Tableau Training

Curriculum

Module 1: Introduction to Data Visualization and Power of Tableau

• Comparison and benefits against reading raw numbers
• Real use cases from various business domains
• Some quick and powerful examples using Tableau without going into the technical details of Tableau
• Installing Tableau
• Tableau interface
• Connecting to Data Source
• Tableau data types
• Data preparation

Module 2:Architecture of Tableau

• Installation of Tableau
• Desktop Architecture of Tableau
• Interface of Tableau (Layout, Toolbars, Data Pane, Analytics Pane, etc.)
• How to start with Tableau
• The ways to share and export the work done in Tableau

Module 3: Working with Metadata and Data Blending

• Connection to Excel
• Cubes and PDFs
• Management of metadata and extracts
• Data preparation
• Joins (Left, Right, Inner, and Outer) and Union
• Dealing with NULL values, cross-database joining, data extraction, data blending, refresh extraction, incremental extraction, how to build extract, etc.

Module 4: Creation of Sets

• Mark, highlight, sort, group, and use sets (creating and editing sets, IN/OUT, sets in hierarchies)
• Constant sets
• Computed sets, bins, etc.

Module 5: Working with Filters

• Filters (Addition and removal)
• Filtering continuous dates, dimensions, and measures
• Interactive Filters, marks card, and hierarchies
• How to create folders in Tableau
• Sorting in Tableau
• Types of sorting
• Filtering in Tableau
• Types of filters
• Filtering the order of operations

Module 6: Organizing Data and Visual Analytics

• Using Formatting Pane to work with menu, fonts, alignments, settings, and copy-paste
• Formatting data using labels and tooltips
• Edit axes and annotations
• K-means cluster analysis
• Trend and reference lines
• Visual analytics in Tableau
• Forecasting, confidence interval, reference lines, and bands

Module 7: Working with Mapping

• Calculation syntax and functions in Tableau
• Various types of calculations, including Table, String, Date, Aggregate, Logic, and Number
• LOD expressions, including concept and syntax
• Aggregation and replication with LOD expressions
• Nested LOD expressions
• Levels of details: fixed level, lower level, and higher level
• Quick table calculations
• The creation of calculated fields
• Predefined calculations
• How to validate

Module 8: Working with Calculations and Expressions

• Calculation syntax and functions in Tableau
• Various types of calculations, including Table, String, Date, Aggregate, Logic, and Number
• LOD expressions, including concept and syntax
• Aggregation and replication with LOD expressions
• Nested LOD expressions
• Levels of details: fixed level, lower level, and higher level
• Quick table calculations
• The creation of calculated fields
• Predefined calculations
• How to validate

Module 9:Working with Parameters Preview

• Creating parameters
• Parameters in calculations
• Using parameters with filters
• Column selection parameters
• Chart selection parameters
• How to use parameters in the filter session
• How to use parameters in calculated fields
• How to use parameters in the reference line

Module 10:Charts and Graphs

• Dual axes graphs
• Histograms
• Single and dual axes
• Box plot
• Charts: motion, Pareto, funnel, pie, bar, line, bubble, bullet, scatter, and waterfall charts
• Maps: tree and heat maps
• Market basket analysis (MBA)
• Using Show me
• Text table and highlighted table

Module 11: Dashboards and Stories

• Building and formatting a dashboard using size, objects, views, filters, and legends
• Best practices for making creative as well as interactive dashboards using the actions
• Creating stories, including the intro of story points
• Creating as well as updating the story points
• Adding catchy visuals in stories
• Adding annotations with descriptions; dashboards and stories
• What is a dashboard?
• Highlight actions, URL actions, and filter actions
• Selecting and clearing values
• Best practices to create dashboards
• Dashboard examples; using Tableau workspace and Tableau interface
• Learning about Tableau joins
• Types of joins
• Tableau field types
• Saving as well as publishing data source
• Live vs extract connection
• Various file types

Module 12:Tableau Prep

• Introduction to Tableau Prep
• How Tableau Prep helps quickly combine join, shape, and clean data for analysis
• Creation of smart examples with Tableau Prep
• Getting deeper insights into the data with the great visual experience
• Making data preparation simpler and accessible
• Integrating Tableau Prep with Tableau analytical workflow
• Understanding the seamless process from data preparation to analysis with Tableau Prep

Module 13:Integration of Tableau with R and

• Introduction to R language
• Applications and use cases of R
• Deploying R on the Tableau platform
• Learning R functions in Tableau