Tableau Desktop, Server Training (Free DWH & Erwin)

2.1 Architecture of Tableau
2.2 Interface of Tableau (Layout, Toolbars, Data Pane, Analytics Pane, etc.)
2.3 Tableau field types
2.4 Saving and publishing a data source
2.5 Live vs extract connection
2.6 Various file types
2.7 The ways to share and export the work done in Tableau

Hands-on Exercise:

1. Play with Tableau desktop
2. Learn about the interface
3. Share and export existing works

3.1 Basic Charts

• Histograms
• Box plot
• Motion
• Pie
• Bar
• Line
• Bubble
• Bullet
• Scatter
• Tree
• Heat maps
• Maps
• Text table
• Highlighted table

3.2 Dual axes graphs

• Pareto
• funnel
• Waterfall charts
• Market basket analysis (MBA)

Hands-on Exercise:

1. Plot a histogram, tree map, heat map, funnel chart, and more using the given dataset
2. Perform market basket analysis (MBA) on the same dataset

4.1 Connecting to Data Source
4.2 Tableau data types
4.3 Connection to Excel
4.4 Cubes and PDFs
4.5 Management of metadata and extracts
4.6 Data preparation
4.7 Joins (Left, Right, Inner, and Outer) and Union
4.8 Dealing with NULL values, cross-database joining, data extraction, data blending, refresh extraction, incremental extraction, how to build extract, etc.
4.9 Advanced joins

• cross-database joining
• data blending

Hands-on Exercise:

1. Connect to Excel sheet to import data
2. Use metadata and extracts
3. Manage NULL values
4. Clean up data before using
5. Perform the join techniques
6. Execute data blending from multiple sources

5.1 Mark and highlight
5.2 Groups
5.3 Sets (creating and editing sets, IN/OUT)

• Constant sets
• Computed sets
• Combined sets

5.4 Bins
5.5 Hierarchies
5.6 Folders
5.7 Sorting and Types
5.8 Using the Formatting pane to work with the menu, fonts, alignments, settings, etc.
5.9 Editing axes and annotations

Hands-on Exercise:

1. Use marks to create and edit sets
2. Highlight the desired items
3. Make Groups
4. Apply sorting on results
5. Make hierarchies among the created sets

6.1 Filters (addition and removal)
6.2 Filtering continuous dates, dimensions, and measures
6.3 Filtering in Tableau
6.4 Types of filters
6.5 Filtering the order of operations

Hands-on Exercise:

1. Use the data set by date/dimensions/measures to add a filter
2. Use interactive filter to view the data
3. Customize/remove filters to view the result

7.1 K-means cluster analysis
7.2 Trend and reference lines
7.3 Visual analytics in Tableau
7.4 Forecasting, confidence interval, reference lines, and bands

Hands-on Exercise:

1. Apply labels and tooltips to graphs, annotations, edit axes’ attributes
2. Set the reference line
3. Perform k-means cluster analysis on the given dataset

8.1 Working on coordinate points
8.2 Plotting longitude and latitude
8.3 Editing unrecognized locations
8.4 Customizing geocoding, polygon maps, WMS: web mapping services
8.5 Working on the background image, including add image
8.6 Plotting points on images and generating coordinates from them
8.7 Map visualization, custom territories
8.8 How to create map projects in Tableau
8.9 Creating dual axes maps, and editing locations

Hands-on Exercise:

1. Plot longitude and latitude on a geo map
2. Edit locations on the geo map
3. Custom geocoding
4. Use images of the map and plot points
5. Find coordinates
6. Create a polygon map
7. Use WMS

9.1 Calculation syntax and functions in Tableau
9.2 Various types of calculations, including Table, String, Date, Aggregate, Logic, and Number
9.3 Levels of details: fixed level, lower level, and higher level

• LOD expressions, including concept andsyntax
• Nested LOD expressions
• Aggregation and replication with LOD expressions

9.4 Quick table calculations
9.5 The creation of calculated fields
9.6 Quick LODs

10.1 Creating parameters
10.2 Parameters in calculations
10.3 Using parameters with filters
10.4 Column selection parameters
10.5 Chart selection parameters
10.6 How to use parameters in the filter session
10.7 How to use parameters in the reference line

Hands-on Exercise:

1. Creating new parameters to apply on a filter
2. Passing parameters to filters to select columns
3. Passing parameters to filters to select charts

11.1 What is a dashboard?
11.2 Building and formatting a dashboard using size, objects, views, filters, and legends
11.3 Best practices for making creative as well as interactive dashboards using the actions
11.4 Creating stories

• Including the intro of story points
• Creating as well as updating the story points
• Adding catchy visuals in stories

11.5 Adding annotations with descriptions; dashboards and stories
11.6 Highlight actions, URL actions, and filter actions
11.7 Selecting and clearing values
11.8 Dashboard examples using Tableau workspace and Tableau interface

Hands-on Exercise:

1. Create a Tableau dashboard view, include legends, objects, and filters
2. Make the dashboard interactive
3. Use visual effects, annotations, and descriptions to create and edit a story