Tableau Advance Course Content

Module -1
Introduction to Tableau and Workspace
 What is Tableau
 Features of Tableau
 Architecture of Tableau
 Installation of Tableau Desktop
 Data Window
 Toolbar, Status Bar
 Tooltips, Marks Cards and Shelves
 Reorganizing the Workspace
 Work Sheets, Dashboard and Story Board
 Changing the Repository Location
Module – 2:
Managing Data Sources
 How to Connect to a Data Source
 Extract connection & Live Connection
 Editing a Connection
 Replace Data Source
 Renaming the Connection
 Duplicating the Connection
 Refreshing the Data
 Closing the Connection
 Clipboard Data Sources
 Replacing Field References
 Connection to various data sources
 Database connectivity and tables
 ODBC and other sources connectivity
 Tableau with SAP HANA/BW

Data Types and Roles
 Data Types
 Data Roles
 Number of Records

 Latitude and Longitude,
 Measure Names & Measure values

Module – 3:

Joining Tables
 Adding Tables
 Editing Tables
 Types of joins (Inner & Right /Left/ Full Outer Joins )
Data Window Features and Functions
 Folders
 Sort
 Find Fields
 Rename Fields
 Combine Fields
 Hide or Unhide Fields
 Add Fields to the Data Window (calculation field)
Editing Field Properties
 Comments
 Aliases
 Hierarchies
 Colors
 Shapes
 Formats
 Sort
 Aggregation
 Aggregation & Disaggregation

Module – 4:
Building Data Views
 Introduction to various charts
 Introduction to Visual Analytics with Tableau
 Bar Charts, Line Graphs, Pie Charts
 Maps, Scatter Plots, Gantt Charts, Bubble Charts
 Headers, Axes
 Panes, Cells, Marks Card

 Mark Borders
 Titles, Captions
 Field Labels
 Legends
Types of Filtering
 Adding Data source Filters
 Traditional Filters
 Quick Filters
 Shared Filters / Global Filters
 Relevant Filters /Cascading
 Context Filters

Building Views Manually
 Dragging Fields
 Shelves and Cards
 Example – Building Data Views Manually
Building Views Automatically
 Show Me
 Add to Sheet: Double-Click

Module – 5:

Working with Multiple connections
 Understanding Data Blending
 Adding a Secondary Connection
 Defining/Edit Relationships
Actions
 Filter Actions
 Highlight Actions
 URL Actions
 Running Actions
 Actions on work sheets and Dashboards

 Using Field and Filter Values in Actions

Module – 6
Advanced Analysis
Creating Sets
 Statistic sets
 Dynamic sets
 Combined sets
Parameters
 Creating Parameters
 Editing Parameters
 Using Parameters in Calculations
 Using Parameters in Filters
 Using Parameters in Dim &Measures

Data Organization and Scripting
 Calculated Fields, Apply Sorting on Dimension and Measures
 Calculating Total and Subtotals
 Various Aggregated measures, Percentages
 Date and Time Functions
 Logical Functions
 Quick Table Calculations
 Custom Table Calculations
 YTD , PYTD ,MTD & PYMTD Real time Calculations
 Averages  Running totals, Window Averages
 Project real time calculations
Module – 7
Working with Multiple Measures
 Individual Axes
 Blended Axes
 Dual Axes

 Combination Charts
Forecasting
 Forecasting Constraints
 How Forecasting Works in Tableau
 To Create a Forecast
Background Images
 Adding Background Images
 Setting up the View
 Managing Background Images
Background Maps
 Geographic Roles
 Building a Map View
 Map Options
 Setting a Default Location
 Editing Locations
 Custom Geo-coding
Module – 8

Formatting
 Worksheet Level Formatting
 Formatting Specific Parts of the View
 Copying and Pasting Formatting
 Workbook Themes
 Resizing the Table
 Editing Axes
 Dashboard and Stories
 Creating a Dashboard and learning its UI component
 Changing the layout of the dashboard
 Using Device Designer to create a dashboard for devices
 Create an interactive dashboard using actions (Filter, Highlight, URL)
 Creating a story with dashboard
 Build a simple Dashboard (using Layouts and Formatting features)
 Create Interactive Dashboards using actions

Module – 9
Advance Calculations in Tableau

 Level Of Detail (LOD) Calculations
 Demonstrate calculations using Built-in Functions in Tableau
 Perform Quick Table and Level Of Detail (LOD) calculations in Tableau
 Establishing connection with R within Tableau
 Tableau with Hadoop

Module – 10

Complex Dashboards Designing
 Creating Dashboards
 Organizing Dashboards
 Understanding Dashboards and Worksheets
Saving and Exporting
 Saving Your Work
 Reverting Workbooks
 Exporting Your Work
 Copying Information between Workbooks
Tableau Online / Tableau Server
 Publishing Workbooks to Tableau Online
 Interacting with Content on Tableau Online
 Data Management through Tableau Catalog
 Powered features in Tableau Online
 Managing Permissions on Tableau Online
 Data Security with Filters in Tableau Online
 Publishing Data Sources
 Setting Permissions
 Opening Workbooks from the online/Server
 Importing Data Sources from the Server
 Exporting the Data Source Connection
 Understand Scheduling

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