Course Outline
Introduction
Initial Setup of Tableau
Overview of Tableau Features and System Architecture
Navigating the Tableau User Interface
Establishing Data Connections
Data Organization, Filtering, Sorting & Grouping
- Structuring your data
- Segmenting data by date
- Simplifying and ordering data entries
- Advanced techniques for filtering and hiding elements
- Exploring various options for ordering and grouping data
- Implementing Sorts, Groups, Bins, and Sets
- Understanding the interplay between these options
Managing Data within Tableau
- Incorporating multiple measures in a single view
- Illustrating relationships between numerical values
- Inspecting specific data points
- Tailoring data presentation
- Distinguishing between Dimensions and Measures
- Data types: Discrete vs. Continuous for measures
- Joining multiple database sources
- Understanding Inner, Outer, Left, and Right joins
- Blending diverse data sources within one worksheet
- Using data extracts versus live connections
- Addressing common data quality issues
- Managing metadata and sharing connections
Data Calculations and Statistical Analysis
- Row-level calculation logic
- Aggregate-level calculations
- Arithmetic, string, and date-based calculations
- Defining custom aggregations and calculated fields
- Implementing control-flow calculations
- Understanding the underlying processing mechanism
- Applying advanced statistical methods
- Handling date and time data
Advanced Analysis Using Table Calculations
- Applying quick table calculations
- Managing scope and direction
- Addressing and partitioning strategies
- Complex table calculation techniques
Advanced Geospatial Techniques
- Constructing basic maps
- Utilizing geographic fields and map configurations
- Plotting data geographically
- Customizing geographic views
- Integrating Web Map Service (WMS)
- Visualizing non-geographic data using background images
- Best practices for mapping
- Performing distance calculations
Utilizing Parameters in Tableau
- Defining parameters
- Incorporating parameters into calculated fields
- Configuring parameter control options
- Enhancing analysis and visualization interactivity with parameters
Creating Basic and Advanced Visualizations
- Cross-tabulations
- Geographic maps, heat maps, and tree maps
- Pie charts and bar charts
- Date and time visualizations and Gantt charts
- Stacked bars and area charts
- KPI charts and Pareto charts
- Dual-axis and combined charts utilizing different mark types
- Highlight tables
- Scatter plots
- Bar chart variations, including bullet charts and bar-in-bar
Advanced Formatting Options
- Adding labels
- Configuring legends
- Emphasizing data using reference lines
- Inserting annotations
Narrating Data Stories Through Dashboards
- Designing the dashboard framework
- Implementing filter actions
- Applying highlight actions
- Setting up URL actions
- Configuring cascading filters
Trend Analysis and Forecasting
- Interpreting and customizing trend lines
- Analyzing distributions
- Generating forecasts
Integrating Tableau and R for Advanced Analytics
- Option to incorporate specific R-based analytics methods upon request
Troubleshooting Strategies
Summary and Conclusions
Requirements
- Familiarity with business intelligence concepts and data visualization practices.
Target Audience
- Data analysts
- Data scientists
Testimonials (3)
The Practice, I created a dashboard is super easy, once time understand the subjects.
Luis Fernando - si
Course - Tableau Fundamentals to Advanced
Hand's on exercise under the control of trainer. All attendees were thus highly encouraged to participate.
Gerard Suissa - Brown-Forman France
Course - Tableau Fundamentals to Advanced
The trainer answered all of my questions and gives us a walkthrough.
