Tableau Online Training

Course Duration : 20 Hrs

Tableau Course Content

Basics

What is Tableau? Why we are learning Tableau only, already the market is running with so many client reporting tools. What are the Tableau versions?
What are the Tableau products and what is use of each product?
Installing the Tableau desktop 8.2 and explore the new features of 8.2 version
Know about different data sources including Tableau data source.
Connecting to sample store excel file and verify the properties of data connection page (Rename column, change data type, hide field, filter data with different conditions
What is Live / Import data and store the data in Tableau In-memory as a file (File exertion is .tde- tableau data extract)
What are the different joins, using joins in Tableau and properties of joins page
Loading the data to worksheet and know about the basic template of Tableau
Learn about different panels (Data paneDimensions, Measures, Pages, Filter pane, Marks and report design pane)

Data Pane

Microsoft Azure Platform

Connecting to Databases / Cubes
Connected to SQL server database and understand the custom sql query
Connecting to SSAS cubes and verify dimensions and measures

Editing Data connections and Data sources

Edit data source, edit data source filters and also change the column values
Ex: City column is having a record value is New York and can alter to California
Replace the data source and make it as a primary Ds. Useful this option at the time of deploying solution from (dev  Stg ; Stg  Prod)

Editing Meta data and saving data sources

Renaming the columns, making hierarchies or grouping
Changing the data type of attributes
Create calculated field and how to use in reports

Using data Refresh Extracts

What is Data extract option and what is .tde (tableau data extract). How to switch back to live connection
How to store the data in in-memory(Use extract option)
How to refresh the data and how to schedule data refresh with job ( Note: scheduled job can be created from Tableau server)

Data blending

Data blending (Similar to SSRS Lookup Expression/SQL Join)

What is data blending and what are the basic requirements for data blending
What we need to do, in case of common field name is different in both data sources Ex: (Country in Ds1), (Ctry in Ds2) and data is same in both the places( India)
How to blend the data for other members in the data source
Note: To see the proper data for other members, need to click on the relationship icon on the common field from dimensions pane, where we are getting error)
How to create new calculated measures with other data source members into main data source measures

Data Sources Google Analytics

Connecting to Google Analytics source and create a report with some user scenario

SSAS Cube

Connecting to SSAS cube((MS AS and Oracle Essbase/ SSAS Tabular)

Verify the difference from two dimensional data to multidimensional data
No need to mention the measures like sum(Sales), because measures are Pre-aggregated in cubes (just write [Sales]. Not required sum[sales])
Cannot create hierarchies/groups in dimension side
Hierarchies are pre-designed in cube databases
v. To create groups, create calculated member to achieve in measures section Note: We can create new dimensions / measures with calculated field
SSAS KPI’s will not integrate with Tableau

SharePoint Power pivot

Connect to Power Pivot (Through SharePoint /Network file/Local file)

We can connect to power pivot file from SharePoint power pivot gallery or network path or local directory

API

Extract API Introduction

Tableau 8.0 onwards, we can work with api’s.it can understand C/ java/ python

Visualization

Creating Hierarchies, add members to hierarchies and removing hierarchies
What are the sort options in Tableau and how to do the sorting at x/y axis fields
What is grouping? How to create a group in the report. How to ungroup? How to add other members to existing groups and how to verify the groups from dimension pane.
Add dimension or measures to quick filter section for end user filtering purpose
What is Page shelf and use of the page shelf? (Play button available for each item)
What is Swapping and how to apply swapping in the report
Create Cross Tab report and apply the swapping option. How to display the row/column grand totals for the cross tab. How to show the numerical result into percentage format in cross tab report
Formatting the report by changing the colour, style, size
Adding annotations to the report to define the measure at particular point
Adding additional dimension members to rows/ columns. How it effects the report
What is tooltip and how to edit the tooltip based on requirement
How to create folder and add the members to the folder, ex: Sales, finance and HR
How to combine the members(by selecting 2 or 3 members from dimension pane)
How to create trend line report, bar chart, pie chart, tree map and map report
What is reference line and how to create a reference line in bar chart
What is scatter-plot report and how to create that report?
What is drop lines and how to enable the drop lines in the report (box-plot report)
How to see the view data and summary data of the reports
How to create word clouds and Bubble chart report
What is dashboard and how to create dashboard in Tableau
What is story point and how to create story point (Tableau 8.2 feature)
How to publish /deploy the tableau reports / dashboard to Tableau?
Deploying data source to server and assigning permissions to the users/groups
What is action and how many types of actions in Tableau. How to create actions
How to verify the forecasting in the report
String level functions: Left, right, lower, upper, ltrim, rtrim, trim, len, replace
Date functions: Date, datetime, isdate
Numeric functions: int, float
Programing functions: iif, case
Aggregate functions: sum, min, max, avg, count, countd
User functions: fullname, isfullname, username, isusername, ismemberof

Calculations

Table calculations: Lookup, rank, running_total/sum, size, window_avg/sum/count
How to do the sorting based on calculated fields and parameters. Example?
What is bin and what is the use of bins in the report. Give an example?
What is running totals and how to create running totals?
Creating Sets with different options(report result page, combine option, dynamic set, conditional set and formula based set)
Creating a filter with different options (measure based, dimension based and expression based calculated field with measure, ex: sum([sales])<10000)
What is histogram and how to create the histogram reports
What is Box-plot and how to create the box-plot reports (whisker box - plot)
How to create water fall charts (running total usage) and Funnel chart reports?
What is Bump chart and how to create the bump chart in Tableau?
How to create Pareto charts and this report useful for which business area?
How to create advanced map reports with different options
- Dark map
- Map with streets and highways(Map Layer)
- Data layer with population by country
- Applying size and colour on map
- Filled map
- Multiple filled map reports
- Dual axis map report
How to embed the external map image to Tableau and how to make it default
What is user filter and how to apply user/group row level security to the data
Discuss about some performance tips while designing and defining Tableau report

Administration / Tableau Online

Log-in to Tableau server as admin and understand the Tableau server page
What is content/ Admin tabs and what are the uses of both the tabs
How the change the Customer logo with Tableau Logo
What is bookmark and how to apply? How to verify the bookmark in the next visit
What is web-authoring and how to edit the reports/dashboard in on-line
How to assign the permissions at different levels by users/groups
Know about Tableau security (Active directory users/ Tableau users)
What is subscription and how to create new subscription and edit the subscriptions
How to share the report and how to embed the report in other applications code
What is data refresh and how to make the data refresh in schedule manner
What is user filters and how to sync the users from Tableau server to desktop
What is Tag and how to create tags? How to search the reports based on tags
What is comment and what is the use of commenting the report for other users

Tableau Public

What is Tableau public and what is the benefit of this product for end users

Srihitha Technologies

Tableau Online Training

Course Duration : 20 Hrs

Tableau Course Content

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