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