Blending & Managing Data Files in Tableau Desktop

Tableau Desktop    |    Intermediate
  • 11 videos | 47m 5s
  • Includes Assessment
  • Earns a Badge
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Once you have defined the data set that you want to use in your Tableau Desktop workbook, you can move on to building your visualizations [vizzes]. In this 11-video course, you will learn how to navigate within the Tableau workspace and use shelves, pages, and cards. Begin by discovering how the Tableau worksheets workspace is organized; then explore the purpose of shelves, cards, and marks when building vizzes in Tableau Desktop. Learn how to connect to multiple data sources and use the relationship tool to demonstrate automatic blending in Tableau, and how to implement manual blending, by manually editing and troubleshooting field relationship settings when blending data in Tableau Desktop. This leads into learning how to blend and work with geocoded data in Tableau, and create and manage worksheets in Tableau. Delve into saving data connections and sources in TDS format; work with packaged workbooks and sources; and work with Tableau bookmarks. The course concludes by demonstrating how to import worksheets, dashboards, and workbook contents into a file in Tableau Desktop.


  • Understand how the tableau worksheet workspace is organized
    Describe the purpose of shelves, cards, and marks when building visualizations in tableau desktop
    Connect to multiple data sources and use the relationship tool to demonstrate automatic data blending in tableau
    Manually edit and troubleshoot the field relationship settings when blending data in tableau desktop
    Work with custom geocode data to blend geographical data and import custom geocoding
    Create and customize worksheets in a tableau workbook
  • Use workbook views and control worksheet contents in tableau desktop
    Save tableau workbooks and data sources using twb and tds formats
    Save a workbook and data extracts using the tableau packaged workbook and packaged data source formats
    Save a single worksheet as a tableau bookmark format and open the bookmark within a workbook
    Import worksheets, dashboards, and workbook contents into a file in tableau desktop


  • 4m 13s
    Before building your data visualizations in Tableau Desktop, it is important to understand how the worksheet workspace is organized and how to get access to all the tools you will need. See how to navigate the worksheet interface, browse the different menus available, and use the toolbar. FREE ACCESS
  • 6m 2s
    A worksheet view is made up of shelves and cards. These are the areas that will control the appearance, structure, and make-up of your data visualizations. Understanding how these areas work is key to working with data in Tableau Desktop. FREE ACCESS
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    3.  Implementing automatic blending
    5m 21s
    Generally speaking, you will want to use joins to combine data in Tableau Desktop. However, in some cases, data blending is preferred. Unlike joins, blending keeps your data sources separate, and is performed via the Data pane in your worksheet. Once you have added your data sources, Tableau Desktop can help you to blend your data using automatically identified similar or related fields. FREE ACCESS
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    4.  Implementing manual blending
    3m 31s
    When blending data in your worksheet, sometimes Tableau Desktop will be unable to identify the right relationship. You can use the relationship and linking tools to control how your data is blended. FREE ACCESS
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    5.  Blending & working with geocoded data in Tableau
    6m 18s
    Another type of blending that can be performed in Tableau Desktop is custom geocoding. This allows you to bring in custom geographic data that you can then map via the Relationship tool in your worksheet. FREE ACCESS
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    6.  Creating worksheets in Tableau
    2m 41s
    Tableau workbooks are made up of different worksheets, dashboards and stories. You can use these tools to create various vizes, views, reports, and tables in your workbook. In this video, we'll focus on creating, browsing, coloring, and renaming worksheets in a Tableau workbook. FREE ACCESS
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    7.  Managing worksheets in Tableau
    2m 16s
    Tableau Desktop features a number of different views, for controlling how you browse between and manage your worksheets, dashboards, and stories. See how to use your Sheet Sorter view, duplicate worksheets, and clear or delete completely worksheets that you no longer need. FREE ACCESS
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    8.  Saving data connections & sources in TDS format
    6m 9s
    Tableau allows you to save data in a variety of different ways. The standard workbook, which will save your worksheets, dashboards, stories, formatting, and data connection details, is the TWB format. This can be used to quickly save your work and return to it later. If you are looking to just save your connnection setup and details for quickly jumping into data analysis later on, however, you can use the saved data source format: TDS. FREE ACCESS
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    9.  Working with packaged workbooks & sources
    5m 2s
    If you need to share a workbook along with the underlying data, you can use the TWBX format, which is Tableau's Packaged Workbook type. This includes your standard workbook content as well as the underlying data extract and inserted images. This can, however, result in large package files, so care is needed when choosing between TWB and TWBX. You can also use packaged data source files to save your data setup and connection settings as well as an extract of the underlying data. FREE ACCESS
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    10.  Working with Tableau Bookmarks
    2m 30s
    Tableau bookmarks are a great way of saving individual worksheets, which can then be accessed from any workbook that you are working on. Bookmarks are effectively snapshots of a worksheet in its current state, and will include connection and data source information, formatting, and other settings relating to your worksheet view. FREE ACCESS
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    11.  Importing Tableau data
    3m 2s
    If you have built dashboards or views in Tableau Desktop and want to use them in another workbook, you have a number of different options. As well as using bookmarks to quickly open existing snapshots in other workbooks, you can also import your workbook's contents, and use the copy and paste tools to copy views and dashboards from one file to another. FREE ACCESS


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