Tableau Desktop  Course Content

Course Duration: 30 Hours

• Chapter – I: The Tableau Environment       The Tableau Workspace
  • Data Window
  • Toolbar, Status Bar
  • Tooltips, Cards and Shelves
  • Reorganizing the Workspace
  • Workbooks and Sheets
  • Changing the Repository Location

     Chapter – II : Connect to Data

            Connecting Data

  • How to Connect to a Data Source
  • Connect Live/Import
  • Editing a Connection
  • Replace Data Source
  • Replacing Field References
  • Renaming the Connection
  • Duplicating the Connection
  • Refreshing the Data
  • Closing the Connection                                               

  Clipboard Data Sources

  • Number of Records
  • Latitude and Longitude,
  • Measure Names, values

         Data Types and Roles

  • Data Types
  • Data Roles

         Joining Tables

  • Adding Tables
  • Editing Tables

  Custom SQL Working with Multiple Sources

  • Understanding Data Blending
  • Adding a Secondary Connection
  • Defining/Edit Relationships

         Data Window Features and Functions

  • Folders
  • Sort
  • Find Fields
  • Rename Fields
  • Combine Fields
  • Hide or Unhide Fields
  • Add Fields to the Data Window (calculation field)

          Editing Field Properties

  • Comments
  • Aliases
  • Hierarchies
  • Colors
  • Shapes
  • Formats
  • Sort
  • Aggregation
  • Grouping
  • Sets
  • Aggregation & Disaggregation

           Chapter – III: Building Data Views

             Parts of the View

  • Headers, Axes
  • Panes, Cells, Marks Card
  • Mark Borders
  • Titles, Captions
  • Field Labels
  • Legends

         Building Views Manually

  • Dragging Fields
  • Shelves and Cards
  • Example – Building Data Views Manually

         Building Views Automatically

  • Show Me
  • Add to Sheet: Double-Click

         All Views – 24 Types

         Filtering

  • Adding Filters
  • Sharing Filters
  • Context Filters

           

               Actions

  • Filter Actions
  • Highlight Actions
  • URL Actions
  • Running Actions
  • Actions on work sheets and Dashboards
  • Using Field and Filter Values in Actions

       Chapter – IV: Advanced Analysis

            Calculations

  • Calculated Fields
  • Table Calculations
  • Binned Data
  • Totals, Percentages

               Parameters

  • Creating Parameters
  • Editing Parameters
  • Using Parameters in Calculations
  • Using Parameters in Filters
  • Using Parameters in Reference Lines
  • Using Parameters in Custom SQL
  • Using Parameters in Bins
  • Using Parameters in Dim &Measures

             Using Multiple Measures

  • Individual Axes
  • Blended Axes
  • Dual Axes
  • Combination Charts

  Forecasting

  • Forecasting Constraints
  • How Forecasting Works in Tableau
  • To Create a Forecast

          Trend Lines and Statistics

  • Adding Trend Lines
  • Removing Trend Lines
  • The Trend Line Model
  • Removing Factors from the Model

          Background Images

  • Adding Background Images
  • Setting up the View
  • Managing Background Images

          Background Maps

  • Geographic Roles
  • Building a Map View
  • Map Options
  • Setting a Default Location
  • Editing Locations
  • Custom Geo-coding
  • Background Map Sources
  • Map Storing and Working Offline

   Chapter – V:  Publish and Share

          Formatting

  • Worksheet Level Formatting
  • Formatting Specific Parts of the View
  • Copying and Pasting Formatting
  • Workbook Themes
  • Resizing the Table
  • Editing Axes
  • Annotations and Mark Labels

          Dashboards

  • Creating Dashboards
  • Organizing Dashboards
  • Understanding Dashboards and Worksheets

          Saving and Exporting

  • Saving Your Work
  • Reverting Workbooks
  • Exporting Your Work
  • Copying Information between Workbooks

          Tableau Server Comprehensive

  • Create the First Admin User& users.
  • Create sites Projects & Groups.
  • Create users & assign users to sites, Groups
  • Assign Permissions to Projects
  • Publishing Workbooks
  • Publishing Data Sources
  • Setting Permissions
  • Opening Workbooks from the Server
  • Importing Data Sources from the Server

  Exporting the Data Source Connection