TABLEAU

lIntroduction And Overview

  • What is Tableau?
  • Why Tableau? Why Visualization?
  • Difference B/W Tableau & Traditional BI tools
  • Level setting – Terminology
  • Getting started – Some powerful visualizations quickly
  • The Tableau product line.

Getting Started

  • Tutorial: Get Started in Tableau Desktop
  • Open Tableau and Connect to Data
  • Step-by-Step: Explore Data with Tableau
  • Create a Scatter Plot with Show Me
  • Create a Line Chart with Show Me
  • Save your Work

Tour the Tableau Environment

  • Start Page
  • Data Source Page
  • The Tableau Workspace
  • The Side Bar: Data and Analytics
  • Shelves and Cards
  • Parts of the View
  • Workbooks and Sheets
  • Files and Folders
  • Status Bar
  • Tooltips
  • Reorganize your Workspace
  • Language and Locale

Tableau Concepts

  • Data Types
  • Field Types
  • Dimensions and Measures
  • Continuous and Discrete
  • Convert Fields Between Discrete and Continuous
  • Tableau’s Order of Operations
  • Understanding Data Fields
  • Aggregations

Connect to Your Data

  • Run Initial SQL
  • Create a Data Source with Clipboard Data

Set Up Data Sources

  • Join Your Data
  • Blend Your Data
  • Union Your Data
  • Connect to a Custom SQL Query
  • Use a Stored Procedure
  • Pivot Data from Columns to Rows
  • Split a Field into Multiple Fields
  • Filter Data from Data Sources
  • Extract Data

Manage Data Sources

  • Edit Data Sources
  • Refresh Data Sources
  • Replace Data Sources
  • Export Data Sources
  • Upgrade Data Sources
  • Close Data Sources

Build Data Views

  • Drag Fields
  • Sorting
  • lGroups
  • lSets
  • Annotations and Mark Labels
  • Inspecting Data
  • Multidimensional Hierarchies
  • Drill Down and Up in a Hierarchy
  • Perfect Pivoting
  • Define Unique Values
  • Utility Dimensions
  • Work with Large Views
  • Add to Sheet: Double-Click
  • Show Me
  • Create Bins from a Continuous Measure
  • Missing Values
  • Using Multiple Measures

Work with Time

  • Date and Time Fields
  • Forecasting
  • Trend Lines

Filter Data From Your Views

  • Apply Filters to Multiple Worksheets
  • Filter Data Across Multiple Data Sources
  • Improve Performance with Context Filters
  • Create Slicing Filters

Build and Use Maps

  • Create Tableau Maps from Shapefiles
  • Custom Geocode Your Data
  • Custom Geocoding vs Data Blending
  • Example–Blend Geographic Data
  • Create a schema.ini File
  • Prepare Your Geographic Fields
  • Build a Map View
  • Edit Locations
  • Customize How Your Map Looks
  • Create Territories on a Map
  • Customize How People Interact with your Map
  • Use WMS Servers
  • Use Mapbox Maps
  • Explore Data in Maps
  • Search for Locations in Your Map
  • Measure Distances Between Data Points and Locations in a Map
  • Save a Map Source
  • Import a Map Source
  • Select Background Maps
  • Map Storing

Advanced Analysis

  • Calculated Fields
  • Transform Values with Table Calculations
  • Level of Detail Expressions
  • Find Clusters in Data
  • Percentages
  • Reference Lines, Bands, Distributions, and Boxes
  • Totals
  • Parameters
  • Background Images
  • Log Axes

Present Your Work

  • Formatting
  • Actions
  • Dashboards
  • Best Practices for Effective Dashboards
  • Create a Dashboard
  • Create Dashboard Device Layouts
  • Refine Your Dashboard
  • Tiled and Floating Layouts
  • Stories
  • The Story Workspace
  • Create a Story
  • Customize a Story Point
  • Format a Story
  • Update a Story
  • Present a Story

Publish Data Sources and Workbooks

  • Control Who Can See What in Your Published Views
  • Create a User Filter and Apply it in a View
  • Create a User Filter Based on a Field in Your Data
  • Sign in to Tableau Server or Online
  • Publish a Data Source
  • Publish a Workbook
  • Set Permissions as You Publish a Data Source or Workbook
  • Set Credentials for Accessing Your Published Data
  • Schedule Extract Refreshes as You Publish a Workbook
  • Save Workbooks to Tableau Public
  • Open Workbooks from the Server

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