Tableau Training

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Introduction and Overview

1. Why Tableau? Why Visualization?
2. Level Setting  Terminology
3. Getting Started creating some powerful visualizations quickly
4. The Tableau Product Line
5. Things you should know about Tableau

Getting Started

1.  Connecting to Data and introduction to data source concepts
2. Working with data files versus database servers
3.  Understanding the Tableau workspace
4.  Dimensions and Measures
5.  Using Show Me!
6.  Tour of Shelves (How shelves and marks work)
7.  Building Basic Views
8.  Help Menu and Samples
9.  Saving and Sharing your work

Concepts and Options when Connecting to Data

1.  Overview of other connection options
2. Joining multiple tables
3. Copy and Paste
4. Data Extracts
5. Custom SQL
6. Publishing and Re-using Data Connections
7. Understand how to deal with data changes in your data source such as field addition,
8. Deletion or name change
9. Re-using and sharing data connections the concept of meta data
10. Working with multiple connections in the same workbook

Analysis

 Creating Views

1. Marks
2. Size and Transparency
3. Highlighting
4. Working with Dates
5. Date aggregations and date parts
6. Discrete versus Continuous
7. Dual Axis / Multiple Measures
8. Combo Charts with different mark types
9. Geographic Map
10. Page Trails
11. Heat Map
12. Density Chart
13. Scatter Plots
14. Pie Charts and Bar Charts
15. Small Multiples
16. Working with aggregate versus disaggregate data

Analyzing

1. Sorting & Grouping
2. Aliases
3. Filtering and Quick Filters
4. Cross-Tabs (Pivot Tables)
5. Totals and Subtotals
6. Drilling and Drill Through
7. Aggregation and Disaggregation
8. Percent of Total
9. Working with Statistics and Trend lines

Getting Started with Calculated Fields

1. Working with String Functions
2. Basic Arithmetic Calculations
3. Date Math
4. Working with Totals
5. Custom Aggregations
6. Logic Statements

Formatting

1. Options in Formatting your Visualization
2. Working with Labels and Annotations
3. Effective Use of Titles and Captions
4. Introduction to Visual Best Practices

Working with Data

1.  Data Types and Roles
2. Dimension versus Measures
3. Data Types
4. Discrete versus Continuous
5. The meaning of pill colors
6. Database Joins
7. Working with the Data Engine / Extracts and scheduling extract updates
8. Working with Custom SQL
9. Switching to Direct Connection
10. Building meta data via shared Data Source connections
11. OLAP considerations (Overview)

Building Interactive Dashboards

1. Combining multiple visualizations into a dashboard
2. Making your worksheet interactive by using actions and filters
3. An Introduction to Best Practices in Visualization

Sharing Workbooks

1. Publish to Reader
2. Packaged Workbooks
3. Publish to PDF
4. Publish to Tableau Server and Sharing over the Web

Putting it all together

1. Scenario-based Review Exercises
2. Best Practices

Security

1.  Manage users, groups, sites, and permissions in Tableau Server
2. Add, edit, and delete user accounts

Where to get Further Assistance

• The Help File / Manual
• Knowledge base
• Forums
• Whitepapers & Books
• Technical Support