TABLEAU 10 DESKTOP FUNDAMENTALS WORKSHOP

Transcription

1 TABLEAU 10 DESKTOP FUNDAMENTALS WORKSHOP

2 Training Materials are proprietary and confidential Materials may not be reproduced or distributed in any way without permission from Senturus, Inc. Copyright Senturus, Inc

3 COURSE OVERVIEW In this course, we will: Review the Tableau product line Create a simple worksheet Enhance worksheets with sorting and filtering Add calculated fields to visualizations Work with maps Create a dashboard Discuss stories Review publishing and sharing 3

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5 INTRODUCTION TO TABLEAU Tableau is about making data visual Why Tableau? Traditional BI tools are complex, inflexible and lack agility Rapid path to actionable insights Easy to use for all skill levels Excellent migration path for Excel users Can use many different sources of data RDBMS (MSSQL, Oracle) Hadoop/HIVE/Spark Microsoft Access, Excel Cloud (SFDC, Cloudera, RedShift, etc.) CSV/Flat Files/JSON (new in 10.1) 5

6 BREAKTHROUGH TECHNOLOGIES VizQL Natively Visual, Naturally Faster LIVE QUERY ENGINE No need to write SQL IN-MEMORY DATA ENGINE Blazing Speed TABLEAU PUBLIC Webscale Platform for Visualizations TABLEAU MOBILE Natively Mobile, Touch-optimized 6

7 TABLEAU PRODUCTS Tableau Desktop Main end user analytical tool Create worksheets, dashboards, and stories Explore and visualize data Perform ad-hoc analysis Package visualizations for distribution Tableau Server/Tableau Online Publish workbooks Organize and secure information Manage metadata Share/Collaborate with others 7

8 TABLEAU PRODUCTS Tableau Reader Allows any user to open and interact with your visualizations and dashboards Interactive with sorting, filtering, drill up/down Similar to using Adobe Acrobat Available to everyone as a free download Tableau Public Public sharing of dashboards and visualizations Allows for embedding into websites and blogs 8

9 TABLEAU DESKTOP Build visualizations with a few clicks Connect to a Data Source and/or Import Data Create Visualizations and Dashboards Share the Results 9

10 DATA PREPARATION Choose a connection or existing worksheet 10

11 TABLEAU DESKTOP - DATA PREPARATION Format meta data 11

12 DATA PREPARATION Splitting String fields can be split into multiple fields for easier analysis Automatic or custom split options Split based on a common separator Aliasing Roles i.e., Time (Ship Date/Order Date) Binning (High/Low Sales) Renaming Data Typing Geographic Roles Calculated Fields Pivoting Data Interpreter 12

13 Some Challenges with (Re)-Creating Metadata 13

14 TABLEAU DESKTOP Worksheet view 14

15 DIMENSIONS VS MEASURES $27m!??? 15

16 DIMENSIONS VS MEASURES Revenue grew $27m during Q in the Western Region for Technology! 16

17 DIMENSIONS VS MEASURES Measures are the numeric values being represented AKA KPIs, Metrics, etc. Usually aggregated (sum, average, min, max, std deviation) Generally meaningless without context Dimensions provide critical contextual meaning to measures Who, what, when, where, why How we slice and dice 17

18 TABLEAU DESKTOP Add data items to columns, rows, and cards to create visualizations 18

19 TABLEAU INTERFACE OVERVIEW Within Tableau Desktop, analysts work with worksheets and dashboards Worksheets are the views of your data Drag and Drop fields from your data source onto the rows and columns shelves Items on shelves are called pills Dimensions are blue, measures are green 19

20 TABLEAU INTERFACE OVERVIEW Change between Data Source, Worksheets, and Dashboards using the tabs at the bottom You can also add new worksheets, dashboards, or story boards using the new buttons 20

21 TABLEAU INTERFACE OVERVIEW Use Cards to navigate Pages, Filters, and Marks on a worksheet 21

22 TABLEAU INTERFACE OVERVIEW Use dashboards to organize worksheets 22

23 TABLEAU INTERFACE OVERVIEW Use stories to combine elements and create directed, interactive analysis 23

24 TABLEAU INTERFACE OVERVIEW Use Show Me to select or change between different visualizations 24

25 TABLEAU INTERFACE OVERVIEW Within Tableau Desktop, analysts work with worksheets and dashboards Worksheets are the views of your data Drag and Drop fields from your data source onto the rows and columns shelves 25

