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