Tableau Online Training

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Chapter – I: The Tableau Environment

Tableau Installation

The Tableau Workspace

• ·         Data Window
• ·         Toolbar, Status Bar
• ·         Tooltips, Shelves
• ·         Reorganizing the Workspace
• ·         Workbooks and Sheets, Dashboard
• ·         Changing the Repository Location

Chapter – II Connect to Data

Connecting Data

• ·         How to Connect to a Data Source
• ·         Connect Live/Extract
• ·         Editing a Data Source
• ·         Replace Data Source
• ·         Replacing Field References
• ·         Renaming the Data Source
• ·         Duplicating the Data Source
• ·         Refreshing the Data
• ·         Closing the Data Source
• ·         Clipboard Data Sources
• ·         Number of Records
• ·         Latitude and Longitude,
• ·         Measure Names, values

Data Types and Roles

• ·         Data Types
• ·         Data Roles

Joining Tables

• ·         Adding, Editing Tables
• ·         Custom SQL
• Working with Multiple Sources
• ·         Understanding Data Blending
• ·         Adding a Secondary Data Source
• ·         Defining/Edit Relationships 

Data Window Features and Functions

• ·         Folders
• ·         Sort
• ·         Find Fields
• ·         Rename Fields
• ·         Combine Fields, Split
• ·         Hide or Unhide Fields

Editing Field Properties

• ·         Comments
• ·         Aliases
• ·         Hierarchies
• ·         Color
• ·         Shapes
• ·         Number Formats
• ·         Sort
• ·         Grouping
• ·         Sets
• ·         Cross Tabs
• ·         Aggregation & Disaggregation

Chapter – III: Building Data Views

Parts of the View

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

Building Views Manually

• ·         Dragging Fields
• ·         Shelves and Cards

Building Views Automatically

• ·         Show Me
• ·         Add to Sheet: Double-Click
• All Views – 24 Types

Filters

• ·         Adding Filters
• ·         Data source level Filter
• ·         Custom SQL Filter
• ·         Traditional Filter
• ·         Quick Filter
• ·         Sharing/Global Filter
• ·         Context Filter
• ·         Relevant/Cascading Filter

Actions

• ·         Filter Actions
• ·         Highlight Actions
• ·         URL Actions
• ·         Actions on work sheets and Dashboards
• ·         Using Field and Filter Values in Actions
• ·         Dashboard Navigation

Chapter – IV: Advanced Analysis

Using Multiple Measures

• ·         Individual Axes
• ·         Blended Axes
• ·         Dual Axes
• ·         Combination Charts
• ·         Forecasting
• ·         Trend Lines

Background Images & Maps

• ·         Adding Background Images
• ·         Working Offline
• ·         Geographic Roles
• ·         Symbolic/Filled Map
• ·         Map Options
• ·         Editing Locations
• ·         Custom Geo-coding
• ·         Background Map Sources - WMS

Calculations

• ·         Working with String Functions
• ·         Basic Arithmetic Calculations
• ·         Table Calculations
• ·         Date Functions – MTD, YTD, QTD
• ·         Logic Statements
• ·         Totals, Percentages

Parameters

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

Chapter – V: Publish and Share

Formatting

• ·         Worksheet Level Formatting
• ·         Titles and Captions
• ·         Resizing the Table
• ·         Editing Axes
• ·         Annotations and Mark Labels

Dashboards

• ·         Creating Dashboards
• ·         Organizing Dashboards
• ·         Understanding Dashboards and Worksheets
• Saving and Exporting
• ·         Saving Your Work
• ·         Exporting Your Work
• ·         Copying Information between Workbooks

Tableau Server

•          Create Users, Groups, Sites  & Projects.
• ·         Assign Permissions to Projects
• ·         Publishing Workbooks, Data Sources
• ·         Setting Permissions, User Filters
• ·         Opening Workbooks from the Server
• ·         Importing Data Sources from the Server