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Module 1: Introduction

Introduction to Tableau

Objective​

  • Introduce participants to Tableau and its features
  • Familiarize participants with the Tableau interface and navigation
  • Teach participants how to connect to data sources and import data into Tableau

Overview of Tableau and its features​

  • What is Tableau and its significance in data visualization
  • Key features and benefits of using Tableau
  • Real-world applications of Tableau in various industries

Exercise 1.1: Navigating the Tableau Interface​

  • Participants open Tableau Desktop and explore the different components of the interface.
  • Participants practice using the toolbar, menus, and panes to navigate through Tableau.

Understanding the Tableau interface and navigation​

  • Introduction to the Tableau Desktop interface
  • Understanding the different components: Data Source tab, Sheets, and Dashboards
  • Navigation techniques: toolbar, menus, and panes

Connecting to data sources​

  • Overview of supported data sources in Tableau
  • Connecting to different types of data sources: Excel, CSV, databases, etc.
  • Configuring connection settings and data source options

Exercise 1.2: Connecting to a Data Source​

  • Participants are given a sample Excel or CSV file.
  • Participants connect to the data source in Tableau and preview the data.

Importing and managing data in Tableau​

  • Understanding the Tableau data grid and its components
  • Importing data into Tableau and managing data connections
  • Data source tab: exploring fields, data types, and properties

Exercise 1.3: Importing and Managing Data​

  • Participants import the data from the previously connected source into Tableau.
  • Participants explore the data grid, examine the fields, and modify data properties if needed.

Data Source Filters​

  • Filtering data at the data source level
  • Applying filters to limit the amount of data imported
  • Exploring filter options: dimensions, measures, and conditions

Exercise 1.4: Applying Data Source Filters​

  • Participants apply data source filters to import a subset of the data into Tableau.
  • Participants verify the impact of the filters on the imported data.

Extracts vs. Live Connections​

  • Understanding the difference between data extracts and live connections
  • Benefits and considerations for using extracts or live connections
  • Creating data extracts and refreshing data

Exercise 1.5: Creating Data Extracts​

  • Participants create a data extract from the imported data in Tableau.
  • Participants compare the performance and functionality of the extract with the live connection.

Summary and Q&A​

  • Recap of the key points covered in the module
  • Addressing participant questions and concerns
Note

It is recommended to provide hands-on guidance and encourage participants to explore Tableau's interface and features during the exercises.