QlikView, Tableau and Spotfire Training (Free Data Warehousing and ERwin Course)

1. Introduction to Business Intelligence tools
2. Architecture of QlikView, Tableau and Spotfire tools
3. Using QlikView to read data from tables
4. Creating data visualization using Tableau
5. Working with Spotfire to create interactive dashboards
6. Distinguishing chart-level and script-level functions
7. Technique of IronPython scripting
8. Data aggregation and data blending
9. Using various computation tools and multivariate analysis
10. Working on real-time projects for hands-on experience

• Business Intelligence Professionals and ETL Developers
• SQL Developers, Database Architects and Mainframe Professionals
• Analytics and Testing Professionals

A basic knowledge of database and SQL is an added advantage but not mandatory for learning these BI tools.

This combo training course includes top three Business Intelligence tools in the market today. Having a mastery over these three tools can definitely help you in your career. You will be able to visualize data and interpret the meaning from large data sets using a combination of these three tools. Your career will never be the same again with companies ready to pay top dollars for the unique skill set that you possess.

Introduction to the concepts of Business Intelligence, learning about QlikView, the unique features of QlikView that make it the market leader, comparison to other BI tools, the complete overview and architecture of QlikView, studying the various file types and extensions.

Learning about the various QlikView products, understanding about the QlikView Desktop, Server, Access Point, Publisher, the Management Console and NPrinting reporting platform.

Hands-on Exercise – Practice QlikView Desktop, Server, Access Point, Publisher, the Management Console and NPrinting reporting platform.

Understanding the data warehouse architecture, the concept of dimensional model, fact tables and dimensions, learning about Star and Snow Flake schema, QlikView data model comparison to other data models, understanding the data source files.

Hands-on Exercise – Understanding the data warehouse architecture, the concept of dimensional model, fact tables and dimensions, learning about Star and Snow Flake schema, QlikView data model comparison to other data models, understanding the data source files.

Learning about loading data from various databases, generating script, loading of text files, delimited text files, loading data from multiple data sources, various types of data loads like incremental, binary, resident, buffer, preceding, mapping load types, understanding how to load inline table, generic tables, media content and image inclusion, web page data loading, semantic load, various examples to simplify the concepts.

Hands-on Exercise – Load data from a database, Generat script, Load a delimited text file, Load data from excel file, Load inline table, generic tables, media content,Include image, Load a web page data

Learning to create tabs in the scripts, debugging of scripts, inclusion of variables and comments in the scripts.

Hands-on Exercise – Create tabs in the scripts, debug a script, Include variables and comments in the scripts.

Understanding the basic data model of QlikView, learning to work with the Table Viewer, the System Table and System fields.

Hands-on Exercise – Work with the Table Viewer, the System Table and System fields.

Introduction to the various data relationships – Join, Concatenation, Join, and the different options available in each.

Hands-on Exercise – Use Join, Concatenation

The rules of data modeling in QlikView, introduction to circular references, synthetic key tables, resolving synthetic keys and circular references.

Hands-on Exercise – Resolve synthetic keys and circular references

Understanding what is QVD file in QlikView, the way to create QVD file, the standard structure of a QVD file, its various components, the various types and uses of QVD files, learning what is optimized and unoptimized load.

Hands-on Exercise – Create QVD file

Creating a master calendar in QlikView, extracting the highest and lowest data, deploying scripts to create variables, working with arbitrary date ranges.

Hands-on Exercise – Create a master calendar in QlikView, Extract the highest and lowest data, Deploy scripts to create variables, Work with arbitrary date ranges

Understanding the various concepts of QlikView security, defining the access controls, levels of access, maintaining the access control database, section access addition and other concepts.

Hands-on Exercise – Create the access controls rules, Create different levels of access, Access and Edit the access control database

The various types of null values in QlikView and the different methods to handling them.

Hands-on Exercise – Handle null values in QlikView

Working with QlikView sheets and sheet objects, learning about the sheet basics, cross tables, the data transformation in QlikView, transposing a physical table.

Hands-on Exercise – Perform a data transformation in QlikView, Transpose a physical table.

Understanding a list box, most basic sheet object, the various actions in List Box, its properties, the example of a list box.

