Course Code: tableaubspk
Duration: 14 hours
Prerequisites:

Audience

  • IT Personnel,
  • BI Developers
  • Executives 
Overview:

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

  • Quick Practice Session for Basic Tableau Functionality
  • Reinforcement Learning from Business Application Use Cases instead of teaching by functions.
Course Outline:

Quick Practice on Fundamentals: 

Data Related Concept:

  • Data Import
  • Dimensions and Measures
  • Table Join
  • Multiple Data Sources and Data Blend

Basic Charting Skills:

  • Filter
  • Parameter
  • Top-N / Bottom-N Selection
  • Crosstab Aggregations: Grand Totals, Subtotals and Percentages
  • Sorting
  • Drill-Down Hierarchy
  • Powerful Tool Tips
  • Groups
  • Sets
  • Chart Types: Line Chart, Bar Chart, Scatter Chart, Pie Chart and Histogram
  • Chart Reference Lines

Scripting Functions:

  • Calculated Fields
  • Level of Details (LOD)
  • Table Calculations
  • Ratio Analysis (e.g. Profit Margin)
  • Statistical Functions
  • Date Functions
  • Count Functions

Chart Design for Business Use Cases:

Application Subjects

Key Learning Functions

Duration (hours)

1

Dynamic Tabular Reports for Financial and Sales Management Executives.

Calculated Fields

Quick Table Calculations for YTD, MTD, QTD, Rolling Average, Year-on-Year Growth, Quarter Growth %, Ranking, Compound Quarterly Growth %, etc,

1.0

2

Dashboard Design

Combining Charts to a Dashboard

Combined Filters

Define Actions

Cosmetic Design Techniques

1.0

3

Dynamic Financial Statements

Color highlighting Exceptions

Breakdown Analysis

Trend Analysis

Dynamically change to a different chart in a dashboard

2.5

4

Dynamic Rank Analysis over a Timeline

Solution to a Management Question:

I know some of our customers still perform stably during the pandemic. How did our customers’ ranking on sales performance change over the last 18 months? Please show this to me in form of a line chart.

0.5

5

Dynamic New Customer and Product Analysis

Solution to Management Questions such as:

  1. Does our sales more come from old customers or new customers?
  2. Do our customers prefer new or old products?

For both of the above, please give me the %’s in form of a bar chart with supporting sales details.

Remark: The data set does not keep customer join date or product launch year

1.0

6

Sales Actual Performance and Target Comparison Chart

Table Join

Data Granularity

Multiple Data Sources

Logical Data Model

1.0

7

Exception Analysis

 

Dynamic Measure, Dimension, Axis and Set on Scatter Chart

2.0

8

Market Basket Analysis

Solution to a Management Question like:

I want to do analysis on the product mix of our customer orders, figuring out, for example, what our customers would usually buy with “instant noodles” in the same order?

Please show me your result in form of a pie chart or whatever appropriate.

1.0

9

Demo on Professional Designs

This demo would give the delegates the ideas how to design professional dashboard by making use of what they have learnt.

1.0

Having completed the course, the delegates should be able to develop dynamic dashboard.

In this design, the user is able to change among 9 dimensions and 2 X 2 chart types. Altogether it gives 36 combinations. Note that the dimension choice list is still expandible.

This kind of dashboard design is professional level and unique to the Tableau training market.

Language: Cantonese (supplemented with English terms)

Course Materials in English (in Excel spreadsheet and PDF)