Tableau Training Certification

Tableau Online Training
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
• 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
• Size and Transparency
• Highlighting
• Working with Dates
• Date aggregations and date parts
• Discrete versus Continuous
• 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
• Working with Data
• Data Types and Roles
• Dimension versus Measures
• Data Types
• Discrete versus Continuous
• The meaning of pill colors
• Database Joins
• Working with the Data Engine / Extracts and scheduling extract updates
• Working with Custom SQL
• Switching to Direct Connection
• Building meta data via shared Data Source connections
• OLAP considerations (Overview)
• 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 PDF
• Publish to Tableau Server and Sharing over the Web
• Putting it all together
• Scenario-based Review Exercises
• Best Practices
• Security
• Marks
• Manage users, groups, sites, and permissions in Tableau Server
• Add, edit, and delete user accounts

Where to get Further Assistance

• The Help File / Manual
• Knowledge base
• Forums
• Whitepapers & Books
• Technical Support