Tableau Interface and Features I - BFI School

Tableau Interface and Features I - BFI School

Tableau for Financial Analysis Tableau Interface and Features I

Tableau for Financial Analysis

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Introduction

Introduction to Tableau

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Tableau Interface and Features I

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Tableau Interface and Features II

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Tableau Interface and Features III

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Connecting to & Preparing Data I

Live Connection and Extracts

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Tableau Data Extract

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Tableau Data Extract Refresh

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Pros and Cons of Tableau Extract

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Live Connection vs Tableau Data Extract

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Tableau Data File Type

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Other Tableau Data File

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Connecting to & Preparing Data II

Relationship (An Introduction)

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Data Blending (An Introduction)

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Table Combination in Tableau

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Table Combination in Tableau II

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Creating Unions

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Connecting to & Preparing Data III

Tableau Data Type (An Introduction)

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Renaming Data Fields

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Understanding Tableau Concepts I

Dimansions and Measures (Introduction)

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Dimensions and Measures I

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Dimension vs Measures II

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Understanding Tableau Concepts II

Discrete and Continuous Fields (Introduction)

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Discrete and Continuous Fields (Introduction)

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Difference Between Discrete and Continuous Fields

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Understanding Tableau Concepts III

Tableau Concept (Aggregation)

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Exploring & Analyzing Data I

Exploring and Analyzing Data (An Introduction)

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Creating a Bar Chart

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Creating Line Chart

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Pie Chart and Tree Map

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Scatter Plot and Gantt Chart

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Box and Whisker Plot

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Creating Combined Axis Charts

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Exploring & Analyzing Data II

Exploring and Analyzing Data (Introduction)

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Formatting Charts

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Using Animation

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Format - Other Options

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Using Cards and Legends

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Exploring & Analyzing Data III

Organizing Data and Applying Filters

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Creating Groups

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Grouping - Top and Bottom N

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Filtering Out NULLs

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Date Filters II

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Exploring & Analyzing Data IV

Applying Analytics to a Worksheet

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Manual Sort Option

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Calculated Fields I

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Calculated Fields II

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Calculated Fields III

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Dates Calculated Fields I

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Dates Calculated Fields II

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Total and Grand Totals

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Dynamic Parameters

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Creating Visuals

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Wrap up - Parameters I

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Wrap up - Parameters II

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Wrap up - Parameters III

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Quick Table Calculation

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Sharing Insights

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Dashboard Objects

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Dashboard Actions I

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Dashboard Actions II

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Dashboard Layout

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Case Study I: Sales Insights Dashboard

Accompanying File - DOWNLOAD !

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Revenue by Region

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Revenue by Region per Territory

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Top 10 Accounts

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Dashboard Formatting I

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Dashboard Formatting II

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Dashboard Formatting III

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Dashboard Formatting IV

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Dashboard Formatting V

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Dashboard Formatting VI

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Dashboard Formatting VII

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Dashboard Formatting VIII

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Dashboard Formatting IX

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Dashboard Formatting X

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Dashboard Formatting XI

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Sales Opportunity - Channel Revenue

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Revenue by Account Type

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Category Revenue and Pipeline Phase

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Revenue Potential by Probability I

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Revenue Potential by Probability II

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Drilling Down Using Parameters

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Dashboard Formatting I

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Dashboard Formatting II

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Dashboard Formatting III

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Dashboard Formatting IV

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Dashboard Formatting V

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Case Study II: Financial Insights Dashboard

Accompaning File - DOWNLOAD I

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Data Interpreter

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Creating Calculated Fields

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Creating Calculated Fields II

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Creating Calculated Fields III

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Operating Profit

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Total Revenue and Gross Profit

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Total Revenue Breakdown

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Key Performance Indicators KPIs

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KPIs (Last Month)

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KPIs (Last Month) II

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Saving to Tableau Public

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Dashboard Layout

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Dashboard Charts I

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Dashboard Charts II

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Dashboard KPI Charts

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Dashboard KPI Charts II

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Dashboard KPI Charts III

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Dashboard Title

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Dashboard Filter I

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Dashboard Filter II

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Dashboard Filter III

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Dashboard Filter IV

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Sharing Dashboards

View and Export Underlying Data

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Publish Workbook

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Download Workbook

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Opening twbx Files

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CAPSTONE PROJECT

Capstone Project - Income and Finance Statement Deep-Dive

Announcements Reviews Live Classes Gradebook Certificate Course Info