Introduction to Tableau
Duration: 10 x 3 Hours
I. Tableau: Getting started with Tableau
1.1 What is Tableau? What does the Tableau product suite comprise of? How Does Tableau Work?
1.2 Tableau Architecture
1.3 What is My Tableau Repository?
1.4 Connecting to Data & Introduction to data source concepts
1.5 Understanding the Tableau workspace
1.6 Dimensions and Measures
1.7 Data Types & Default Properties
1.8 Tour of Shelves & Marks Card
1.9 Using Show Me!
1.10 Building basic views
1.11 Saving and Sharing your work-overview
II. Tableau: Building Views (Reports) – Basics
2.1 Date Aggregations and Date parts
2.2 Cross tab & Tabular charts
2.3 Totals & Subtotals
2.4 Bar Charts & Stacked Bars
2.5 Line Graphs with Date & Without Date
2.6 Tree maps
2.7 Scatter Plots
2.8 Individual Axes, Blended Axes, Dual Axes & Combination chart
2.9 Edit axis
2.10 Parts of Views
2.11 Sorting
2.12 Trend lines
2.13 Reference Lines
2.14 Forecasting
2.15 Filters
2.16 Context filters
2.17 Sets
o In/Out Sets
o Combined Sets
2.18 Grouping
2.19 Bins/Histograms
2.20 Drilling up/down – drill through
o Hierarchies
o View data
o Actions (across sheets)
III. Tableau: Building Views (Reports) – Advanced Maps
1. Explain latitude and longitude
2. Default location/Edit locations
3. Symbol Map & Filled Map
4. Custom Geo Coding
IV. Tableau: Calculated Fields
4.1 Working with aggregate versus disaggregate data
4.2 Explain - #Number of Rows
4.3 Basic Functions (String, Date, Numbers etc)
4.4 Usage of Logical conditions
V. Tableau: Table calculations
5.1 Explain scope and direction
5.2 Percent of Total, Running / Cumulative calculations
VI. Tableau: Parameters
6.1 Create What-If analysis
6.2 Using Parameters in
6.3 Calculated fields
o Bins
o Reference Lines
o Filters/Sets
6.4 Display Options (Dynamic Dimension/Measure Selection)
VII. Tableau: Building Interactive Dashboards- (Building & Customizing)
7.1 Combining multiple visualizations into a dashboard (overview)
7.2 Making your worksheet interactive by using actionsFilter
o URL
o Highlight
VIII. Tableau: Formatting
8.1 Options in Formatting your Visualization
8.2 Working with Labels and Annotations
8.3 Effective Use of Titles and Captions
IX. Tableau: Working with Data
9.1 Multiple Table Join
9.2 Data Blending
9.3 Difference between joining and blending data, and when we should do each
9.4 Working with the Data Engine / Extracts
9.5 Working with Custom SQL
9.6 Toggle between to Direct Connection and Extracts
X. Tableau: Working with Tableau Server – Accessing reports through web
10.1 Publishing to Tableau Server – Overview of publishing
10.2 Server Administration - Managing Users, Projects & Object level and Data Security as per Users
10.3 User Filters
