2-User Interface - Data Source page, sheets tabs and status bar
2.3-User Interface - Side Bar, Shelves and Card
2.4-Dimensions v Measures, and Introducing Date Hierarchies
2.5-Explain the difference between Discrete and Continuous fields
2.6-Changing the aggregation, both for a single viz, or changing default aggregation
2.7-More about aggregations
2.8-Level 1: Creating our first visualizations
3-Level 1: Publishing our first visualizations
8
3.1-Publishing your viz
3.2-Exporting as PowerPoint
3.3-Share as image, PDF and PowerPoint presentation
3.4-Additional exporting options in the full Tableau Desktop program
3.5-Error saving to Tableau Public
3.6-Practice Activity Number 1
3.7-Practice Activity Number 1 - Solution
3.8-Publishing our first visualizations
4-Level 2 Section 1: Developing the Marks card
12
4.1-Tips to importing data better
4.2-Organising fields
4.3-Creating aliases
4.4-Adding multiple fields using Show Me!
4.5-Adding colors
4.6-Choosing between discrete and continuous colors
4.7-Using colors in stacked bar charts, and using tooltips
4.8-Line charts
4.9-Size button
4.10-Practice Activity Number 2
4.11-Practice Activity Number 2 - Solution
4.12-Developing the Marks card
5-Level 2 Section 2: Scatter and bubble charts, data highlighter, and Filtering
9
5.1-Scatter plots
5.2-Custom shapes, bubble charts, and packed bubbles
5.3-Data Highlighter
5.4-Filters card - Selecting Items
5.5-Filter card - Using wildcards, conditions and top
5.6-Filtering dates, and different displays of filter cards
5.7-Practice with Filters, and using Context Filters
5.8-Apply filters to multiple sheets and data sources
5.9-Scatter and bubble charts, data highlighter, and Filtering
6-Level 2 Section 3: The Pages shelf, Labels and Annotations
10
6.1-The "Play" button
6.2-Pages card
6.3-Use viz animations
6.4-Use mark labels
6.5-Use Annotations
6.6-Formatting vizzes
6.7-More about Tableau Public
6.8-Practice Activity Number 3
6.9-Practice Activity Number 3 - Solution
6.10-The Pages shelf, Labels and Annotations
7-Level 3: Dashboards
15
7.1-Welcome to Level 3
7.2-Creating our first dashboard
7.3-Pre-designing the layout, and using floating and tiled objects
7.4-Rearranging the filters in a vertical column
7.5-Fine-tuning layout
7.6-Device Layout and Device Designer, including layout for mobile devices
7.7-Dashboard filters and using a highlight as a filter
7.8-Fine-tuning dashboard actions
7.9-Creating a drill down report
7.10-Best visual practices for dashboard design
7.11-Buttons/Navigation and Export objects, Renaming Dashboard Items
7.12-Build stories
7.13-Practice Activity Number 4
7.14-Practice Activity Number 4 - Solution
7.15-Dashboards
8-Level 4 Section 1: Maps
10
8.1-Navigate maps, including Pan & Zoom, and geographic roles
8.2-Lasso and Radial selection, and grouping into custom territories
8.3-Density Maps
8.4-Map layering
8.5-Geographic search
8.6-Modifying locations within Tableau, and problems
8.7-Creating marks layers
8.8-Practice Activity Number 5
8.9-Practice Activity Number 5 - Solution
8.10-Maps
9-Level 4 Section 2: Organizing and simplifying data
10
9.1-Build hierarchies
9.2-Combining hierarchies and filters
9.3-Sorting data - an introduction
9.4-Sort data, including manual sorting
9.5-Changing default field properties (types, sorting etc.)
