Tableau Training
By
N Benchmark IT Solutions

Introduction

• Course Introduction

Field Types and Visual Cues

• Tableau Desktop
• Scenario
• Objectives
• Application Terminology and Definitions
• Opening and Closing Tableau
• Data Source Page
• Tableau Workspace
• Files and Folders
• Getting Started with Tableau
• View Terminology and Definitions
• View Sections
• Data Terminology and Definitions
• Data Types
• Data Roles: Dimension vs. Measure
• Data Roles: Continuous vs. Discrete
• Changing Data Roles
• Visual Cues for Fields
• Visual Cues for Fields in the Data Pane
• Visual Cues for Fields in the Rows or Column Shelves

Data Connection in Tableau Interface

• Data Connections in the Tableau
• Connecting to Tableau Data Server
• What is a Join
• Types of Joins
• When to Use Joining
• Enabling Right Outer Join
• Right Outer Join and Custom SQL Enabled
• What is Data Blending
• When to Use Data Blending
• Data Blending in Tableau
• Differences Between Joining and Blending
• Joining vs. Blending
• Writing Custom SQL
• Prepare your Data for Analysis

Organizing and Simplifying Data

• Organizing and Simplifying Data
• Objectives
• Filtering Data
• What is a Filter
• Applying a Filter to a View
• Filtering on Dimensions
• Filtering on Dimensions Functions
• Aggregating Measures
• Filtering on Measures
• Filtering on Dates
• Quick Filters
• Sorting of Data
• What is Sorting
• Sorting Data in Tableau
• Types of Sorting
• Creating Combined Fields
• Combined Fields
• Creating Groups and Defining Aliases
• What is a Group
• What are Aliases
• Defining an Alias
• Working with Sets and Combined Sets
• Sets
• Combined Sets
• Working with Groups and Sets
• Drill to Other Levels in a Hierarchy
• Grand totals and Subtotals
• Adding Totals
• Adding Totals
• How to Define Aggregations
• Changing Aggregation Function
• Tableau Bins
• Bins
• Fixed Sized Bins
• Variable Sized Bins

Formatting and Annotations

• Formatting and Annotations
• Custom Geocoding
• Adding Caption to Views
• Click Interaction Adding Title to View
• Click Interaction2 Adding Captions to View
• Using Titles Captions and Tool tips
• Adding Tooltips to Views
• Using Title Caption and Tooltip
• Formatting the Axes
• Edit Axis Option
• Formatting Views with Labels and Annotations
• Format Window
• Format Mark Labels
• Annotations
• Format Manipulations

Special Field Types

• Special Field Types
• Date Hierarchies
• Drilling in the Time Hierarchy
• Pivoting Date Parts on Shelves
• Differentiate Between Discrete and Continuous Dates
• Using Continuous Dates
• Using Discrete Dates
• Working with Discrete and Continuous dates
• What are Custom Dates
• Creating and Using Custom Dates
• Fiscal Year
• Define a Date Field on a Fiscal Year
• Relative Date Filters
• Importing Date Dimensions in Tableau from a Cube
• Work with Date Hierarchies on Cubes
• Dates in Cube (Multidimensional) Data Sources
• Dates in Cubes Vs. Relational Data Sources

Tableau Generated Fields

• Tableau Generated Fields
• Using Measure Values and Measure Names
• Using Multiple Measures in a View
• Using the Number of Records Measure 
• Using Latitude and Longitude Fields

Chart Types

• Chart Types
• Working with Combined Axis
• Working with Combination Charts
• Understanding geocoding and geographic mapping in tableau
• Combined Axis Graph and Scatter Plot
• Describe text and highlight tables
• Work with Pages Shelf and Create Motion Charts
• Heat Maps
• Using Bins and Histograms
• Using Histograms
• Using Pie Charts
• Compare Measures Using Bullet Charts
• Using Bar in Bar Charts
• Define Advanced Chart Types
• Using Pareto Charts
• Creating Pareto Charts
• Using Waterfall Charts
• Using Gantt Charts
• Working with box plots
• Using Sparkline Charts

Calculations

• Calculations
• Objectives
• Strings Date Logical and Arithmetic Calculation
• Working with Strings Date Logical and Arithmetic Calculations
• Using Strings Date Logical and Arithmetic Calculations
• Working with Arithmetic Calculations
• Aggregation Options
• Working with Aggregation Options
• Grand Totals and Sub-Totals
• Quick Table Calculations
• Creating Quick Table Calculations
• Working with Quick Table Calculations
• Automatic and Custom Split
• Ad-hoc Analytics
• LOD Calculations

Creating and using Parameters

• Creating and using Parameters
• Objectives
• What is a Parameter
• Creating a Parameter
• Exploring Parameter Controls
• Work with Parameters
• Click Interaction Working with Parameters

Mapping

• Mapping
• Objectives
• Modifying Locations within Tableau
• Importing and Modifying Custom Geocoding
• Working with Symbol Map and Filled Map
• Using Background Image
• Exploring Geographic Search
• Perform Pan Zoom Lasso and Radial Selection
• Working with WMS Server Maps

Statistics

• Statistics
• Objectives
• Add Reference Lines Bands and Distribution
• Adding Reference Lines
• Adding Reference Bands
• Adding Reference Distribution
• Working Reference Lines Bands and Forecasting
• Trend lines and Trend Models
• Understanding Trend Lines
• Enabling Trend lines
• Click Interaction Understanding Trend Models
• Working with Describe Trend Model Window
• Working with Trend Lines
• Statistical Summary Card
• Perform Drag and Drop Analytics
• Explore Instant Analysis
• Forecasting

Dashboards

• Dashboards
• Objectives
• Build Interactive Dashboards
• What is a Dashboard
• Building Dashboards
• Best practices for creating effective dashboards
• Comprehending Best Practices
• Creating a Dashboard and Importing Sheets
• Interaction Exploring Dashboard Actions
• Use of Running Actions
• Using Dashboard Actions
• Sharing your Work
• How to Share your Reports?
• Exporting your Work

Tableau Server Administration:

• User interactions with Tableau Server
• Single-server installation
• Content administration
• Authorization and permissions
• Users, groups, and sites
• Data sources and extracts
• Schedules, tasks, and subscriptions
• Monitoring server status
• Command-line utilities and REST API
• Upgrading a single-server installation to a new version
• Modifying the authentication method

Case Study:

• Project Sessions

• Resume preparation
• Mock interviews
• Tableau 10 new features.