INTRO TO TABLEAU

• What is Tableau?

• What does the Tableau product suite comprise of? How Does Tableau Work?

• Tableau Architecture

• What is My Tableau Repository?

• Connecting to Data & Introduction to data source concepts

• Understanding the Tableau workspace

• Dimensions and Measures

• Data Types & Default Properties

• Tour of Shelves & Marks Card

• Using Show Me!

• Building basic views

• Saving and Sharing your work-overview

 

BUILDING VIEWS (REPORTS) – BASICS

• Date Aggregations and Date parts

• Cross tab & Tabular charts

• Totals & Subtotals

• Bar Charts & Stacked Bars

• Line Graphs with Date & Without Date

• Tree maps

• Scatter Plots

• Individual Axes, Blended Axes, Dual Axes & Combination chart

• Edit axis

• Parts of Views

• Sorting

• Trend lines

• Reference Lines

• Forecasting

• Filters

• Context filters

• Sets

  • In/Out Sets

  • Combined Sets

• Grouping

• Bins/Histograms

• Drilling up/down – drill through

  • Hierarchies

  • View data

  • Actions (across sheets)

 

BUILDING VIEWS (REPORTS) – ADVANCED MAPS

• Explain latitude and longitude

• Default location/Edit locations

• Symbol Map & Filled Map

• Custom Geo Coding

 

CALCULATED FIELDS

• Working with aggregate versus disaggregate data

• Explain - #Number of Rows

• Basic Functions (String, Date, Numbers etc)

• Usage of Logical conditions

 

TABLE CALCULATIONS

• Explain scope and direction

• Percent of Total, Running / Cumulative calculations

 

PARAMETERS

• Create What-If analysis

• Using Parameters in

  • Calculated fields

  • Bins

  • Reference Lines

  • Filters/Sets

• Display Options (Dynamic Dimension/Measure Selection)

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BUILDING INTERACTIVE DASHBOARDS- (BUILDING & CUSTOMIZING)

• Combining multiple visualizations into a dashboard (overview)

• Making your worksheet interactive by using actions

  • Filter

  • URL

  • Highlight

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FORMATTING

• Options in Formatting your Visualization

• Working with Labels and Annotations

• Effective Use of Titles and Caption

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​​WORKING WITH DATA

• Multiple Table Join

• Data Blending

• Difference between joining and blending data, and when we should do each

• Working with the Data Engine / Extracts

• Working with Custom SQL

• Toggle between to Direct Connection and Extracts

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WORKING WITH TABLEAU SERVER – ACCESSING REPORTS THROUGH WEB

• Publishing to Tableau Server – Overview of publishing

• Server Administration - Managing Users, Projects & Object level and Data Security as per Users

• User Filters