9.6-Build groups
9.7-Build sets
9.8-Practice Activity Number 6
9.9-Practice Activity Number 6 - Solution
9.10-Organizing and simplifying data
10-Level 5 Section 1: Field and Chart Types
14
10.1-Utilize auto-generated fields, including measure names and values
10.2-Basic chart types, including area and pie chart types
10.3-Use titles, captions and tooltips effectively
10.4-Using vizzes in tooltips
10.5-Edit axes
10.6-Creating bins
10.7-Histograms
10.8-Heat maps and Cross tabs
10.9-Tree maps
10.10-Combined Axis Charts and Dual Axis Charts
10.11-Scatter plots revisited
10.12-Practice Activity Number 7
10.13-Practice Activity Number 7 - Solution
10.14-Field and Chart Types
11-Level 5 Section 2: Advanced Field and Chart Types with basic Analytics
13
11.1-Instant Analytics - Constant and Average Lines
11.2-Median and Average with Confidence Intervals, and Clusters
11.3-Reference Lines
11.4-Desktop Specialist certificate
11.5-Reference Bands and Reference distributions
11.6-Box plots
11.7-Bullet graphs
11.8-Statistical summary card
11.9-Create quick table calculations
11.10-Paretos
11.11-Practice Activity Number 8
11.12-Practice Activity Number 8 - Solution
11.13-Advanced Field and Chart Types with basic Analytics
12-Level 6 Section 1: Gantt Bar Chart, calculations, and date Analytics
10
12.1-Gantt Bar Charts
12.2-Sparklines
12.3-Creating a date calculation
12.4-Creating an arithmetic calculation and use ad-hoc calculations
12.5-Trend lines and Trend model
12.6-Forecasting
12.7-Quick table calculations using dates
12.8-Practice Activity Number 9
12.9-Practice Activity Number 9 - Solution
12.10-Gantt Bar Chart, calculations, and date Analytics
13-Level 6 Section 2: Working with data sources
4
13.1-Joining tables from single data source - Relationships (Tableau 2020.2 or later)
13.2-Joining tables from single data source
13.3-Creating data source with multiple connections + replacing existing data sources
13.4-Working with data sources
14-Level 6 Section 3: Calculations
13
14.1-Work with aggregation options
14.2-Build logic statements
14.3-Manipulate string calculations
14.4-Manipulate date calculations
14.5-Write type conversion functions
14.6-Build arithmetic calculations
14.7-Build grand totals and sub-totals
14.8-Formulas used in Quick Table Calculations
14.9-Basic spatial calculations
14.10-Using spatial calculations with US city data
14.11-Practice Activity Number 10
14.12-Practice Activity Number 10 - Solution
14.13-Calculations
15-Level 6 Section 4: Parameters, and showing/hiding vizzes in dashboards
6
15.1-Parameters
15.2-Dynamic Parameters and using Parameters with filters
15.3-Using parameters with reference lines
15.4-Swap sheets by using parameters or sheet selector
15.5-Create show/hide buttons for dashboard objects
15.6-Parameters
16-Level 7 Section 1: Fixed Level of Detail (LOD) calculations
11
16.1-Calculating percentage of running total - Reminder
16.2-FIXED LOD
16.3-Different contexts for the FIXED LOD
16.4-Using FIXED LODs and Filters
16.5-A quick way to make FIXED LODs
16.6-INCLUDE LOD
16.7-EXCLUDE LOD
16.8-Writing nested LOD calculations
16.9-Practice Activity 11
16.10-Dynamic Parameters and LODs - and a Practice Activity
16.11-Fixed Level of Detail (LOD) calculations
17-Level 7 Section 2: Data Connections Part 1
9
17.1-Tableau 2020.2 and later
17.2-Use calculations in join clauses
17.3-Union
17.4-Prepare Data For Analysis - Blending
17.5-Pivot and Data Interpreter
17.6-About the next two videos...
17.7-Join tables from single and multiple file types or databases
17.8-Understand how to use Automatic & Custom Split
17.9-Data Connections Part 1
18-Level 8 Section 1: Data Connections 2
7
18.1-Installing Tableau Desktop
18.2-Connect to different file types and Tableau Server
18.3-Pull data from relational databases by using custom SQL queries
18.4-Create data extracts - differences between live connections and extracts
18.5-Save metadata properties in a .TDS file
18.6-Understand Shadow extracts
18.7-Data Connections 2
19-Level 8 Section 2: Other aspects of Tableau Desktop and Tableau Online
9
19.1-Printing content and publishing visualization or workbook
19.2-Create extract filters, connect to .hyper files, and publish a data source
19.3-Schedule data extract refreshes
19.4-Create subscriptions
19.5-Create alerts
19.6-Create and save custom views
19.7-User roles and their permissions
19.8-Customize and distribute a published workbook, and set permissions
19.9-Other aspects of Tableau Desktop and Tableau Online
20-Level 8 Section 3: Creating data flows in Tableau Prep
3
20.1-Creating a data flow
20.2-Managing, editing and running data flows
20.3-Creating data flows
21-Bonus section
8
21.1-Introduction
21.2-Motion charts
21.3-Bar in bar charts
21.4-Connect to spatial files
21.5-Import and manage custom geocoding
21.6-Use a background image map
21.7-Understand Performance Optimization
21.8-Create a predictive model
22-Well done
5
22.1-How to enter the official certification
22.2-Tableau Specialist Desktop and Data Analyst practice test
22.3-Tableau Certified Data Analyst Test
22.4-Well done, and congratulations
22.5-Bonus Lecture