Comprehensive Tableau

Training Materials

All Tableau training attendees receive comprehensive courseware.

Software Requirements

• Tableau Desktop
• Microsoft Excel 2016 or later
• Internet access
• Related data and lab files that Accelebrate would provide

Outline

• Introduction
• Simple Data Connections and the Data Connection Interface
• Understanding the Main Tableau Interface
• Building Simple Visualizations
• Saving Options
• Understanding and Utilizing “Show Me”
• Dimensions vs. Measures and How They Affect a Viz
  • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
• Continuous vs. Discrete Variables
• Basic Dates
  • Setting the Fiscal Year
• Basic Aggregations
• Hierarchies
• Sorting
• Grouping
• Formatting
  • Color
  • Size
  • Labels
  • Detail
  • Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
• Building Your First Dashboard
• Labeling, Annotations, Tooltips and Data Highlighting
  • Axis Labels
  • Annotations
  • Tooltips
• Using the Data Highlighter
• Quick Filters
• Publishing and Sharing
• Connecting to Different Databases and Data Formats 
• Live vs. Extract Connections – The Basics 
• Reshaping and Formatting Data for Tableau 
• Managing Multiple Data Connections in a Single Workbook 
• Cross Database Filters 
• Relationships in Tableau
  • Physical vs Logical layer overview
• Cross Database Joins & Data Blending 
  • What about Data from 2 Different Sources? 
  • What’s the Difference Between Relationship, Joins, Cross-Database Joins, and Blending? 
  • How Do I Create a Cross-Database Join? 
  • When Would I Use a Cross-Database Join vs. Data Blending? 
  • How Do I Blend Data? 
• Understanding the Navigation Menu 
• Showing Trends or Change Over Time 
  • Trends 
  • Rate of Change and Moving Average 
• Part to Whole and Ranking Analysis 
  • The Standard Bar Chart 
  • The Stacked Bar Chart 
  • The Side-by-Side Bar 
  • Pie Charts 
  • Percent of Total and Running Sum 
  • Using the Index and Ranking Calculated Fields 
• Creating Dual Axis Charts and Combo Charts 
• Using Measure Names and Measure Values to Build a Data Table 
  • Totals and Subtotals 
• Using Maps and Spatial Analysis 
  • Map Zooming 
• Showing Relationships between Numbers 
  • Scatter Plots 
  • Trend Lines and Statistical Features 
  • Reference Lines 
• Distributions 
  • Heatmaps and Highlight Tables 
  • Histograms 
• Calculated Fields
• Aggregate Calculations & Ratios
• Logical Calculations
  • If/Then
  • IfNull
  • IsNull
  • ZN
• Date Calculations
  • DateAdd
  • DateDiff
  • Today()
• Parameters
  • Pre-defined Lists for Faster Filtering
  • Top N Filter
  • Reference Line Parameter
  • Swapping Dimensions or Measures in a View
• Using Actions to Create Interactive Dashboards
  • Filter Actions
  • Highlight Actions
  • URL Actions
• Combining Parameters and Actions: On Demand Charts
• Advanced Chart Types (green is what they need)
  • Bar in Bar Chart
  • Bulletgraphs
  • Sparklines
  • Slope Charts
    • Building a Slope Chart with a Continuous Axis
    • Building a Slope Chart with a Discrete Axis (i.e. Rankings)
  • Pie Charts on Maps
  • Control Charts
  • Pareto Charts
• Advanced Formatting & Dashboard Best Practices
  • Layout Containers
  • Floating Elements
  • When to Use Which
  • Effective Dashboard Layouts
  • Layout Best Practices
    • Titles and Labeling
    • Color Choices
    • Do
    • Don’t
  • Guided Analytics
• Advanced Tooltips
  • Text with formatting and dynamic data woven in
  • Viz in tooltip
• Custom Shapes & Custom Color Palettes
• Advanced Segmentation
  • Dynamic Sets
  • Top N Sets
  • Conditional Sets
  • Combined Sets
  • Set Actions
  • Clustering
• Advanced Analytics
  • Reference Bands and Reference Distributions Explained
    • Reference bands
    • Reference Distributions
    • 60, 80% of Total, Percentiles;
    • Quantiles
    • Standard Deviation
  • Box Plots
  • Forecasting
• Storypoints
• To Publish a Workbook to Tableau Server
• Conclusion