Tableau Essentials

What is Data Visualisation and why should we use it?

What is Tableau?

• The Tableau Ecosystem

Lets get started with Tableau

• Overview and a tour of the Tableau interface
• Connecting to sample data
• Loading data
• Understanding “Show Me” Tableau
• Categorically clear views

Fundamental Topics in Tableau

• Dimensions & Measures
• Discrete vs Continuous

Basic views in Tableau

• Creating Charts in Tableau
• Tables
• Text tables
• Highlight tables
• Heat maps
• Bar Charts – five flavours to meet your needs
• Horizontal bars
• Stacked bars
• Side-by-side bars
• Histogram
• Bullet graphs
• Line Charts
• Dual Axis Charts
• Combined Axis Chart
• Lines (continuous)
• Lines (discrete)
• Pie Charts
• Funnel Charts
• Cross Tabs
• Measure Name and Measure Values
• Hands on Practical Sessions

Advanced views in Tableau

• • Scatter Plots – explore relationships
  • Circle Plots – go beyond bar charts
  • Circle views
  • Side-by-side circles
  • Maps – great for location data
  • Symbol maps
  • Filled maps
  • Area Charts – track multiple groups over time
  • Area charts (continuous)
  • Area charts (discrete)
  • Dual Charts – compare two measures on two vertical axes
  • Dual lines
  • Dual combination
  • Dual points
  • Gantt Chart – track activity over time
  • Customization of views with Tableau
  • Customize views using the Columns, Rows, Pages and Filters Shelves
  • Enhance your visual appeal with the Marks card
    1. Label
    2. Text
    3. Color
    4. Size
    5. Shape
    6. Level of Detail

• The Summary Card – handy description of your data
• Headers and Axes
• Titles, Captions, Field Labels and Legends
• Format values in your views
• Organise the data in your views
• Sort views for quick comparison
• Filter views to find the right information
• Aggregations for measures – sums, averages and more
• Use percentages to find the right ratios
• Spotlight your view to emphasize important values
• Add totals and subtotals
• Create a motion chart after connecting to a new data source
• Hands on Practical Sessions

Introduction to Table Calculations

• Customized Table Calculations using data in your views
• Reference Lines, Bands and Distributions
• Model your data with Trend Lines
• Filters
• Parameters

Dashboards and Data Stories

• Introduction to Dashboards
• Best Practices for Dashboard design
• Dashboard Design Principles
• Designing Dashboard for Devices
• Creating a dashboard layout
• Changing the layout of the dashboard
• Create an interactive dashboard using actions (filter, highlight, URL)
• Data Stories
• Story Considerations
• Creating Points in the Story
• Interactive Story
• Creating Story with dashboard

Data management in Tableau

• Data items: names, types, roles, properties, attributes and hierarchies
• View Data to see the data behind your view
• Bins to divide numeric data items
• Group dimensions into categories
• The power of sets to combine and filter your views

Data management in Tableau

• Calculated Fields, Functions, and Parameters
• Calculated Fields – power to answer your difficult questions
• Calculated Field Operators
• Numeric Functions (Singular)
• Character Functions (Modify Items)
• Character Functions (Locate Values in String)
• Power BI Mobile apps
• Date Functions
• Type Conversion Functions
• Logical Functions (If, Then, Else
• Aggregate Functions
• Table Calculation Functions
• Parameters add additional control for your analysis
• Hands on Practical Sessions /li>

Data Blending

• Queries to retrieve the data you need
• Data blending to use data from multiple sources in one view
• Extracts to accelerate your data exploration in Tableau

Deploy & Publishing

• Export images to other applications
• Export data to other applications or back into Tableau
• Print to PDF – export your views to Adobe Reader format
• Packaged Workbooks – take Tableau on the road!
• Tableau Reader – share packaged workbooks with your colleagues
• Tableau Server – powerful insights for everyone!
• Tableau Desktop and Tableau Server
• Tableau Public – share your insights with the world!
• Hands on Practical Sessions
• Customer Specific Topics
• Hyperlink Access
• Regression Analysis
• Forecasting
• P/E Ratio
• Calculations using Statistical Functions
• Integration with R model
• Social Media Analytics (Data from Twitter, Facebook, etc..)
• Best Practices
• Performance Tuning / Tipsat Data and Application Level

Tableau Server

• Publishing Dashboard on Tableau Server
• Creating Users
• Creating Project
• Embedded code / Tool box
• Hands on Practical Sessions

Conclusion

• Summary