Part 1: Tableau Desktop
Lecture-1 Data Visualization and Power of Tableau
Live Lecture
· What is data visualization?
· Comparison and benefits against reading raw numbers
· Real use cases from various business domains
· Installing Tableau
· Tableau interface
· Connecting to DataSource
· Tableau data types
· Data preparation
· Practical Exercise
Lecture-2 Tableau Architecture
Live Lecture
· Installation of Tableau Desktop
· Architecture of Tableau
· Tableau Layout
· Tableau Toolbars
· Tableau Data Pane
· Tableau Analytics Pane
· How to start with Tableau
· The ways to share and export the work done in Tableau
· Practical Exercise
Lecture-3 Tableau Metadata and Data Blending
Live Lecture
· Connection to Excel
· Cubes and PDFs
· Management of metadata and extracts
· Data preparation
· Joins and Union
· Dealing with NULL values
· Cross-database joining
· Data extraction
· Data blending
· Refresh extraction
· Incremental extraction
· How to build extract
· Practical Exercise
Lecture-4 Creation of Sets and Using Filters
Live Lecture
· Mark
· Highlight
· Sort
· Group, and use sets
· Creating and editing sets
· IN/OUT
· Sets in hierarchies
· Constant sets
· Computed sets
· Bins
· Filters
· Filtering continuous dates
· Dimensions, and measures
· Interactive filters
· Marks card
· Hierarchies
· How to create folders in Tableau
· Sorting in Tableau
· Types of sorting
· Filtering in Tableau
· Types of filters
· Filtering the order of operations
· Practical Exercise
Lecture-5 Organizing Data and Visual Analytics
Live Lecture
· Using Formatting Panel to work with Tableau
· Formatting data using labels and tooltips
· Edit axes and annotations
· K-means cluster analysis
· Trend and reference lines
· Visual analytics in Tableau
· Forecasting
· Confidence interval
· Reference lines
· Bands
· Practical Exercise
Lecture-6 Working with Mapping, Calculations, Expressions and Parameters
Live Lecture
· Working on coordinate points
· Plotting longitude and latitude
· Editing unrecognized locations
· Customizing geocoding, polygon maps
· WMS: web mapping services
· Working on the background image, including add image
· Plotting points on images and generating coordinates from them
· Map visualization
· Custom territories
· Map box
· WMS map
· How to create map projects in Tableau
· Creating dual axes maps and editing locations
· Calculation syntax and functions in Tableau
· Various types of calculations
· Table, String, and Date
· Aggregate, Logic, and Number
· LOD expressions, including concept and syntax
· Aggregation and replication with LOD expressions
· Nested LOD expressions
· Fixed level
· Lower level
· Higher level
· Quick table calculations
· The creation of calculated fields
· Predefined calculations
· How to validate
· Creating parameters
· Parameters in calculations
· Using parameters with filters
· Column selection parameters
· Chart selection parameters
· How to use parameters in the filter session
· How to use parameters in calculated fields
· How to use parameters in the reference line
· Practical Exercise
Lecture-7 Introduction of Charts, Graphs, Dashboards and Stories
Live Lecture
· Dual axes graphs
· Histograms
· Single and dual axes
· Box plot
· Motion Charts
· Pareto Charts
· Funnel Charts
· Pie Charts
· Bar Charts
· Line Charts
· Bubble Charts
· Bullet Charts
· Scatter Charts
· Waterfall charts
· Tree Maps
· Heat Maps
· Market basket analysis (MBA)
· Using Show me
· Text table and highlighted table
· Building and formatting a dashboard
· Making creative as well as interactive dashboards
· Creating stories, including the intro of story points
· Creating as well as updating the story points
· Adding catchy visuals in stories
· Adding annotations with descriptions; dashboards and stories
· What is dashboard?
· Highlight actions, URL actions, and filter actions
· Selecting and clearing values
· Best practices to create dashboards
· Learning about Tableau joins
· Types of joins
· Tableau field types
· Saving as well as publishing data source
· Live vs extract connection
· Various file types
· Practical Exercise
Lecture-8 Tableau Prep
Live Lecture
· Introduction to Tableau Prep
· Combine join, shape, and clean data for analysis
· Creation of smart examples with Tableau Prep
· Getting deeper insights into the data with great visual experience
· Making data preparation simpler and accessible
· Integrating Tableau Prep with Tableau analytical workflow
· Understanding the seamless process from data analysis
· Practical Exercise
Part 2: Tableau Server
Lecture-9 Installation and Configuration of Tableau Server
Live Lecture
· Installation of Tableau Server
· Steps in the configuration of Tableau Server
· Common issues and troubleshooting them
· Practical Exercise
Lecture-10 Dashboard and Server Settings
Live Lecture
· Learning how to access Tableau Dashboard using Tableau Server
· Setting up roles
· Schedules
· Tasks
· Settings and status for various users
· Practical Exercise
Lecture-11 Dashboard Scheduling and Operations
Live Lecture
· To schedule a Tableau Dashboard for Report creation & sending
· Working with the Tableau Dashboard and sharing it with other Developers
· Migrating the dashboard
· Performing various operations on Dashboard
· Practical Exercise
Lecture-12 User Access: Rules & Permissions
Live Lecture
· Granting the various permissions
· Setting up rules for various users depending on their roles like Developers, Administrators, Architects and other personnel, providing right access and information.
