Tableau Training

• Why Tableau?
• Why Visualization?
• The Tableau Product Line
• Level Setting –Terminology
• Getting Started –creating powerful visualizations quickly
• Review of some Key Fundamental Concepts

• 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

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 colours
• Database Joins
• Data Blending
• Working with the Data Engine/Extracts
• Scheduling extract updates
• Working with Custom SQL
• Adding to Context
• Switching to Direct Connection
• Building metadata via shared Data Source connections
• Performance considering and working with big data
• OLAP considerations overview

• 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

• 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

• 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

• Bar in Bar
• Box Plot
• Bullet Chart
• Gantt Chart
• Heat Map
• Pareto Chart
• Spark Line
• KPI Chart
• Custom Shapes

• Formatting Tips
• Drag to Legend
• Edit Legend
• Fill 100%, Black Line
• Highlighting
• Labelling
• Legends
• Working with Nulls
• Table Options
• Annotations and Display Options

• 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

• Select then See Visual
• Self-Populating Dashboards+ Shortcuts
• URL Actions

• Summary of what we have learned
• Advanced activities to pull together and solidify the concepts