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Tableau Fundamentals
course content

Course Content

Tableau Fundamentals

Tableau Fundamentals

1. Introduction to Tableau
Welcome to Tableau!Tableau InstallationFirst StepsField Operations and Joins Challenge: Joining Tables and Splitting ColumnsExploring the Data PaneChallenge: Identifying Top Performers by ProfitPages, Filters, and Marks OverviewChallenge: Finding the Sub-Category with the Lowest Sales
2. Tools in Tableau
Dimensions and MeasuresChallenge: Comparing Sales and Profit by StateContinuous and Discrete FieldsChallenge: Identifying the Month with Lowest SalesDimension Filters Measure FiltersChallenge: Finding the Most Profitable Customer in ArtCalculated FieldsChallenge: Comparing California and New York to Other StatesInteractive Dashboards with ParametersChallenge: Finding the Sub-Category with the Most SalesWorking with Sets Challenge: Analyzing Bookcase Profit ConcentrationSets Applications
3. Visual Insights
Visualizing Data with HeatmapsChallenge: Identifying Top-Selling Sub-Category by RegionScatter PlotsChallenge: Determining the Highest Sales and Profit by StateTreemapsChallenge: Analyzing the Least Profitable Sub-Category with TreemapsCombination ChartsChallenge: Comparing Sales and Profit Trends for PhonesSparklines
4. Gaining More Insights
Bullet GraphsChallenge: Analyzing Profit Changes Between 2016 and 2017Stacked Area Charts

bookDimensions and Measures

When connecting to your data, Tableau automatically classifies fields as either dimensions or measures. These classifications determine how the data is used in visualizations:

  • Measures: numeric fields that represent quantitative data, such as sales or profit, which can be aggregated (e.g., summed, averaged);
  • Dimensions: categorical fields, like product categories or regions, used to group, filter, and categorize data.

Understanding the distinction between measures and dimensions is essential for creating meaningful and informative visualizations.

Correcting Classification Errors

In Tableau, fields may sometimes be misclassified as dimensions or measures due to unexpected data types or incorrect interpretation of the field's meaning. To correct these misclassifications, follow these steps:

  1. Right-click the field in the Data Pane;
  2. Select the appropriate classification (dimension or measure).

By ensuring correct classifications, you can create accurate and meaningful visualizations.

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Section 2. Chapter 1
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