Tableau Administration Training and Tableau Development Training Content:
Tableau Training Agenda Participants are expected to know the following:
1. What is Tableau?
2. What is the difference between Tableau Desktop & Tableau Server?
3. How to connect to Data?
4. What is the difference between ‘Single Table’, ‘Multiple Table’ & ‘Custom SQL’?
5. What is the difference between ‘Connect Live’ & ‘Extract’?
6. What are Dimensions & Measures?
7. What is the difference between Tableau Workbook (.twb) & Tableau Packaged Workbook (.twbx)?
8. How to create Basic Charts (Bar/Pie/Stacked Bar etc) using ‘SHOW ME’?
Tableau Architecture
Tour of Shelves (How shelves and marks work)
Marks Card
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Analysis – 1
Date Aggregations and Date parts
Scatter Plots
Blended Axis
Dual Axis
Analysis – 2
Sorting
Ref lines & trend lines
Forecasting
Analysis 3: Filters
Quick Filters
Context Filters
Data source Filters
Global Filter Techniques.
Sets
In/Out Sets
Combined Sets
Analysis 4:
Grouping
Bins/Histograms
Drill up/down – Drill Through
Hierarchies
View Data
Actions (across sheets)
Analysis 5 : Calculated Fields
Working with aggregate versus disaggregate data
Basic Functions (String, Date, Numbers etc)
Usage of Logical conditions
Bin & Custom bins
This year YTD vs. last year YTD
Current or specified date
Calculations across data sources
Dealing with NULL data / Replacing NULL blanks in crosstabs
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Analysis 6 : Parameters Using Parameters in Calculated fields
Bins
Reference Lines
Filters-Top/Bottom N
Create What-If analysis
Analysis 7 : Building Interactive Dashboards
Combining multiple visualizations into a dashboard (overview)
Making your worksheet interactive by using actions
Filter
URL
Highlight
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Analysis 8 : Table Calculations
Explain scope and direction – & partitioning concepts
% total, running calculations etc
Aggregate of aggregates
Ranking
Maps
Explain latitude and longitude
Default location/Edit locations
Custom Geo Coding
Thematic mapping / Filled Map
WMS Maps
Dual-axis maps - mixed mark types.
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Analysis 9 : Formatting
Options in Formatting your Visualization
Working with Labels and Annotations
Effective Use of Titles and Captions
Analysis 10: Working with Data & Saving and sharing your work
Multiple Table Join
Data Blending
Difference between joining and blending data, and when we should do each.
Implications of working with large data sets. Performance considering and working with big data
Working with the Data Engine / Extracts
Working with Custom SQL & Union Queries
Toggle between to Direct Connection and Extracts
Performance Recorder
Tableau Server:
Session 1:
Tableau Server Installation and Administration
Architecture, Installation & Configuration
Installation Overview
AD & Local authentication
Distributed Architecture overview
Scalability and Availability
Session 2:
Administration
Users & Groups
Various License levels
User rights
Projects & Workbooks and setting Permissions
Session 3:
Publishing and Browsing
Self Subscriptions
Web Editing
Session 4: Security & Data Connections
Data Source Filters
Extracts & Scheduling
User Filters
Embedding
Export Options
Session 5: Performance Tuning & best practices
Tableau
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