26 TABLEAU DESKTOP Demo 1 - Creating a Tableau Worksheet Purpose: Open Tableau, connect to a data file, and build a basic visualization using sample data 1. Open Tableau 10.x by clicking the shortcut on the Desktop. 2. Under Connect, To a file, click on Excel. Navigate to My Tableau Repository Datasources 10.x en_us-us. Select Sample - Superstore.xls and click Open. 3. This is the Data Source screen. Here we will add sheets from the Excel file to act as the fields for our visualization. Under Sheets, drag Orders to where it says Drag sheets here. We see our data in the bottom pane. 4. In the bottom portion of the left pane, under the Go to Worksheet prompt, click on Sheet In the left pane, within the Data tab, under Dimensions, drag Order Date to the Columns shelf, and Category and Sub-Category to the Rows shelf. 6. Under Measures, drag Sales to the Columns shelf, and Profit to the Color mark. 7. Double-click the bottom of the worksheet and rename it to Bar. 26

27 TABLEAU DESKTOP Demo 1 - Creating a Tableau Worksheet - Results 27

28 FILTERING VISUALIZATIONS Analysis can be enhanced by sorting results Sorting can be done using buttons for simple sorting Or manually through the advanced sorting dialog 28

29 FILTERING VISUALIZATIONS Filtering results allow you to focus on particular aspects of your data Filter by dragging data fields from the source to the Filters card Filters can be created by right clicking an item on a shelf The filter dialog box will reflect the data type chosen Basic filter card: 29

30 FILTERING VISUALIZATIONS Numeric Filter Dialog Box: Text Filter Dialog Box: 30

31 FILTERING VISUALIZATIONS Filtering data Simple filtering can be done by selecting the headers or marks in a view and choosing Keep Only or Exclude The dimension members are removed from the view and the filtered fields are added to the Filters shelf When selecting headers that are part of a hierarchy all of the next level members are selected automatically Individual marks can be selected on a view making it easy to focus analysis or remove outliers 31

32 FILTERING VISUALIZATIONS Demo 2 - Enhancing results with sorting and filtering Purpose: We see a potential problem with the furniture category s profitability. Let s enhance our results from the last demo by performing a simple sort, and filtering the results by the furniture category. 1. To preserve the first workbook, right click on the Bar worksheet name at the bottom of the screen. Select Duplicate to create a duplicate of our original visualization, call this sheet New Bar. 2. Now click on the last column. 3. From the toolbar at the top of screen click on the Sort Descending button to sort latest year Sales descending. 4. Let s reduce the data set results down by dragging Category to the Filters card. 5. From the Filter dialog box uncheck Office Supplies and Technology. Click OK. 6. Right-click Category in the Filters card and choose Show Filter to reveal filter card. 32

33 FILTERING VISUALIZATIONS Demo 2 - Results 33

34 ENHANCING ANALYSIS Tableau allows for extensive formatting of your views Formatting can be for an entire worksheet or down to the individual parts Formatting can include changing: Fonts Alignment Shading Borders Lines 34

35 ENHANCING ANALYSIS Tableau 10 offers new formatting options Updated color palettes New font, Tableau Book which is easier to read on all screens types including mobile Updated color palettes including new ones 35

36 ENHANCING ANALYSIS Highlighters New feature in V10 Highlighters can be used to quickly find and highlight data on a visualization Good for when adding a color is too confusing or there s already a color mark assigned Previously done through legends and dashboard actions Can be used with reference bands and lines Highlighter legend supports text searches and dropdown Multiple highlighters can be added to a single visualization 36

