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Tableau

  • Audience

    Tableau Fundamentals 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 and techniques in Tableau.

    Duration

    Three day live classroom instruction or five day virtual classroom instruction.

    Prerequisites

    None

    Course Content:

    This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained.

    At the end of this course, you will be able to:

    Connect to your data.

    Understand Tableau terminology.

    Use the Tableau interface / paradigm to effectively create powerful visualizations.

    Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.

    Represent your data using various visualization types:

    • - Crosstabs
    • - Scatter plots
    • - Geographic maps
    • - Pie and bar charts
    • - Motion charts
    • - Bins and histograms
    • - Heat maps
    • - Density charts
    • - Tree maps
    • - Highlight tables
    • - Different mark types on dual axis/combo charts
    • - Drill down/drill across on dashboards

    Use statistical techniques to describe your data.

    Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations.

    Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.

    Handle changes in your data source such as field addition, deletion or name changes.

    Share your visualizations with others.

    Combine your visualizations into interactive dashboards and publish them to the web.

    Detailed Course Content:

    Introduction

    • Tableau Desktop and the Tableau Product Line
    • Application Terminology
    • Visual Cues for Fields

    Connecting to Data

    • Creating a Live Data Connection
    • Saving a Data Source
    • Sharing a Data Source
    • Understanding Changes to Data
    • Other Data Connection Options in Tableau

    Creating Basic Visualizations

    • Getting Started in Tableau Desktop
    • Elements of a Visualization
    • Formatting Your View

    Simplifying and Sorting Your Data

    • Data Filtering
    • Sorting

    Organizing your Data

    • Using 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

    Using Multiple Measures on the Same Axis

    • Comparing Views with Multiple Measures
    • Using Measure Values and Measure Names
    • Combo Charts
    • Combined or Shared Axis Charts
    • Creating Dual Axis Charts

    Showing the Relationship between Numerical Values

    • Options for Showing Numerical Relationships
    • Creating Scatter Plots
    • Creating Heat Maps

    Mapping Data Geographically

    • Mapping in Tableau
    • Geographic Mapping

    Viewing Distributions

    • Bins and Histograms

    Viewing Specific Values

    • Creating Crosstabs
    • Creating Highlight Tables
    • Grand Totals, Sub-totals, and Changing Aggregation

    Customizing your Data

    • Calculation Types
    • Creating Calculated Fields
    • Using Logic Statements
    • Type Conversions and Date Calculations
    • Using Quick Table Calculations
    • Calculations and Aggregations

    Using Parameters for Dynamic Values

    Showing Breakdowns of the Whole

    • Pie Charts and Parts of the Whole
    • Creating Tree Maps

    Highlighting Data with Reference Lines

    • Using Reference Lines and Reference Bands

    Showing Data History

    • Creating Motion Charts

    Making Your Views Available

    • Building Dashboards
    • Dashboard Actions
    • Using Drill Downs

    Sharing Your Work

    • Export to an Image File
    • Exporting the Data Only
    • Other Sharing Options

  • Audience

    Tableau Advanced is for the professional who has solid working experience with Tableau and wants to take it to the next level. You should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch your head when working with more complex issues.

    Duration

    Three days of live classroom or five days of virtual classroom instruction.

    Prerequisites

    Tableau Fundamentals and/or equivalent.

    Course Includes

    This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained.

    After completing this course you will be able to:

    Build advanced chart types and visualizations:

    • – Bar in bar charts – Bullet graphs
    • – Box and whisker plots – Pareto charts

    Build complex calculations to manipulate your data.

    Use statistical techniques to analyze your data.

    Use parameters and input controls to give users control over certain values.

    Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data.

    Combine data sources by joining multiple tables and using data blending.

    Make your visualizations perform as well as possible by using the Data Engine, extracts, and using connection methods correctly.

    Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices.

    Implement efficiency tips and tricks.

    Use Tableau Server in a basic way to share your visualizations.

    Detailed Course Content

    Introduction

    • Review Fundamentals Concepts

    Working with Single Data Sources

    • Desktop Data Architecture
    • Using Data Extracts
    • Custom SQL Data Connection

    Using Multiple Data Sources

    • All About Joins
    • Using Data Blending

    Using Calculations in Tableau

    • Creating and Editing Calculated Fields
    • Calculations Performed on the Database
    • Calculations and Aggregations
    • Aggregating Dimensions in Calculations
    • Record Level Calculations for Date Conversion

    Advanced Table Calculations

    • Table Calculation Scope and Direction
    • Null Values in Table Calculations
    • Table Calculations for Statistical Analysis

    Creating and Using Parameters

    • Using Parameters and Reference Lines
    • Using Parameters with Filters

    Comparing Measures Against a Goal

    • Showing Total Progress Toward a Goal (Bar in Bar Graph)
    • Showing Staged Progress Toward a Goal (Bullet Graph)

    Showing the Biggest and the Smallest Values

    Tableau Geocoding

    • How Tableau Performs Automatic Geocoding of Data
    • Modifying Geocode Locations within Tableau
    • Custom Geocoding

    Advanced Mapping

    • Dual Axis Maps
    • Mapping Paths
    • Using Background Images for Spatial Analysis

    Showing Distributions of Data

    • Creating a Pareto Chart
    • Box and Whisker Plots
    • Reference Distributions

    Statistics and Forecasting

    • Trend Lines
    • Forecasting

    Overview of Additional Visualizations

    • Gantt Bar Chart (Program Management)
    • Market Basket Analysis (Cohort Analysis)
    • Sparklines
    • Waterfall Charts

    Dashboards: Quick Filters, Actions, and Parameters

    • Comparing Quick Filters, Actions, and Parameters
    • Highlight Actions
    • Filter Actions
    • URL Actions

    Dashboard Best Practices

    • Sizing
    • Using Instructions
    • Dashboard Formatting

    Sharing Your Work

    • Sharing Packaged Workbooks
    • Export to an Image File
    • Exporting the Data Only
    • Other Sharing Options

  • Audience

    Tableau Server Essentials is an overview course for IT professionals who need to quickly learn the basics of administering a standard, out-of-the-box installation of Tableau Server. The course is also appropriate for anyone considering a deployment of Tableau Server and would like to learn more about the product prior to making a final decision.

    Duration

    Two day live classroom or four days of virtual classroom instruction.

    Prerequisites

    None

    Course Includes

    This course will include a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained.

    After completing this course you will be able to:

    Perform a single server installation of Tableau Server

    Configure a single server installation

    Administer content, users, groups, and the Data Server

    Administer security and permissions

    Administer sites in Tableau Server

    Schedule tasks and create extracts

    Embed views

    Perform basic administration and configuration tasks using command line tools

    Detailed Course Content:

    Installing and Configuring Tableau Server

    • Single Server installation
    • Single Server configuration

    Tableau Server Administration

    • Content administration
    • User and group administration
    • Data Server administration
    • Site administration

    Security and Permissions in Tableau Server

    • License level
    • User rights
    • Roles
    • Permissions precedence

    Working with Data

    • Task scheduling and extracts
    • Embedding URLs

    Command Line Tools(Basic Administration & Configuration)

    • tabcmd
    • tabadmin

    Additional Materials

    • Tableau file type and extensions
    • Component functions
    • Sharing work
    • Publishing to Tableau Server
    • Publishing to Tableau Public
    • Tableau Public Premium
    • Tableau Packaged Workbooks
    • Tableau Reader
    • Save to Office and share image file
    • Save to PDF
    • Export data only