Course Overview:
Tableau Fundamentals & Advance 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, techniques& admin activities in Tableau. Move from simple to complex visualizations and combine them in interactive dashboards.
Course Objectives:
- Build advanced chart types and visualizations
- Build complex calculations to manipulate your data
- Work with statistics and statistical techniques
- Work with parameters and input controls
- Implement advanced geographic mapping techniques and use custom images to build spatial visualizations of non-geographic data
- Implement all options in working with data: Joining multiple tables, data blending, performance considerations and working with the Data Engine, and understand when to implement which connection method.
- Build better dashboards using techniques for guided analytics, interactive dashboard design and visual best practices
- Implement many efficiency tips and tricks
- Understand the basics of Tableau Server and other options for sharing your results
Pre-requisites:
- Experience with business intelligence and data visualization.
- Excel knowledge
Target Audience:
Designed for professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis. This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports or explain data analysis through visualizations.
- Data Scientists, Business Intelligence Professionals, and Testing Professionals
- Statisticians, Business Analysts, and Project Managers
- Data Visualization Analysts and Functional Experts
- Graduates and professionals looking to move into the analytics domain
Course Duration:
- 35 hours – 5 days
Course Content:
Introduction
- What is Visualization?
- What Is Dashboard?
- Why Tableau?
- Comparison of Tableau with other tools
- Limitations of Tableau
- New features in 2019
Connecting to Data
- Connecting to files
- Connecting to data – Basics
- Editing Data connections and data sources
- Editing Metadata and saving data sources
- Joins in Tableau
- Data Source level Filters
- Connecting to Databases
- Connecting to Oracle, SQL Server, Google Analytics, Different RDBMS Databases
- Connecting to Big Databases like HDFS, Hive, Greenplum, Teradata
- Calling Stored Procedure in Tableau
- Join Types
- Custom SQLs
Creating Basic Visualizations
- Getting Started in Tableau Desktop
- Elements of Visualization
- Understanding of Dimensions & Measures
- Basic Graphs
- Bar Chart
- Stacked Bar Chart
- Line Chart
- Area Chart
- Pie Chart
- Filled Maps
- Symbol Maps
- Scatter Plots
- Trend Line
- Bullet Chart
- Part to Whole Chart
- Tree Map
- Word cloud
- Bubble Chart
- Discrete Line Charts
- Discrete Area Charts
- Highlight Table
- Heat Map
- Cross Tabs
- Normal Tables
- Grand Totals, Sub-totals and Changing Aggregation
- Dual Axis Graphs
- Dual line chart
- Side by side bar chart
- Donut Chart
- Map and Pie Chart
- Map and Donut Chart
- Bar in Bar Chart
- Bar & Circle Chart
- Measure Name & Measure Values
- Multi-line chart
- Combo Charts
- Highlight table with Multiple Measures
Simplifying and Sorting Your Data
- Data Filtering
- Local Filters
- Global Filters
- Data Source Level Filters
- Context Filters
- Sorting
- Sorting Single Dimension Graphs
- Sorting Multi Dimension Graphs
- Sorting by Different Measures
Organizing your Data
- Using Groups
- Static Groups vs. Dynamic 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
Data Blending
- What is Data Blending?
- Data Blending on Multiple columns
File Types in Tableau
- TWB vs TWBX, TDE, TDS vs TDSX, TBM
Connection Types
- Live Connection Vs Data Extracts
- Creating Extracts
- Using and Refreshing Extracts
- Incremental Refresh
Dashboard Creation
- Creating Dashboards
- Actions in Tableau
- Navigation Buttons
- Dashboard Formatting
- Bringing Images, web pages in Tableau
- Usage of Containers
- Best Practices in Dashboard Designing
Calculations and Statistics
- Edit in Shelf
- Introduction to Calculations
- Statistical Calculations
- Calculation Types
- Creating Calculated Fields
- Using Logic Statements
- Type Conversions and Date Calculations
- Using Quick Table Calculations
- Calculations and Aggregations
- Conditional Formatting
Using Parameters for Dynamic Values
- What if Analysis using parameters
- Parameters as Column Selectors
- Dynamic Reference lines using Parameters
- Dynamic Top N values using Parameters
- Graph selector using Parameters
Sharing Your Work
- Export to an Image File
- Exporting the Data Only
- Other Sharing Options
- Integrating Dashboard to Other Portals
- Publishing Dashboards on Tableau Public
Dashboard Best Practices
- Sizing
- Dashboard Designing
- Finalizing KPIs
- Dashboard Formatting
- Working with Big Data
- Working in Shared Environment
- Parallel Development & Integration
- Data Visualization Best Practices
- Making Efficient Dashboard
Story Telling
- Why Storytelling?
- How to Create Story Board
- Q&A & Windup Session
