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Introduction to Data Visualization and Power of Tableau


What is data visualization, Comparison and benefits against reading raw numbers, Real usage examples from various business domains, Some quick powerful examples using Tableau without going into the technical details of Tableau, installing Tableau, Tableau interface, connecting to DataSource, Tableau Data Types, data preparation.

Architecture of Tableau

Installation of Tableau Desktop, Architecture of Tableau, Interface of Tableau (Layout, Toolbars, Data Pane, Analytics Pane etc), How to start with Tableau, Ways to share and exporting the work done in Tableau

Hands-on Exercise – Play with the tableau desktop, interface to learn its user interface, Share an existing work, Export an existing work

Working with Metadata & Data Blending

Connection to Excels, PDFs and Cubes, Managing Metadata and Extracts, Data Preparation and dealing with NULL values, Data Joins (Inner, Left, Right, Outer) and Union, Cross Database joining, Data Blending, data extraction, refresh extraction, incremental extraction, how to build extract

Hands-on Exercise – Connect to an excel sheet and import data, Use metadata and extracts, Handle NULL values, Clean up the data before the actual use, Perform various join techniques, Perform data blending from more than one sources

Creation of sets

Marks, Highlighting, Sort and Group, Working with Sets (Creation of sets, Editing sets, IN/OUT, Sets in Hierarchies), constant sets, computed Sets,  bins

Hands-on Exercise – Create and edit sets using Marks, Highlight desired items, Make groups, Applying sorting on result, Make Hierarchies in the created set

Working with Filters

Filters (Addition and Removal), Filtering continuous dates, dimensions, 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 order of operations

Hands-on Exercise – Add Filter on data set by date/dimensions/measures, Use interactive filter to views, Remove some filters to see the result

Organizing Data and Visual Analytics

Formatting Data (Labels, Annotations, Tooltips, Edit axes), Formatting Pane (Menu, Settings, Font, Alignment, Copy-Paste), Trend and Reference Lines, Forecasting, k-means Cluster Analysis in Tableau, visual analytics in Tableau, reference lines and bands, confidence interval.

Hands-on Exercise – Apply labels, annotations, tooltips to graphs, Edit the attributes of axes, Set a reference line, Do k-means cluster analysis on a dataset

Working with Mapping

Coordinate points, Plotting Longitude and Latitude, Editing Unrecognized Locations, Custom Geocoding, Polygon Maps, WMS: Web Mapping Services, Background Image (Add Image, Plot Points on Image, Generate coordinates from Image), map visualization, custom territories, Map Box, WMS Map, how we can create map projects in Tableau, how to create Dual Access Map, how to edit location.

Hands-on Exercise – Plot latitude and longitude on geo map, Edit locations on the map, Create custom geocoding, Use images of a map and plot points on it, find coordinates in the image, Create a polygon map, Use WMS

Working with Calculations & Expressions

Calculation Syntax and Functions in Tableau, Types of Calculations (Table, String, Logic, Date, Number, Aggregate), LOD Expressions (concept and syntax), Aggregation and Replication with LOD Expressions, Nested LOD Expressions, Level of Details, Fixed Level of Details, Lower Level of Details, Higher Level of Details, Quick Table Calculations, how to create Calculated Fields, predefined Calculations, how to validate.

Working with Parameters

Create Parameters, Parameters in Calculations, Using Parameters with Filters, Column Selection Parameters, Chart Selection Parameters, how to use Parameters in Filter Session, how to use parameters in Calculated Fields, how to use parameters in Reference Line.

Hands-on Exercise – Create new parameters to apply on a filter, Pass parameters to filters to selet columns, Pass parameters to filters to select charts

Charts and Graphs

Dual Axes Graphs, Histogram (Single and Dual Axes), Box Plot, Pareto Chart, Motion Chart, Funnel Chart, Waterfall Chart, Tree Map, Heat Map, Market Basket analysis, Using Show me, Types of Charts, Text Table, Heat map, Highlighted Table, Pie Chart, Tree map, Bar chart, Line Chart, Bubble Chart, Bullet chart, Scatter Chart, Dual Axis Graphs, Funnel Charts, Pareto Chart, Maps, Hands on Lab, Assignment, Funnel Chart, Waterfall Chart, Maps

Hands-on Exercise – Plot a histogram, heat map, tree map, funnel chart and others using the same data set, Do market basket analysis on a given dataset

Dashboards and Stories

Build and Format a Dashboard (Size, Views, Objects, Legends and Filters), Best Practices for Creative and Interactive Dashboards using Actions, Create Stories (Intro of Story Points, Creating and Updating Story Points, Adding Visuals in Stories, Annotations with Description), DashBoards & Stories, what is Dashboard, Filter Actions, Highlight Actions, Url Actions , Selecting & Clearing values, DashBoard Examples, Best Practices in Creating DashBoards, Tableau WorkSpace, Tableau Interface, Tableau Joins, Types of Joins, Live vs Extract Connection, Tableau Field Types, Saving and Publishing Data Source, File Types

Hands-on Exercise – Create a dashboard view, Include objects, legends and filters, Make the dashboard interactive, Create and edit a story with visual effects, annotation, description

Tableau Prep

Introduction to Tableau Prep, how Tableau Prep helps to quickly combine join, shape and clean data for analysis, create smart experiences with Tableu Prep, get deeper insights into your data with great visual experience, make data preparation simpler and accessible, integrate Tableau Prep with Tableau analytical workflow, seamless process from data preparation to analysis with Tableau Prep



Integration of Tableau with R and Hadoop


Introduction to R Language, Applications and Use Cases of R, Deploying R on Tableau Platform, Learning R functions in Tableau, Integration with Hadoop

Hands-on Exercise – Deploy R on tableau, Create a line graph using R interface, Connect tableau with Hadoop and extract data



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