Course Outline
Introduction
Setting Up Tableau
Overview of Tableau Features and Architecture
Navigating the Tableau User Interface
Connecting to Your Data
Organizing, Filtering, Sorting, and Grouping
- Organizing your data
- Slicing data by date
- Simplifying and sorting your data
- Advanced options for filtering and hiding
- Understanding various options for ordering and grouping your data
- Sort, Groups, Bins, and 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 data sources in a single worksheet
- Working with extracts instead of live connections
- Addressing data quality problems
- Metadata and sharing a connection
Calculations on Data and Statistics
- Row-level calculations
- Aggregate calculations
- Arithmetic, string, and date calculations
- Custom aggregations and calculated fields
- Control-flow calculations
- What happens behind the scenes
- 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 Geographic Techniques
- Building basic maps
- Geographic fields and 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
- Using 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 Formatting
- 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
- Option to include different data analytics methods in R upon participant request
Troubleshooting
Summary and Conclusion
Requirements
- Prior experience with business intelligence and data visualization is recommended.
Audience
- Data analysts
- Data scientists
Testimonials (3)
The Practice, I created a dashboard is super easy, once time understand the subjects.
Luis Fernando - si
Course - Tableau Fundamentals to Advanced
Hand's on exercise under the control of trainer. All attendees were thus highly encouraged to participate.
Gerard Suissa - Brown-Forman France
Course - Tableau Fundamentals to Advanced
The trainer answered all of my questions and gives us a walkthrough.
