Tableau Training Course (2-4 days, from basic to advanced) 

A. for Data Analysts / Data Scientists

B. for Developers

Note: this outline is our proposal, but the training can be tailored to your specific requirements upon prior request ahead of the proposed course date.

Why Learn Tableau?

Tableau is a business intelligence and data visualization software. Tableau offers a wide array of developer tools and APIs for integration, customization, automation, and extension of Tableau features for organization-specific needs.

This training is aimed at data analysts and data scientists who wish to search, analyze, and visualize data using Tableau.

By the end of this training, participants will be able to:

A.

  • Connect to your data.

  • Edit and save a data source.

  • Understand Tableau terminology.

  • Use the Tableau interface / paradigm to effectively create powerful visualizations.

  • Create calculations including arithmetic calculations, custom aggregations and ratios, date math, and table calculations.

  • Represent your data using different visualization types.

  • Build dashboards to share visualizations.

 

B.

  • Install and configure Tableau (Desktop, Server, Online.)

  • Understand the fundamentals of developing with Tableau.

  • Create and publish data visualizations and interactions with Tableau.

  • Use Tableau's developer tools and APIs to customize and extend the capabilities of Tableau for their organization.

 

Course details

The outline below covers both fundamental and advanced topics.

The final training outline will be designed depending on your particular requirements.

The practical exercises constitute a big part of the course time, besides demonstrations and theoretical presentations. Discussions and questions can be asked throughout the course.

Audience

A. Data Analysts / Data Scientists

B. Developers

Prerequisites

A.

  • Experience with business intelligence and data visualization.

 

B.​

  • Programming experience in any language

Course Outline

A. 

Introduction

Setting up Tableau

Overview of Tableau Features and Architecture

Navigating the Tableau User Interface

Connecting to your data

Organizing, Filtering, Sorting & Grouping

  • Organizing your data

  • Slicing your data by date

  • Simplifying and sorting your data

  • Advanced options for filtering and hiding

  • Understanding many options for ordering and grouping your data

  • Sort, Groups, Bins, Sets

  • Interrelation between all options

Working with Data in Tableau

  • Using multiple measures in a view

  • Showing the relationship between numerical values

  • Viewing specific values

  • Customizing your data

  • Dimension vs Measure

  • Data types, discrete versus continuous for measure

  • Joining database sources

  • Inner, outer, left, right join

  • Blending different datasources in a single worksheet

  • Working with extracts instead of live connections

  • Data quality problems

  • Metadata and sharing a connection

Calculations on Data and Statistics

  • Row-level calculations

  • Aggregate calculations

  • Arithmetic, string, date calculations

  • Custom aggregations and calculated fields

  • Control-flow calculations

  • What is behind the scene

  • Advanced statistics

  • Working with dates and times

Analyzing Data with Table Calculations

  • Quick table calculations

  • Scope and direction

  • Addressing and partitioning

  • Advanced table calculations

Advanced Geo techniques

  • Building basic maps

  • Geographic fields, map options

  • Mapping data geographically

  • Customizing a geographic view

  • Web Map Service (WMS)

  • Visualizing non geographical data with background images

  • Mapping tips

  • Distance calculations

Parameters in tableau

  • Creating parameters

  • Parameters in calculated fields

  • Parameter control options

  • Enhancing analysis and visualizations with parameters

Building Basic and Advanced Visualizations

  • Cross tabs

  • Geographic maps, heat maps and tree maps

  • Pie charts and bar charts

  • Date and time visualizations and gantt charts

  • Stacked bars and area charts

  • KPI charts and pareto charts

  • Dual axis and combined charts with different mark types

  • Highlight tables

  • Scatter Plots

  • Bar chart variations - bullet charts, bar-in-bar

Advanced formattting

  • Labels

  • Legends

  • Highlighting data with reference lines

  • Annotations

Telling a Data Story with Dashboards

  • Dashboard framework

  • Filter actions

  • Highlight actions

  • URL actions

  • Cascading filters

Trends and Forecasting

  • Understanding and customizing trend lines

  • Distributions

  • Forecasting

Integrating Tableau and R for advanced data analytics  

  • Possibility to include different data analytics methods in R on participants request

Troubleshooting

Summary and Conclusion

B.

Introduction to Tableau

  • Tableau Desktop

  • Tableau Server

  • Tableau Online

Installing and Configuring Tableau

Overview of Tableau Features and Architecture

Overview of Tableau's Developer Tools and APIs

  • JavaScript API

  • REST API

  • Tableau SDK

  • Web Data Connector

  • Document API

  • ODBC Connection

Creating Data Visualizations on Tableau Desktop

  • Tableau Software Basics

    • Visual Analytics

    • Working with Data

    • Building and Customizing Dashboards

    • Implementing Data Calculations

  • Best Practices

Interacting with Your Data on Tableau

  • Tableau Online

  • Tableau Server

Publishing Your Data Visualizations, Workbooks, and Data Sources on Tableau

  • Tableau Online

  • Tableau Server

Integrating, Customizing, Automating, and Extending Tableau

  • Dashboard Extensions

  • Data Connectivity

  • Task Automations

  • Data Science Integration

  • Embedded Analytics

Troubleshooting

Summary and Conclusion