Tableau Training

InfoSol now offers two different Tableau training courses. Learn more by clicking the links below!

Tableau Training – 3 Day Course

Tableau Server 1-Day Course

 

 

 

 

 

Tableau Training – 3 Day Course

Back to Tableau Training

Price: $495 per student, per day

Duration: 3 Days

Available Dates: Please contact us if you would to attend this course.

What Will I Learn?

Upon completion of this 3-day course, participants will have a solid understanding of Tableau software.  The course contains session material that covers both fundamental and advanced concepts for creating worksheets, dashboards, and stories in Tableau.   Advanced topics such as table calculations, parameters, filters, user-defined calculations (i.e. variables) and level of detail expressions will be covered.  Participants will be taught how to use dashboard actions to create interactivity between dashboard components and how to “drill-down” into more dashboards containing additional detail for specific data elements.   The web authoring capabilities of Tableau Server will also be covered.

AGENDA:

Day 1

Who is this course intended for?

This course is intended for those new to Tableau wanting to learn the basics of creating Tableau worksheets.

What Should I know?

Nothing!  This course is an introduction to Tableau.

Agenda

Introduction to Tableau

  • Overview of interface
  • Tableau File Types
  • Tableau Help
  • Tableau on-line resources

Managing Data Sources

  • Available Data Sources
  • Connecting to data
    • Connecting to SQL Server
    • Connecting to Excel
  • Data Interpreter Example
  • Working with extracts instead of live connections
  • Metadata and sharing data source connections
  • Joins and blends
  • Filtering data

Concept:  Continuous vs Discrete

  • Definition from Tableau
  • Green and Blue Pills

Managing Worksheets and Visualizations

  • Organizing Dimensions and Measures
  • Different Field Names Example
  • Show Me
  • Change Order Example
  • Split field example
  • Viewing Data
  • Show Hide Elements
  • Transform Data in Worksheet
  • Proper Case
  • Pivoting Data

Highlighting and Sorting

  • Highlighting
  • Sorting
  • Combined Fields to sort by multiple criteria

Filters

  • Selection Filters
  • Wildcard Filters
  • Condition Filter
  • Top Filter
  • Quick Filter

Parameters

  • Creating Parameters
  • Editing Parameters
  • Filtering data using parameters

Day 2

Agenda

Table Calculations

  • Overview of table calculations
  • Quick table calculations
  • Scope and direction

Predefined Functions and Calculations

  • Calculated Fields
  • Using predefined functions
  • Calculating percentages
  • Applying the If-Then logic
  • Applying logical functions

Groups and Sets

  • Groups
  • Sets
    • Combined Sets

Bins and Hierarchies

  • Bins
  • Hierarchies

Level of Detail (LOD) Expressions

  • Fixed LOD Example
  • Include LOD Example
  • Exclude LOD Example

Advanced Analytics

  • Trends
  • Distributions
  • Forecasting

Formatting Visualizations

  • Formatting considerations
  • How formatting works in Tableau
  • Adding value to visualizations

Charts

  • Chart Types
    • Continuous Area
    • Discrete Area
    • Bullet Graph
    • Packed Bubbles
    • Gantt Chart
    • Box and Whisker Plot
    • Histogram
    • Scatterplot
    • Dual Lines
    • Dual Combination
    • Circle Views
  • Annotating and Formatting Charts

Maps

  • Map Types
  • Map Tools
  • Map Layers
  • Map Options
  • Background Maps
  • Placing marks on a map
  • Overlaying demographic data
  • Customizing maps
  • Using custom geocoding in Tableau

Day 3

 Agenda

Dashboards

  • Creating a Dashboard
  • Arranging and Formatting Dashboards
  • How actions work
    • Filters Actions
    • Highlight Actions
    • URL Actions
  • Examples
    • Sales Dashboard by State/Province
    • Sales Dashboard with Linked Dashboard

