Study Key Topics for the Create Content Section

3.1. Create charts

• Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
  
• Sort data (including custom sort)
  

3.2. Create dashboards and stories

• Combine sheets into a dashboard by using containers and layout options
  
• Add objects (containers, images, text)
  
• Create stories using story points
  

3.3. Add interactivity to dashboards

• Use filter in a dashboard
  
• Add filter, URL, and highlight actions
  
• Create interactivity using dynamic zone visibility
  
• Add navigation buttons
  
• Create interactivity using set and parameter actions
  
• Create show/hide buttons for dashboard objects
  

3.4. Format workbooks, worksheets, and dashboards

• Apply color, font, shapes, styling
  
• Add custom shapes and color palettes
  
• Add annotations
  
• Customize tooltips
  
• Apply padding
  
• Format gridlines, row-level and column-level bands, and shading
  
• Create a responsive design for specific device layouts
  

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3.1. Create charts

• Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
  

Read the Add Axes for Multiple Measures in Views to learn about several different ways to compare multiple measures in a single view. For example, you can create individual axes for each measure, blend two measures to share an axis, and add dual axes where there are two independent axes layered in the same pane.

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3.1. Create charts

• Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
  

Review how to Build a Scatter Plot to visualize relationships between numerical variables.

Use the reference article A Guide To Charts to review practical examples of when to use common chart types.

3

3.1. Create charts

• Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
  

Refresh your knowledge about the differences between discrete and Continuous Dates and how to Build a Bar Chart.

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3.1. Create charts

• Sort data (including custom sort)
  

Study the many ways to Sort Data in a Visualization, including how to specify the field value used to determine the sort order even if the field isn't in the visualization.

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3.2. Create dashboards and stories

• Combine sheets into a dashboard by using containers and layout options
  
• Create stories using story points
  

3.3. Add interactivity to dashboards

Review how to Create a Dashboard and Stories and explore situations when you would build them.

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3.2. Create dashboards and stories

• Combine sheets into a dashboard by using containers and layout options
  

Refresh your understanding of containers and layout options by reading the Size and Lay Out Your Dashboard help topic.

7

3.3. Add interactivity to dashboards

• Add filter, URL, and highlight actions
  

Review how to Create Advanced Highlight Actions using the Actions dialog box.

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3.3. Add interactivity to dashboards

• Add filter, URL, and highlight actions
  
• Add navigation buttons
  

Familiarize yourself with setting up Filter Actions in a dashboard and navigation objects in Create a Dashboard.

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3.4. Format workbooks, worksheets, and dashboards

• Add annotations
  

Review how to Add Annotations to showcase your insights.

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3.4. Format workbooks, worksheets, and dashboards

• Customize tooltips
  

Read how to format tooltips in Format Individual Parts of the View and Create Views in Tooltips (Viz in Tooltip) to reveal more details about data to your audience by embedding visualizations within tooltip.

1

3.1. Create charts

• Create basic charts from scratch (bar, line, pie, highlight table, scatter plot, histogram, tree map, bubbles, data tables, Gantt, box plots, area, dual axis, combo)
  

Learn how to Build Common Chart Types in Data Views. Review when and how to Choose the Right Chart Type for Your Data and how to use each type of chart to interpret your data.

Use the reference article A Guide To Charts to review practical examples of when to use common chart types.

2

3.1. Create charts

• Sort data (including custom sort)
  

Review options to Sort Data in a Visualization when looking at a viz and when in the authoring environment.

3

3.3. Add interactivity to dashboards

• Use (views as) filters in a dashboard
  

Refresh your knowledge of the Use as Filter option in the Create a Dashboard topic.

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3.3. Add interactivity to dashboards

• Add filter, URL, and highlight actions
  

Add context and interactivity to your data using actions. Review material in the following topics: Filter Actions, URL Actions, Highlight Actions, and Create Advanced Highlight Actions.

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3.3. Add interactivity to dashboards

• Create interactivity using dynamic zone visibility
  

Learn how to Use Dynamic Zone Visibility when you want to progressively reveal insights about data automatically. Contrast this with show/hide buttons, which enable dashboard viewers to toggle the visibility of dashboard objects.

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3.3. Add interactivity to dashboards

• Create interactivity using set and parameter actions
  

Review how to use Parameter Actions and Set Actions to add interactivity to dashboards.

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3.3. Add interactivity to dashboards

• Create show/hide buttons for dashboard objects
  

Refresh your knowledge about how to Show and hide objects by clicking a button. Contrast this with dynamic zone visibility, which allows you, as the dashboard designer, to show and hide objects automatically.

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3.4. Format workbooks, worksheets, and dashboards

• Apply color, font, shapes, styling
  

Learn how to format visualizations in Tableau to enhance your analysis and presentation in the Tableau Visualization Formatting on the Web module.

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3.4. Format workbooks, worksheets, and dashboards

• Add custom shapes and color palettes
  

Learn how to use custom shapes in the Control the Appearance of Marks in the View topic and the Create Custom Color Palettes if you are using Tableau Desktop.

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3.4. Format workbooks, worksheets, and dashboards

• Create a responsive design for specific device layouts
  

Review how to Create Dashboard Layouts for Different Device Types to optimize the user’s dashboard experience for their phone, tablet, or desktop.

The Tableau Workspace

Tableau Online Help

Measure Values and Measure Names

Tableau Online Help

Change Date Levels

Tableau Online Help

A Guide to Charts

Tableau Reference Library Article

Data Filtering and Sorting in Tableau Desktop

Module

How to Build Dashboards that Persuade, Inform, and Engage

(Use your Tableau ID to access)

White paper

Best Practices for Effective Dashboards

Online Help

Tableau Visualization Formatting on the Web

Module