Tableau Desktop
Getting started:
What is Tableau? What does the Tableau product suite comprise of? How Does Tableau
Work?
Tableau Architecture
What is My Tableau Repository?
Connecting to Data and introduction to data source concepts
Understanding the Tableau workspace
Dimensions and Measures
Data Types and properties
Tour of Shelves (How shelves and marks work)
Marks Card
Using Show Me!
Building Basic Views
Saving and Sharing your work-overview
Working with Data
Join
Multiple Table Join
Working with Custom SQL
Data Blending
Difference between joining and blending data, and when we should do each.
Analysis – 1
Cross tab
Totals & Subtotals
Bar Charts
Line Graphs
Pie charts
Heat Map
Scatter Plots
Tree Map
Bubble Graph
Blended Axis
Dual Axis
Edit axis
Parts of Views
Q&A
Analysis – 2
Sorting
Ref lines & trend lines
Discrete vs Continuous
Analysis – 3
Filters
Filters
Context filters
Sets
Parameters
Create What-If analysis
Using Parameters in
Display Options (Dynamic Dimension/Measure Selection)
Date Aggregations and Date parts
a. Calculated fields
b. Top/Bottom N
Analysis – 4
Grouping
Bins/Histograms
Drilling up/down – drill through
Hierarchies
View data
Actions (across sheets)
Analysis - 5
Maps
Explain latitude and longitude
Default location/Edit locations
Custom Geo Coding
Calculated Fields
Working with aggregate versus disaggregate data
Explain - #Number of Rows
Basic Functions (String, Date, Numbers etc)
Usage of Logical conditions
Table Calculations
Explain scope and direction
% total, running calculations etc
Q&A & Exercise Solving
Analysis – 6
Building Interactive Dashboards
Combining multiple visualizations into a dashboard (overview)
Making your worksheet interactive by using actions
o Filter
o URL
o Highlight
Formatting
Options in Formatting your Visualization
Working with Labels and Annotations
Effective Use of Titles and Captions
Q&A & Exercise Solving
Saving and Sharing your work
Working with Data
Working with the Data Engine / Extracts
Toggle between to Direct Connection and Extracts
Editing Data Connections
Performance Recorder
Q&A & Exercise Solving
Tableau Server:
Tableau Server Installation and Administration
Architecture, Installation & Configuration
Installation Overview
AD & Local authentication
Distributed Architecture overview
Scalability and Availability
Administration
Users & Groups
Various License levels
User rights
Projects & Workbooks and setting Permissions
Publishing and Browsing
Self-Subscriptions
Web Editing
Security & Data Connections
Data Source Filters
Extracts & Scheduling
User Filters
Embedding
Advance Topics and Features in Tableau 10.3 :
Advanced Calculations:
1. Cascading Filters: Selecting the values in one filter it will effects in the other filter.
Dependency between the filters, These can be applied to the hierarchical data.
Drawback : difficult to achieve 7
th
level cascading filtering.
2. Creating a table of contents to navigate to other: It shows how to controls that enable
viewers of Tableau dashboards to navigate easily from one dashboard to another and one
dashboard to other worksheet.
And More…!!!!
Advance Charts:
1. Bump Chart: These are used to compare one dimension based on the other dimension.
Bump charts are usually reports the boat race, each boat tries to move front and bump
the other boats.
2. Word Cloud Chart (Text Mark): It represents the text data in the form of tags, by
displaying the tags in the different size and color. The text mark type is useful when we
want to display the numbers associated with one or more dimension members. This
type of view is often called a text table, a cross-tab, or a Pivot Table.
3. Funnel Chart: The text mark type is useful when you want to display the numbers
associated with one or more dimension members. This type of view is often called a
text table, a cross-tab, or a Pivot Table
4. Motion Chart (Using Pages Shelf): The Pages shelf lets you break a view into a series of
pages so you can better analyze how a specific field affects the rest of the data in a
view. The Pages shelf creates a set of pages, with a different view on each page. Each
view is based on a member of the field you placed on the Pages shelf.
5. Advanced Geo Mapping : Plotting Maps based on detailed Latitude, Longitudes, Plot
Order, Polygon Maps.
