Course Objective Summary

Understand the many options for connecting to data

Understand the Tableau interface / paradigm – components, shelves, data elements, and Terminology.

The student will be able to use this knowledge to effectively create the most Powerful visualizations.

Create basic calculations including string manipulation, basic arithmetic calculations, custom Aggregations and ratios, date math, logic statements and quick table calculations

Able to represent your data using the following visualization types:

Cross Tab

Geographic Map

Page Trails

Heat Map

Density Chart

Scatter Plots

Pie Chart and Bar Charts

Small Multiples

Dual Axis and Combo Charts with different mark types

Options for drill down and drill across

Use Trend Lines, Reference Lines and statistical techniques to describe your data

Understanding how to use group, bin, hierarchy, sort, set and filter options effectively

Work with the many formatting options to fine tune the presentation of your visualizations

Understand how and when to Use Measure Name and Measure Value

Understand how to deal with data changes in your data source such as field addition, deletion or Name change

Understand all of your options for sharing your visualizations with others

Combine your visualizations into Interactive Dashboards and publish them to the web

Course Content:

Tableau Desktop

1. Connect to data – Microsoft SQL Server, Excel, Access, JSON.
2. Data Connection Properties
3. Data Blending & Cross database Joins

    – Project Architecture in tableau.

4. Tableau Interface

    – Dimensions & measures

    – Rows & Columns

    – Show Me & Mark Card(Dual Combination, Word cloud, Histogram, Gantt Chart)

    – Filter a sheet

    – Format a sheet

    – Pages Shelf

================================Module One==========================

5. Additional Concepts

    – Reference Line: Bullet Chart & Box Plot

    – Pareto Chart, Waterfall Chart, Funnel Chart, Bump Chart, Donut Chart

    – Forecasting & Trend Lines

    – Hierachy, Sets, Bins

    – Group & Alias

6. Caclulated Fields with Functions(35 Functions) – String, Date, Logical, Conversion, User, Tableau Calculations, Number, Aggregate

    – Level of Detail Expressions(LOD) : FIXED, INCLUDE, EXCLUDE

    – Working with Parameters(3 Scenarios – Reference Line, Change the fields dynamically, Calculated Fields)

    – Scenarios – 4

================================Module Two==========================

7. Dashboard

    – Components : Text, Horizontal, Vertical, Blank, Web Page

    – Format & filters in a dashboard

    – Export image from dashboard.

8. Actions

    – Filter, Highlight & URL

    – Scenario(Landing Page)

9. Geocoding

    – Filled Map, Symbol Map

    – Issues with geocoding

    – Import custom geocoding

10. Background Images with one scenario
11. Stories – All the above dashboards created should be in one single TWB in the form of a story.

================================Module Three==========================

Tableau Server:-

1. Architecture of tableau server – Processes(11)
2. Install & Configure tableau server

3. Set up server

    – Create Project

    – Create Sites(DEV, QA, PROD)

    – Create site based users & groups

    – Create Schedules & Subscriptions

    – Publish TWB – Live & Extract

    – User based filters

4. Command Line Interface(CMD commands)

    – Import mass number of users from csv file.

    – Take a backup of tableau server

    – Restore the back up

    – Publish a TWB

    – Export image from TWB to pdf

================================Module Four==========================

1. We will having a eam at the end of each and every module as mentioned above.
2. We will be working with SQL Server – Share database backup and you can just add it in your machine.
3. Please maintain at least 4 – 8 GB RAM machine.
4. We will go through two levels of practice – Recreate existing dashboards, Sample Functional Documents.
5. 45 scenario based questions & 90 topic questio