Tableau Basic and Advanced Course Information

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Tableau Basic and Advanced

Audience:

This course is designed to provide you with the skills required to become a Tableau power user. The course is designed for the professional who has solid working experience with Tableau and wants to take it to the next level. You should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch your head when working with more complex issues.

Prerequisites: None

Learning Objectives:

At the end of this class, the student will be able to:

·         Build advanced chart types and visualizations

·         Build complex calculations to manipulate your data

·         Work with statistics and statistical techniques

·         Work with parameters and input controls

·         Implement advanced geographic mapping techniques and use custom images and geo coding to build spatial visualizations of non-geographic data

·         Implement all options in working with data: Joining multiple tables, data blending, performance considerations and working with the Data Engine, sharing your connections as meta data, and understand when to implement which connection method.

·         Build better dashboards using techniques for guided analytics, interactive dashboard design and visual best practices            

·         Implement many efficiency tips and tricks

·         Understand the basics of Tableau Server and other options for sharing your results

Course includes:

This course will include extensive hands-on activities to re-enforce the skills and knowledge attained.

Course Topics:

Introduction and Getting Started

·         Why Tableau? Why Visualization?

·         The Tableau Product Line

·         Level Setting – Terminology

·         Getting Started – creating some powerful visualizations quickly

·         Review of some Key Fundamental Concepts

Filtering, Sorting & Grouping

Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau

·         Advanced options for filtering and hiding

·         Understanding your many options for ordering and grouping  your data: Sort,

Groups, Bins, Sets

·         Understanding how all of these options inter-relate

Working with Data

·          Data Types and Roles

Dimension versus Measures

Data Types

Discrete versus Continuous

·         The meaning of pill colors

·         Database Joins

·         Data Blending

·         Working with the Data Engine / Extracts and scheduling extract updates

·         Working with Custom SQL

·         Adding to Context

·         Switching to Direct Connection

·         Building meta data via shared Data Source connections

·         Performance considering and working with big data

·         OLAP considerations (Overview)

Working with Calculated Data and Statistics

In the Fundamentals Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those concepts to understand the intricacies of manipulating data within Tableau

· A Quick Review of Basic Calculations

Arithmetic Calculations

String Manipulation

Date Calculations

Quick Table Calculations

Custom Aggregations

Custom Calculated Fields

Logic and Conditional Calculations

Conditional Filters

·Advanced Table Calculations

Understanding Scope and Direction

Calculate on Results of Table Calculations

Complex Calculations

Difference From Average

Discrete Aggregations

Index to Ratios

· Understanding where Calculations Occur

· Statistics

Reference / Trend Lines

Statistical Calculations

Summary Stats

Cohort Analysis

· Working with Dates and Times

Continuous versus Discrete Dates

Dates and Times

Reference Dates

Working with Parameters In the Fundamentals class, we were introduced to parameters. How to create a parameter and use it in a calculation. In the Advanced class, we will go into more details on how we can use parameters to modify our title, create What-If analysis, etc

Parameter Basics and Advanced

·          Data types of parameters

·          Using parameters in calculated fields

·          Inputting parameter values and parameter control options

·          Advanced Usage of Parameters

·          Using parameters for titles, field selections, logic statements

Advanced Charts with Real Time Applications

·          Benford’s Law/ Left most digit

·          Bump Charts

·          Bullet Graphs

·          Water Fall Charts

·          Boxplots

·          Word Clouds, Bubble charts, Tree maps

·          Hstograms

·          Heatmaps

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

·          Quick Filters

·          Dashboard Objects

·          Filter Actions

·          Highlighting and Actions

·          Performance

·          Publish to Web

·          Zones

·          Guided Analytics

·          Cascading Filters

·          Highlighting

·          Quick filter Options

·          Select then See Visual

·          Self-Populating Dashboards

·          Shortcuts

·          URL Actions

Sharing Workbooks

·          Publish to Reader

·          Packaged Workbooks

·          Publish to Office

·          Publish to PDF

·          Publish to Tableau Server and Sharing over the Web

Tableau Server Essentials

Audience: This course is designed as an overview for those who need to quickly learn the

basics of administering a standard, out-of-the-box installation of Tableau Server. The course is

also appropriate for those considering a deployment of Tableau Server, but who would like to

learn more about the product prior to making a final decision. This course is primarily designed

for IT professionals or technically savvy staff who will be responsible for the installation,

administration, and maintenance of Tableau Server. Many of the concepts are covered from the

perspective of deployments that are not overly large or complex. Those interested in advanced

topics or detailed system integration of Tableau Server should consider the Tableau Server

Comprehensive course instead.

Prerequisites: None

Topics Covered:

·          Complete basic installation of Tableau Server

·          Find the minimum requirements for installing Tableau Server

·          List the (default) locations where Tableau Server files are installed

·          Explain the permissions necessary for setting up the “Run As” user account to run

Tableau Server

·          List the (default) ports Tableau Server requires and describe how default ports can be changed during installation

·          Explain the purpose of and manage product keys

·          Describe the functionality provided by Tableau Server and how it extends the power of Tableau Desktop to a broader audience

·          Describe how Tableau Server fits into the Tableau Product Suite and how the various products interact

·          Explain reasons for choosing Tableau Server

·          From an administrator’s perspective, describe how end-users interact with Tableau Server

·          Create a visualization in Tableau Desktop

·          Publish a visualization to Tableau Server

·          Include data extracts and schedule updates when publishing to Tableau Server

·          View and interact with visualizations published to Tableau Server

·          Utilize embed tags and URL parameters to include Tableau visualizations in webpages, portals, and applications

·          Describe the functions of each of the components of Tableau Server (gateway server, VizQL server, application server, data server, backgrounder, repository service, and extract host) and how they interact

·          Describe the levels of security in Tableau Server and define how they are used

·          List the options for authentication within Tableau Server and explain the benefits of each

·          Describe authorization and the flow of permissions within Tableau Server

·          Manage content permissions

·          Describe how database security works in Tableau Server

·          Manage users, groups, sites, and permissions in Tableau Server

·          Add, edit, and delete user accounts

·          License Tableau Server users

·          Assign and manage users’ permissions

·          Explain what content administrators do on Tableau Server

·          Add, edit, and delete groups in Tableau Server

·          Add and manage sites in Tableau Server

·          Describe content structures within Tableau Server

·          Create projects in Tableau Server

·          Assign workbooks to project on Tableau Server

·          Assign permissions to workbooks and data sources

·          Start and stop Tableau Server

·          Back up and clean up Tableau Server

·          Change configuration settings

Note: Complete soft copy of course material will be provided along with interview questions