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