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Tableau, Part 5 of 6: Grouping and Format

with expert Rob Davis

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Course at a glance

Included in these subscriptions:

  • Dev & IT Pro Video
  • Dev & IT Pro Power Pack

Release date 10/7/2021
Level Advanced
Runtime 1h 3m
Closed captioning N/A
Transcript N/A
eBooks / courseware N/A
Hands-on labs N/A
Sample code Included
Exams Included

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Course description

Tableau is a visual analytics platform for creating data visualization. This course covers grouping, adjusting as well as trends and forecasting.


Experience with Excel is helpful but not required.

Meet the expert

Professionally, Rob is a Data and Analytics Principal Consultant with over thirteen years of experience in Insurance, Healthcare, Manufacturing, Utilities, Higher Education, and Public Sector. He was coached by some of the best analytics mentors at Accenture and Slalom and today leverages Tableau to drive business strategy, revamp customer experience, and enable organizations to become more data driven. Rob's courses were designed to combine his years of consulting and training experience to deliver real world, professional, step-by-step coaching in the space of Data and Analytics. He is passionate about helping others and loves to see each and every one of his students succeed.

Course outline

Grouping and Format

Grouping (17:22)
  • Introduction (00:08)
  • Groups (06:17)
  • Sets (03:02)
  • Hierarchies (03:07)
  • Bins (04:38)
  • Summary (00:08)
Adjusting Mark Size (23:29)
  • Introduction (00:08)
  • Adjusting Mark Size (05:42)
  • Axis Formatting (08:15)
  • Colors, Borders, and Transparency (05:46)
  • Adding and Removing Chart Lines (03:29)
  • Summary (00:08)
Trends and Forecasting (22:21)
  • Introduction (00:08)
  • Trend Lines (06:16)
  • Mark Labels vs. Annotations (07:33)
  • Summary Box (02:01)
  • Captions and Titles (06:13)
  • Summary (00:08)