tableau - essentials

By attending Tableau - Essentials workshop, Delegates will learn to:

  • Understand the many options for connecting to data
  • Understand the Tableau interface / paradigm – components, shelves, data elements, and terminology
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
  • Able to represent data using the following visualization types:
    • Cross Tab
    • Geographic Map
    • Page Trails
    • Heat Map
    • Density Chart
    • Scatter Plots
    • Pie Chart and Bar Charts
    • Small Multiples
    • Dual Axis and Combo Charts with different mark types
    • Options for drill down and drill across
  • Use Trend Lines, Reference Lines and statistical techniques to describe data
  • Understanding how to use group, bin, hierarchy, sort, set and filter options effectively
  • Work with the many formatting options to fine tune the presentation of visualizations
  • Understand how and when to Use Measure Name and Measure Value
  • Understand how to deal with data changes in data source such as field addition, deletion or name change
  • Understand all of the options for sharing visualizations with others
  • Combine the visualizations into Interactive Dashboards and publish them to the web

Tableau - Essentials workshop is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data – regardless of technical or analytical background. Tableau Essentials course is designed to help Delegates understand the important concepts and techniques used in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards.

COURSE AGENDA

  • Connecting to single or multiple tables
  • Connecting live versus importing the data
  • Editing data connections after initial connection
  • Data source filtering
  • Single table
  • Multiple tables
  • Custom SQL
  • Editing Data Connections
  • Data menu
  • Exporting Data Connections
  • Logging in and navigating the portal
  • Interacting with the content
  • Editing existing views and dashboard
  • Save and share customized views
  • Sharing
  • Subscription
  • Introduction to Tableau and data visualization
  • Understanding the Tableau workspace
  • Connecting to Data and introduction to data source concepts
  • Dimensions and Measures
  • Using Show Me
  • Marks cards : How Marks Card works ?
  • Building Basic Views
  • Help Menu and Samples
  • Saving and Sharing works
  • Data Blending
  • Live vs Data Extracts
  • Understand how to deal with data changes in the data source such as field addition, deletion or name change
  • Re-using and sharing data connections
  • Working with multiple connections in the same workboo
  • Creating a basic view (and analysing data via various ways)
    • Geographic map
    • Combo carts with different marks
    • Dual Axis & Multiple Measures
    • Tree Map
    • Heat Map
    • Scatter Plots
    • Pie Chart & Bar Graph
  • Hierarchies & Drilling data
  • Sorting
  • Grouping
  • Aliases
  • Filters and Quick Filters
  • Cross – Tabs
  • Totals and Sub Totals
  • Aggregations
  • Percentage of Totals
  • Trend lines
  • Row Banding
  • Number Formatting
  • Text Formatting
  • Working with other formatting options
  • Labels
  • Annotation
  • Tooltip
  • Titles and Captions
  • Aggregate calculation
  • Calculated Fields
  • Table Calculations
  • Quick Table Calculation
  • Dashboard Objects
  • Combining multiple visualization in a dashboard
  • URL Actions
  • Dashboard Filters
  • Efficient use of dashboard real estate
  • Dynamic Titles
  • Tiled and Floating sheets
  • Sizing
  • Introduction to best practices of a visualizations
  • Publishing to Tableau Server
  • Packaged workbooks
  • Exporting images
  • Publish to PDF
  • Publish to Office
  • User creation
  • User Management
  • Server Monitoring
  • Project Creation
  • Content Management

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