Tableau Fundamental & Advance – 5 Days

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Tableau Fundamental & Advance – 5 Days

Prerequisites: Knowledge of Database Concepts
(It Is mandatory to accomplish the training prerequisite conditions before nominating for the session)

Audience
Tableau Fundamentals & Advance serves the beginner to intermediate Tableau user, targeted towards anyone who works with data – regardless of technical or analytical background. This course helps you implement important concepts, techniques & admin activities in Tableau. Move from simple to complex visualizations and combine them in interactive dashboards.
Duration: 40 Hours
Course type: Classroom Sessions with Hands on Experience & PoC Implementation
Course Outline
Day 1:
Introduction
+ What is Visualization?
+ What Is Dashboard?
+ Why Tableau?
+ Comparison of Tableau with other tools
+ Limitations of Tableau
+ Tableau Desktop, Server and the Tableau Product Line
+ Application Terminology
+ Visual Cues for Fields
+ Tableau Installation

Connecting to Data
+ Connecting to files
+ Connecting to data – Basics
+ Editing Data connections and data sources
+ Editing Metadata and saving data sources
+ Joins in Tableau
+ Data Source level Filters
+ Connecting to Databases
                + Connecting to Oracle, SQL Server, Google Analytics, Different RDBMS Databases
                + Connecting to Big Databases like HDFS, Hive, Greenplum, Teradata
+ Calling Stored Procedure in Tableau
+ Join Types
+ Custom SQLs


Creating Basic Visualizations
+ Getting Started in Tableau Desktop
+ Elements of Visualization
+ Understanding of Dimensions & Measures
+ Basic Graphs
                + Bar Chart
                + Stacked Bar Chart
                + Line Chart
                + Area Chart
                + Pie Chart
                + Filled Maps
                + Symbol Maps
                + Scatter Plots
                + Trend Line
                + Bullet Chart
                + Part to Whole Chart
+ Tree Map
                + Word cloud
                + Bubble Chart
                + Discrete Line Charts
                + Discrete Area Charts
                + Highlight Table
                + Heat Map
                + Cross Tabs
                + Normal Tables
+ Grand Totals, Sub-totals and Changing Aggregation
+ Dual Axis Graphs
                + Dual line chart
                + Side by side bar chart
                + Donut Chart
                + Map and Pie Chart
                + Map and Donut Chart
                + Bar in Bar Chart
                + Bar & Circle Chart
+ Measure Name & Measure Values
                + Multi-line chart
                + Combo Charts
                + Highlight table with Multiple Measures

PoC Implementation




Day 2:
Simplifying and Sorting Your Data
+ Data Filtering
                + Local Filters
                + Global Filters
                + Data Source Level Filters
                + Context Filters
+ Sorting
                + Sorting Single Dimension Graphs
                + Sorting Multi Dimension Graphs
                + Sorting by Different Measures

Organizing your Data
+ Using Groups
                + Static Groups vs. Dynamic Groups
+ Creating and Using Hierarchies
+ Creating a Combined Field
+ Using Sets

Slicing your Data by Date
+ Working with Dates
+ Using Discrete Date Parts
+ Creating Date Filters
+ Defining a Fiscal Year
+ Creating Custom Dates

Data Blending

                + What is Data Blending?
                + Data Blending on Multiple columns

File Types in Tableau
                + TWB vs TWBX, TDE, TDS vs TDSX, TBM

+ Connection Types
                + Live Connection Vs Data Extracts
+ Creating Extracts
+ Using and Refreshing Extracts
+ Incremental Refresh

Dashboard Creation
                + Creating Dashboards
                + Actions in Tableau
                + Navigation Buttons
                + Dashboard Formatting
                + Bringing Images, web pages in Tableau
+ Usage of Containers
+ Best Practices in Dashboard Designing
               
PoC Implementation
Day 3:
Calculations and Statistics
+ Edit in Shelf
+ Introduction to Calculations
+ Statistical Calculations
+ Calculation Types
+ Creating Calculated Fields
+ Using Logic Statements
+ Type Conversions and Date Calculations
+ Using Quick Table Calculations
+ Calculations and Aggregations
+ Conditional Formatting
Level of Details Expressions

                + Usage of curly braces
                + Use of LoD functions – Fixed, Include & Exclude

Advance Chart Types
+ Histogram
+ Box plot
+ Waterfall Charts
+ Funnel Charts
+ Pareto Charts
+ Control Charts
+ Motion Charts

PoC Implementation



Day 4:
Using Parameters for Dynamic Values
                + What if Analysis using parameters
                + Parameters as Column Selectors
                + Dynamic Reference lines using Parameters
                + Dynamic Top N values using Parameters
                + Graph selector using Parameters

Tableau - R Integration
                + Setting up R
                + R-Tableau Connection
                + Outliers using R-Tableau
                + K Means Clustering using R-Tableau

Mapping Data Geographically
+ Mapping in Tableau
+ Mapbox Integration

Sharing Your Work
+ Export to an Image File              
+ Exporting the Data Only
+ Other Sharing Options
+ Integrating Dashboard to Other Portals
+ Publishing Dashboards on Tableau Public

Dashboard Best Practices
+ Sizing
+ Dashboard Designing
+ Finalizing KPIs
+ Dashboard Formatting
+ Working with Big Data
+ Working in Shared Environment
+ Parallel Development & Integration
+ Data Visualization Best Practices
+ Making Efficient Dashboard

Story Telling
                + Why Storytelling?
                + How to Create Story Board

Tableau 10.0 New features
PoC Implementation

Day 5:
Tableau Server
+ Introduction
+ Tableau Server Installation
+ Tableau Settings
+ Dashboard Publish and Access
+ Tableau Admin Activities
  • Add / Edit/ Delete Users
  • Add / Edit/ Delete Groups
  • Add / Edit/ Delete Projects
  • User Permissions
  • Dashboard Refresh Schedule
  • Server Reports
  • Tableau Server Authentications
+ Tableau License Handling
+ Tableau Dashboard Migration
+ Tableau Performance Tracking
PoC Implementation
Q&A & Windup Session

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