Tableau Fundamentals to Advanced

• Experience with business intelligence and data visualization.

Audience

• Data analysts
• Data scientists

Tableau is a business intelligence and data visualization software. Tableau offers a wide array of developer tools and APIs for integration, customization, automation, and extension of Tableau features for organization-specific needs.

This instructor-led, live training (online or onsite) is aimed at data analysts and data scientists who wish to search, analyze, and visualize data using Tableau.

By the end of this training, participants will be able to:

• Connect to your data.
• Edit and save a data source.
• Understand Tableau terminology.
• Use the Tableau interface / paradigm to effectively create powerful visualizations.
• Create calculations including arithmetic calculations, custom aggregations and ratios, date math, and table calculations.
• Represent your data using different visualization types.
• Build dashboards to share visualizations.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

Setting up Tableau

Overview of Tableau Features and Architecture

Navigating the Tableau User Interface

Connecting to your data

Organizing, Filtering, Sorting & Grouping

• Organizing your data
• Slicing your data by date
• Simplifying and sorting your data
• Advanced options for filtering and hiding
• Understanding many options for ordering and grouping your data
• Sort, Groups, Bins, Sets
• Interrelation between all options

Working with Data in Tableau

• Using multiple measures in a view
• Showing the relationship between numerical values
• Viewing specific values
• Customizing your data
• Dimension vs Measure
• Data types, discrete versus continuous for measure
• Joining database sources
• Inner, outer, left, right join
• Blending different datasources in a single worksheet
• Working with extracts instead of live connections
• Data quality problems
• Metadata and sharing a connection

Calculations on Data and Statistics

• Row-level calculations
• Aggregate calculations
• Arithmetic, string, date calculations
• Custom aggregations and calculated fields
• Control-flow calculations
• What is behind the scene
• Advanced statistics
• Working with dates and times

Analyzing Data with Table Calculations

• Quick table calculations
• Scope and direction
• Addressing and partitioning
• Advanced table calculations

Advanced Geo techniques

• Building basic maps
• Geographic fields, map options
• Mapping data geographically
• Customizing a geographic view
• Web Map Service (WMS)
• Visualizing non geographical data with background images
• Mapping tips
• Distance calculations

Parameters in tableau

• Creating parameters
• Parameters in calculated fields
• Parameter control options
• Enhancing analysis and visualizations with parameters

Building Basic and Advanced Visualizations

• Cross tabs
• Geographic maps, heat maps and tree maps
• Pie charts and bar charts
• Date and time visualizations and gantt charts
• Stacked bars and area charts
• KPI charts and pareto charts
• Dual axis and combined charts with different mark types
• Highlight tables
• Scatter Plots
• Bar chart variations - bullet charts, bar-in-bar

Advanced formattting

• Labels
• Legends
• Highlighting data with reference lines
• Annotations

Telling a Data Story with Dashboards

• Dashboard framework
• Filter actions
• Highlight actions
• URL actions
• Cascading filters

Trends and Forecasting

• Understanding and customizing trend lines
• Distributions
• Forecasting

Integrating Tableau and R for advanced data analytics  

• Possibility to include different data analytics methods in R on participants request

Troubleshooting

Summary and Conclusion