Business Intelligence Training Course duration
4 Days
Business Intelligence Training Course outline
1.Getting Started with Tableau
- Power
- Speed
- Flexibility
- Simplicity
- Beauty
2. Tableau Basics
- Download, install and open Tableau
- Connect to sample data and review the Tableau interface
- "Show Me" Tableau in action
- Categorically clear views
3. Tableau Objects
- Save time with the Tableau toolbar
- When tables trump graphs
- Insightful maps
- View shifting-the underrated histogram and flexible bins
- Exporting results to share your insights
4. Basic views in Tableau
- Tables-an eye for detail
- Text tables
- Highlight tables
- Heat maps
- Bar Charts-five flavors to meet your needs
- Horizontal bars
- Stacked bars
- Side-by-side bars
- Histogram
- Bullet graphs
- Line Charts-display what happened over time
- Lines (continuous)
- Lines (discrete)
- Pie Charts-a common go-to view (use at your own risk!)
- Hands on Practical Sessions
5. Advanced views in Tableau
- Scatter Plots-explore relationships
- Circle Plots-go beyond bar charts
- Circle views
- Side-by-side circles
- Maps-great for location data
- Symbol maps
- Filled maps
- Area Charts-track multiple groups over time
- Area charts (continuous)
- Area charts (discrete)
- Dual Charts-compare two measures on two vertical axes
- Dual lines
- Dual combination
- Dual points
- Gantt Chart - track activity over time
6. Customization of views with Tableau
- Customize views using the Columns, Rows, Pages and Filters Shelves
- Enhance your visual appeal with the Marks card
- 1. Label
- 2. Text
- 3. Color
- 4. Size
- 5. Shape
- 6. Level of Detail
- The Summary Card-handy description of your data
- Headers and Axes
- Titles, Captions, Field Labels and Legends
- Format values in your views
7. Organize the data in your Views
- Sort views for quick comparison
- Filter views to find the right information
- Aggregations for measures-sums, averages and more
- Use percentages to find the right ratios
- Spotlight your view to emphasize important values
- Add totals and subtotals
- Create a motion chart after connecting to a new data source
- Hands on Practical Sessions
8. Calculations and Models
- Quick Table Calculations
- Custom Table Calculations using data in your views
- Reference Lines, Bands and Distributions
- Model your data with Trend Lines
9. Data management in Tableau
- Data items: names, types, roles, properties, attributes and hierarchies
- View Data to see the data behind your view
- Bins to divide numeric data items
- Group dimensions into categories
- The power of sets to combine and filter your views
10. Advanced data management in Tableau
- Calculated Fields, Functions, and Parameters
- Calculated Fields - power to answer your difficult questions
- Calculated Field Operators
- Numeric Functions (Singular)
- Character Functions (Modify Items)
- Character Functions (Locate Values in String)
- Date Functions
- Type Conversion Functions
- Logical Functions (If, Then, Else)
- Aggregate Functions
- Table Calculation Functions
- Parameters add additional control for your analysis
- Hands on Practical Sessions
11. Data Blending
- Queries to retrieve the data you need
- Data blending to use data from multiple sources in one view
- Extracts to accelerate your data exploration in Tableau
- 12. Deploy and Publish workbooks
- Export images to other applications
- Export data to other applications or back into Tableau
- Print to PDF-export your views to Adobe Reader format
- Packaged Workbooks-take Tableau on the road!
- Tableau Reader-share packaged workbooks with your colleagues
- Tableau Server-powerful insights for everyone!
- Tableau Desktop and Tableau Server
- Tableau Public-share your insights with the world!
- Hands on Practical Sessions
