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Tableau for Beginners: Get CA Certified, Grow Your Career

Jump into data visualization with hands-on exercises and pass the Qualified Associate exam.
Instructor:
Lukas Halim
18,309 students enrolled
English [Auto-generated] More
Sort, filter, slice, pivot, and graph your data using a Tableau Public, a free version of the market leading visualization tool.
Combine multiple data sources using data blending and joins.
Create bar charts, pie charts, and line graphs
Create calculated fields with conditional logic
Map your data to quickly detect geographic variation.
Create a dynamic dashboard combining multiple worksheets
Create trendlines and understand the relevant statistical metrics such as p-value and R-squared.
Create forecasts with prediction intervals, accounting for seasonal variability
Answer questions on the Tableau Desktop Qualified Associate Exam.
Use publicly available data to create visualizations on topics that interest you - anything from the economy to the Olympics.

Tableau is the solution that thousands of companies use today as they struggle with their big data issues. This course prepares you for the Tableau Qualified Associate Certification exam, and features two Full-Length Qualified Associate Practice Exams with Solution Guide. 

Are you looking to find a way to increase your salary and enjoy your work more? Why not turn to Tableau? Getting certified as a Tableau Qualified Associate can be the first step to achieving this goal. Tableau is not only great fun, it can be really lucrative. Imagine what your life would be like with a $100k salary!

Get Started Today!

Working with Tableau isn’t just lucrative – it’s fun! And unlike most data analysis tools, Tableau uses a drag-and-drop interface, so you don’t need to be a programmer to learn Tableau. If you can learn Excel then you can learn Tableau.

Learn and Apply Fundamental Skills

Get a step-by-step walk-through of the fundamentals of data visualization and data discovery with Tableau. You’ll learn how to:

  • Sort, filter, and group your data

  • Create tables, bar charts, line charts

  • Show location using geographic maps

  • Aggregate with sum, average, min, max, and counts

  • Create new fields using calculations

  • Combine data using joins and blends

But just watching the videos won’t make you an expert. For mastery, you need to go hands-on by answering questions that reinforce the skills from the videos. To go hands-on, you’ll install the Public version of the Tableau software, which is available for free and easy to install on Mac or Windows. Then you’ll download the sample data set included with the course, and Tableau to answer questions about this sample data.

Prepare for the Certified Associate Certification Exam

After completing the units on fundamental Tableau skills, solidify your knowledge by answer questions similar to those on the Tableau Qualified Associate certification exam. If you get stuck on a question, you can watch a video presenting the solution.

Course includes access to two full length Tableau Qualified Associate Certification Exams.

The Certified Associate Exam was previously called the Qualified Associate exam, but was recently renamed.

Final Project

The final part of the course is the final project where you use Tableau to create a unique visualization on a topic of your choosing using publicly available data. Save your project to the Tableau Public website and you’ll have a project you can show potential employers.

Introduction

1
Introduction

This course is designed for those who are new to Tableau, the market leading tool for data visualization and data discovery. Companies are struggling to make sense of their data and they are looking to hire analytics professionals who can use Tableau to turn raw data into the knowledge they need to run their business. This course will help you develop marketable skills with Tableau.

2
Why Learn Tableau?
3
Demo of Tableau Installation

A walk-through of the Tableau Public installation on Windows.

4
Learn by Doing and Build a Tableau Portfolio

The best way to retain the skills and concepts covered in the videos is to learn by doing. Launch Tableau.and try creating visualizations similar to the ones you see in the video. Save your work to Tableau public and you'll have portfolio of work that demonstrates your skill.

5
A First Look at Tableau
6
Starting New Workbooks and Worksheets

THE DATA

1
Download the data used in this course

Charts and Graphs

1
Pie Charts
2
Bar Charts
3
Hands-on Bar Chart Question
4
Hands-On Bar Chart Solution
5
Line and Area Charts
6
Hands-On Line Graph Question
7
Hands-On Line Chart Solution
8
Box-and-Whisker Plots

Tableau Box and whisker plots allow you to view the distribution of your data and identify extremely large or extremely small values. You can quickly see the 25th percentile (also called the 1st quartile) the median (also called the 50th percentile or first quartile) and the 3rd quartile (also called the 75th percentile). The video will cover cover box and whisker plots and define quartiles and percentiles.

9
Hands-on Box-and-whisker plot question
10
Hands-on Box-and whisker solution
11
Histograms
12
Hands On Histogram Question
13
Hands-on Histogram Solution
14
Charts and Graphs Review
15
Quiz 5 Problem 3 Solution

Maps

1
Maps
2
Switching Map from KM to Miles
3
Hands-on Maps Question
4
Hands-On Map Solution
5
Hands on Map Question #2 - Distance between locations
6
Solution for Hands on Map Question #2 - Distance between locations
7
Optional Note on Creating DiceJobs.csv
8
Map Paths

Manipulating Data

1
Level of Detail

Segment your data by adding dimensions to a Tableau view. Adding dimensions to the column shelf will create column headers, while adding dimensions to the row shelf will create new row headers.

