Midwest Virtual BusinessObjects User Group – Thursday, September 17th, 2020 @ 1:00pm CT

You and your colleagues are personally invited to join us at the Midwest Virtual BusinessObjects User Group meeting Thursday, September 17th, 2020 running from 1:00pm to 4:30pm CT.

Attendance is FREE, however, you will need to register to get access to the virtual user group.

1:00 – 1:05 pm CT | Welcome & Announcements

1:05 – 1:35 pm CT | BusinessObjects for a New Decade – Paul Grill, InfoSol Inc

We have just started a new decade and already the world is dramatically different to anything we have seen or experienced before.

The COVID-19 pandemic has clearly shown the importance of data and business intelligence and, with an inevitable global financial recession and recovery, BI will be even more significant.

BusinessObjects remains the most widely used BI suite in the world today and will continue to play a large role in the foreseeable future of BI. A brand-new version, BI 4.3, is just being released and this will become the BusinessObjects standard of this new decade. There is a lot to be excited about with this new version but, then, there has always been a lot to celebrate with BusinessObjects.

Paul Grill, CEO of InfoSol, will present his optimistic, and always entertaining, view of where he sees BusinessObjects heading in this new decade.

1:35 – 2:05 pm CT | Moving on from Xcelsius with Squirrel365 – John Z and Roxanne Pittman, InfoSol Inc

Learn how to convert existing Xcelsius dashboards using Squirrel365 from simple to complex. We will show conversion examples and the steps to make the Squirrel version ‘walk & talk’ like the original Xcelsius Dashboard. We will also discuss tips and tricks to show workarounds for possible encountered conversion issues.

2:05 – 2:15 pm CT | Break

2:15 – 2:45 pm CT | Magic of Breaks: Part 1 – Michael Ward, CTTS

This presentation will provide an in depth look at the Break Function.  Learn how to apply a single break as well as multiple breaks to a report block.    Learn how to manage breaks to control display of headings and footings.  Learn how to apply a value-based break. Learn how to control page breaks through the break function.  See how calculations are applied when adding breaks to a report.  Learn how to control calculations when applied to a break.

2:45 – 3:15 pm CT | Building Calculations in Webi – Michael Ward, CTTS

This presentation will provide a look at how to create a variety of calculations from simple arithmetic to complex If Then Else expressions utilizing the Inlist function.  It will include creating formulas, variables and how to convert a formula to a variable. It will include a variety of examples of how to utilize the function library of pre-built in functions.  Presentation includes examples of creating universe-based objects instead of a report based calculations, and the many advantages it provides.  It will also include best practices when building calculations.

3:15 – 3:25 pm CT| Break

3:25 – 3:55 pm CT| Creating Webi Dashboards that Blow Your Socks off! – Roxanne Pittman, InfoSol Inc

Taking inspiration from the 2020 Most Valuable Dashboard award winning dashboard, we will show some amazing techniques to creating dashboards in Web Intelligence.  This session will cover out the box Webi features as well as some third-party add-on components to make stunning visual dashboards.

3:55 – 4:25 pm CT| Power Of Excel Files In Webi – Michael Ward, CTTS

This presentation will provide the user with a variety of ways Excel files can be used in reporting. It will include using Excel as a data provider, using Excel for a bridge file when encountering incompatible format types, as a dynamic filer file, and other uses.  It will include an in-depth look at how to properly import an Excel files, where to store the Excel file, and how to update an Excel file without breaking the Webi Document.  It will include some nice tips and techniques when using Excel files. It will open your eyes to the real power of an Excel file.

4:25 – 4:30 pm CT| Raffle

Better BI, SAP 4.3 Preview and Simpler Migration with Red Olive and InfoSol – Virtual Event – April 23rd

With SAP 4.3 on the horizon, join us for a virtual event and find out what the latest developments will be with Red Olive, SAP and InfoSol. Learn about smarter reporting tools, better Business Intelligence and enhanced migration and integration, which will help you increase productivity.

