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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

bookCalculated Fields

Let's start with a definition of a calculated field.

Key Features of Calculated Fields

  • Create new measures: generate custom metrics by applying mathematical operations, string concatenation, or Boolean logic;
  • Apply logic and conditions: define rules or conditions to filter data or create new fields;
  • Perform calculations: use operations such as addition, subtraction, multiplication, and division, as well as aggregations like sum or average;
  • Leverage built-in functions: utilize Tableau’s extensive library of functions to streamline calculations and enhance data analysis.

Additional Notes

Calculated fields can be combined with filters, visualizations, and other Tableau features to create dynamic and interactive dashboards. Whether you’re performing simple operations or complex logic-based transformations, this tool is essential for customizing your analysis.

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Section 2. Chapter 8
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