Tableau Fundamentals

Tableau

5 Day Tableau Course – Analytics anyone can use

What is Tableau?

From connection through 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, but scaled for the enterprise, Tableau is the only business intelligence platform that turns your data into insights that drive action.

About the course

This five-day course is designed to help you understand and use the important concepts and techniques in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards, as well as telling compelling stories with your data

Audience: Data Analysts, Business Analysts, Developers, Data Managers, Business Intelligence Analysts, IT Administrators, Data Architects

Course Schedule: 5 Days

Course Syllabus:

Getting Started with Tableau

• Power
• Speed
• Flexibility
• Simplicity
• Beauty

Tableau Basics

• Download, install and open Tableau
• Connect to sample data and review the Tableau interface
• “Show Me” Tableau in action
• Categorically clear views

Tableau Objects

• Save time with the Tableau toolbar
• When tables trump graphs
• Insightful maps
• View shifting – the underrated histogram and flexible bins
• Exporting results to share your insights

Basic views in Tableau

• Tables – an eye for detail
• Text tables
• Highlight tables
• Heat maps
• Bar Charts – five flavors to meet your needs
• Horizontal bars
• Stacked bars
• Side-by-side bars
• Histogram
• Bullet graphs
• Line Charts – display what happened over time
• Lines (continuous)
• Lines (discrete)
• Pie Charts – a common go-to view (use at your own risk!)
• Hands on Practical Sessions

Advanced views in Tableau

• Scatter Plots – explore relationships
• Circle Plots – go beyond bar charts
• Circle views
• Side-by-side circles
• Maps – great for location data
• Symbol maps
• Filled maps
• Area Charts – track multiple groups over time
• Area charts (continuous)
• Area charts (discrete)
• Dual Charts – compare two measures on two vertical axes
• Dual lines
• Dual combination
• Dual points
• Gantt Chart – track activity over time

• Customize views using the Columns, Rows, Pages and Filters Shelves
• Enhance your visual appeal with the Marks card
  1. Label
  2. Text
  3. Color
  4. Size
  5. Shape
  6. Level of Detail

• The Summary Card – handy description of your data
• Headers and Axes
• Titles, Captions, Field Labels and Legends
• Format values in your views
• Organise the data in your views

• Sort views for quick comparison
• Filter views to find the right information
• Aggregations for measures – sums, averages and more
• Use percentages to find the right ratios
• Spotlight your view to emphasize important values
• Add totals and subtotals
• Create a motion chart after connecting to a new data source
• Hands on Practical Sessions

Calculations and Models

• Quick Table Calculations
• Custom Table Calculations using data in your views
• Reference Lines, Bands and Distributions
• Model your data with Trend Lines

Data management in Tableau

• Data items: names, types, roles, properties, attributes and hierarchies
• View Data to see the data behind your view
• Bins to divide numeric data items
• Group dimensions into categories
• The power of sets to combine and filter your views

Advanced data management in Tableau

• Calculated Fields, Functions, and Parameters
• Calculated Fields – power to answer your difficult questions
• Calculated Field Operators
• Numeric Functions (Singular)
• Character Functions (Modify Items)
• Character Functions (Locate Values in String)
• Date Functions
• Type Conversion Functions
• Logical Functions (If, Then, Else)
• Aggregate Functions
• Table Calculation Functions
• Parameters add additional control for your analysis
• Hands on Practical Sessions

Data Blending

• Queries to retrieve the data you need
• Data blending to use data from multiple sources in one view
• Extracts to accelerate your data exploration in Tableau

Deploy and Publish workbooks

• Export images to other applications
• Export data to other applications or back into Tableau
• Print to PDF – export your views to Adobe Reader format
• Packaged Workbooks – take Tableau on the road!
• Tableau Reader – share packaged workbooks with your colleagues
• Tableau Server – powerful insights for everyone!
• Tableau Desktop and Tableau Server
• Tableau Public – share your insights with the world!
• Hands on Practical Sessions

Customer Specific Topics

• Hyperlink Access
• Regression Analysis
• Forecasting
• P/E Ratio
• Calculations using Statistical Functions
• Integration with R model
• Social Media Analytics (Data from Twitter, Facebook, etc.)
• Best Practices
• Performance Tuning / Tipsat Data and Application Level

Tableau Server

• Publishing Dashboard on Tableau Server
• Creating Users
• Creating Project
• Embedded code / Tool box