37 FILTERING VISUALIZATIONS Demo 3 Creating a Line-Chart with a Highlighter Purpose: We want to be able to quickly find patterns and trends in our data. Our visualization already contains a color mark. A highlighter is the perfect enhancement to make the process easy for users. 1. Create a new worksheet. Rename the sheet Sub-Category Highlight. 2. Add Order Date to the columns shelf and Sales to the rows. 3. Maybe you want to see the Profit when you hover on a line but not have it displayed in the line chart. To do this drag Profit to the Tooltip. 4. Drag Region to the Color mark 5. We will increase the number of marks on this by adding Sub-Category to the Detail mark. The Detail mark increases the context of our visualization. 6. This is now difficult to read without some type of way of reducing down the highlighted number of marks. We could use a filter, but that would remove the context of the selected marks in relation to the other sub-categories. We will add a highlighter instead. 7. In the Marks card, right-click and select Show Highlighter. 8. Click in the Highlighter legend box to show the different sub-categories. As you mouse over each sub-category it will be highlighted in the visualization. 37

38 FILTERING VISUALIZATIONS Demo 3 - Results 38

39 ENHANCING ANALYSIS Use the Marks card to refine and enhance results Color represents data using different colors Use Size to encode data by assigning different sizes to the marks 39

40 FORMATTING VISUALIZATIONS Label/Text property assigns text labels to marks Drop a dimension on the Detail box to separate the marks per the members of the dimension Tooltips are details that display when you hover over one or more marks in the view 40

41 FORMATTING VISUALIZATIONS Additional Marks are available when using certain visualization types Shapes are available when the mark type supports members being displayed as shapes, such as scatter plots Built-in shapes are available, and custom shape palettes can be created 41

42 WORKING WITH VISUALIZATIONS Scatter Plots Scatter plots provide a way to show correlations between numerical values Scatter plots require at least two measures, one on each of the columns and the rows 42

43 TABLEAU DESKTOP Demo 4 - Using Marks Purpose: Create a scatter plot visualization using colors and shapes to show the correlation between sales and profit of different product sub-categories by category and region. 1. Start by creating a new worksheet. To do this, click on the New Worksheet button. Right click and rename this sheet Sales & Profit. 2. From Measures drag Sales to the Columns shelf and Profit to the Rows shelf. 3. To add additional marks to our visualizations drag Sub-Category to the bottom (empty) portion of the Marks card. 4. Add Category to the Color drop zone in the Marks card to distinguish our subcategories. 5. Add Region to the Shape drop zone. 6. Right-click anywhere in the scatter plot and choose Trend Lines Show Trend Lines This shows us linear trend lines with Confidence Bands. Right-click again, choose Trend Lines Edit Trend Lines and uncheck Show Confidence Bands. 43

44 TABLEAU DESKTOP Demo 4 - Results 44

45 WORKING WITH VISUALIZATIONS Calculated Fields When your data source doesn t contain all the fields you need, add new ones as calculated fields This saves them as part of the data source Create calculated fields by using the calculation editor or by double clicking a shelf or a field on a shelf Calculated fields can be created from other calculations Calculations are based on formulas and fields 45

46 WORKING WITH VISUALIZATIONS Formulas make up calculated fields Formulas can contain Functions, Fields, Operators, Parameters, or Comments Calculation editor provides color coding based on the field added Functions: Light Blue Fields: Orange Operators: Black Parameters: Purple Comments: Green 46

47 WORKING WITH VISUALIZATIONS Functions Functions can be filtered by category Use Enter Text to Search to find specific functions Clicking on a function provides tips and examples 47

48 WORKING WITH VISUALIZATIONS - CALCULATED FIELDS Comments Comments can provide context or detail on calculations Define comments using two forward slashes: SUM([PROFIT])/SUM([SALES]) // Added by Mike source: EDW Auto-Completion for Formulas Tableau will automatically attempt to fill in a formula First attempts to find based on starts with then contains If you first type a [, auto complete will show fields, parameters or sets instead of functions For multiple data sources, auto-complete will add the fully qualified name of the field 48

49 ENHANCING VISUALIZATIONS Demo 5 Creating a Calculated Field Purpose: We have been asked to show a visualization show our average unit cost per each sub-category. 1. Create a new worksheet and rename it Avg Unit Cost. 2. Our first step is to create a calculated field. Right-click in the bottom, empty space in the data pane and select Create Calculated Field. Name the field Avg Unit Cost. In the expression box use the formula: [Sales]/[Quantity]. Click OK. The default aggregation for a new calculated measure field is Sum. This is not what we are looking for on our visualization. 3. In the measures pane, right-click the Avg Unit Cost field, select Default properties Aggregation Average. 4. We should also set how this field appears. Right-click the measure a second time and select Default properties Number format. Select Currency (Standard) and click OK. 5. Add Sub-Category to the Columns shelf and on the Rows shelf, from the measures pane, drag the newly created Avg Unit Cost. 6. Drag Avg Unit Cost a second time to the mark Label to add labels to the top of the bars. 49