2
Hands-on Level of Detail Question
3
Hands-on Level of Detail solution
4
Sorting

Sorts change the orders of rows and columns. Tableau 2018.2 features improved nested sorting.

5
Hands-on Sorting Question
6
Solution for Hands-on Sorting Question
7
Filters
8
Filters Quiz

What is the total profit for items shipped after 9/1/2011?

9
Filters Quiz Solution
10
Groups, Sets and Hierarchies

Groups combine multiple values in a dimension. Hierarchies establish a category-subcategory relationship so that you can drill down - for example, state and city. Sets are custom fields that define a subset of data based on some conditions. Learn how to use all three in this video.

11
Sets with Context Filters
12
Context Filters Quiz
13
Context Filters Solution
14
Totals and Subtotals

Adding dimensions to the Tableau view increases the level of detail. But if this more segmented view seems to miss the forest for the trees then consider adding totals or subtotals to see higher levels of aggregation.

15
Percents

Percents can often be more relevant than absolute numbers. You may be interested in understanding the percent that each product category contributes to profit, or which product categories are most profitable for each sales region. Tableau provides a lot of flexibility in calculating percentages, making it possible to show percentages by row, column, or subsection/pane.

16
Table Down and Table Accross
17
Manipulating Data Review

Calculated Fields

1
Aggregate Calculations: Sum & Average
2
Hands-on Sum Question
3
Hands-On Sum Solution
4
Aggregate Calculations with the "Create a Calculated Field" Dialog Box
5
Ratio Calculations

Understanding order of operations is critical when creating calculations with ratios.

6
Hands-on Ratio Question

Show that you are able to implement a ratio calculation.

7
Solution for Hands-On Ratio Question
8
Count Distinct

The count distinct function often comes in handy. For example, if you need to find the number of customers, you can use the count distinct function to count the unique customers appearing in your data.

9
Hands-on Count Distinct Question
10
Count Distinct Solution
11
Date Calculations

Find the number of days, months, or years between dates.

12
If Statements

If Then Else statements are extremely versatile. This video shows how to use If statements in Tableau.

13
String Functions

The contains functions returns true if your field contains a specified string. The Left function returns the specified number of characters from the left part of a string. Learn how to create these calculations in Tableau

14
Fixed Level of Detail
15
Hands-on Level of Detail Question
16
Level of Detail Solution
17
Calculated Fields Review

Combining Datasets

1
Joins

Joins allow you to use data from two or more tables in a single Tableau view. There are different types of joins - with an Excel data connection you can do either a left join or an inner join. A left join ensures that all of the data from the first table is included, even if no match is found in the second table used in the join. An inner join will not include any data unless a match is found between the first and second table. If more than one match is found, more that one row will result from the join.

2
Hands-on Join Question
3
Hand-on Join Solution
4
Joins with Multiple Matches

When you join two tables, a row in the result set is created each time the join criteria is met. See how this works in Tableau.

5
Blending

Data blending is similar to joins in that blending allows you to combine multiple data tables. The difference, though, is that joins duplicate data each time the join criteria is met. See joins and blends compared in Tableau.

6
Unions
7
Combining Datasets Review
8
Solution for WIKI-BBY % difference between the avg 2015 Open and the 2016 Open

Dashboards

1
Creating a Dashboard

Create a dynamic Tableau dashboard showing monthly profitability along with most profitable customers and products. Learn about the "Add to Context" filter option.

Trendlines

1
Intro to Trend Lines

Trend lines (also called best-fit lines) illustrate the relationship between two more more measures. Tableau allows you to create linear, exponential, logarithmic, and polynomial trend lines.

2
Hands-on Trend Line Question
3
Solution for Hands-on Trend Line Question
4
P-Values

P-values measure statistical confidence. The smaller the p-value, the more significant the model is. A p-value of 0.05 or less is often considered "statistically significant."

5
Hands On P-Value Question
6
Defining the Best Fit

The trendline minimizes the sum of the squared errors.

7
R-Squared

R-squared is a measure of how well the model fits the data.

8
Hands On R-Squared Question
9
Hands-On R-Squared Solution

Forecasting

1
Intro to Forecasting
2
Hands-on Forecasting Question
3
Displaying the Forecast Prediction Interval
4
Hands-on Forecasting Question - Prediction Interval
5
Hands-on Forecasting Question - Prediction Interval Solution
6
Ignore Last Month By Default

Qualified Associate Certification Prep

1
The Tableau 10 Qualified Associate Certification

This lesson introduces the Tableau Qualified Associate certification exam, and provides a link to the Superstore data set that you'll use to solve the practice problems.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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