Tableau Certification Training Course

Tableau Course Content

• Introduction to Data Visualization and Power of Tableau

  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.

• Architecture of Tableau

  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

• Working with Metadata & Data Blending

  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

• Creation of sets

  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 Hierarchies in the created set

• Working with Filters

  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

• Organizing Data and Visual Analytics

  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

• Working with Mapping

  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

• Working with Calculations & Expressions

  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.

• Working with Parameters

  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

• Charts and Graphs

  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

• Dashboards and Stories

  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

• Tableau Prep

  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

• Integration of Tableau with R and Hadoop

  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

• Tableau Projects

  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.