TABLEAU Course Curriculum

TABLEAU DESKTOP 9 INTRODUCTION AND GETTING STARTED
  • Tableau desktop role in the tableau product line
  • Application terminology
  • View terminology
  • Data terminology
  • Visual cues for fields
BEST PRACTICES IN CONNECTING TO DATA
  • Working with metadata
  • What happens when the data source changed?
  • Overview of other connection options
    • Live
    • Extract connections
WORKING WITH DATA
  • Filtering your data(quick filter, normal filter, context filter, sharing filter)
  • The value of using a heat map
  • Sorting (sort order, sort buy)
  • Dynamic sorting
  • Building groups (sheet level, data source level)
  • Sets
    • Constant
    • Dynamic
  • Combined sets
  • In and out sets
WORKING WITH SPECIAL FIELDS TYPES
  • Data field
  • Measure values and measure name individual axis, blended and dual axis
  • Latitude and longitude(generated)
BUILDING VISUALIZATION
  • Combo charts ( Bar and line or mixed mark)
  • Views (24 types of charts)
  • Highlight tables
  • Bins histograms, calculated bins
  • Tree maps
  • Motion charts
  • Working with shapes and marks
BUILDING CUSTOM CALCULATIONS
  • Overview of calculations and the calculation engine
  • Manipulating strings and data calculations
  • Calculations and aggregations
  • Dynamic calculations
  • Logic statements ( grand totals, sub-totals)
  • Creating quick table calculations
INTRODUCTION OF PARAMETERS STATISTICAL VISUAL ANALYSI
  • Reference lines/bands/distributions
  • Trend modelling and forecasting
  • Forecasting
BUILDING DASHBOARDS
  • Overview of dashboards
  • Building your first dashboard
  • Applying actions and parameters on dashboards
  • Best practices in tableau dashboard design
MAKING APPLICATIONS INTERACTIVE BY USING ACTION
  • What is an action
  • Options for running action
    • Highlight
    • Filter
    • URL
DATA
  • Desktop architecture
  • Customizing data connections
  • Data blending
    • Automatic
    • Manual
WORKING WITH CALCULATED DATA
  • Review basic calculations
  • Understanding the need of calculation field , where its used
  • Types of attribute used in calculated field
  • Advanced table calculations
WORKING WITH PARAMETERS ADVANCED MAPPING
  • Automatic geo coding of data
  • Built-in custom geo coding
  • Path mapping of point to point distribution(filled ,symbol maps)
  • Using background images for special analysis
BUILDING ADVANCED VISUALIZATIONS
  • Bar in bar
  • Bullet graphs
  • Box and whisker plot
  • Packaged bubbles, histogram view, grant view
SHARING YOUR WORK
  • Packaging workbook
  • Publishing to tableau server and reader
  • Publishing to pdf
  • Export data and image
TABLEAU SERVER INSTALLING AND CONFIGURING TABLEAU SERVER
  • Single server installing and configuration
TABLEAU SERVER ADMINISTRATION
  • Content administration
  • User and group administration
  • Data server and site administrator
SECURITY AND PERMISSIONS IN TABLEAU SERVER
  • Levels of licence ( Interacter, viewer, un-licenced)
  • User rights and roles
  • Permissions precedence
WORKING WITH DATA &COMMAND LINE TOOLS & CONFIGRATION
  • Task scheduling and extracts
  • Embedding URLs
  • Tab cmd, Tab admin
ARCHITECTURE AND COMPONENT FUNCTIONS
  • Gate way server
  • Repository and application server, VizQL server
  • Fast data engine
  • Background and data server
PROCESS FLOWS
  • Create a visualization in tableau desktop
  • Publish and view a visualization in tableau server
  • Schedule and extract refresh
  • Publish an extract or data source
  • Add a user in tableau server
TABLEAU SERVER CONFIGURATION
  • Data server
  • Schedule and task administration
  • Subscriptions
  • Embedding and URL parameters
  • Command line utilities
  • Log file administration
  • Monitoring & Auditing
  • Performance recording
  • Advanced configuration options
  • Java script and TDI API

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