TABLEAU Contents

INTRODUCTION to TABLEAU

• BI Concepts
• What is TABLEAU? Why Data Visualization?
• Unique Features compared to Traditional BI Tools
• TABLEAU Overview & Architecture
• File Types & Extensions

TABLEAU PRODUCTS

• DESKTOP
• SERVER
• PUBLISHER
• PUBLIC
• READER

DATA CONNECTIONS IN TABLEAU INTERFACE

• Data Connections in the Tableau Interface
• Connecting to Tableau Data Server
• Types of Join
• When to Use Joining
• What is Data Blending
• When to Use Data Blending
• Joining vs. Blending
• Creating Data Extracts in Tableau
• Establishing a Connection and Creating an Extract
• How does Tableau Optimize Performance
• Shadow Extracts
• Prepare your Data for Analysis
• Key Takeaways
• Quiz

ORGANIZING AND SIMPLIFYING DATA

• Filters. Applying Filters
• Quick Filters
• Sorting of Data
• Creating Combined Fields
• Creating Groups and Defining Aliases
• Working with Sets and Combined Sets
• Drill to Other Levels in a Hierarchy
• Grand totals and Subtotals
• Tableau Bins
• Fixed Sized Bins
• Variable Sized Bins
• Creating and using Parameters
• Exploring Parameter Controls
• Using parameters for titles, field selections, logic statements, Top X
• Cross Tabs [Pivot Tables]
• Page Trials
• Total and Sub-Total
• Dual Axis / Multiple Measures
• Key Takeaways
• Quiz

BUILDING CHART TYPES

• Working with Combined Axis
• Working with Combination Charts
• Working with Geocoding and Geographic Mapping
• Using Scatter Plots
• Using Text tables and Highlight tables
• Using Heat Maps
• Using Histograms
• Using Pie Charts
• Using Bullet Charts

ADVANCED CHART TYPES

• Using Pareto Charts
• Using Waterfall Charts
• Using Gantt Charts
• Using Box Plots
• Using Sparkline Charts
• Using Density Charts
• Using KPI Charts
• Small Multiples Working with aggregate versus disaggregate data
• What is Market Basket Analysis
• Performing Market Basket Analysis
• Key Takeaways
• Quiz

CALCULATIONS

• Working with Strings, Date and Arithmetic Calculations
• Working with Aggregation Options
• Working with Quick Table Calculations
• Custom Calculated Fields
• Logic and Conditional Calculations
• Conditional Filters
• Advanced Table Calculations
• Understanding Scope and Direction
• Calculate on Results of Table Calculations
• Complex Calculations
• Addressing and Partitioning
• Difference From Average
• Discrete Aggregations
• Index to Ratios
• Ranking within higher levels
• Late Filtering
• Last Occurrence
• Working with Dates and Times
• Continuous versus Discrete Dates
• Dates and Times
• Reference Dates
• Automatic and Custom Split
• LOD Calculations
• Key Takeaways
• Quiz

LOGIC STATEMENTS

• Formatting
• Options in Formatting Visualizations
• Working with Labels and Annotations
• Effective Use of Titles and Captions
• Introduction to Visual Best Practices

MAPPING

• Importing and Modifying Custom Geocoding
• Working with Symbol Map and Filled Map
• Using Background Image
• Exploring Geographic Search
• Perform Pan Zoom Lasso and Radial Selection
• Working with WMS Server Maps [Web Map Service]

STATISTICS

• Add Reference Lines Bands and Distribution
• Adding Reference Lines
• Adding Reference Bands
• Adding Reference Distribution
• Working Reference Lines Bands and Forecasting
• Trend lines and Trend Models
• Understanding Trend Lines
• Enabling Trend lines
• Click Interaction Understanding Trend Models
• Working with Describe Trend Model Window
• Working with Trend Lines
• Statistical Summary Card
• Perform Drag and Drop Analytics
• Explore Instant Analysis
• Summary Stats
• Cohort Analysis
• Forecasting
• Key Takeaways
• Quiz

DASHBOARD

• Build Interactive Dashboards
• Best practices for creating effective dashboards
• Creating a Dashboard and Importing Sheets
• Interaction Exploring Dashboard Actions
• Use of Running Actions
• Using Dashboard Actions
• How to Share your Reports
• Exporting your Work