Whether you are an existing user or just curious about the new features in SAP 4.3, take this opportunity to see a live demo of the latest improvements planned in BI 4.3 in our virtual event. 

April 23rd at 3pm BST/7am PT/10 am ET

Register here


3:00 – 3:20 pm | Smarter and Faster Migration – David Searro, Red Olive

With SAP 4.3 on the horizon, many businesses are already considering how and when they will move to the next version, but this is not without its issues. Migrating can take a huge amount of time and there can be many difficulties along the way that can be challenging to an organisation. Red Olive has developed a rapid migration approach, to speed up the migration and make it relatively pain-free.

3:20 – 3:50 pm | Maximising Your BusinessObjects Investment – Customer Case Study – Paul Grill, Infosol and Hazel Rasion, Lead SAP engineer, Hermes

While BusinessObjects remains the most widely used Business Intelligence suite in the world, organisations using it are not always maximising its potential in terms of getting its valuable content into the hands of the right people. This fascinating session will show how Hermes is pushing its BusinessObjects content to the masses and getting a great return on value in the process.

3:50 – 4:20 pm | Discover SAP BusinessObjects BI 4.3 – Grégory Botticchio, SAP

Learn about the content of the next SAP BusinessObjects release. Whether you are an existing Web Intelligence user or just curious about the many possibilities of the most popular Enterprise reporting platform on the market, take this opportunity to see a live demo of the new features and improvements planned in BusinessObjects 4.3.

4:20 – 4:30 pm | Q & A

Tucson BusinessObjects User Group – March 12th, 2020

You and your colleagues are invited to join us at the next information packed Tucson BusinessObjects User Group meeting taking place on Thursday, March 12th from 12:30pm to 4:15pm.

Attendance is FREE but please register below for count purposes.


Pima Community College Northwest Campus

7600 N Shannon Rd

Tucson, AZ 85709

This is about 10 min east from I-10.

Pima Maps link: https://pima.edu/maps-directions/index.html


Room Number A207 (community room)


12:30 – 1:00 pm | Registration

1:00 – 1:10 pm | Welcome & Announcements

1:10- 1:55 pm | Why using IDT is a good idea? – Minith Patel, InfoSol Inc

This presentation will cover all of the new features of IDT that make it a far better tool than the old universe designer. In this session you will learn what is new, why it’s good, and how it makes using IDT easy. This will be a fast passed session so make sure you hold on to your pencil and note book!

2:00- 2:30 pm | BO Administration Security Model Options – Minith Patel, InfoSol Inc

Security is unique to each organizations needs. Hence in this session, we will show you a couple of security models used by organizations and share the basics of how to build your own security with the options provided by BusinessObjects.

2:30- 2:45 pm | Break & Networking

2:45- 3:30 pm | The New Look of Web Intelligence 4.3 – Minith Patel, InfoSol Inc

A major new release of BusinessObjects, 4.3, is due to be released mid-year and with it will come a completely new interface for Web Intelligence. This session will show e sneak preview of the new Webi UI showing how it looks, how to browse and navigate in it and how to edit reports.

3:30- 4:00 pm | Open Discussion: BusinessObjects for a New Decade – Paul Grill, InfoSol Inc

A major new release of BusinessObjects will be available in 2020 that will become the BusinessObjects release of this new decade. Knowing that BusinessObjects will be around and supported for the next 10 years, this discussion will focus on how your organizations are planning to use it and evolve with it over the next decade

4:00 – 4:15 pm | Raffle & Prizes

Tucson BusinessObjects User Group – September 12th 2019


Tucson Police Department

1310 W. Miracle Mile

Tucson, AZ  85705

Room: Rillito Meeting Room


12:30 – 1:00 pm | Check-In

1:00 – 1:10 pm | Welcome & Announcements

1:10- 1:45 pm | Building Web Intelligence Dashboards – Part 1 – Roxanne Pittman, InfoSol Inc

In this session we will create a Webi Dashboard use the 80/20 rule to  focus attention on the top performers and also incorporate Trend charts with shared elements.

