Tableau

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Introduction and Overview

  • Why Tableau? Why Visualization?
  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly
  • The Tableau Product Line
  • Things you should know about Tableau

Getting Started

  • Connecting to Data and introduction to data source concepts
  • Working with data files versus database servers
  • Understanding the Tableau workspace
  • Dimensions and Measures
  • Using Show Me!
  • Tour of Shelves (How shelves and marks work)
  • Building Basic Views
  • Help Menu and Samples
  • Saving and Sharing your work

Concepts and Options when Connecting to Data

  • Overview of other connection options
  • Joining multiple tables
  • Data Blending
  • Copy and Paste
  • Data Extracts
  • Custom SQL
  • Publishing and Re-using Data Connections
  • Understand how to deal with data changes in your data source such as field addition,
  • deletion or name change
  • Re-using and sharing data connections – the concept of meta data
  • Working with multiple connections in the same workbook

Analysis

  • Creating Views
  • Marks
  • Size and Transparency
  • Highlighting
  • Working with Dates
  • Date aggregations and date parts
  • Discrete versus Continuous3
  • Dual Axis / Multiple Measures
  • Combo Charts with different mark types
  • Geographic Map
  • Page Trails
  • Heat Map
  • Density Chart
  • Scatter Plots
  • Pie Charts and Bar Charts
  • Small Multiples
  • Working with aggregate versus disaggregate data
  • Analyzing
  • Sorting & Grouping
  • Aliases
  • Filtering and Quick Filters
  • Cross-Tabs (Pivot Tables)
  • Totals and Subtotals
  • Drilling and Drill Through
  • Aggregation and Disaggregation
  • Percent of Total
  • Working with Statistics and Trend lines

Getting Started with Calculated Fields

  • Working with String Functions
  • Basic Arithmetic Calculations
  • Date Math
  • Working with Totals
  • Custom Aggregations
  • Logic Statements

Formatting

  • Options in Formatting your Visualization
  • Working with Labels and Annotations
  • Effective Use of Titles and Captions
  • Introduction to Visual Best Practices

Building Interactive Dashboards

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

Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to Office
  • Publish to PDF
  • Publish to Tableau Server and Sharing over the Web

Putting it all together

  • Scenario-based Review Exercises
  • Best Practices

Where to get Further Assistance

  • The Help File / Product Manual
  • Knowledge base
  • Forums
  • Whitepapers & Books
  • Further Training Offerings & Professional Services
  • Technical Support

Filtering, Sorting & Grouping Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau

  • 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

Working with Data

In the Fundamentals class, we accepted the data for what it is! (with a basic overview of blending and joining data and working with the data engine). In the Advanced class, we will understand the difference between joining and blending data, and when we should do each. We will also 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.

  • Data Types and Roles
  • Dimension versus Measures
  • Data Types
  • Discrete versus Continuous
  • The meaning of pill colors
  • 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

Working with Calculated Data and Statistics

In the Fundamentals Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those concepts to understand the intricacies of manipulating data within Tableau

  • A Quick Review of Basic Calculations
  • 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 Statistics
  • Reference / Trend Lines
  • Statistical Calculations
  • Summary Stats
  • Cohort Analysis
  • Working with Dates and Times
  • Continuous versus Discrete Dates
  • Dates and Times
  • Reference Dates

Advanced Mapping

The Fundamentals class taught us the basics of Geographic Mapping.In the Advanced Class, we will learn the intricacies of working with the mapping function within Tableau including working with custom geographies and geo-coding, working with an alternate WMS server and spatially visualizing non-geographic data.

  • 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

In the Fundamentals class, we were introduced to parameters –How to create a parameter and use it in a calculation. In the Advanced class, we will go into more details on how we can use parameters to modify our title, create What-If analysis, etc

  • Parameter Basics
  • Data types of parameters
  • Using parameters in calculated fields
  • Inputting parameter values and parameter control options
  • Advanced Usage of Parameters
  • 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
  • Drag to Legend
  • Edit Legend
  • Fill 100% Black Line
  • Highlighting
  • Labeling
  • Legends
  • Working with Nulls
  • Table Options
  • Annotations and Display Options
  • Introduction to Visualization Best Practices

Building Better Dashboards

In the Fundamentals courses, we learned how we can combine several worksheets in a dashboard and publish that to the web. In the Advanced course, we will learn how to build effective and interactive applications via dash boarding.

  • Interactive Dashboards
  • Quick Filters
  • Dashboard Objects
  • Filter Actions
  • Highlighting and Actions
  • Performance
  • Publish to Web
  • Zones
  • Guided Analytics
  • Cascading Filters
  • Highlighting
  • Quick filter Options
  • Select then See Visual
  • Self-Populating Dashboards
  • Shortcuts
  • URL Actions

Overview – Working with Tableau Server

In Tableau Fundamentals, we saw that we could use 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

Where to get Further Assistance

  • The Help File / Product Manual
  • Knowledge base
  • Forums
  • Whitepapers & Books
  • Further Training Offerings & Professional Services
  • Technical Support

Visual Analytics