Tableau Data Analyst/Specialist Desktop Certification from Udemy

This course covers all of the content required for the Data Analyst (the new version of the Certified Associate) or Desktop Specialist certifications.

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 14 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.

What's inside

Learning objectives

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.

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.

Syllabus

Introduction

Welcome to Udemy

Introduction to Udemy

Do you want auto-translated subtitles in more languages?

What are we going to create?

Curriculum

Resources

Downloading and installing Tableau...for free

Level 1: Creating our first visualizations

Creating our first viz

User Interface - Data Source page, sheets tabs and status bar

User Interface - Side Bar, Shelves and Card

Including:

Explain what kind of information dimensions usually contain
Explain what kind of information measures usually contain

This includes:

Explain how discrete fields are displayed in Tableau
Explain how continuous fields are displayed in Tableau
Explain the difference between discrete date parts and continuous date values in Tableau

Changing the aggregation, both for a single viz, or changing default aggregation

Answering the questions:

Why does Tableau aggregate measures?, and
How does an aggregated measure change when dimensions are added to the view?

Level 1: Publishing our first visualizations

Publishing your viz

Exporting as PowerPoint

Share as image, PDF and PowerPoint presentation

Additional exporting options in the full Tableau Desktop program

Error saving to Tableau Public

Practice Activity Number 1

Practice Activity Number 1 - Solution

Publishing our first visualizations

Level 2 Section 1: Developing the Marks card

Tips to importing data better

Organising fields

Creating aliases

Adding multiple fields using Show Me!

Adding colors

Choosing between discrete and continuous colors

Using colors in stacked bar charts, and using tooltips

Line charts

Size button

Practice Activity Number 2

Practice Activity Number 2 - Solution

Developing the Marks card

Level 2 Section 2: Scatter and bubble charts, data highlighter, and Filtering

Scatter plots

Custom shapes, bubble charts, and packed bubbles

Data Highlighter

Filters card - Selecting Items

Filter card - Using wildcards, conditions and top

Filtering dates, and different displays of filter cards

Practice with Filters, and using Context Filters

Apply filters to multiple sheets and data sources

Scatter and bubble charts, data highlighter, and Filtering

Level 2 Section 3: The Pages shelf, Labels and Annotations

The "Play" button

Pages card

Use viz animations

Use mark labels

Use Annotations

Formatting vizzes

More about Tableau Public

Practice Activity Number 3

Practice Activity Number 3 - Solution

The Pages shelf, Labels and Annotations

Level 3: Dashboards

Welcome to Level 3

Creating our first dashboard

Pre-designing the layout, and using floating and tiled objects

Rearranging the filters in a vertical column

Fine-tuning layout

Device Layout and Device Designer, including layout for mobile devices

Dashboard filters and using a highlight as a filter

Fine-tuning dashboard actions

Creating a drill down report

Best visual practices for dashboard design

Buttons/Navigation and Export objects, Renaming Dashboard Items

Build stories

Practice Activity Number 4

Practice Activity Number 4 - Solution

Dashboards

Level 4 Section 1: Maps

Navigate maps, including Pan & Zoom, and geographic roles

Lasso and Radial selection, and grouping into custom territories

Density Maps

Map layering

Geographic search

Modifying locations within Tableau, and problems

Practice Activity Number 5

Practice Activity Number 5 - Solution

Maps

Level 4 Section 2: Organizing and simplifying data

Build hierarchies

Combining hierarchies and filters

Sorting data - an introduction

Sort data, including manual sorting

Changing default field properties (types, sorting etc.)

Build groups

Build sets

Practice Activity Number 6

Practice Activity Number 6 - Solution

Organizing and simplifying data

Level 5 Section 1: Field and Chart Types

Utilize auto-generated fields, including measure names and values

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Introduces Tableau, a powerful industry standard data visualization software and business intelligence tool

Helps learners develop skills sought by employers, since Tableau is one of the most requested reporting tools in the job market

Designed for individuals who are already using reporting software, such as Access, SSRS, or WebI

Well-structured and comprehensive course, as the course content is aligned with Tableau certifications, making it a valuable resource for career advancement