· Practical Exercise
Lecture-13 Web Server Interface, Sites, Projects, Users
Live Lecture
· Working with the Tableau Server
· Working on a project using a web server interface
· Practical Exercise
Lecture-14 Projects, Sites, Site Users and Publishing Workbook
Live Lecture
· Deploying the necessary steps for the creation of various projects, sites and users working on the Tableau platform
· Publishing of the workbook under projects
· Performing maintenance activities
· Practical Exercise
Lecture-15 Server Reconfiguration
Live Lecture
· Re configuring the Tableau Server as per the new requirements
· Introducing the various Tableau Server processes needed
· Practical Exercise
Lecture-16 Interactive Server Dashboards and Navigation on Server
Live Lecture
· Deploying interactive features on Tableau Dashboard
· Publishing the Dashboard to the Tableau Server
· Working on the Dashboard for interactive capabilities
· Navigating through the Dashboard using the Tableau Server
· Understanding the Tableau Web Server features and interfaces
· Practical Exercise
Lecture-17 Permissions on workbook, projects and user groups
Live Lecture
· Ensuring the work is getting done right by applying permissions on workbook and projects
· Creating user groups
· Practical Exercise
Lecture-18 Customized View and Admin View
Live Lecture
· Choosing the ‘remember by changes’ option for creating custom views
· Introduction to Standard admin views and creating custom Admin Views
· Understanding Tableau Server
· Deploying Tableau Server Standard Admin Views
· Learning to create Custom Admin Views on Tableau Server.
· Practical Exercise
Lecture-19 Data Sources and Publishing,
Live Lecture
· Understanding of Tableau Data Sources
· Publishing Data Sources from the Tableau Desktop
· Using Tableau Server for getting data online
· Deploying permissions on Data Source.
· Practical Exercise
Lecture-20 Concept of Extracts and Schedules
Live Lecture
· Learn to extract data from Data Sources to publish data from the Tableau Desktop to the Tableau Server, deploying Schedules on Data Extracts and understand how to refresh Extracts for updated Data Sources.
· Getting the latest data onto the Tableau Server using the Refresh Extract option from the Tableau Server.
· Practical Exercise
Lecture-21 Server Maintenance and Customization
Live Lecture
· Alert scheduling
· Data Connections
· Maintaining the Tableau Server
· Scheduling for Alerts
· Understanding what are Data Connections and their benefits.
· Customizing the Tableau Server
· Updating the Name
· Logo specifications on the Server.
· Practical Exercise
Lecture-22 Tableau TCP-IP
Live Lecture
· Various ports and ways to change the default ports in Tableau Server
· Practical Exercise
Lecture-23 Server Authorization and Authentication
Live Lecture
· Ensuring the Server efficiency
· Integrity through the deployment of right Tableau Server authorization and authentication
· Tableau Server Security
Lecture-24 Tableau Security Feature, Parameters and Views
Live Lecture
· Understanding the different aspects of Tableau Server Security and implementing them
· Ensuring the right authorization and authentication
· Various levels of security like User Filters, Data Security, Network Security, Server proxy setup, impersonating SQL Server.
· List of Parameters
· Embed Views
· JavaScript API
· Understanding Tableau Parameters
· Working with embedded Parameters
· Deploying Tableau Views on websites
· Learning about Tableau JavaScript API
· Practical Exercise
Lecture-25 Server Performance and Scalability
Live Lecture
· Monitoring the Tableau Server performance
· Analyzing and recording the various aspects to improve Server performance
· Scaling the Tableau Server performance up or down depending on the specific requirements
· Practical Exercise
Lecture-26 Configuring for Fail-over, High Availability
Live Lecture
· Ensuring the Tableau Server availability is always high and the fail-over system is always in place.
· Practical Exercise
Lecture-27 Tabcmd Utility and Tabadmin Utility
Live Lecture
· Overview of tabcmd command line utility and its usefulness
· Introduction to the tabadmin command line utility
· Explains its usage
· Practical Exercise
Lecture-28 Troubleshooting and Database Maintenance
Live Lecture
· Troubleshooting various faults using VizQ
· Data Sources and License
· Reading log files and identifying the problems
· Performing Database maintenance.
· Practical Exercise