Tableau Course Outline

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Monday, 31 March 2014

Introduction	Why Tableau? Why Visualization?            •   The Tableau Product Line            •   Level Setting – Terminology            •   Getting Started – creating some powerful                visualizations quickly            •   Review of some Key Fundamental Concepts                How to do Filtering, Sorting & Grouping when                working with and analyzing data. Filtering, Sorting & Grouping – Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data.              •  Advanced options for filtering and hiding              •  Understanding your many options for ordering and grouping your data: Sort,                 Groups, Bins, Sets              •  Understanding how all of these options inter-relate
Basic Calculations	Working with Data – We will consider the implications of working with large data sets, and consider options for when and how to work with extracts and the data engine. We will also investigate best practices in “sharing” data sources for Tableau Server users. Arithmetic Calculations                    String Manipulation                    Date Calculations                    Quick Table Calculations                    Custom Aggregations                    Custom Calculated Fields                    Logic and Conditional Calculations                    Conditional Filters
Advanced Table Calculations	Understanding Scope and Direction                     Calculate on Results of Table Calculations                     Complex Calculations                     Difference From Average                     Discrete Aggregations                     Index to Ratios                     Understanding where Calculations Occur            •  Database Joins                  •  Data Blending                  •  Working with the Data Engine / Extracts and                     scheduling extract updates                  •  Working with Custom SQL                  •  Adding to Context                  •  Switching to Direct Connection                  •  Building meta data via shared Data Source                     connections                  •  Performance considering and working with big                               data              •  OLAP considerations (Overview)
Advanced Mapping	The basics of Geographic Mapping. In this session, we will learn the intricacies of working with the mapping function within Tableau including working with custom geographies and geo-coding             •  Fundamentals Review: Building basic maps                     Fixing geographies                     Geographic Fields                      Map Options             •  Built-in Demographics / Layering             •  WMS – working with a Web Map Service             •  Importing Custom Geographies             •  Assigning Geographies to Non-Geographic fields             •  Distance Calculations             •  Spatially Visualizing non-Geographic Data using background images and geo-coding Working with Parameters – Introduction to parameters – How to create a parameter and use it in a calculation. In this session, we will go into more details on how we can use parameters to modify our title, create What-If analysis, etc   •  Parameter Basics                    o Data types of parameters                    o Using parameters in calculated fields                    o Inputting parameter values and parameter control options             •  Advanced Usage of Parameters                    o Using parameters for titles, field selections, logic statements, Top X
Building Advanced Chart Types and Visualizations	/ Tips & Tricks – This topic covers how to create some of the chart types and visualizations that may be less obvious in Tableau. It also covers some of the more common tips & tricks / techniques that we use to assist customers in solving some of their more complex problems.             •   Bar in Bar             •   Box Plot             •   Bullet Chart             •   Custom Shapes             •   Gantt Chart             •   Heat Map             •   Pareto Chart             •   Spark Line             •   KPI Chart
Best Practices in Formatting and Visualizing	•   Formatting Tips                     o Drag to Legend                     o Edit Legend                     o Fill 100% Black Line                     o Highlighting                     o Labeling                     o Legends                     o Working with Nulls                     o Table Options                     o Annotations and Display Options             •   Introduction to Visualization Best Practices
Building Better Dashboards	We will learn how to build effective and interactive applications via dashboarding.             •   Interactive Dashboards                     o Quick Filters                     o Dashboard Objects                     o Filter Actions                     o Highlighting and Actions                     o Performance                     o Publish to Web                     o Zones             •   Guided Analytics                     o Cascading Filters                     o Highlighting                     o Quick filter Options                          Select then See Visual                     o Self-Populating Dashboards                     o Shortcuts                     o URL Actions
Working with Tableau Server	Tableau Server as a mechanism to share our visualizations and dashboards. Now we will dig in a bit deeper.             •   Publishing to Tableau Server – Overview of publishing, scheduling & security options             •   Tableau Server Usage – Interacting with Published Visualizations Wrap Up Activities             •   Summary of what we have learned             •   Advanced activities to pull together and solidify the concepts