Course Content

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Tableau Course Content

Introduction 

  • Course Introduction

Field Types and Visual Cues 

  • Tableau Desktop
  • Scenario
  • Objectives
  • Application Terminology and Definitions
  • Opening and Closing Tableau
  • Data Source Page
  • Tableau Workspace
  • Files and Folders
  • Getting Started with Tableau
  • View Terminology and Definitions
  • View Sections
  • Data Terminology and Definitions
  • Data Types
  • Data Roles: Dimension vs. Measure
  • Data Roles: Continuous vs. Discrete
  • Changing Data Roles
  • Visual Cues for Fields
  • Visual Cues for Fields in the Data Pane
  • Visual Cues for Fields in the Rows or Column Shelves

Data Connection in Tableau Interface

Data Connections in the Tableau

  • Connecting to Tableau Data Server
  • What is a Join
  • Types of Joins
  • When to Use Joining
  • Enabling Right Outer Join
  • Right Outer Join and Custom SQL Enabled
  • What is Data Blending
  • When to Use Data Blending
  • Data Blending in Tableau
  • Differences Between Joining and Blending
  • Joining vs. Blending
  • Writing Custom SQL
  • Prepare your Data for Analysis

Organizing and Simplifying Data 

  • Organizing and Simplifying Data
  • Objectives
  • Filtering Data
  • What is a Filter
  • Applying a Filter to a View
  • Filtering on Dimensions
  • Filtering on Dimensions Functions
  • Aggregating Measures
  • Filtering on Measures
  • Filtering on Dates
  • Quick Filters
  • Sorting of Data
  • What is Sorting
  • Sorting Data in Tableau
  • Types of Sorting
  • Creating Combined Fields
  • Combined Fields
  • Creating Groups and Defining Aliases
  • What is a Group
  • What are Aliases
  • Defining an Alias
  • Working with Sets and Combined Sets
  • Sets
  • Combined Sets
  • Working with Groups and Sets
  • Drill to Other Levels in a Hierarchy
  • Grand totals and Subtotals
  • Adding Totals
  • Adding Totals
  • How to Define Aggregations
  • Changing Aggregation Function
  • Tableau Bins
  • Bins
  • Fixed Sized Bins
  • Variable Sized Bins

Formatting and Annotations

  • Formatting and Annotations
  • Custom Geocoding
  • Adding Caption to Views
  • Click Interaction Adding Title to View
  • Click Interaction2 Adding Captions to View
  • Using Titles Captions and Tool tips
  • Adding Tooltips to Views
  • Using Title Caption and Tooltip
  • Formatting the Axes
  • Edit Axis Option
  • Formatting Views with Labels and Annotations
  • Format Window
  • Format Mark Labels
  • Annotations
  • Format Manipulations

Special Field Types

  • Special Field Types
  • Date Hierarchies
  • Drilling in the Time Hierarchy
  • Pivoting Date Parts on Shelves
  • Differentiate Between Discrete and Continuous Dates
  • Using Continuous Dates
  • Using Discrete Dates
  • Working with Discrete and Continuous dates
  • What are Custom Dates
  • Creating and Using Custom Dates
  • Fiscal Year
  • Define a Date Field on a Fiscal Year
  • Relative Date Filters
  • Importing Date Dimensions in Tableau from a Cube
  • Work with Date Hierarchies on Cubes
  • Dates in Cube (Multidimensional) Data Sources
  • Dates in Cubes Vs. Relational Data Sources

Tableau Generated Fields

  • Tableau Generated Fields
  • Using Measure Values and Measure Names
  • Using Multiple Measures in a View
  • Using the Number of Records Measure
  • Using Latitude and Longitude Fields

Chart Types

  • Chart Types
  • Working with Combined Axis
  • Working with Combination Charts
  • Understanding geocoding and geographic mapping in tableau
  • Combined Axis Graph and Scatter Plot
  • Describe text and highlight tables
  • Work with Pages Shelf and Create Motion Charts
  • Heat Maps
  • Using Bins and Histograms
  • Using Histograms
  • Using Pie Charts
  • Compare Measures Using Bullet Charts
  • Using Bar in Bar Charts
  • Define Advanced Chart Types
  • Using Pareto Charts
  • Creating Pareto Charts
  • Using Waterfall Charts
  • Using Gantt Charts
  • Working with box plots
  • Using Sparkline Charts

Calculations

  • Calculations
  • Objectives
  • Strings Date Logical and Arithmetic Calculation
  • Working with Strings Date Logical and Arithmetic Calculations
  • Using Strings Date Logical and Arithmetic Calculations
  • Working with Arithmetic Calculations
  • Aggregation Options
  • Working with Aggregation Options
  • Grand Totals and Sub-Totals
  • Quick Table Calculations
  • Creating Quick Table Calculations
  • Working with Quick Table Calculations
  • Automatic and Custom Split
  • Ad-hoc Analytics
  • LOD Calculations

Creating and using Parameters

  • Creating and using Parameters
  • Objectives
  • What is a Parameter
  • Creating a Parameter
  • Exploring Parameter Controls
  • Work with Parameters
  • Click Interaction Working with Parameters

Mapping

  • Mapping
  • Objectives
  • Modifying Locations within Tableau
  • Importing and Modifying Custom Geocoding
  • Working with Symbol Map and Filled Map
  • Using Background Image
  • Exploring Geographic Search
  • Perform Pan Zoom Lasso and Radial Selection
  • Working with WMS Server Maps

Statistics

  • Statistics
  • Objectives
  • Add Reference Lines Bands and Distribution
  • Adding Reference Lines
  • Adding Reference Bands
  • Adding Reference Distribution
  • Working Reference Lines Bands and Forecasting
  • Trend lines and Trend Models
  • Understanding Trend Lines
  • Enabling Trend lines
  • Click Interaction Understanding Trend Models
  • Working with Describe Trend Model Window
  • Working with Trend Lines
  • Statistical Summary Card
  • Perform Drag and Drop Analytics
  • Explore Instant Analysis
  • Forecasting

Dashboards

  • Dashboards
  • Objectives
  • Build Interactive Dashboards
  • What is a Dashboard
  • Building Dashboards
  • Best practices for creating effective dashboards
  • Comprehending Best Practices
  • Creating a Dashboard and Importing Sheets
  • Interaction Exploring Dashboard Actions
  • Use of Running Actions
  • Using Dashboard Actions
  • Sharing your Work
  • How to Share your Reports
  • Exporting your Work

TABLEAU SERVER

Tableau Server Administration (Concepts)

  • Publishing,
  • Scheduling and Sharing Security
  • , Authentication and Access
  • Roles and Responsibilities
  • Performance Monitoring and Tracking

Tableau Server Advanced Administration (Concepts)

  • High Availability
  • Backup and Recovery
  • TABLEAU – R – INTEGRATION
  • Tableau – R – Integration (Concepts)

How to Integrate R using Tableau Server Tableau Server Role in Integration

  • R output as Input to Tableau
  • File Based Integration of R with Tableau

Case Study

  • Projects
  • Resume preparation
  • Mock interviews
  • Tableau 10 new features.