Course Contents

1.Introduction and Overview
+ Why Tableau? Why Visualization?
+ Level Setting – Terminology
+ Getting Started – Creating powerful visualizations quickly
+ The Tableau Product Line
+ Things you should know about Tableau

2.Getting Started
+ Connecting to data
+ 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

3. 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 reusing 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 (meta data)
+ Working with multiple connections in the same workbook

4. Analysis
Creating Views
+ Marks + Size and transparency
+ Highlighting + Dates
Working with Dates
+ Date aggregations + Date parts
+ Discrete vs. vontinuous + Dual axis
+ Multiple measures + Combo charts
+ Different mark types + Geographic map
+ Page trails + Heat map
+ Density chart + Scatter plots
+ Pie charts + Bar charts
+ Aggregate vs. disaggregate + Small multiples
Analyzing
+ Sorting + Grouping
+ Aliases + Filtering and quick filters
+ Cross-tabs (pivot tables) + Totals and subtotals
+ Drilling and drill through + Aggregation disaggregation
+ Percent of total + Stats and trendlines

5.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 worksheets interactive with actions and filters
+ Best practices in visualization introduction
Sharing Workbooks
+ Publish to Reader
+ Packaged Workbooks
+ Publish to Office
+ Publish to PDF
+ Publish to Tableau Server and sharing on the web
Putting it All Together
+ Scenario-based review exercises
+ Best practices

Objective of Course:

1.Understand the many options for connecting to data
2.Understand the Tableau interface/paradigm components, shelves, data elements, and terminology to effectively create the most powerful visualizations
3. Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.

4. Represent data using the following visualization types:

• Cross Tab          
• Geographic Map

• Page Trails        
• Heat Map

• Density Chart  
• Scatter Plots

• Dual Axis          
• Combo Charts

• Different Marks
• Drill down and across
5. Use Trend Lines, reference lines and statistical techniques to describe your data
6. Understand how to use group, bin, hierarchy, sort, set and filter options effectively
7. Work with the many formatting options to fine tune the presentation of your visualization
8. Understand how and when to use measure name and measure value
9. Understand how to deal with data changes in your data source such as field addition, deletion or name change
10. Understand all of your options for sharing your visualizations with others
11.Combine your visualizations into interactive dashboards and publish them to the web