50 ENHANCING VISUALIZATIONS Demo 5 - Results 50

51 BREAK TIME! We will reconvene in 15 minutes 51

52 WORKING WITH VISUALIZATIONS Calculations can be used for exception highlighting In Tableau, this is known as Spotlighting Spotlighting is based on thresholds set for a selected measure 52

53 ENHANCING VISUALIZATIONS Demo 6 - Spotlighting a Report Purpose: We have been asked to create a report that highlights when sales not doing as well as expected. Any order under $10,000 will be highlighted different from the other orders. 1. Create a new worksheet. Right click the Sheet 4 tab and rename it Sales Spotlight. 2. To highlight our data, we will use a calculated field. Right-click in the bottom, empty space in the data pane and select Create Calculated Field. Name the field type Sales Spotlight. In the expression box use the formula: IF SUM([Sales]) > THEN Acceptable ELSE Poor END Click OK. 3. Add Segment to the Columns shelf and on the Rows shelf add both Category and to its right, Subcategory. 4. For our measure, we will drop Sales onto the Text box in the Marks card. Bonus: Ctrl-click Envelopes, Fasteners, and Labels. When they are all highlighted, Right-click and select group (paperclip) Rename the grouping Small Stuff 5. Lastly to provide the desired highlighting, drag our newly created Sales Spotlight on color. 53

54 ENHANCING VISUALIZATIONS Demo 6 - Results 54

55 ENHANCING VISUALIZATIONS Demo 7 - Create a stacked bar chart Purpose: We have been asked to create a bar chart that displays total sales over a four year period. In addition our users want to see the data by shipping methods but only for the West region. 1. Click New Worksheet to begin. Right click Sheet 6 and rename it to Sales by Ship Mode. 2. Start the new visualization by adding Order Date to the columns shelf and Sales to the rows shelf. 3. Note that because we have a date and measure on our visualization, Tableau automatically created a line chart. We want to change this. 4. In the Marks pane, change the mark type in the dropdown menu from Automatic to Bar. 5. Our next requirement is to show the data by shipping method. To do this bring Ship Mode over to the Color box. This changes our bar to a Stacked Bar. 6. Click the Labels toolbar option to add labels. 7. Finally to add our filter, right click Region from the Dimensions pane and click Show Filter. 8. Click the down arrow in the Region filter control card and select Single Value List Bonus: To change the SUM(Sales) format, click on down triangle in SUM (Sales) Format Default - Numbers choose Currency (Custom), decimal places to 0 Units - Thousands (K) 55

56 ENHANCING VISUALIZATIONS Demo 7 - Results 56

57 Working with Maps

58 WORKING WITH MAPS In this module we will: Use geographical data items to create a geospatial visualization Understand how maps work in Tableau Customize maps using mark size and color 58

59 WORKING WITH MAPS Map Views Excellent for displaying and analyzing geographical information Data needs to have appropriate fields for determining location information Maps are updated regularly to provide accurate data Fields identified as geographic will have a globe icon Maps don t have to be geographic can be factory floors, hospitals, diagrams, anything you can plot an x/y coordinate on Images can be imported to use as background WMS servers allow connection to map servers providing an almost infinite array of maps 59

60 WORKING WITH MAPS Map Views Tableau reads a field and determines the geographic type You can manually set fields to different geographic types based on the source data 60

61 WORKING WITH MAPS Map Views Latitude and longitude information is generated automatically whenever possible These fields display under Measures In addition to standard areas such as country or state, Tableau also includes area codes, zip codes, and congressional districts 61

62 WORKING WITH MAPS The following features can add insight and visual appeal to your maps: Feature Background Maps Map Layers Data Layers Description Maps automatically generated by Tableau when you use geographic data Additional geographic details that can be layered onto your map from the Map Options window, such as area code boundaries, streets and highways, and prominent place names Layers that show U.S. census information for the regions on your map, such as the per capita income, median age, and average household size 62

