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Tableau Fundamental & Advance

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  • Tableau Fundamental & Advance

Tableau Fundamental & Advance

Duration: 40 Hours OR 10 Half Days (4 Hrs. Each Day)

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.

Course type

  • Classroom Sessions with Hands on Experience & PoC Implementation

Approach and Methodology

  • 90% Hands-On, Kahoot Quiz Every Day and Module End Assessment

Prerequisites

  • None

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 SQL

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

DAY 2

Charts Contd…

  • Filled Maps
  • Symbol Maps
  • Scatter Plots
  • 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

DAY 3

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

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

DAY 4

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

DAY 5

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

DAY 6

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

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

DAY 7

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

DAY 8

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

DAY 9

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

DAY 10

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

T. Sanjay

Tech Enthusiast | Seasoned Corporate EnterT(r)ainer

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