Data Visualization Using Tableau

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  • 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 & Introduction to data source concepts
  • Understanding the Tableau workspace
  • Dimensions and Measures
  • Data Types & Default Properties
  • Tour of Shelves & Marks Card
  • Using Show Me!
  • Building basic views
  • Saving and Sharing your work-overview

Tableau: Building Views (Reports) – Basics

  • Date Aggregations and Date parts
  • Cross tab & Tabular charts
  • Totals & Subtotals
  • Bar Charts & Stacked Bars
  • Line Graphs with Date & Without Date
  • Tree maps
  • Scatter Plots
  • Individual Axes, Blended Axes, Dual Axes & Combination chart
  • Edit axis
  • Parts of Views
  • Sorting
  • Trend lines
  • Reference Lines
  • Forecasting
  • Filters
  • Context filters
  • Sets
  • In/Out Sets
  • Combined Sets
  • Grouping
  • Bins/Histograms
  • Drilling up/down – drill through
  • Hierarchies
  • View data
  • Actions (across sheets)

Tableau: Building Views (Reports) – Advanced Maps

  • Explain latitude and longitude
  • Default location/Edit locations
  • Symbol Map & Filled Map
  • Custom Geo Coding

Tableau: Calculated Fields

  • Working with aggregate versus disaggregate data
  • Explain – #Number of Rows
  • Basic Functions (String, Date, Numbers etc)
  • Usage of Logical conditions

Tableau: Table calculations

  • Explain scope and direction
  • Percent of Total, Running / Cumulative calculations

Tableau: Parameters

  • Create What-If analysis
  • Using Parameters in
  • Calculated fields
  • Bins
  • Reference Lines
  • Filters/Sets
  • Display Options (Dynamic Dimension/Measure Selection)

Tableau: Building Interactive Dashboards- (Building & Customizing)

  • Combining multiple visualizations into a dashboard (overview)
  • Making your worksheet interactive by using actions
  • Filter
  • URL
  • Highlight

Tableau: Formatting

  • Options in Formatting your Visualization
  • Working with Labels and Annotations
  • Effective Use of Titles and Captions

Tableau: Working with Data

  • Multiple Table Join
  • Data Blending
  • Difference between joining and blending data, and when we should do each
  • Working with the Data Engine / Extracts
  • Working with Custom SQL
  • Toggle between to Direct Connection and Extracts

Tableau: Working with Tableau Server – Accessing reports through web

  • Publishing to Tableau Server – Overview of publishing
  • Server Administration – Managing Users, Projects & Object level and Data Security as per Users
  • User Filters
Tableau Architecture

Case Studies

  • Online Superstore Sales Dashboard
  • Pizza Store Sales Dashboard
  • Customer Case Study
  • Pharma Case Study


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November 15, 2019

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