Includes practical components, such as hands-on examples and practice activities, to reinforce learning and prepare learners for real-world applications

Covers a wide range of topics, from basic visualizations to advanced data analysis techniques, offering a well-rounded foundation in data visualization and analysis

Reviews summary

Tableau data analyst/specialist desktop certification

Learners say this course is a comprehensive preparation guide for the Tableau Desktop Specialist and Data Analyst/Specialist Desktop Certification exams. According to students, the pros of this course include: - Engages learners just enough with practice and testing - Instructor is articulate in explaining Tableau concepts -Well organized and covers all topic areas needed for certification - Covers both basics and advanced features of Tableau Students caution that: - The course is very long and may require additional practice - Some sections may be too basic or too advanced depending on experience level - May need to supplement with additional practice questions to fully prepare The course is highly recommended for beginners seeking Tableau certification, those transitioning from other BI tools, or those seeking a comprehensive review of Tableau.

I feel like it is teaching me just enough for me to absorb the information. Found a previous course a bit too overwhelming. I'll know for sure by the end of the course, if I have retained it all.

"I feel like it is teaching me just enough for me to absorb the information."

The teacher made things easy to understand. One of the best I've had teaching computer programs. I will obviously have to go back and practice, but I feel quite capable in using the program now.

"The teacher made things easy to understand."

Very comprehensive coarse with new perspectives. I've already taken Tableau Desktop I and Desktop II courses and appreciate Phillip's ability to explain further with his new examples. Thank you!

"Very comprehensive coarse with new perspectives."

This course has really helped me get on track using Tableau at work. As a new user, I've learned a lot of ways to manipulate my data using Tableau, and also I've improved the basic skills that I started with.

"As a new user, I've learned a lot of ways to manipulate my data using Tableau, and also I've improved the basic skills that I started with."

Animations very clear, simple enough to understand and follow along. :) Appreciate the very clear teaching and guidance, and the bonus tip on inserting vizz into tooltip. Thank you once again. :)

"Animations very clear, simple enough to understand and follow along."

This course was well formatted. It helped me take the Tableau Desktop Specialist Certification. I will reuse this again to take the Certified Associate Certification at a later time. Thanks for the tutoring

"This course was well formatted."

Some practice exams at the end would really help since actual Tableau Exam don't have hands-on exercises.

"Some practice exams at the end would really help since actual Tableau Exam don't have hands-on exercises."

I was really enjoying the course. I am going slow and steady. Understanding the concepts, alternate steps, and other ways to achieve the same output from other menus. S.V.R Aravind

"I was really enjoying the course."

"I am going slow and steady."

Very beginner level of tutorial. Not helpful for whom looking for advanced Tableau implementation. LOD is not explained properly. The examples are very trivial and miles away from the real life issues

"Very beginner level of tutorial."

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 Data Analyst/Specialist Desktop Certification with these activities:

Organize your learning materials

Show steps

Stay organized and easily access your course materials.

Show steps

Create a dedicated folder for your Tableau course materials.
Save all course notes, handouts, and assignments in the folder.
Organize your materials into subfolders based on topics or modules.

Review statistical concepts

Show steps

Ensure you have a solid grasp of statistical concepts before using Tableau for data analysis.

Browse courses on Descriptive Statistics

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Read textbooks or articles on statistics.
Review online resources, such as Khan Academy or Coursera.
Take a refresher course or attend a workshop on statistics.

Brush up on your basic data concepts

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Solidify your understanding of data fundamentals before diving into Tableau.

Browse courses on Data Analysis

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Review the concepts of data types, such as numeric, categorical, and dates.
Practice manipulating data using basic functions, such as filtering, sorting, and aggregating.

Five other activities

Expand to see all activities and additional details

Show all eight activities

Explore Tableau's online tutorials

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Gain a guided introduction to Tableau's features and functionality.

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Visit Tableau's website and browse their library of tutorials.
Choose a tutorial that aligns with your learning goals.
Follow the instructions and complete the exercises.

Join a Tableau study group or online forum

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Connect with other learners and exchange knowledge and support.

Show steps

Search for Tableau study groups or forums online.
Join a group or forum that aligns with your interests and learning goals.
Participate in discussions, ask questions, and share your own insights.