Customizing, Presenting, and Sharing

  • Adding title and caption
  • Modifying font sizes and colors
  • Applying various marks
  • Adding colors, labels
  • Notes and Annotations
  • Changing marks sizes
  • Adding reference lines
  • Printing to PDF
  • Saving packaged workbooks
  • Creating a workbook data extract
  • Packaging workbooks with data
  • Publishing dashboards to Tableau Server
  • Publishing dashboards to Tableau Public

Stories

  • Stories defined
  • Story Point Navigations

Web Functionality – Tableau Server and Tableau Online

  • Content Navigation, Searching, and Filtering
  • Exploring Server Content Types and Objects
  • Updating Account Settings
  • Setting the Start Page
  • Viewing Version Information
  • Renaming a Project
  • Web Authoring

Tableau Server 1-Day Course

Back to Tableau Training

Price: $495 per student, per day

Duration: 1 Day

Available Dates: Please contact us if you would to attend this course.

Who is this course intended for?

This course is intended for those new to Tableau Server but with a solid understanding of Tableau Desktop Professional.  The course will provide an overview of the Tableau Server architecture, how to manage users, permissions and data sources – and other administrative responsibilities.

What will I learn?

Upon completion of this course, participants will understand of the functionality available within Tableau server.  This will include to creating Tableau sites and projects and assigning user and user groups with specific permissions.   In addition, publishing extracts and scheduling refreshes of data extracts, subscriptions and alerts will be covered.  Automating certain server tasks will also be covered.

What Should I know?

A solid understanding of Tableau Desktop Professional is recommended.

Agenda

Tableau Server Authorization and Permissions

  • Administrator Settings
  • Authorization Overview
  • Functional Security Model
  • Site Roles
  • Content Ownership and Permissions
  • Permission Rules and Capabilities
  • Permissions and the Default Project
  • Creating Projects, Local Groups, and a Local User
  • Importing Users and Adding Users to Groups
  • Granting Permissions to Projects
  • Publishing and Changing Ownership of a Workbook
  • Moving a Workbook
  • Site Administration

Data Sources, Extracts, Schedules, and Subscriptions

  • Creating, Publishing, and Connecting to a Data Source
  • Data Engine and File Store
  • Creating and Publishing Extracts
  • Schedules
  • Subscriptions
  • Enabling Subscriptions and Alerts

Automating Server Tasks

  • Automating and Programming Server Tasks
  • Tabadmin
  • Tabcmd
  • Using the REST API

Monitoring Tableau Server

  • Viewing Server Status
  • Admin Alerts
  • Viewing Email Alerts and Admin Views
  • Enabling Access to the Repository
  • Custom Admin Views
  • Licensing Information
  • Performance Recording

Upgrading Tableau Server

  • Preparing to Upgrade
  • Upgrading Software on the Same Machine
  • Modifying the Authentication Method
  • Importing AD Groups

Log Files Administration

  • Overview of Log Files
  • Archiving Log Files

BusinessObjects BI 4.1-4.2 Core Administration

Back to BI 4.1 Delta Training or BO Administration Training

Price: $495 per student, per day
Duration: 2 Days

Available Dates: 
Event Start Date End Date Add Course To My Cart
 

Who is this course intended for?

BusinessObjects Administrators

What will I learn?

This two day hands-on course will cover the core features and functionality of BusinessObjects BI 4.1 and BI 4.2 that are essential to keep your BO system running smoothly. This course covers how to set up and manage security with key functions in the CMC in addition to Life Cycle Management (LCM) tools (Promotion Management, Version Management), customizing the Launchpad (previously known as InfoView), Monitoring, Auditing, Multitenancy, splitting the Adaptive Process Service (APS), and more. This training will also include information on Monitoring, troubleshooting and Maintenance along with recommendations on best practices.

What should I know?

A minimum of one year experience in working knowledge of Business Objects Administration XIR2 or 3.x releases including the use of the CMC with basic knowledge of servers, security and networking required for functioning of BO application and tools.

Course Agenda

Day 1

  • What’s new in BI 4.1 and 4.2
  • Upgrade Management Tool
  • System Configuration wizard
  • Splitting APS
  • Life Cycle Management, System Management
  • Promotion Management
  • Version Management
  • Visual Difference
  • Auditing
  • Monitoring & Probes
  • Administrator Cockpit

Day 2

  • Recycle Bin
  • Platform tools
  • Client Tools
  • Launch Pad
  • BI Mobile
  • OLAP Connection and Analysis
  • Security and Access Control
  • Cryptographic Keys
  • User Attribute Mapping
  • Multitenancy
  • Troubleshooting
Recommended Supplemental Material:

SAP BusinessOBjects BI System AdministrationBusinessObjects BI System Administration: 

A system administrator’s job isn’t easy. When stuff works, no one notices. When stuff breaks, suddenly everyone knows your name. Your most important task, then—for your users and for you—is to set up your system right the first time, and to keep it running effectively. With this book, learn how to do just that. Make your job easy: Keep a low profile.

1. Practical Insight Skip the SAP roadmaps and get down to the nitty-gritty. With step-by-step instructions, detailed screenshots, and unique tips and tricks, this book tells you exactly what you need to know to do your job.

2. Getting it Started Learn how to get the optimal SAP BusinessObjects BI system in place with practical instruction on sizing, configuration, and installation.

3. Making it Secure Keep your SAP BusinessObjects BI system safe by learning what you should know about principals, rights, objects, hierarchies, firewalls, and more.

4. Keeping it Running Make sure you know how to keep your system running smoothly. Monitoring, troubleshooting, and maintenance are the ways to do this, and this book will tell you how.

5. Changes in Release 4.0 Face the facts: the Import Wizard is no more, and neither is Desktop Intelligence. Find out what this means for you, and what other changes you should know about.

Price: $69.95 (including shipping)

Recommended Supplemental Add To My Cart

 

Data Services 4 Beginner-Intermediate Boot Camp

Back to Data Services Training

Price: $395 per student, per day
Duration: 3 Days

Who is this course intended for?

This boot camp is intended for ETL designers who wish to learn the SAP BusinessObjects Data Services toolset.

What will I learn?

This hands-on workshop will provide a guided approach to understanding and building ETL projects using SAP BusinessObjects Data Services.  This will cover all the core functionalities of traditional Data Integrator and Data Services including using types of objects, transforms, functions and more.

What should I know?

You should have basic concepts of ETL and a good understanding of database design and SQL.

Course Agenda

Day 1 – Beginner Concepts

  •  Introduction, role of ETL
  • Core Functionality – Architecture, Objects, hierarchy
  • Building Projects, ETL jobs, Datastore, Workflow, Dataflow, Flat Files
  • Using core transforms: Query, Case, SQL, Validation, Merge
  • Using Functions, Scripts, Variables
  • Concepts of Change Data Capture and implementing with Data Services transforms: Table Comparison, History Preservation, Key Generation.

Day 2 – Beginner Concepts Continued

  • Using Table Comparison, History Preservation, Key Generation, Mapping Operation.
  • Using Pivot and Reverse Pivot Transform

Day 3 –Intermediate Concepts

  • Data Profiling
  • Text Data Processing
  • Address Cleansing
  • Quick look at Information Steward (time permitting)

Information Design Tool (IDT) Beginner-Intermediate Boot Camp

 

Price: $395 per student, per day

Duration: 2 Days

Available Dates: 
Event Start Date End Date Add Course To My Cart
Who is this course intended for?

Specialists responsible for the design and development of SAP BusinessObjects universes in BI 4.

What will I learn?

This boot camp is designed to provide the universe designer with a solid understanding of the design concepts, workflow and development cycle of building a universe in SAP BusinessObjects Information Design Tool 4.1.

Participants will follow the process of designing the universe, creating a data foundation, creating business layers, testing during different stages of the development cycle and migrating a universe into production. Features such cascading prompts, calculated columns and shared projects will be covered.

Additionally we will use Data Federator to test performance on universes with multiple data sources as well as maximizing query performance and explore useful features of this tool.

Universe Designer Boot Camp

Back to Universe Design/IDT Training

Price: Contact below for quote

Duration: 2 Days

Available Dates:

Who is this course intended for?

Specialists responsible for the design and development of 32 bit SAP BusinessObjects universes on 3.x/4.x platforms.

What will I learn?

This boot camp is designed to provide the universe designer with a solid understanding of the design concepts, workflow and development cycle of building a universe in SAP BusinessObjects Universe Design Tool on 32 bit 3.x/4.x platforms Platforms

Participants will follow the process of designing the Universe through creating Connections, Table Structures, Classes, Dimension Objects, Hierarchies, Predefined Filters, and Measures. The student will be able to identify the different stages of the development cycle and Exporting a universe into production. Features such as resolving loops, advanced SQL, calculated columns, and Universe Maintenance will be addressed.

What should I know?

You should have a basic understanding of data warehouse concepts, SQL programming, and SAP BusinessObjects Web Intelligence.

Course Agenda

Day 1

Designer Overview and Build

  • Creating a Universe
    • Setting Parameters
    • Setting Options
    • Navigating the interface
  • Adding Tables from Database
    • Opening the Table Browser Window
    • Selecting Tables
  • Defining Joins
    • Join Types
    • Viewing Table Values
    • Creating Joins
    • Detect Cardinalities
    • Check Universe Integrity
  • Resolving Loops
    • Detecting Loops
    • Creating Alias tables
    • Contexts
  • Creating Classes and Objects
    • Create and Populate Classes
  • Editing and Creating Objects
    • Edit Properties Window
    • Setting Properties
    • Creating LOV’s
    • Concatenating Objects
    • Formatting Objects

Day 2

Additional Objects

  • @ Functions and Condition Objects
    • @ Function Object Creation
    • Prompt Objects
    • Pre-Defined Condition Objects
  • Advanced SQL Techniques
    • Derived Tables
    • Case Statements
    • Correlated Subqueries
    • Date Manipulation
    • Distinct
    • Additional SQL Sources
  • Exporting and Maintaining a Universe
    • Exporting Universes
    • Universe Maintenance Tasks
  • Additional Objects and Time Savers
    • Quick Design Wizard
    • Automatic Options
    • View Table or Column Values
    • Locating Impacted Objects
    • Inserting User Objects
    • Printing a Universe
  • Universe Development Best Practices

Universe Designer Boot Camp

Back to Universe Design/IDT Training

Price: $395 per student per day

Duration: 2 Days

Available Dates:

Event Start Date End Date Add Course To My Cart

 

Who is this course intended for?

Specialists responsible for the design and development of 32 bit SAP BusinessObjects universes on 3.x/4.x platforms.

What will I learn?

This boot camp is designed to provide the universe designer with a solid understanding of the design concepts, workflow and development cycle of building a universe in SAP BusinessObjects Universe Design Tool on 32 bit 3.x/4.x platforms Platforms

Participants will follow the process of designing the Universe through creating Connections, Table Structures, Classes, Dimension Objects, Hierarchies, Predefined Filters, and Measures. The student will be able to identify the different stages of the development cycle and Exporting a universe into production. Features such as resolving loops, advanced SQL, calculated columns, and Universe Maintenance will be addressed.

What should I know?

You should have a basic understanding of data warehouse concepts, SQL programming, and SAP BusinessObjects Web Intelligence.

Course Agenda

Day 1

Designer Overview and Build

  • Creating a Universe
    • Setting Parameters
    • Setting Options
    • Navigating the interface
  • Adding Tables from Database
    • Opening the Table Browser Window
    • Selecting Tables
  • Defining Joins
    • Join Types
    • Viewing Table Values
    • Creating Joins
    • Detect Cardinalities
    • Check Universe Integrity
  • Resolving Loops
    • Detecting Loops
    • Creating Alias tables
    • Contexts
  • Creating Classes and Objects
    • Create and Populate Classes
  • Editing and Creating Objects
    • Edit Properties Window
    • Setting Properties
    • Creating LOV’s
    • Concatenating Objects
    • Formatting Objects

Day 2

Additional Objects

  • @ Functions and Condition Objects
    • @ Function Object Creation
    • Prompt Objects
    • Pre-Defined Condition Objects
  • Advanced SQL Techniques
    • Derived Tables
    • Case Statements
    • Correlated Subqueries
    • Date Manipulation
    • Distinct
    • Additional SQL Sources
  • Exporting and Maintaining a Universe
    • Exporting Universes
    • Universe Maintenance Tasks
  • Additional Objects and Time Savers
    • Quick Design Wizard
    • Automatic Options
    • View Table or Column Values
    • Locating Impacted Objects
    • Inserting User Objects
    • Printing a Universe
  • Universe Development Best Practices

Developing Amazing Dashboards with InfoBurst XDC

Back to InfoBurst Training or Back to Dashboards/Xcelsius Training

Price: Contact below for quote

Duration: 2 Days

Available Dates: 

Who is this course intended for?

This hands on boot-camp is intended for Dashboard Designers wanting to know how to develop dashboards with fast and flexible access to large amounts of external data.

What will I learn?

In this hands-on boot-camp, you will learn the features of InfoBurst XDC and the mechanism to build end-to-end dashboards powered by live data via InfoBurst.

All aspects of developing connected dashboard solutions will be covered, including best practices, accessing data, performance considerations and delivery of the final solution. Upon completion of this boot camp, you will be able to create connected dashboards using Dashboard Designer and InfoBurst XDC.

What should I know?

We would suggest a minimum of 4-6 months experience with Xcelsius or Dashboard Designer

Course Agenda
Day 1

Dashboard Connectivity

  • Overview of Connected Dashboards
  • Options for data connectivity
  • Common Connectivity issues

XDC Introduction

  • Introduction to InfoBurst XDC
  • Overview of InfoBurst Connectors
  • Adding Connectors to Xcelsius

Preparing Data

  • Connected Dashboards – Where to Start
  • Understanding the Data
  • Data vs. Design
Day 2

Using XDC

  • IBE Connection Manager
  • Caches vs. Cache Queries
  • Alternative data sources

Advanced XDC functions

  • Database Writeback
  • Save as Excel
  • Bursting Dashboards

Troubleshooting

  • Best Practices
  • Troubleshooting guides

InfoBurst Certified Expert for Xcelsius (ICE-X) Training

Back to InfoBurst Training

Price: $395 per student, per day

Duration: 2 Days

Available Dates: 

For caching technology training using InfoBurst, please contact InfoSol to discuss your needs.

Who is this course intended for?

Dashboard designers who wish to become certified in utilizing InfoBurst’s caching technology as part of their dashboarding solution.

What will I learn?

At the end of this course, participants will be certified in using the InfoBurst Enterprise platform in conjunction with the InfoSol Data Connectors to implement Xcelsius dashboarding solutions

What should I know?

You should have a basic understanding of SQL and knowledge of dashboard design (Xcelsius or Dashboard Designer). Previous experience navigating in InfoBurst is helpful but not required.

Course Agenda
Day 1

Introduction

  • Agenda
  • Course overview
  • Product history and support information
  • XDC and InfoSol connectors

Module 1

  • SQL Query as a Data Source
  • Hands-on workshop

Module 2

  • Webi and Excel as Data Sources
  • Hands-on workshop

Module 3

  • Cache Query
  • Best practices for dashboards
  • Hands-on workshop

Module 4

  • Advanced Cache Query
  • Hands-on workshop
Day 2

Module 5

  • Dashboard Bursting
  • Hands-on workshop

Module 6

  • Real-time Query and Database Writeback
  • Hands-on workshop

Module 7

  • Dashboard Security
  • Hands-on workshop

Certification Exam

  • 40 Questions to test participant knowledge of course materials