63 WORKING WITH MAPS Navigation and Selection in Maps Maps have navigation, search, and selection options for better user interactivity Feature Pan and Zoom Lasso selection Radial selection How to Use To pan across the map, click and drag the mouse pointer across the map. To zoom in or out, use the + and - icons on the map toolbar Selects an area of an irregular shape. Click the kidney shaped dotted line icon, and click+drag the cursor around the area you want to select. All marks in the area display as selected Selects and area in a circular range. Click the circular dotted line icon, and click+drag the cursor around the area you want to select. All marks in the area display as selected Rectangular selection Geographic search Selects an area in a rectangular shape. Use the same technique as Radial and Lasso selection Click the Search icon and type the city or country into the text box and press enter to initiate a search. Can be excluded from a worksheet 63

64 WORKING WITH MAPS Demo 8 - Creating a Map View Purpose: We need a simple map that shows our sales by US City. 1. Create a new worksheet. Right click Sheet 7 and rename it Sales by City. 2. From the data pane double-click City to extract latitude and longitude. Tableau places this on a U.S. map with points representing each city in our data set. 3. Note there are 146 Unknown pieces of data in our source. This is due to the context of the visualization not being deep enough. To clear the ambiguity, we can increase the level of detail on our map. Drag State to the Detail mark. This eliminates our unknown data and provides a better map. 4. Add Sales to both the Color and Size drop zones to enhance the view. 5. Click the Size mark, and adjust the size of each mark to makes things legible. 6. This creates overlap. To distinguish our marks, click the Color mark, and in the Border dropdown, and add a black border. 7. From the menu bar click on Map Map Layers, examine the available options. For our map, we want to change the style to Normal. Also uncheck Land Cover and Country/Region Names. This makes our map easier to read. Close the Map Options pane. 8. Here we can also see how Data Layers change a map. Under Data Layers select Per Capita Income to apply this to our map. Bonus: Under the maps Data Layer Using, select Gray Sequential to change the colors. 64

65 WORKING WITH MAPS Demo 8 - Results 65

66 Creating Dashboards

67 DASHBOARDS Dashboards are collections of worksheets Allow you to analyze multiple views at once Shown at the bottom as tabs like worksheets Updated automatically when data from the source is updated Supports all the same formatting as worksheets Bi-directional communication between dashboards and source worksheets 67

68 CREATING DASHBOARDS When creating a new dashboard, data pane is replaced with a list of worksheets and objects Objects can be added by simply dragging them over to the dashboard By default, objects are added as Tiled and can be changed to Floating to allow overlap 68

69 ADDING DASHBOARD OBJECTS Dashboard objects allow you to enhance a dashboard with non-worksheet items Objects include: Text boxes Images Web pages Blank space 69

70 ORGANIZING DASHBOARDS You can show or hide specific parts of a dashboard as desired Title Caption Legends Filters Parameters 70

71 ORGANIZING DASHBOARDS Dashboard can be sized based on the following options: Automatic - dashboards adjusts as needed Exactly - fixed width, scrollable if larger than window Range - scales between min and max size Presets - select from common sizes (ipad, letter, etc.) Tableau 10 allows for device specific layouts to be created: 71

72 TABLEAU DESKTOP Demo 9 - Create a Dashboard Purpose: We have created numerous worksheets. Our users would like to see some of these views on a single page. We will create a dashboard from 3 of our worksheets and enhance it with a global filter. 1. In the bottom right next to your sheets, click the New Dashboard button. 2. Right click the tab Dashboard 1 and rename it Sales Dashboard. 3. Start off by changing the size of the dashboard. In the dashboard pane click the dropdown under Size, click the dropdown arrow next to Fixed size, and select Automatic. 4. From the Dashboard pane, drag Sales by City to your dashboard. 5. Drag Avg Unit Cost below Sales by City until bottom half of the screen is gray (this splits the dashboard screen). Click on left Axis and sort by Avg Unit Cost. 6. Next drag Sales Spotlight to the bottom right side until the lower half of the screen is gray. This will split the screen. 7. Highlight the filters Year of Order Date and Category, click the black down arrow Apply to Worksheets -> All Using This Data Source. This will apply the filters to all the worksheets in our new dashboard. 72

