Ultramax Infonet Education

  • TABLEAU

Introduction and Overview

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

– Connecting to data
– Introduction to data source concepts
– Working with data files versus database servers – Understanding the Tableau workspace
– Dimensions and measures – Using Show Me!
– Tour ofshelves (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 reusing 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 (meta data)
– Working with multiple connections in the same workbook

Analysis

Creating Views
– Marks
– Highlighting
Working with Dates
– Date aggregations
– Discrete vs. Continuous
– Multiple measures
– Different mark types
– Page trails
– Density chart
– Pie charts
– Aggregate vs. disaggregate
– Size and transparency
– Dates
– Date parts
– Dual axis
– Combo charts
– Geographic map
– Heat map
– Scatter plots
– Bar charts
– Small multiples
Analyzing
– Sorting
– Grouping
– Aliases
– Filtering and quick filters
– Cross-tabs (pivot tables)
– Drilling and drill through
– Percent of total
– Totals and subtotals
– Aggregation disaggregation
– Stats and trend lines

Sharing Workbooks

– Publish to Reader
– Packaged Workbooks – Publish to Office
– Publish to PDF
– Publish to Tableau Server and sharing on the web

Putting it All Together

– Scenario-based review exercises
– Best practices

Getting Started with Calculated Fields

1)Working with string functions
2) Basic arithmetic calculations
3) Date math
4) Working with totals
5) Custom aggregations
6) Logic statements

Formatting
1) Options in formatting your visualization
2)Working with labels and annotations
3) Effective use of titles and captions
4) Introduction to visual best practices
Building Interactive Dashboards
1) Combining multiple visualizations into a dashboard
2) Making worksheets interactive with actions and filters
3) Best practices in visualization introduction
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