Tableau. training courses

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1 Tableau training courses

2 Tableau Desktop 2 day course This course covers Tableau Desktop functionality required for new Tableau users. It starts with simple visualizations and moves to an in-depth look at the different chart and graph functions, calculations, mapping and other functionality. The lessons are organised into modules that provide conceptual information, how-to steps, follow me (where the students follow the instructor using Tableau) and tutorials on each subject. They provide the opportunity to visually analyse data, build Interactive dashboards and share them with others. Audience: Tableau end users and analysts. No prerequisites are needed. Approach: Tell Me, I ll Forget; Show Me, I ll Remember; Let Me Do It, I ll Understand COURSE CONTENT: Introduction to Tableau Desktop UI The Tableau Product Line Workbook windows and options Visual Cues Connecting to Data Live connection Extract Data Combine data sources Join tables Blend data sources Cross-Database Join Creating Basic Visualizations Bar chart Geographic map Crosstab report Scatter Plot Line chart Filtering and Sorting Data Filtering Sorting Creating Groups and Hierarchies Groups Hierarchies Date functionality Discrete and Continuous dates Fiscal dates

3 Mapping Mapping Geographic maps Filled maps Mapping options Heat map and Highlight table Difference between heat map and highlight table Heat map Highlight table Compare heat map to text table Calculations Calculations Histogram Histogram Dashboards and Actions Dashboards Dashboard Actions Sharing Your Work Tableau Data Source Tableau Data Extract Tableau Workbook Tableau Packaged Workbook Final Exercise BOOK IN TODAY FOR TABLEAU DESKTOP COURSE

4 Tableau Intermediate 2 day course This course covers Tableau Desktop functionality required for intermediate Tableau users. It starts with a revision of Tableau Desktop and moves to a more in-depth look at sets, quick table calculations, multiple visualisations, reference lines, bands and distributions, pie and tree maps, packed bubbles and circle view, parameters, motion chart, trends and forecasting, formatting, stories, performance recording and advanced mapping. The lessons are organised into modules that provide conceptual information, how-to steps, follow me (where the students follow the instructor using Tableau) and tutorials on each subject. They provide the opportunity to visually analyse data, and use these intermediate skills and techniques to enhance your Tableau experience. Audience: Tableau end users and analysts. Prerequisites: Tableau Desktop Training is required. Approach: Tell Me, I ll Forget; Show Me, I ll Remember; Let Me Do It, I ll Understand. COURSE CONTENT: Tableau Desktop Revision Bar chart Line chart Scatter plot Geographic map Filled map Crosstab Heat map Highlight table Histogram Groups Dates Calculations Creating Sets Create static set Create dynamic set Create combined set Quick Table Calculations Quick Table Calculations Multiple Visualisations Measure Names and Measure Values Multiple visualisation types Side by side bar Combined axis chart Stacked marks Dual axis chart Bar in bar chart Reference Lines, Bands and Distributions Reference line Options available Reference band Reference distribution Boxplot Instant Analytics Pie, Tree map, Packed Bubble and Circle view Pie chart Tree map Packed Bubbles Circle view

5 The power of Parameters Parameters Motion chart Motion chart Trends and Forecasting Create Trend Lines Model Types Create Forecast Formatting Visualisations Formatting Stories Story Usage How to create Stories Performance Recording Compare Performance Advanced Mapping Background Images WMS Servers Mapbox maps BOOK IN TODAY FOR TABLEAU INTERMEDIATE COURSE

6 Tableau Advanced 2 day course This course covers more advanced Tableau Desktop skills required for Tableau users who wish to take their skills to a higher level so that they get the most out of their data. It starts with a section on Tableau best practices, followed by data connections and data sources, a review of Tableau Desktop/Intermediate, usage of custom SQL, context filters, advanced calculations, advanced parameters, advanced mapping and advanced chart types. The course is provided with data and workbooks enabling the participants to fine tune their advanced Tableau skills. Audience: Tableau end users and data analysts particularly those that want to become power users or who have more complex issues to solve. Prerequisites: Tableau Desktop and Tableau Intermediate courses and/or equivalent experience are required. Approach: Tell Me, I ll Forget; Show Me, I ll Remember; Let Me Do It, I ll Understand. COURSE CONTENT: Tableau Best Practices (best practices data visualisation and design considerations) How best to create data visualisations? When not to use Tableau The different types of visualisation Common data visualisation problems Data integrity (typical political tricks!) Data Connections and Data Sources (best practices for performance) Files Relational Databases OLAP Databases Big Data Sources Cloud Data Sources Tableau Data Server Review of Tableau Desktop and Intermediate Bar chart (compare discrete values ranking best to use horizontal sorted) Line chart (data over time show missing values at default) Scatter Plot (correlations trends) Geographic Map (show your data by country, state, LGA, city, postcode) Filled Map (physical, political, cultural, economic data by c, s, l, c, p) Crosstab Report (not recommended for text heavy crosstab reports) Side by Side Bar (direct comparison) Combined Axis (comparative trends) Stacked Bar (compare the whole) Dual Axis (comparison looking for any correlations) Bar in Bar (comparison looking for any correlations) Heat Map (multiple relationships) Highlight Table (visual way of looking at text report) Pie Chart (relative proportions or percentage) Tree Map (relative proportions or percentage) Motion Chart (history) Histogram (data distributions) Groups (categorising data at higher level for hierarchy) Sets (sub-set of your data dynamic) Dates (in-built options including fiscal years) Calculations (used to create new data fields from existing) Quick Table Calculations (inbuilt calculations) Parameters (powerful) Reference Lines (highlight min, max, avg, etc.)

