Tableau Fundamentals to Advanced Training Course

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

Tableau Advanced Training Course

Introduction and Getting Started

  1. Filtering, Sorting & Grouping
    1. Advanced options for filtering and hiding
    2. Understanding many options for ordering and grouping your data
    3. Sort, Groups, Bins, Sets
    4. Interrelation between all options
  2. Working with Data in Tableau
    1. Dimension versus Measures
    2. Data types, Discrete versus Continous
    3. Joining Database sources,
    4. Inner, Left, Right join
    5. Blending different datasources in a single worksheet
    6. Working with extracts instead of live connections
    7. Data quality problems
    8. Metadata and sharing a connection
  3. Calculations on Data and Statistics
    1. Row-level calculations
    2. Aggregate calculations
    3. Arithmetic, string, date calculations
    4. Custom aggregations and calculated fields
    5. Control-flow calculations
    6. What is behind the scene
    7. Advanced Statistics
    8. Working with dates and times
  4. Table Calculations
    1. Quick table calculations
    2. Scope and direction
    3. Addressing and partitioning
    4. Advanced table calculations
  5. Advanced Geo techniques
    1. Building basic maps
    2. Geographic fields, map options
    3. Customizing a geographic view
    4. Web Map Service
    5. Visualizing non geographical data with background images
    6. Mapping tips
    7. Distance Calculations
  6. Parameters in tableau
    1. Creating parameters
    2. Parameters in calculated fields
    3. Parameter control options
    4. Enhancing analysis and visualizations with parameters
  7. Building Advanced Chart Visualizations
    1. Bar chart variations –bullet, bar-in-bar, highlights chart
    2. Date and time visualizations, gantt charts
    3. Stacked bars, treemaps, area charts, pie charts
    4. Heat map
    5. KPI chart
    6. Pareto chart
    7. Bullet chart
  8. Advanced formattting
    1. Labels
    2. Legends
    3. Highlighting
    4. Annotations
  9. Telling a data story with Dashboards
    1. Dashboard framework
    2. Filter actions
    3. Highlight actions
    4. URL actions
    5. Cascading filters
  10. Trends and Forecasting
    1. Understanding and Customizing trend lines
    2. Distributions
    3. Forecasting
  11. Integrating Tableau and R for advanced data analytics
    1. Possibility to include different data analytics methods in R on participants request