TABLEAU

Data Visualization & Reporting with Tableau

Two Day Course

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)

BUILDING INTERACTIVE DASHBOARDS- (BUILDING & CUSTOMIZING)

  • Combining multiple visualizations into a dashboard (overview)

  • Making your worksheet interactive by using actions

    • Filter

    • URL

    • Highlight

FORMATTING

  • Options in Formatting your Visualization

  • Working with Labels and Annotations

  • Effective Use of Titles and Caption

​​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

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

Data Visualization

Two Day Course

​​

  • 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​​

TABLEAU: 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)

TABLEAU: BUILDING VIEWS (REPORTS) – ADVANCED MAPS

  • Explain latitude and longitude

  • Default location/Edit locations

  • Symbol Map & Filled Map

  • Custom Geo Coding

TABLEAU: CALCULATED FIELDS

  • Working with aggregate versus disaggregate data

  • Explain - #Number of Rows

  • Basic Functions (String, Date, Numbers etc)

  • Usage of Logical conditions

TABLEAU: TABLE CALCULATIONS

  • Explain scope and direction

  • Percent of Total, Running / Cumulative calculations

TABLEAU: PARAMETERS

  • Create What-If analysis

  • Using Parameters in

    • Calculated fields

    • Bins

    • Reference Lines

    • Filters/Sets

  • Display Options (Dynamic Dimension/Measure Selection)

TABLEAU: BUILDING INTERACTIVE DASHBOARDS- (BUILDING & CUSTOMIZING)

  • Combining multiple visualizations into a dashboard (overview)

  • Making your worksheet interactive by using actions

    • Filter

    • URL

    • Highlight

TABLEAU: FORMATTING

  • Options in Formatting your Visualization

  • Working with Labels and Annotations

  • Effective Use of Titles and Captions.

TABLEAU: 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

  • Toggle between to Direct Connection and Extracts

© 2018 by The Enigma Group of Companies

  • Instagram Social Icon
  • Facebook Social Icon
  • LinkedIn Social Icon
  • Twitter Social Icon