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Pooja Crahen

Tableau is an industry leading data visualization tool. This course will teach you how you can change data properties in Tableau for ease of use in designing and when presenting to your end users.

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Tableau is an industry leading data visualization tool. This course will teach you how you can change data properties in Tableau for ease of use in designing and when presenting to your end users.

Data is messy and often causes challenges when presenting a data visualization. In this course, Tableau Desktop Specialist - Managing Data Properties, you’ll learn how to clean up your data and present it in a more meaningful way. First, you’ll explore how you can organize fields in the data pane. Next, you’ll discover different ways you can use to customize fields in Tableau. Finally, you’ll learn how to assign geographic roles to a field so you can use it to create a map view. When you’re finished with this course, you’ll have the skills and knowledge of managing data properties needed to clearly present your data to your end users.

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What's inside

Syllabus

Course Overview
Organize and Customize Fields
Tableau in Action

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Useful for developing visual presentations for end users with messy data
Taught by instructors recognized for expertise in data visualization

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Tableau Desktop Specialist - Managing Data Properties with these activities:
Review Course Material
Start the course with a solid foundation.
Browse courses on Data Visualization
Show steps
  • Review course syllabus.
  • Review provided readings.
Read 'Tableau Your Data!': Data Visualization Made Simple'
Gain insights into Tableau's data visualization capabilities and best practices through a comprehensive book.
Show steps
  • Acquire the book 'Tableau Your Data!: Data Visualization Made Simple'.
  • Read through the book, focusing on chapters related to data properties and visualization.
  • Take notes or highlight important concepts and techniques.
  • Apply the knowledge gained from the book to your Tableau data visualizations.
Watch Tutorial on Visualizing Data in Tableau
Enhance your understanding of how to present data effectively.
Browse courses on Data Visualization
Show steps
  • Follow step-by-step guide on using Tableau for data visualization.
Seven other activities
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Organize Fields in the Data Pane
Practice organizing fields in the data pane to improve data clarity and facilitate data visualization.
Browse courses on Data Organization
Show steps
  • Open Tableau Desktop and import a dataset.
  • Explore the data pane and identify the fields that need to be organized.
  • Drag and drop fields into the appropriate containers (Dimensions, Measures).
  • Check the field order and make any necessary adjustments.
  • Validate the organization by previewing the visualization.
Complete Tableau Exercises
Practicing Tableau exercises will reinforce your skills.
Browse courses on Tableau
Show steps
  • Complete practice exercises in Tableau to apply concepts learned.
Create a Custom Field
Gain practical experience in creating custom fields to enhance data analysis and visualization.
Browse courses on Custom Fields
Show steps
  • Identify the need for a custom field based on your data analysis.
  • Use Tableau's formula language to define the custom field.
  • Add the custom field to the data pane and verify its accuracy.
  • Incorporate the custom field into your data visualizations.
  • Evaluate the effectiveness of the custom field and make adjustments as needed.
Assign Geographic Role to a Field
Practice assigning geographic roles to fields to create meaningful map visualizations.
Browse courses on Geographic Roles
Show steps
  • Select a field containing geographic data (e.g., country, state).
  • Assign the appropriate geographic role (e.g., State, Country).
  • Create a map visualization using the field with the assigned geographic role.
  • Explore the map visualization and ensure that the geographic data is displayed correctly.
  • Make any necessary adjustments to the geographic role or visualization.
Create a Tableau Visualization
Creating a Tableau visualization will enhance your understanding and retention.
Browse courses on Data Visualization
Show steps
  • Design data visualization using Tableau.
  • Explain data insights from visualization.
Create a Data Visualization with Enhanced Data Properties
Demonstrate proficiency in managing data properties by creating a data visualization that leverages them effectively.
Browse courses on Data Visualization
Show steps
  • Identify a dataset and select fields with relevant data properties.
  • Organize and customize the fields in Tableau Desktop.
  • Create a visualization that effectively conveys the data and utilizes the enhanced data properties.
  • Present the visualization, highlighting the impact of data properties on its clarity and effectiveness.
Contribute to the Tableau Community
Engage with the Tableau community and contribute to the development of the platform.
Show steps
  • Join the Tableau Community论坛
  • Participate in discussions, ask questions, and share knowledge.
  • Contribute to Tableau documentation or open-source projects.
  • Attend Tableau community events and conferences.

