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LinkedIn Learning

Tableau Essential Training (2021)

via LinkedIn Learning


Learn what you need to know to analyze and display data using Tableau 2021. Discover how to leverage the software to make smarter, more data-driven decisions.


  • Apply the power of Tableau 2021 to your data
  • What you should know before starting
1. Introducing Tableau
  • Download Tableau
  • Install Tableau drivers
  • Introduce Tableau file types
  • Get help in Tableau
2. Managing Data Sources and Visualizations
  • Connect to a data source
  • Join related data sources
  • Join data sources with inconsistent field names
  • Clean up source data
  • Reorder fields in a visualization
  • Change the summary operation
  • Split text into multiple columns
  • Present data using storylines
3. Managing Tableau Worksheets and Workbooks
  • Display the data underlying a workbook
  • Add, duplicate, and rename worksheets
  • Reorder, clear, and delete worksheets
  • Change a worksheet’s tab color
  • Show or hide worksheet elements
  • Save your changes
  • Save your workbook as a PDF file
  • Create a packaged workbook
  • Export data to a CSV file
  • Export visualizations to PowerPoint
4. Creating Custom Calculations and Fields
  • Present Tableau operators and built-in functions
  • Create a calculated field
  • Create a calculated field on a shelf
  • Add a table calculation
  • Use level of detail expressions
  • Create calculations in dialog boxes
5. Analyzing Data
  • Calculate averages, medians, minimums, and maximums
  • Count occurrences and distinct items
  • Display the Summary Card
  • Calculate percentages within a table
  • Forecast future values
6. Sorting and Filtering Tableau Data
  • Sort based on a field’s values
  • Create a multi-level sort
  • Create a selection filter
  • Create a wildcard filter
  • Create a condition filter
  • Create a top filter
  • Edit, clear, and delete filters
  • Filter data using parameters
  • Edit and delete parameters
7. Defining Groups and Sets
  • Define a group
  • Define a group for other values
  • Find members of a group
  • Edit and delete groups
  • Define a set
  • Create summaries using sets
  • Combine sets
  • Edit and delete sets
8. Creating Basic Visualizations
  • Create column and stacked column charts
  • Create line charts and area fill charts
  • Create pie charts
  • Create scatter plots
  • Identify data clusters
  • Create histograms
  • Summarize data using a smart histogram
  • Create a treemap
9. Formatting Tableau Visualizations
  • Change the visual summary type
  • Change the appearance of your data
  • Display a visualization in presentation mode
  • Create a highlight table
  • Display a viz in a tooltip
10. Annotating and Formatting Visualizations
  • Annotate a visualization
  • Format chart elements
  • Change the color sequence in charts
  • Add a trend line to a chart
  • Add reference lines, distributions, and boxes
  • Manage viz animations
11. Mapping Geographic Data
  • Create a basic map
  • Add and remove map layers
  • Enhance map analysis using distance measurement tools
  • Disable pan and zoom in maps
  • Define custom regions
12. Creating Dashboards and Actions
  • Create a dashboard
  • Arrange and resize dashboard elements
  • Replace a worksheet in a dashboard quickly
  • Define a filter action
  • Define a highlight action
  • Define parameter actions
  • Further resources

Taught by

Curt Frye


4.8 rating at LinkedIn Learning based on 3371 ratings

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