tableau course content

tableau course content

Tableau Introduction

1. Introduction

2. What is Business Intelligence?

3. Why Business Intelligence?

4. Name different BI tools

5. Difference between Traditional and Visualization BI tools

6. Importance of Data Visualization over enterprise reporting

7. Why Tableau?

8. Tableau Architecture

9. Tableau Products

10. Q & A

Tableau Desktop Course Contents

1. Getting Started

1.1. The Tableau Environment

1.2. Learning to Use Tableau

2. Connect to Data

2.1. Basic Connection

2.2. Clipboard Data Sources

2.3. Working with Multiple Connections

2.4. Joining Tables

2.5. Extracting Data

2.6. Understanding Data Fields

3. Building Data Views

3.1. Parts of the View

3.2. Building Views manually

3.3. Building Views Automatically

3.4. Build-It- Yourself Exercises

4. Do More with Views

4.1. Filtering

4.2. Formatting

4.3. Sorting

4.4. Groups

4.5. Sets

4.6. Aggregations

4.7. Dates and Times

4.8. Annotations and Mark Labels

4.9. Using Multiple Measures

4.10. Missing Values

4.11. Creating Bins

5. Dashboards and Stories

5.1. Creating Dashboards

5.2. Organizing Dashboards

5.3. Understanding Dashboards and

Worksheets

5.4. Creating Story

5.5. Format, Update and Present a Story

6. Advanced Analysis

6.1. Actions

6.2. Calculations

6.3. Forecasting

6.4. Totals

6.5. Parameters

6.6. Background Images

6.7. Background Maps

6.8. Trend Lines and Statistics

7. Publish and Share

7.1. Publishing to Tableau Server

7.2. Saving and Exporting

7.3. Printing

Tableau Server Course Contents

1. Tableau Server Overview

2. Creating Users

3. Creating Groups and assign users to groups

4. Publishing a Workbook to server (Workbooks connected to different data sources like Extract, Live etc.)

5. Publishing Data Source to server

6. Creating User Filters

7. Scheduling Workbooks with Extract as Data source

8. Set Permissions for Workbooks and Views

9. Set Permissions for a Data Source

10. Set Permissions for a Project

11. Check User Permissions

12. Change Owner for Workbooks

13. Change Owner for a Project

14. Others

15. Q&A


Tableau Real-Time Scenarios

1. Real – Time Scenarios Class – I

2. Real – Time Scenarios Class –II

3. Presenting Real Time Environment

4. Explain SDLC (Software Development Lifecycle)

5. Q & A

Sets

Sets in Tableau

Sets:-

Sets are custom fields you create that are based on existing dimensions, and that filter data using one or more criteria. You can create a set from any existing dimension. When you create a set for continuous dates associated with a relational data source , the set will be based on discrete values rather than a continuous range of values

The three main uses of a set are:

  1)Create a subset of the data: –
        Select one or more dimension members that are of interest to you
  2)Create unique encodings: –
        Combine dimension members to create unique encodings
  3)Save filters for later use: – 
        Once you have created a filter, you can save the filter as a set and use it in all of the worksheets in a workbook. This saves you from having to recreate the filter every time you want to use it.

Tableau displays sets in the Sets area of the Data window and labels them with the 
   icon. 

Sorting

Sorting in Tableau

Sorting:-

In Tableau, sorting a data view means arranging dimension members in a specified order. Tableau supports computed sorting and manual sorting.
• Computed Sorting
• Manual Sorting

Computed Sorting:-

Sorting dimensions in a computed manner follows these rules:
• You can sort any discrete field after it has been placed on a shelf (except the Filters shelf).
• Each dimension that appears on a worksheet can be sorted independently of any other dimension.
• The shelf location of the dimension determines the component of the data view that’s sorted. For example, if the dimension resides on the Columns shelf, the columns of the data view are sorted for that field. If the dimension resides on the Color shelf, the color encodings are sorted.
• Sorts are computed based on the values of the filters and sets in the view. Refer to Groups for more information.
• Sorted fields are identified with bold names.

Continuous fields are automatically sorted from lowest number to highest number (as indicated by the axes) and you cannot manually change the sort. However, you can reverse the order of an axis using field specific formatting.

Manual Sorting:-

• Manual sorting allows you to rearrange the order of dimension members in the table by dragging them in an ad-hoc fashion, giving precise control over how items appear next to one another in tables and in legends. It also gives you control over the order in which data is drawn on the screen. This control is useful when comparing specific pieces of data or interpreting overlapping data. Manual sorts can only be applied to discrete fields including a discrete measure.
• There are two ways to manually sort the data in a view. You can either select items in the view and use the Sort toolbar buttons or you can drag and drop headers in the view.

Tableau Data Extracts

Tableau Data Extracts

Extracting Data:-

• Extracts are saved subsets of a data source that you can use to improve performance, upgrade your data to allow for more advanced capabilities, and analyze offline. 
• You can create an extract by defining filters and limits that include the data you want in the extract.
• After you create an extract you can refresh it with data from the original data source. You can either fully refresh the data, replacing all of the extract contents; or you can increment the extract; which only adds rows that are new since the last refresh

Extracts can:

•  Improve performance. For file based data sources such as Excel or Access, a full extract      takes advantage of the Tableau data engine. For large data sources, a filtered extract can    limit the load on the server when you only need a subset of data.
•  Add functionality to file based data sources, such as the ability to compute Count Distinct.
•  Provide offline access to your data. If you are traveling and need to access your data  offline, you can extract the relevant data to a local data source.

DUAL AXES

DUAL AXES IN TABLEAU

Dual Axes:-

• You can compare multiple measures using dual axes, which are two independent axes that are layered on top of each other. 
• Dual axes are useful when you have two measures that have different scales. 
• To add the measure as dual axis drag the field to the right side of the view and drop it when you see a black dashed line. 
• You can also select Dual Axis on the field menu for the measure.

The result is a dual axis view where the Profit axis corresponds to the purple line and the

Shipping Cost axis corresponds to the brown line.

NOTE:-

• You can add up to four layered axes: two on the Columns shelf and two on the Rows shelf.
• When you are using dual axes you can align the two axes up by right-clicking the dual axis and selecting Synchronize Axis.

Blended Axes

Blended Axes in Tableau

Blended Axes:-

All the Measures are combinedly analyzed in Single Axes.

• Measures can share a single axis so that all the marks are shown in a single pane. 
• Instead of adding rows and columns to the view, when you blend measures there is a single row or column and all of the values for each measure is shown along one continuous axis. 
• For example, the view below shows quarterly sales and profit on a shared axis.

• To blend multiple measures, simply drag one measure or axis and drop it onto an existing axis.

• Blending measures uses the Measure Names and Measure Values fields, which are generated fields that contain all of the measure names in your data source and all of the  measure values
• The shared axis is created using the Measure Values field. The Measure Names field is added to the Color shelf so that a line is drawn for each measure. Finally, theMeasure Names field is filtered to only include the measures you want to blend.

Note:-

• Blending axes is most appropriate when comparing measures that have a similar scale and units.
•  If the scales of the two measures are drastically different, the trends may be distorted.

Individual Axes

Individual Axes in Tableau

Individual Axes:-

In Individual Axes we always  analyze the data by placing 1 measure in each Axes

• Add individual axes for each measure by dragging measures to the Rows and Columns shelves.
• Each measure on the Rows shelf adds an additional axis to the rows of the table.
• Each measure on the Columns shelf adds an additional axis to the columns of the table. 
• For example, the view below shows quarterly sales and profit. The Sales and Profit axes are

           individual rows in the table and have independent scales.