Hands-on Exercise – Use a list box and assign actions to it

A sheet object that shows several fields simultaneously, learning to create a table box, sorting in table box, understanding table box formatting options, printing the data from table box, exporting to a text file.

Hands-on Exercise – Create a sheet object that shows several fields simultaneously, Create a table box, Sort data in table box, Format data in a table box, Print the data of table box, Export data to a text file.

Representation of value from multiple fields, learning to create a multibox, the various selection features, formatting and resizing of multiboxes.

Hands-on Exercise – Create a multibox, Select data using different criteria, Format and Resize a multiboxe

Working with text and button objects, learning to create them, formatting, resizing, copying and moving of text objects, understanding of action scripts in button and text objects.

Hands-on Exercise – Create text and button objects, Format, Resize, Copy and Move text objects, Run action scripts in button and text objects

Learning the basics of QlikView Charts, graphical representation of numerical data, various types of charts like bar, pie, grid, funnel, combo, learning to create charts, selections in charts and exporting of charts.

Hands-on Exercise – Plot charts like bar, pie, grid, funnel, combo, Make selections in charts and export charts

Introduction to multidimensional charts, setting up multiple expressions in straight table and pivot table, learning about straight table and pivot table, table box and deploying visual cues.

Hands-on Exercise – Plot multidimensional charts, Set up multiple expressions in straight table and pivot table, Deploy visual cues

Learning about Gauge Chart in QlikView, the various types of Gauges, understanding how to build Gauges, the various types of Gauge Charts.

Hands-on Exercise – Build Gauge chart in QlikView

Introduction to the other sheet objects like Statistics Box, Slider/Calendar Object, Current Selections Box, Bookmark Object, Container Object, and Input Box.

Hands-on Exercise – Create sheet objects like Statistics Box, Slider/Calendar Object, Current Selections Box, Bookmark Object, Container Object, and Input Box

The additional editing like settings of type legend, title, fast change chart type, text in chart and reference lines, caption settings and drilldown, cyclic functionality.

Hands-on Exercise – Set up type legend, title, captions

Learning about the various expressions like chart attribute, colour, working with calculated fields, labels, and dynamic text in text objects, calculated fields and dimensions in list boxes and charts.

Hands-on Exercise – Create chart attributes, Assign colour, Work with calculated fields,Create dynamic text in text objects

Learning about the settings menu in QlikView, the various options like user preferences, document properties and sheet properties.

Hands-on Exercise – Use settings menu in QlikView to set user preferences, document properties and sheet properties

The various QlikView functions like ApplyMap, Lookup, Previous, Value List, Interval Match, Class, Value Loop, Peek, Pick, Match, Wild Match, Statistical Functions,Range Functions, etc.

Hands-on Exercise – Use functions ApplyMap, Lookup, Previous, Value List, Interval Match, Class, Value Loop, Peek, Pick, Match, Wild Match, Statistical Functions,Range Functions

Learning about ad hoc report creation and editing, introduction to QlikView bookmarks, the various types of bookmarks, creating and managing bookmarks.

Hands-on Exercise – Create ad hoc report, Edit the report, Create and manage bookmarks

Understanding QlikView themes, creating, applying and working with dynamic themes.

Hands-on Exercise – Create, apply and work with dynamic themes

Learning about QlikView extensions, visualizing of data with extensions, creating a simple HTML extension, HTML table, working with interactive extensions and external libraries with extensions.

Hands-on Exercise – Use QlikView extension for data visualization, Create a simple HTML extension, Work with interactive extensions

Understanding set analysis, defining data values that are different from set definition, working with modifiers, identifiers, operators, example of expressions, indirect set analysis, YTD & MTD and rolling 12 months, various examples.

Hands-on Exercise – Work with modifiers, Identifiers, Operators, Expressions, Implement YTD & MTD and rolling 12 months

Understanding alternate states for performing comparative analysis on sets of multiple data items, working with market basket analysis, examples of various alternate states.

Hands-on Exercise – Perform comparative analysis on sets of multiple data items, Do market basket analysis

Understanding what-if analysis in QlikView, working on creating variables, slider objects, assigning variables to sheet and slider objects.

