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Tableau Worksheet
📊 Forecasting & Analytics
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After this worksheet you can
Trend linesBuilt-in forecastingClusteringConfidence intervals📚 Quick Recap
Tableau's built-in statistical analytics tools transform dashboards from descriptive (what happened?) to predictive (what will happen?) and diagnostic (why did it happen?). In this lesson you'll learn to add trend lines, build forecasts with confidence intervals, interpret R² and P-values, use reference lines and bands, and create box plots that reveal distribution — all without writing a single line of statistical code.
🧠 Section A · Concept Check ● BEGINNER 4 × 1 = 4
1The Analytics pane adds:
2Tableau forecasting uses:
3Forecast shading shows:
4Auto-grouping similar marks is:
🧮 Section B · Problem Solving ● INTERMEDIATE 2 + 3×3 = 11
5A line fits the overall direction of points.
6Forecasts need a field (time).
7Add a 12-month forecast to monthly sales.
8What makes a forecast unreliable?
9Interpret a wide confidence band.
🚀 Section C · Challenge ● CHALLENGE 5
10Use clustering on customers - inputs?
💭 Reflection — the most useful thing I learned:
A ___/4 B ___/11 C ___/5 Total ___/20
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✂ answer key — fold or cut before handing out
1-A 2-A 3-A 4-A | 5 trend 6 date 7 = Analytics pane - drag Forecast onto the line chart 8 = Short history, irregular data, structure changes 9 = High uncertainty in the forecast | 10 = Numeric behaviour measures (spend, frequency, recency)