1:45- 2:20 pm | Using Excel Files In Web Intelligence – Michael Ward, CTTS

This presentation will provide the user with a variety of ways Excel files can be used in reporting. It will include using Excel as a data provider, using Excel for a bridge file when encountering incompatible format types, as a dynamic filer file, and other uses.  IT will include an in-depth look at how to properly import an Excel files, where to store the Excel file, and how to update an Excel file without breaking the Webi Document.  It will include some nice tips and techniques when using Excel files. It will open your eyes to the real power of an Excel file.

2:20- 2:35 pm | Leveraging formulas in WebI – Ozlem Kacira, Pima Community College

We will show how complex formulas have been implemented in the reports to compare different snapshot data rather than using nested or subqueries. Also we will show how to add scrolling html marquee to make more attractive dashboards.

2:35- 2:50 pm | Break & Networking

Enjoy some delicious snacks and drinks.

2:50- 3:25 pm | Building Web Intelligence Dashboards – Part 2 – Roxanne Pittman, InfoSol Inc

This session will demonstrate how to add conditional formatting to a chart and use a dual slider to view data more precisely.  We will also show how to display key data points on chart – showing beginning, low, high and ending points for quick analysis.

3:25- 4:00 pm | IDT Overview – Michael Ward, CTTS

A high level look at building universes with the new IDT. Learn about creating connections, building the data foundation layer,  adding a business layer, and applying security profiles. Also learn about creating LOV’s and combining those with Parameters. Defining Context,  adding aggregate awareness, and sharing project will also be covered.

4:00 – 4:15 pm | Raffle & Prizes

Information Design Tool (IDT) Universe Design Boot Camp

Back to BusinsessObjects Training

Price: $495 per day

Duration: 3 days

Dates: View Available Dates


Compare And Convert Unv To Unx Universes

What are the advantages of using IDT versus UDT?  What are the new features and benefits in creating an IDT UNX Universe? What do I do with my old UNV universes? This session will address all of the above questions. The steps to create an IDT universe, its differences from UDT and how to modify reports to use the new UNX will be covered.Topics:

  • Basics of Semantic Layer and BO universes
  • Getting Started with Information Design Tool interface
  • Converting an UNV universe to UNX universe
  • Mapping Web Intelligence and Crystal Reports to the new UNX universe

Creating Connections And Data Foundations

Creating a connection and a data foundation is the first step in a relational universe build. This session covers the different types of data sources accessed within IDT, the connection parameters and options, creating and modifying a data foundation as well as guidelines and tips for good data foundation design.


  • Creating local and secured connections, publishing and retrieving the connections from CMS
  • Designing a data foundation, identifying tables and columns, joins, keys and cardinalities
  • Creating Derived tables, calculated columns, families, comments
  • Using data foundation views
  • Creating data foundation parameters

Creating Business Layers

The business layer of the universe is the user interface between users and databases. This session covers the design of the different components of a business layer including how a business layer takes advantage of the data foundation modeling. Creating queries, filters, parameters and advanced features will also be covered.


  • Designing a Business layer based on a relational data foundation
  • Creating Folders, dimensions, attributes, measures, filters and validating the objects
  • Queries, parameters, Business Layer views and Navigation paths
  • Using your UNX to create a Web Intelligence report

List Of Values, Universe Prompts, Cascading & Otherwise

The list of values and universe prompts are entities that can be authored, shared and reused across data foundation and business layer resources. The different types of list of values and its association with universe objects such as filters and Prompts will be covered in this session. Steps to create cascading prompts and navigation paths will also be covered.