73 TABLEAU DESKTOP Demo 9 - Results 73

74 A Word about Stories

75 STORIES Stories are collections of worksheets and dashboards that work together to tell a cohesive story Stories can be used to show insights revealed, to provide context, or to show the flow of decisions Since a page in a story is a sheet, all of the formatting techniques from dashboards and worksheets apply Each sheet is called a story point 75

76 STORIES 76

77 STORIES 77

78 Publishing and Sharing

79 PUBLISHING AND SHARING Workbooks can be shared with other Tableau Desktop users, like any other file Alternatively, workbooks can be published to private servers (Tableau Server/Online) or Tableau Public You can publish worksheets, dashboards, or stories 79

80 PUBLISHING AND SHARING Workbooks can be exported as well as published Multiple formats are available to use the output in applications such as PowerPoint, Word or Excel When saving you can save: Workbooks -.twb (all sheets, dashboard, and stories) Packaged Workbook -.twbx (all sheets, dashboards, stories, and all reference local data files and images in a single file) 80

81 CALL TO ACTION Go back, get a data set and tell YOUR story! Create a Tableau Public profile! Cement the knowledge obtained today by using the product immediately independently Call us with any challenges that arise We will follow up with you in a few weeks to see what you ve come up with, or reach out to share what you ve created! a

82 VISUALIZATION RESOURCES Edward Tufte Stephen Few 82

83 OTHER RESOURCES Webinar on Dashboard Design on Senturus.com Six Ways To Publish And Share Tableau Content on Senturus.com Scaling Tableau To The Enterprise: The Perks and Pitfalls of Tableau Server Resources available from Tableau Conference Tableau Intermediate Training - 1 day class that has 18 hands-on demos Tableau Advanced Training from Senturus - 2-day class that has 34 hands-on demos a

84 PLEASE GIVE US FEEDBACK!!! The good, the bad, the ugly - don t be shy! It will help us make future workshops even better! a

85 THANK YOU!!! JIM FRAZIER - JFRAZIER@SENTURUS.COM MONICA VAN LOON - MVANLOON@SENTURUS.COM

86 86

87 Who We Are Business Analytics Consultants

88 BRIDGING THE GAP BETWEEN DATA & DECISION MAKING Business Needs Analysis Ready Data Analysis Ready Data DECISIONS & ACTIONS

89 BUSINESS ANALYTICS ARCHITECTS Dashboards, Reporting & Visualizations Data Preparation & Modern Data Warehousing Self-Service Business Analytics Big Data & Advanced Analytics Planning & Forecasting Systems.

90 1000+ CLIENTS, PROJECTS, 16+ YEARS Copyright 2016 Senturus, Inc. All Rights Reserved. 90

91 Source Systems of Record Decisions & Actions THE TYPICAL SITUATION Retail POS Excel Dashboards/ Scorecards Standard Reports (Push-Pull) ERP Data Access Self-service Reporting & Ad-Hoc Analysis CRM Data Powerpoint Alerts Other Sources * Often coupled with individual acts of Macro & VLOOKUP heroism, done infrequently and inconsistently Copyright Senturus, Inc. All Rights Reserved. 91

92 THE FOUR PILLARS OF SENTURUS Business acumen Solution architecture experience Technical tool expertise Project management discipline

93 TABLEAU SPECIALISTS Enterprise Analytics Connector software for Tableau Jumpstart programs Full training On-site custom training Live online classes Beginner, Intermediate and Advanced Custom Mentoring a

94 HUGE VALUE IN EXISTING BI MODELS Organizations have invested heavily in existing models that provide governed, secure, business-friendly, performant results Copyright 2016 Senturus, Inc. All Rights Reserved.

95 BUT TABLEAU USERS CIRCUMVENT THEM! Using BI tools as ETL and/or recreating models in Tableau s data prep pane wastes time and compromises integrity Copyright 2016 Senturus, Inc. All Rights Reserved.

96 THE SOLUTION? THE SENTURUS ANALYTICS CONNECTOR! Tableau users can connect directly to the BI modeling layer, giving them instant access to high quality data Copyright 2016 Senturus, Inc. All Rights Reserved.