Hands-on Exercise – Do what-if analysis in QlikView

The process of installation, various types of licenses, types of CALS, learn to deploy the application on the server, working with server bookmarks, annotations.

Hands-on Exercise – Deploy an app on the server

What is data visualization, Comparison and benefits against reading raw numbers, Real usage examples from various business domains, Some quick powerful examples using Tableau without going into the technical details of Tableau, installing Tableau, Tableau interface, connecting to DataSource, Tableau Data Types, data preparation.

Installation of Tableau Desktop, Architecture of Tableau, Interface of Tableau (Layout, Toolbars, Data Pane, Analytics Pane etc), How to start with Tableau, Ways to share and exporting the work done in Tableau

Hands-on Exercise – Play with the tableau desktop, interface to learn its user interface, Share an existing work, Export an existing work

Connection to Excels, PDFs and Cubes, Managing Metadata and Extracts, Data Preparation and dealing with NULL values, Data Joins (Inner, Left, Right, Outer) and Union, Cross Database joining, Data Blending, data extraction, refresh extraction, incremental extraction, how to build extract

Hands-on Exercise – Connect to an excel sheet and import data, Use metadata and extracts, Handle NULL values, Clean up the data before the actual use, Perform various join techniques, Perform data blending from more than one sources

Marks, Highlighting, Sort and Group, Working with Sets (Creation of sets, Editing sets, IN/OUT, Sets in Hierarchies), constant sets, computed Sets,  bins

Hands-on Exercise – Create and edit sets using Marks, Highlight desired items, Make groups, Applying sorting on result, Make hierachies in the created set

Filters (Addition and Removal), Filtering continuous dates, dimensions, measures, Interactive Filters, marks card, hierarchies, how to create folders in Tableau,  sorting in Tableau, types of sorting, filtering in Tableau, types of filters, filtering order of operations

Hands-on Exercise – Add Filter on data set by date/dimensions/measures, Use interactive filter to views, Remove some filters to see the result

Formatting Data (Labels, Annotations, Tooltips, Edit axes), Formatting Pane (Menu, Settings, Font, Alignment, Copy-Paste), Trend and Reference Lines, Forecasting, k-means Cluster Analysis in Tableau, visual analytics in Tableau, reference lines and bands, confidence interval.

Hands-on Exercise – Apply labels, annotations, tooltips to graphs, Edit the attributes of axes, Set a reference line, Do k-means cluster analysis on a dataset

Coordinate points, Plotting Longitude and Latitude, Editing Unrecognized Locations, Custom Geocoding, Polygon Maps, WMS: Web Mapping Services, Background Image (Add Image, Plot Points on Image, Generate coordinates from Image), map visualization, custom territories, Map Box, WMS Map, how we can create map projects in Tableau, how to create Dual Access Map, how to edit location.

Hands-on Exercise – Plot latitude and longitude on geo map, Edit locations on the map, Create custom geocoding, Use images of a map and plot points on it, find coordinates in the image, Create a polygon map, Use WMS

Calculation Syntax and Functions in Tableau, Types of Calculations (Table, String, Logic, Date, Number, Aggregate), LOD Expressions (concept and syntax), Aggregation and Replication with LOD Expressions, Nested LOD Expressions, Level of Details, Fixed Level of Details, Lower Level of Details, Higher Level of Details, Quick Table Calculations, how to create Calculated Fields, predefined Calculations, how to validate.

Create Parameters, Parameters in Calculations, Using Parameters with Filters, Column Selection Parameters, Chart Selection Parameters, how to use Parameters in Filter Session, how to use parameters in Calculated Fields, how to use parameters in Reference Line.