Career center

Learners who complete Tableau Desktop Specialist - Managing Data Properties will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts are responsible for collecting, cleaning, and analyzing data to derive meaningful insights for businesses. This course will provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which are essential tasks for Data Analysts. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This will allow you to produce more accurate and reliable insights, which can be invaluable for businesses looking to make data-driven decisions.
Data Visualization Specialist
Data Visualization Specialists create visual representations of data. This course will provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which is an essential task for Data Visualization Specialists. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for visualization. This will allow you to produce more accurate and reliable visualizations, which can be invaluable for businesses looking to make data-driven decisions.
Data Scientist
Data Scientists use data to build predictive models and make recommendations. This course will provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which are essential tasks for Data Scientists. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This will allow you to produce more accurate and reliable models and recommendations, which can be invaluable for businesses looking to make better decisions.
Business Analyst
Business Analysts use data to identify and solve business problems. This course will provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which are essential tasks for Business Analysts. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This will allow you to produce more accurate and reliable insights, which can be invaluable for businesses looking to make better decisions.
Data Engineer
Data Engineers design and build systems to store and process data. This course will provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can complement the data storage and processing systems that you build. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for use in these systems. This can lead to more efficient and effective data storage and processing.
Information Architect
Information Architects design and organize information systems. This course will provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in designing and organizing data systems. By learning how to effectively manage data properties, you will be able to ensure that your data systems are able to store and process data effectively.
Quality Assurance Analyst
Quality Assurance Analysts ensure the quality of products and services. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in managing data for quality assurance purposes. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This can lead to better quality products and services.
Knowledge Manager
Knowledge Managers develop and manage knowledge bases. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in managing data in knowledge bases. By learning how to effectively manage data properties, you will be able to ensure that your knowledge bases are able to store and process data effectively.
Project Manager
Project Managers plan and execute projects. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in managing data for project management purposes. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This can lead to more effective project management.
Information Systems Manager
Information Systems Managers plan and implement technology solutions for businesses. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in managing data-driven technology solutions. By learning how to effectively manage data properties, you will be able to ensure that your technology solutions are able to handle and process data effectively.
Operations Research Analyst
Operations Research Analysts use data to improve the efficiency of business operations. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in analyzing data for operations research purposes. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This can lead to more efficient business operations.
Software Engineer
Software Engineers design, build, and maintain software applications. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in designing and building data-driven applications. By learning how to effectively manage data properties, you can ensure that your applications are able to handle and process data effectively.
Database Administrator
Database Administrators manage and maintain databases. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in managing data in databases. By learning how to effectively manage data properties, you can ensure that your databases are able to store and process data effectively.
Marketing Analyst
Marketing Analysts use data to understand consumer behavior and develop marketing campaigns. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in analyzing data for marketing purposes. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This can lead to more effective marketing campaigns.
Product Manager
Product Managers develop and manage products. This course may provide you with the skills and knowledge needed to organize, customize, and manage data properties in Tableau, which can be useful in managing data for product development purposes. By learning how to effectively manage data properties, you will be able to ensure that your data is accurate, consistent, and ready for analysis. This can lead to better product development decisions.

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Tableau Desktop Specialist - Managing Data Properties.
Collection of over 100 Tableau dashboards. The dashboards cover a wide range of topics, including sales, marketing, finance, and operations. The book also includes tips and tricks for creating effective dashboards.
Comprehensive guide to data visualization with Tableau. It covers all the basics of data visualization, including data preparation, chart types, and design principles. The book also includes real-world examples and case studies to help you learn how to use Tableau to create effective data visualizations.
Comprehensive guide to Tableau. It covers all the topics that are tested on the Tableau Desktop Specialist certification exam, including data preparation, visualization, and analysis. The book also includes practice questions and exercises to help you prepare for the exam.
Comprehensive guide to Tableau, covering all aspects of the software, from data preparation to visualization. It is particularly useful for intermediate and advanced users who want to learn more about the software's capabilities.
Guide to using Tableau for sales, covering the basics of the software and how to use it to create visualizations that are useful for sales professionals.
Beginner-friendly guide to Tableau, covering the basics of the software and how to use it to create visualizations. It good starting point for those who are new to Tableau.
Guide to using Tableau for data science, covering the basics of the software and how to use it to create visualizations that are useful for data analysis and machine learning.
Guide to the art of data visualization, covering the principles of design and how to use them to create visualizations that are both informative and visually appealing.

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