7 Custom SQL Convert to custom SQL (how to create and to parameterise) Context Filter Why create a Context Filter? (best practices for performance) Create a Context Filter Advanced Calculations Split / Custom Split (understand the split options) Profitability as a percent of total (quick table calc percentage of total at cell level) Level of Detail (fixed, include and exclude) Size (number of rows in a partition) Bars on Tooltip Bars on Tooltip (great way to show more detail on tooltip) Advanced Parameters Multiple Views in a Container (uses less space on a dashboard with variable views) Dynamic Hierarchies, Colouring, Sorting and Measure Values (how to be more dynamic) Advanced Mapping Point to point maps (showing events on a map over time) Calculate the distance between two points on a map Dual Axis Map (ability to overlay a geographic map over a filled map) Map Australian LGAs (assign LGA data to the county geographic role) Advanced Chart Types Bump chart (comparing ranking over time) Hockey Stick chart (multiple event, rate of increase over time) Pareto Chart (80/20 rule) Gantt Bar chart (resource planning and hitting deadlines) Waterfall chart (showing both positive and negative effect) Sparklines (comparing trends in a small amount of space) Market Basket Analysis (marketing brochures and store item placement) Multiple Bars and Lines (ability to compare multiple bars and multiple lines) Box Plot (comparing many values and in particular the outliers) Band chart (show both averages and the high and low for the same period) Benford s Law (assist in fraud detection) BOOK IN TODAY FOR TABLEAU ADVANCED COURSE

8 Tableau Server 1 day course This course covers Tableau Server functionality required for Tableau Server users whether they are the system administrator, site administrator, publisher, interactor or viewer. It starts with an understanding of the server components and moves to system and content administration and publishing objects to server. We also touch on the Tableau Server Admin Commands. The lessons are organised into modules that provide conceptual information and tutorials on each subject. They provide the opportunity to use the full functionality of Tableau Server from the different users perspective. Show how we can publish a Tableau Data Extract using an Alteryx macro. Audience: Tableau Server system and site administrators, publishers, interactors and viewers. No prerequisites are required. Approach: Tell Me, I ll Forget; Show Me, I ll Remember; Let Me Do It, I ll Understand. SESSIONS: Tableau Server Architecture: Overview of the server Component functions Caches Tableau Data Server: Understanding of the Data Server Publishing to Data Server Permissions Connect to Tableau Data Server from Desktop Extract v Live Installation and Configuration: Before you Install Authentication Data Connections and Caching Server Configuration Alerts and Subscriptions Security System and Content Administration: Sites Users Groups Schedules Tasks Status Settings Content My Content My Account Settings Publishing and Using Tableau Server: Publish Tableau Data Source/Extract Refresh Extract Publish Tableau Workbook Create User Filter Use Tableau Server Objects Create Subscription Edit Workbook Share Download Tableau Server Filters Tableau Server Admin Commands: tabconfig tabadmin

9 TUTORIALS: Tableau Server: Installation Administration Create a Site Create new Users Create Projects Create a Group Add Users to the Group Publishing and Administration Publishing and Administration Publish Tableau Data Source Publish Tableau Data Extract Publish Packaged Workbook Check User Permissions Create a Schedule Schedule a Refresh Check Status My Content My Account Settings Collaboration Create User Filter Check User Filter Create a Subscription Create a Snapshot Log File Upgrade from UAT to Prod Project Create another Site Create new User Check what the new user can do and see Import new users from a file Publish to UAT Site and check What can Interactor do in UAT? What can Publisher do in UAT? User Roles Summary Tableau Server Admin Commands: Find out what you can do using: tabconfig tabadmin Demo Alteryx Publish TDE to Tableau Server Show how an Alteryx workflow can automate publishing a TDE to Tableau Server BOOK IN TODAY FOR TABLEAU SERVER COURSE