  • Parameters created in the Data Foundation vs Business Layer
  • Static List of Values and List of Values based on Custom SQL
  • Parameter definition, association with list of values and parameter usage in a WebI report
  • Optimizing Prompts with cascading prompts and custom prompt properties
  • Creating a Pre-defined Filter using @Prompt syntax
  • Utilizing the new dynamic default value option

Resolving Chasm Traps, Fan Traps & Using Outer Joins

This session covers the steps to resolve some common traps in a data foundation design and avoid incorrect query results. The IDT features to detect and solve loops will also be covered.


  • Identifying Fan traps and Chasm Traps
  • Resolving traps with Aliases and contexts
  • General use of @aggregateaware and resolving traps with @aggregateaware
  • Using outer joins
  • Setting up optional outer joins

Everything You Need To Know About IDT: A Review

This session will be a recap of all the IDT features and functionalities.  We will start with two report requirements and create a universe from start to finish using the techniques we have learned.


  • Designing universes to meet report requirements.
  • Best practices for Universe development
  • Usage of built in @functions
  • Using Index awareness

Data And Universe Security

Because universes can be used to centralize access to data sources that are sensitive, IDT also offers security capabilities to control access to these data sources. This session covers the different Security profiles and rights enforced by the BI platform and the objects access levels.


  • Deploying and securing a published universe
  • Creating business and data security profiles
  • Assigning Security profiles to users
  • Using User Defined Attributes in Filters
  • Using @BOUSER in Filters

Working With Multiple Idt Developers: Project Synchronization

In some organizations, an entire team of designers may work together to create universes. To enable collaborative work and resource exchange, a shared project can be created in the CMS repository. This session covers the steps to create local projects and shared projects and how they can be used to share authored resources


  • Creating shared projects and working with multiple IDT developers
  • Opening a shared project, locking and unlocking resources
  • Project synchronization for shared project management and resource synchronization
  • Renaming universes and files and the implications

Multiple Data Sources, Olap Data Sources , Sap Data Sources And Linked Universes

Because of the evolution of BusinessObjects releases over time, different types of connections exist in BI 4.x based on different components. This session covers the steps to create an IDT connection with OLAP data sources, SAP HANA, BW and other relational data sources and also  the use of Linked Universes

  • Identifying the different data sources specific to SAP and non-SAP
  • Creating an OLAP universe on top of SQL Server Analysis server cube
  • Designing a multisource data foundation
  • Using Data Federator for optimizing multisource performance
  • Using Linked Universes
Available Dates: 

IDT Universe Design Boot Camp April 1st – 3rd

Please Note: This course is broken into three days: Beginner, Intermediate, and Advanced. Students can customize their learning experience by selecting specific level of training needs. For example, you can register for just the Beginning course or continue onto Day 2 with the Intermediate and Day 3 with the Advanced.

Web Intelligence Dashboards Boot Camp

Back to Web Intelligence Training

Price: $495 per student, per day
Duration: 3 Days

Upcoming Courses:

Web Intelligence Dashboards Boot Camp – November 16-18

Course Description:

This Web Intelligence Dashboards course is designed to help you deliver dynamic and interactive data using all the newest features of Web Intelligence. We dive into three use cases with Alerting, Strategic, and Analytical dashboards while along the way providing in-depth formatting and formula skills. Although we allow beginners, this class is especially designed for someone familiar with Webi that wants to see what else it can do.  Come learn how dashboarding in Webi can take your Webi reporting to the next level!

Intended Audience:

Web Intelligence Report Developers


Preferably some webi experience, but not required.


Module – 1: Alerting Dashboard Using Heat Maps and Scorecards

This module will cover the first of three types of dashboards, Alerting dashboards. Our first session will cover charts that alert including heat maps, geocharts and scorecards.

Intended Audience: This module is a good intro to charting for users of all abilities in Web Intelligence. No prior Web Intelligence experience necessary.

Major Topics Include:

  • Bringing in Data
  • Displaying data in Heat Maps & Geocharts
  • Displaying data in Scorecards
  • Using Specialty Fonts
  • Highlighting with Conditional Formatting
  • Turning on Tracking

Module – 2: Making it Active

We will take our Alerting dashboard further to make it work for our attention! This module will include using a script for refreshing on a timer, creating eye-catching marquees and adding options in scheduling that can trigger alerts and emails.