Solve Tableau practice problems

Show steps

Test your Tableau skills and identify areas for improvement.

Browse courses on Data Visualization

Show steps

Find online resources or purchase a practice book with Tableau exercises.
Set aside time to work through the problems.
Review your solutions and identify any areas where you need more practice.

Build a Tableau dashboard for a real-world dataset

Show steps

Apply your Tableau skills to create a meaningful and visually appealing dashboard.

Browse courses on Data Storytelling

Show steps

Identify a dataset that interests you or is relevant to your work.
Import the data into Tableau and explore it.
Design and build a dashboard that effectively communicates insights from the data.
Share your dashboard with others and get feedback.

Contribute to the Tableau community

Show steps

Engage with the Tableau community and expand your knowledge.

Show steps

Explore Tableau's community forums and social media groups.
Identify opportunities to contribute, such as answering questions, sharing tips, or developing new visualizations.
Make a meaningful contribution to the community.

Career center

Learners who complete Tableau Data Analyst/Specialist Desktop Certification will develop knowledge and skills that may be useful to these careers:

Data Visualization Specialist

Data Visualization Specialists are responsible for translating complex data into visually appealing and easy-to-understand formats. The Tableau Data Analyst/Specialist Desktop Certification course provides a comprehensive introduction to data visualization using Tableau. Learners will master the art of creating interactive dashboards, charts, and maps that effectively communicate data insights. The course's emphasis on storytelling and best practices in data visualization empowers individuals to become skilled in presenting data in a compelling and impactful manner.

See salaries and explore the career path for Data Visualization Specialist

Data Analyst

Data Analysts help organizations make data-driven decisions. They examine data from various sources to identify trends, patterns, and insights that can aid in decision-making. This course, Tableau Data Analyst/Specialist Desktop Certification, provides a comprehensive introduction to the Tableau software, a leading data analytics and visualization tool. Through hands-on exercises and real-world examples, learners will develop the skills needed to create interactive dashboards, reports, and visualizations that effectively communicate data insights. With the knowledge and skills gained from this course, individuals can enhance their ability to analyze data, draw meaningful conclusions, and drive better decision-making within their organizations.

See salaries and explore the career path for Data Analyst

Report Developer

Report Developers are responsible for designing, developing, and maintaining reports that communicate data-driven insights. The Tableau Data Analyst/Specialist Desktop Certification course provides comprehensive training in Tableau, a leading reporting tool. Learners will develop the skills to create visually appealing and informative reports that effectively convey data insights to stakeholders. The course covers advanced features such as calculations, formatting, and dashboard creation, which are essential for creating professional-grade reports.

See salaries and explore the career path for Report Developer

Business Intelligence Analyst

Business Intelligence Analysts play a crucial role in providing data-driven insights to businesses. They analyze data to identify opportunities, risks, and trends that can inform decision-making. The Tableau Data Analyst/Specialist Desktop Certification course empowers individuals to become proficient in using Tableau, a widely adopted BI tool. Through this course, learners gain the skills to create visually appealing and informative dashboards and reports that effectively communicate data-driven insights to stakeholders. This can enhance their ability to support businesses in making informed decisions.

See salaries and explore the career path for Business Intelligence Analyst

Data Scientist

Data Scientists leverage their expertise in statistics, programming, and data analysis to extract meaningful insights from large and complex datasets. The Tableau Data Analyst/Specialist Desktop Certification course aligns well with the data analysis aspect of this role. The course provides a solid foundation in data visualization, dashboard creation, and storytelling with Tableau, enabling Data Scientists to effectively communicate their findings to stakeholders. The hands-on exercises and real-world examples help learners develop practical skills that can be directly applied in data science projects.

See salaries and explore the career path for Data Scientist

Data Engineer

Data Engineers design, build, and maintain data pipelines and infrastructure to ensure the availability and integrity of data. While the Tableau Data Analyst/Specialist Desktop Certification course does not directly focus on data engineering, it provides a valuable foundation in data analysis and visualization. By understanding how data is structured and manipulated, learners can better collaborate with Data Engineers to ensure that data is effectively managed and utilized within an organization.

See salaries and explore the career path for Data Engineer