Tableau - Course Content

 Introduction and Overview

- Why Tableau? Why Visualization?

- Level Setting – Terminology

- Getting Started – creating some powerful visualizations quickly

- The Tableau Product Line

- Things you should know about Tableau

Getting Started

- Connecting to Data and introduction to data source concepts

- Working with data files versus database servers

- Understanding the Tableau workspace

- Dimensions and Measures

- Using Show Me!

- Tour of Shelves (How shelves and marks work)

- Building Basic Views

- Help Menu and Samples

- Saving and Sharing your work

Concepts and Options when Connecting to Data

- Overview of other connection options

- Joining multiple tables

- Data Blending

- Copy and Paste

- Data Extracts

- Custom SQL

- Publishing and Re-using Data Connections

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

- Re-using and sharing data connections – the concept of meta data

- Working with multiple connections in the same workbook

Analysis

- Creating Views

- Marks

- Size and Transparency

- Highlighting

- Working with Dates

Date aggregations and date parts

Discrete versus Continuous

- Dual Axis / Multiple Measures

- Combo Charts with different mark types

- Geographic Map

- Page Trails

- Heat Map

- Density Chart

- Scatter Plots

- Pie Charts and Bar Charts

- Small Multiples

- Working with aggregate versus disaggregate data

Analyzing

- Sorting & Grouping

- Aliases

- Filtering and Quick Filters

- Cross-Tabs (Pivot Tables)

- Totals and Subtotals

- Drilling and Drill Through

- Aggregation and Disaggregation

- Percent of Total

- Working with Statistics and Trendlines

Getting Started with Calculated Fields

- Working with String Functions

- Basic Arithmetic Calculations

- Date Math

- Working with Totals

- Custom Aggregations

- Logic Statements

Formatting

- Options in Formatting your Visualization

- Working with Labels and Annotations

- Effective Use of Titles and Captions

- Introduction to Visual Best Practices

Building Interactive Dashboards

- Combining multiple visualizations into a dashboard

- Making your worksheet interactive by using actions and filters

- An Introduction to Best Practices in Visualization

Sharing Workbooks

- Publish to Reader

- Packaged Workbooks

- Publish to Office

- Publish to PDF

- Publish to Tableau Server and Sharing over the Web

Putting it all together

- Scenario-based Review Exercises

- Best Practices

Where to get Further Assistance

- The Help File / Product Manual

- Knowledge base

- Forums

- Whitepapers & Books

- Further Training Offerings & Professional Services

- Technical Support