Tableau Training

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Course Description

From connection to collaboration, Tableau is the most powerful, secure and flexible end-to-end analytics platform for your data. Elevate people with the power of data. Designed for the individual; scaled for the enterprise. Tableau is the only business intelligence platform that turns your data into insights that drive action.


Contents


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