Intended Audience: This module will provide the scripting and walk through each step of scheduling for users of all abilities in Web Intelligence. A basic understanding of adding blocks and cells to Web Intelligence reports and in scheduling documents is helpful.

Major Topics Include:

  • Adding Scripts to WebI
  • Schedule to Alert
  • Schedule to Email
  • Marquee and HTML Options

Module – 3: Linking to Detail

Once alerted to anomalies in our Alerting dashboard, we may need to drill in further to get details to determine the cause of the alert. In this module we will cover ways to display our dashboard either in the HTML5 interface and in BI Workspaces. We will also look at various linking options between documents and report as well as chart to table display and for adding external links.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • HTML5 Fiori Interface
  • BIworkspaces
  • OpenDocument Linking
  • Report to Report Linking
  • Cell Format as Hyperlink

Module – 4: Analytical Dashboard – What If?

With the second type of dashboards – Analytical dashboards, we will dive right in with What-If Analysis including modifying range inputs and adding multi-select filters and single select filtering. We will also cover passing a value when refreshing data to influence the resulting format and switching dimension and measure selections on the fly.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Range Input Controls
  • Measure Selection
  • Multi-select Input Controls
  • Passive Prompts
  • Element Linking

Module – 5: Adding Custom Charts

This module will cover bringing in add-ons known as Custom Elements. There are a variety of add-ons available in the market place that can greatly increase your charting options with WebI. We will cover a few of them and how to add them as well as walk through an example of creating your own from a Google Charting link. With all these charts to choose from, we will also take this time to cover a little of when to use which chart type to convey what message.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Adding Custom Elements
  • Using Node.js for Google Charting
  • When to Use Which Chart

Module – 6: Analytical Dashboard – Functions for Statistical Charting

This module will cover statistical charting options including the reusability of complicated formulas with Shared Elements as well as some functions and formulas that we have available to us to calculate.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Statistical Functions
  • Percentile
  • Context Operators
  • Polynomial Functions
  • Shared Elements

Module – 7: Strategic Dashboard – Using Space Wisely

The third dashboard type is Strategic dashboards. These dashboards are typically tracking KPIs and are often for management use. We want to convey a lot of information quickly using images and color instead of text where it makes sense. We will begin with covering smart use of space issues. We will overlay transparent images and cover using color coding to communicate.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Infographics
  • Alignment Dependency
  • Tiles
  • Transparency in Image Overlays
  • Color Coding

Module – 8: Interactive Charts and Blocks

This module will cover Strategic Dashboards using interactive charts and blocks including Key Data Points, element linking and special input controls as well as using show/hide options on blocks to display based upon formula.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Key Data points
  • Element Linking
  • Hide Cell or Block Based on Formula
  • Bullet Charts
  • Section Selection
  • Label Menu / Intra-document linking

Module – 9: Key Performance Indicators

We will take this opportunity to discuss Key Performance Indicators both in display and concept. We will include using comments on dashboards and using reference cells as input for tiles to make important results stand out above the noise. Additionally, we will be discussing designing for mobile and important considerations when the intended output will be on mobile devices.

Intended Audience: We will provide step by step instructions for users of all abilities in Web Intelligence.

Major Topics Include:

  • Key Performance Indicators
  • Comments
  • Reference Cells
  • Designing for Mobile Display

Using Web Intelligence 4.2 Like a Pro

Back to Web Intelligence Training

Price: $495 per student, per day
Duration: 3 Days

Course Overview:

This boot camp is designed for users and report designers that want to learn how to use Web Intelligence 4.2 in a whole new way – the way it has been redesigned to use in BI 4.2 – and need to learn to access, analyze, and share data using Web Intelligence. We will present real-life challenges and show you how you can use Web Intelligence to solve them.

