TABLEAU DESKTOP
INTRODUCTION AND
GETTING STARTED
- Tableau desktop role in the tableau product line
- Application terminology
- View terminology
- Data terminology
- Visual cues for fields
BEST PRACTICES IN
CONNECTING TO DATA
- Working with metadata
- Working with connections
- Live Connection
- Extract Connection Refresh &
Converting live connection to Extract Connection Refresh & Converting
Extract connection to Live Connection
- Establishing connections with other databases MS Access,
Oracle, Sql Server
WORKING WITH MEASURES
AND DIMENSIONS
- Individual axis
- Blended axis
- Dual axis
- Combinational Charts
- Working with Mark Card (Color, Size, label) with sceneries
- Default properties of Dimensions and measures
- Discrete and Continuous
- Conversion of Dimension to measures and vice versa
- Working with Data types
WORKING WITH ACTIONS
AND FILTERS IN WORKSHEET
- Communicating sheets with Action filters
- Redirecting to other Statics URL, Dynamic URL, Folders with
Action URL
- Action Highlight
FILTERS
- Data source Level Filters
- Worksheet level Filters
- Appling filters at worksheet
level (Header, Bar, Mark card) Working with Filter shelf with examples
(General, wildcard, Condition, Top) Quick Filters (Single select, Multiselect,
Wild card Select) Making filters dependent with Context Filters Applying
static, dynamic and calculated Filters
WORKING WITH MAPS,
WMS SERVER, GEO CODING
- Creating Symbol maps
- Creating filled maps in different methods
- Creating dual Axis map with examples
- Working with map options
- Working with WMS servers and converting to tms
- Identifying a particular place latitude and longitude
- Working with Geo Coding
BUILDING
VISUALIZATIONS
- Working with bar charts, stacked and side by side bars
- Working with line, Area, Circle views and combination
charts, pie charts
- Working with Text tables, Highlight tables, Heat Maps, Tree
Maps and pie charts
- Working with Scatter Plots, Bins histograms, Box and whisker
Plot
- Working with Gantt views, Bullet graphs, Packed Bubbles.
- Working with shapes and marks.
BUILDING CUSTOM
CALCULATIONS AND PARAMETERS
- Overview of calculations and trigonometric functions
- Manipulating string, date calculations, window functions.
- Calculations and aggregations
- Dynamic calculations
- Logic statements (grand totals, sub-totals)
- Creating quick table calculations and Table calculations
- Creating parameters and using in customizing calculations
Scenarios:
- Conditional formatting
- Multi Conditional formatting
- Conditionally labeling
- Dynamically date selection
- Column dynamically selecting
- Dynamically conditional formatting
BUILDING GROUPS,
SETS, BIN, HIERARCHY, SORTING
- Applying Groups at Sheet Level
- Applying Groups at Column Level
- Applying Static and dynamically
Groups
- Working with Sets (Constant Set, Dynamic Set, Combined Set)
- Working with Bins
- Working with Hierarchy
- Working with Sorting and dynamically Sorting
INTRODUCTION TO
STATISTICALS VISUAL ANALYSIS
- Reference lines/bands/distributions
- Trend modeling and forecasting
- Drop Lines
- Annotating
DATA MODELING AND DATA BLENDING
- Basics of Data Modeling
- Copy to Clipboard from Website
- Joining tables based on requirement
- Using new Custom SQL option
- Using Convert to Custom SQL option
- Data blending
- Automatic Data Blending
- Manual Data Blending
- Rules to be followed for Data Blending
SHARING YOUR WORK AND
EXTENSIONS
- Packaging workbook
- Publishing to tableau server
- Publishing to pdf
- Export data and image
- Twb, Twbx, Tds, Tde, Tms, Tbm
BUILDING DASHBOARDS
AND STORYBOARD
- Overview of dashboards
- Building your first dashboards
- Applying actions and parameters on dashboards
- Best practices in tableau dashboard design
- Report selector dashboard
- Selecting reports from INDEX Dashboard
- Master Detail Reports in dashboard
- Building Story
TABLEAU SERVER
TABLEAU SERVER
ADMINISTRATION
- User and group administration
- Project Creation
- Site administration
SECURITY AND
PERMISSIONS IN TABLEAU SERVER
- Levels of license (interacter, viewer, un-licensed)
- User rights and roles
- Permissions precedence
- Project Level Permission
- Work Book Level Permission
- View Level Permission
- Data Source Level Permission
ARCHITECHTURE AND
COMPONENT FUNCTIONS
- Gateway server
- Repository and application server,
VizQL server
- Fast data engine
- Background and data server
PROCESS FLOWS
- Create a visualization in tableau
desktop
- Publish and view a visualization
in tableau server
- Schedule and extract refresh
- Publish an extract or data source
- Add a user in tableau server
TABLEAU SERVER
CONFIGURATION
- Data server
- Schedule and task administration
- subscriptions
- Embedding and URL parameters
- Command line utilities
- Log file administration
- Monitoring and auditing
- Performance recording
- Advanced configuration options
- Java script and TDI API