Hands-on Exercise – Create new parameters to apply on a filter, Pass parameters to filters to selet columns, Pass parameters to filters to select charts

Dual Axes Graphs, Histogram (Single and Dual Axes), Box Plot, Pareto Chart, Motion Chart, Funnel Chart, Waterfall Chart, Tree Map, Heat Map, Market Basket analysis, Using Show me, Types of Charts, Text Table, Heat map, Highlighted Table, Pie Chart, Tree map, Bar chart, Line Chart, Bubble Chart, Bullet chart, Scatter Chart, Dual Axis Graphs, Funnel Charts, Pareto Chart, Maps, Hands on Lab, Assignment, Funnel Chart, Waterfall Chart, Maps

Hands-on Exercise – Plot a histogram, heat map, tree map, funnel chart and others using the same data set, Do market basket analysis on a given dataset

Build and Format a Dashboard (Size, Views, Objects, Legends and Filters), Best Practices for Creative and Interactive Dashboards using Actions, Create Stories (Intro of Story Points, Creating and Updating Story Points, Adding Visuals in Stories, Annotations with Description), DashBoards & Stories, what is Dashboard, Filter Actions, Highlight Actions, Url Actions , Selecting & Clearing values, DashBoard Examples, Best Practices in Creating DashBoards, Tableau WorkSpace, Tableau Interface, Tableau Joins, Types of Joins, Live vs Extract Connection, Tableau Field Types, Saving and Publishing Data Source, File Types

Hands-on Exercise – Create a dashboard view, Include objects, legends and filters, Make the dashboard interactive, Create and edit a story with visual effects, annotation, description

Introduction to Tableau Prep, how Tableau Prep helps to quickly combine join, shape and clean data for analysis, create smart experiences with Tableu Prep, get deeper insights into your data with great visual experience, make data preparation simpler and accessible, integrate Tableau Prep with Tableau analytical workflow, seamless process from data preparation to analysis with Tableau Prep

Introduction to R Language, Applications and Use Cases of R, Deploying R on Tableau Platform, Learning R functions in Tableau, Integration with Hadoop

Hands-on Exercise – Deploy R on tableau, Create a line graph using R interface, Connect tableau with Hadoop and extract data

The basics of TIBCO Spotfire, data visualization and analytics software, various Spotfire features, Data Filtering, Data drill-down, data loading, data table format, statistical representation of data, Web Player for analytics report, importing data from Excel, data types, data visualization techniques, Spotfire Dashboard, working with Bar Charts.

Working with Data Tables, data sourcing, fetching data from databases, properties of Data Table, relations in data table and column matching, data table filters, settings and filter schemas, Calculated, Binned and Hierarchy Column creation.

Visualizing data to exploring, analyzing and discovering insights, understanding the concepts of Coloring, Trellis Visualization, bar chart, combination chart and line chart, working with Zoom Slider, and Cross-table Visualization, Column Selectors.

In-depth understanding of Spotfire visualization techniques, advanced color coding concepts, analyzing data, working with tags, lists, bars and data labels, understanding the various techniques of Pie Chart, Tree Map and Scatter Plot.

Importance of Spotfire Server for Deployment, Library  and Information services, working with Spotfire Expressions, Labels, Charts, Schemas, understanding of Heat Map, Dendograms.

The scope of Spotfire Professional, data access, visualization and analysis, working with input filter, property control dialogue for changing settings in visualization, custom expressions, deploying Action control and Dynamic items, Spotfire Dashboard features, data filtering, filter schemas, analysis techniques like Box plot, Pareto chart and Combination chart.

Spotfire installation, administration and maintenance, deloying information designs and information links and joins, personalization, working with Web Player DXP, Spotfire authorization, authentication and security.

Map Visualization, Forcasting, Text Area Features, Upload and Store data to Library, Drag and Drop of Visualization, Application of Profiler.

Visual Appearance, Recommendations, Mark from Legend, Data Panel, Interacting Grouping of Categories, Data Connector, Data Profiler, Collaboration.

Project : QlikView Dashboard creation using 3 principles of DAR

Industry : General

Problem Statement: How to successfully build QlikView applications using DAR

Topics : This project involves understanding the concepts of the QlikView Dashboard, Analysis, Reporting (DAR) methodology to creating and building of QlikView applications. This way you can reuse your earlier QlikView Worksheets with minimal changes thus saving you time and effort. You will have hands-on experience in designing the Dashboard, creating Analysis Page and ultimately develop the QlikView Reports with DAR implementation. You will learn about the business overview, deploying user-driven controls for data filters and reporting of specific details in this QlikView Dashboard project.

Highlight :

• Getting high level overview with dashboard
• Deploying QlikView analytics
• Designing QlikView Reports.

Project 2 – Create a mini chart in QlikView application

Domain – Human Resource

Objective – To see the current values of salaries in one column and historical values in another cell in a mini chart that would contain a bar chart and a trend chart

Requirements :–

• Import data from an excel file using the Edit Script and Table Files options in QlikView
• Configure properties of the table to select the columns to be shown in the chart
• Display the data in a bar chart for current values of salaries
• Display the historical values of salaries in another cell

Project 3

Domain – Healthcare

Objective – Visual Mapping between Vaccination rate and Measles outbreak

The description of the dataset is mentioned below

• The data contains the vaccination records of each US state and the measles cases

Problem statement:

• Plot measles outbreaks depending on the coverage of population
• Plot measles infection cases before 1^st dose, between 1^st and 2^nd dose and after the 2^nd dose of measles vaccination
• Plot the correlation between immunity when vaccination coverage is high within schools
• Plot correlation between poor urban areas which were not vaccinated at high rate and other areas which were vaccinated properly

Project 1 – Tableau Interactive Dashboard

Data Set – Sales

Objective – This project is involved with working on a Tableau dashboard for sales data. You will gain in-depth experience in working with dashboard objects, learn about visualizing data, highlight action, and dashboard shortcuts. With a few clicks you will be able to combine multiple data sources, add filters and drill down specific information. You will be proficient in creating real time visualizations that are interactive within minutes.

Upon completion of this project you will understand how to create a single point of access for all your sales data, ways of dissecting and analyzing sales from multiple angles, coming up with a sales strategy for improved business revenues.

Project 2

Domain – Crime Statistics (Public Domain)

Objective – The Project aims to show the types of crimes and their frequency that happen in the District of Columbia. Also to provide the details of the crimes like, the area/location and day of the week the crime has happened

Problem statement : Police departments are often called upon to put more “feet on the street” to prevent crime and keep order. But with limited resources, it’s impossible to be everywhere at once. This visualization shows where crimes take place by type and which day of the week. This kind of information gives local police more guidance on where they should deploy their crime prevention efforts.

• Map should be plotted at Block site address level
• Show the Offense, Location and Date of Crime occurrence.
• Show the Number of incidents and frequency in percentage for each type of crime happened(Offense)
• Show each incident happened every month by week and weekday and by offense type The dashboard should have Crime type and District filters which will be applicable to all three sheets in the dashboard
• An action from Map should filter out the other two sheets accordingly
• An action from tree map and bar chart should highlight the remaining two sheets according to the selection

Project 3 :Analyzing economic data

Industry – Government

Problem Statement – How unemployment is affecting global malnutrition

Topics :

In this Tableau project you will be working on vast amounts of data and analyze it to come up with trends, insights and correlations. The data sets include the global unemployment figures for multiple years, world population statistics across several years, nutritional data across the globe. Analyzing this data, you will correlate the malnutrition problem with the unemployment rates by using Tableau.

Highlights –

• Clean up Excel data & connect with Tableau
• Use data blending and Pivot Tables
• Do comparative analysis with Tableau dashboard

Project 4 :  Analyzing market performance

Industry :  Retail

Problem Statement  –  Using the Consumer Packaged Goods data to analyze which are the markets which are performing well for a particular retail enterprise using Tableau Desktop.

Topic :  This Tableau Desktop project involves working with the complex Consumer Packaged Goods data to come up with the brand performance analysis, regions that are contributing good to the revenues, where there is a need to offer more discounts to spur sales, and making in-depth budget vs. spend analysis for any particular year.

Highlight :

• Combining data sources, adding filters, drilling down data
• Building an interactive Dashboard and reports for detailed analysis.
• Deriving real-time visualization of data for business insights.

Project – IronPython

Data – Sales

Topics – This project is involved with creating IronPython script for Spotfire platform. You will start with the basics of implementing the IronPython scripting like importing classes for the visualization. In this sales project you will learn about the various operations and tools in IronPython scripting, creating data forms, collaboration platforms in Spotfire, framework for workflow, automating services all using the IronPython scripting.