Upon completion of this boot camp, participants will be able to create, format, and maintain Web Intelligence documents. Participants will also be able to use complex functions, such as creating documents using multiple sources, use character and date strings, redefine calculation contexts, use “If” logic, as well as link Web Intelligence documents.

Intended Audience:

Web Intelligence Report Developers




MODULE 1 – Acquiring Data in Web Intelligence 4.2 SP6

Need to structure your report with the right data? Have multiple data sources? This session will cover the basic components on how to structure a report by pulling the right data from various data sources. It will also provide a summary of how to properly build a query and when to utilize query filters.

Major Topics Include:

  • Review Mockup
  • Queries & Filters
  • Time Dimension

MODULE 2 – Best Practice: Summarize your Data for Webi Reporting

One of the best practices in Webi is being able to summarize your data for reporting. This session will explore the use of tables in Web Intelligence based upon the circumstances in which summary to detail data can be displayed and utilized properly.

Major Topics Include:

  • Vertical Tables
  • Horizontal Tables
  • Cross-tab Tables

MODULE 3 – Basic Visualizations and Formulas in Web Intelligence 4.2 SP6

Get to know the basic visualizations in Webi along with the best formulas to help you organize your data. This session will demonstrate and discuss basic methods to organizing data in a much more presentable way with charts. It will provide a more approachable way to understanding what data is being displayed with the use of Waterfall Graphs, Sales Funnel and more.

Major Topics Include:

  • Basic Formulas
  • Sales Funnel
  • Waterfall Chart

MODULE 4 – Best Practice: Organizing your Data for Web Intelligence 4.2 SP6

Web Intelligence continues to update the ways in which you can provide a more organized set of data to end users. This session will give an overview of these intermediate features and when to best utilize them so that you can create content rich reports.

Major Topics Include:

  • Conditional Formatting
  • Sorting/Ranking
  • Breaks

MODULE 5 – Advanced Visualizations and Formulas in Web Intelligence 4.2 SP6

Learn how to get the most out of your reports by exploring advanced visualizations and formulas in WebI. This session will take the audience through a variety of advanced visualizations, how and when the best time to use them, and different methods on interacting with the data associated with each chart type.

Major Topics Include:

  • Geo-Maps
  • Creating Alerts
  • Chart Comments
  • Heat Maps

MODULE 6 – Wake up your WebI Report with Interactive Features

Wanting to access specific data without compromising useful information? This session will provide an in-depth understanding of how to access specific data within a large data set without ridding a report of useful information.

Major Topics Include:

  • Input Controls
  • Element Linking
  • Drilling

MODULE 7 – Dive into your Data: Advanced Queries in Web Intelligence 4.2 SP6

This session will utilize more advanced features in Web Intelligence 4.2 SP6 by taking a deep dive into Advanced Queries and merging data.

Major Topics Include:

  • Integrate Excel data
  • Filtering a query with another query
  • Merged Dimensions

MODULE 8 – Merging Webi Reports from Different Data Sources

Learn the powerful new tool of intra-document linking, which will be reviewed in this session. Organizing this data presentably can also be tricky so a review of relative positioning will also be included.

Major Topics Include:

  • Intra-Document Linking
  • Relative Positioning

MODULE 9 – Mobile Magic in Web Intelligence 4.2 SP6

This session equips the Web Intelligence report writer to develop reports that are designed for viewing on mobile applications. We will be covering the best practices for page layout and learning the chart syntax for creating mobile specific charts and displays.

Major Topics Include:

  • PDF publication for Mobile
  • Fiori WebI interactive viewer on Mobile

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

View Course Availability

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.


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.


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


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


  • Creating Parameters
  • Editing Parameters
  • Filtering data using parameters

Day 2


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


  • 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


  • 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



  • 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 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

Available Dates:

Tableau Server 1-Day Course

Back to Tableau Training

Price: $495 per student, per day

Duration: 1 Day

View Course Availability

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.


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

Available Dates: