Tableau Desktop Specialist

Course Overview:

Visualizing sales data provides valuable insights not easily apparent in day-to-day operations. Effective visualizations identify trends and outliers, aiding adjustments for more profitable sales, marketing, and an efficient supply chain. This course involves a sample consulting engagement, guiding participants through a data discovery process on a client’s sales data. The focus is on planning for the upcoming year in both marketing and the supply chain, utilizing raw sales data to generate insights. The course structure aligns with the Tableau Certification Exam Guide.

Prerequisite:

No background in math or data analysis is required.

Audience:

Topic 1: Connecting to & Preparing Data

• Create and save data connections
• Modify data connections
• Manage data properties

Topic 2: Exploring & Analyzing Data

• Create basic charts
• Organize data and apply filters
• Apply analytics to a worksheet

Topic 3: Graphs and Visualization

• Stacked Graphs
• Column Graphs
• Area Graphs
• Ribbon Graphs

Topic 4: Sharing Insights

• Format view for presentation
• Create and modify a dashboard
• Dimensions and measures
• Discrete and continuous fields
• Aggregation
• Calculations by data type
• Working with maps
• Dashboards and Stories