97 INSTANT ACCESS TO QUALITY DATA SETS Copyright 2016 Senturus, Inc. All Rights Reserved.

98 DON T SACRIFICE INTEGRITY FOR AGILITY! Copyright 2016 Senturus, Inc. All Rights Reserved.

99 TABLEAU JUMPSTART OFFERINGS Packaged Offerings from $4,995-$9,995 Desktop Jumpstart 1 day online training 1-3 day prototyping/poc Server Jumpstart 2 day in-person group training 1 day install/config Content distribution/consumption strategy 1-3 day prototype/poc Data Preparation Jumpstart ½ day discovery session 1-2 day data examination and preparation 1-3 day aprototype/poc

100 TRAINING TABLEAU FUNDAMENTALS WORKSHOP Review the Tableau product line Introduce the Desktop product Understand what Tableau offers business analysts, approach, and how it works Review the different Tableau product offerings Examine the Tableau Desktop user interface and define key terminology Create a workbook and a simple visualization from an Excel file Enhance visualizations Enhance views with sorting and filtering Add depth to visualization using marks Explore different types of visualizations Enhance analysis with calculations Highlight exceptional data with a spotlight text report Format visualizations for best practice presentation Present data geospatially with maps Use geographical data items to create a geospatial visualization Understand how maps work in Tableau Customize maps using mark size and color a Filter using dimensions and measures Create dashboards Add sheets and other objects to the dashboard Customize the dashboard Discuss device-specific layouts Review Tableau story capability Use trend lines Review working with and publishing to the public Tableau server Discuss distribution of workbooks, worksheets and dashboards Review Tableau Public

101 TRAINING - TABLEAU INTERMEDIATE DATA VISUALIZATION Working with complex calculated fields Methods for creating calculations Work with the calculation editor and common syntax Creating a complex calculated field Use functions Spotlighting in a bar chart Create a variance Work with Totals Grand Totals Percentage of Totals Create totals across columns and rows Filter with context filters How to apply filters across worksheets Use the filter shelf Filter on dimensions Create context filters Use quick filters Create filters on a calculated field Top N Filters Make workbooks dynamic with parameters Use parameters to filter across sources Create a dynamic measure parameter Grouping Data Create groups, creating a other group Work with complex sets Create a histogram with bins of data Manage aggregation Introduce forecasts Understand exponential smoothing methods Forecasting constraints Forecasting model types Review when to use a data extract Understand available data sources Manage metadata Hide columns in a data source Change Data types Renaming columns Export data Build a worksheet with multiple data sources Join data sources Working with different types of joins Blend data in a workbook

102 TRAINING - TABLEAU ADVANCED DATA VISUALIZATION AND DASHBOARDING Work with Advanced Date Definitions Understand the differences between Discrete and Continuous dates Create views using different date types Use Data Extracts and Configure Multiple Data Sources Review the Data Connection Page Understand when to use an extract Configure and run an extract Understand joins in Tableau Discuss custom SQL Use Data Blending Blend without linked fields Use calculated views in a blend Account for NULL values in a blend Review and Use Joins Define relationships between two or more data sources Create multiple clause Joins Understand the different types of Joins supported by Tableau Create Advanced Calculations Table Calculations Work with Regular Expressions (RegEx) Work with multiple conditions and data types Perform custom splits Use Level of Detail (LOD) calculations Define scope and direction Handle NULL values in table calculations Create window and moving averages a Advanced Parameterization Using custom date parameters Define Thresholds Advanced Parameterization (cont d) Perform what-if analysis Use Parameters to define dynamic measures Spanning Parameters across data sources Perform Advanced Comparisons Use Bullet Charts to display progress toward goals Create Top N Visualizations Develop Advanced Geocoded Maps Work with navigations and selection in maps Review automatic geocoding in Tableau Modify geocode locations Perform custom geocoding with data blending Use background images in visualizations for spatial analysis Dive Into Statistics and Forecasting Review trend lines Review the trend model Enhance Visualizations by using the analytics pane Enable Forecasting Produce instant analytics Show distribution of data using simple and advanced Pareto charts Develop Advanced Interactive Dashboards and Stories Plan a dashboard and Define its Purpose Review visual best practices Advanced Dashboard Layout and Testing Add Interactivity to dashboards Using Actions and Tabs Add navigation and help Leverage instructions and annotations Assess performance of a dashboard Create advanced stories

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