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Tableau
Business Intelligence Training Course duration

4 Days

Business Intelligence Training Course outline

1.Getting Started with Tableau
  • Power
  • Speed
  • Flexibility
  • Simplicity
  • Beauty
2. Tableau Basics
  • Download, install and open Tableau
  • Connect to sample data and review the Tableau interface
  • "Show Me" Tableau in action
  • Categorically clear views
3. Tableau Objects
  • Save time with the Tableau toolbar
  • When tables trump graphs
  • Insightful maps
  • View shifting-the underrated histogram and flexible bins
  • Exporting results to share your insights
4. Basic views in Tableau
  • Tables-an eye for detail
  • Text tables
  • Highlight tables
  • Heat maps
  • Bar Charts-five flavors to meet your needs
  • Horizontal bars
  • Stacked bars
  • Side-by-side bars
  • Histogram
  • Bullet graphs
  • Line Charts-display what happened over time
  • Lines (continuous)
  • Lines (discrete)
  • Pie Charts-a common go-to view (use at your own risk!)
  • Hands on Practical Sessions
5. Advanced views in Tableau
  • Scatter Plots-explore relationships
  • Circle Plots-go beyond bar charts
  • Circle views
  • Side-by-side circles
  • Maps-great for location data
  • Symbol maps
  • Filled maps
  • Area Charts-track multiple groups over time
  • Area charts (continuous)
  • Area charts (discrete)
  • Dual Charts-compare two measures on two vertical axes
  • Dual lines
  • Dual combination
  • Dual points
  • Gantt Chart - track activity over time
6. Customization of views with Tableau
  • Customize views using the Columns, Rows, Pages and Filters Shelves
  • Enhance your visual appeal with the Marks card
  • 1. Label
  • 2. Text
  • 3. Color
  • 4. Size
  • 5. Shape
  • 6. Level of Detail
  • The Summary Card-handy description of your data
  • Headers and Axes
  • Titles, Captions, Field Labels and Legends
  • Format values in your views
7. Organize the data in your Views
  • Sort views for quick comparison
  • Filter views to find the right information
  • Aggregations for measures-sums, averages and more
  • Use percentages to find the right ratios
  • Spotlight your view to emphasize important values
  • Add totals and subtotals
  • Create a motion chart after connecting to a new data source
  • Hands on Practical Sessions
8. Calculations and Models
  • Quick Table Calculations
  • Custom Table Calculations using data in your views
  • Reference Lines, Bands and Distributions
  • Model your data with Trend Lines
9. Data management in Tableau
  • Data items: names, types, roles, properties, attributes and hierarchies
  • View Data to see the data behind your view
  • Bins to divide numeric data items
  • Group dimensions into categories
  • The power of sets to combine and filter your views
10. Advanced data management in Tableau
  • Calculated Fields, Functions, and Parameters
  • Calculated Fields - power to answer your difficult questions
  • Calculated Field Operators
  • Numeric Functions (Singular)
  • Character Functions (Modify Items)
  • Character Functions (Locate Values in String)
  • Date Functions
  • Type Conversion Functions
  • Logical Functions (If, Then, Else)
  • Aggregate Functions
  • Table Calculation Functions
  • Parameters add additional control for your analysis
  • Hands on Practical Sessions
11. Data Blending
  • Queries to retrieve the data you need
  • Data blending to use data from multiple sources in one view
  • Extracts to accelerate your data exploration in Tableau
  • 12. Deploy and Publish workbooks
  • Export images to other applications
  • Export data to other applications or back into Tableau
  • Print to PDF-export your views to Adobe Reader format
  • Packaged Workbooks-take Tableau on the road!
  • Tableau Reader-share packaged workbooks with your colleagues
  • Tableau Server-powerful insights for everyone!
  • Tableau Desktop and Tableau Server
  • Tableau Public-share your insights with the world!
  • Hands on Practical Sessions



Please contact your training representative for more details on having this course delivered onsite or online

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