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Tableau

Information Technology > Business intelligence and data analysis

Description

Tableau is a powerful data visualization tool used in the Business Intelligence industry. It simplifies raw data into an easily understandable format without any technical skills, and coding knowledge. Users can create simple to complex visualizations, dashboards, and worksheets. Tableau allows for data blending, real-time updates, and data collaboration. It also supports a large volume of data and various types of data. Advanced users can perform complex calculations, implement security measures, and integrate Tableau with other platforms. Expertise in Tableau can range from basic understanding and usage to advanced analytics and optimization.

Expected Behaviors

✎
LEVEL 1

Fundamental Awareness

At this level, individuals are expected to have a basic understanding of data visualization concepts and the Tableau interface. They should be able to connect Tableau to different data sources and have a basic understanding of data types and formats.

🌱
LEVEL 2

Novice

Novices can create simple visualizations like bar charts, line graphs, and pie charts. They can apply basic filters to data and use basic calculations in Tableau. They should also be able to create basic dashboards and understand dimensions and measures.

🌍
LEVEL 3

Intermediate

Intermediate users can create complex visualizations like scatter plots, treemaps, and heat maps. They can apply advanced filters and parameters, create calculated fields, and use functions. They should also be able to design interactive dashboards and understand data blending and joining.

⭐
LEVEL 4

Advanced

Advanced users can create advanced chart types like waterfall, Pareto, and control charts. They can use advanced table calculations and level of detail expressions, design complex dashboards with actions and filters, perform advanced data preparation tasks, and understand statistical analysis in Tableau.

🏆
LEVEL 5

Expert

Experts can master the use of advanced analytics features like forecasting and clustering. They can optimize the performance of Tableau dashboards, integrate Tableau with other tools and platforms, implement security and permissions in Tableau Server, and train and mentor others in Tableau usage.

Micro Skills

✎
LEVEL 1

Fundamental Awareness

Recognizing the importance of data visualization
Identifying different types of charts and their uses
Understanding the principles of good visualization design
Navigating the Tableau Desktop interface
Understanding the purpose of different panels and menus
Knowing how to use the toolbar and status bar
Connecting to Excel and CSV files
Connecting to databases like SQL Server, MySQL
Understanding the difference between live and extract connections
Recognizing different data types like string, number, date
Understanding how Tableau interprets data formats
Knowing how to change data types in Tableau
🌱
LEVEL 2

Novice

Understanding the use of different chart types
Selecting appropriate data for each chart type
Customizing the appearance of charts
Understanding the concept of filtering in Tableau
Using quick filters
Applying filters to multiple worksheets
Understanding the concept of calculated fields
Creating simple calculated fields
Using basic functions in calculations
Understanding the concept of dashboards in Tableau
Adding worksheets to a dashboard
Arranging items on a dashboard
Differentiating between dimensions and measures
Converting dimensions to measures and vice versa
Understanding the concept of discrete and continuous fields
🌍
LEVEL 3

Intermediate

Understanding the use cases for different complex visualization types
Configuring the settings for each visualization type
Customizing the appearance of visualizations
Creating dynamic filters with parameters
Using multiple field filters
Applying wildcard filters
Setting up top N filters
Writing expressions for calculated fields
Understanding and using various Tableau functions
Debugging calculations
Adding interactivity with actions (filter, highlight, URL)
Arranging dashboard elements for optimal user experience
Customizing dashboard layout for different device types
Differentiating between data blending and joining
Performing data blending from multiple sources
Executing different types of joins (inner, left, right, outer)
⭐
LEVEL 4

Advanced

Understanding the use cases for each advanced chart type
Configuring data appropriately for each chart type
Customizing the appearance of each chart type
Understanding the syntax and usage of different functions in Tableau
Applying complex calculations across different levels of detail
Debugging and optimizing table calculations
Creating interactive elements like buttons and sliders
Linking multiple visualizations through actions
Implementing user-driven filters and parameters
Cleaning and transforming data within Tableau
Joining and blending multiple data sources
Handling missing or incorrect data
Performing basic statistical tests within Tableau
Creating visualizations to represent statistical findings
Interpreting the results of statistical analysis
🏆
LEVEL 5

Expert

Knowledge of different types of forecasting models
Applying forecasting models in Tableau
Understanding of clustering concepts
Applying clustering in Tableau
Understanding of data source optimization techniques
Applying data source optimization in Tableau
Understanding of dashboard design best practices
Applying dashboard design best practices in Tableau
Understanding of Tableau Server's security model
Implementing user roles and permissions in Tableau Server
Understanding of effective training methods
Creating Tableau training materials

Skill Overview

  • Expert2 years experience
  • Micro-skills70
  • Roles requiring skill22

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