Custom Tableau Training

Course Overview

Day 1 – Tableau Prep/Tableau Data Sources
Introduction –

• • Making sure everyone is connected to Tableau Prep
• • What is Tableau Prep?
• • Tableau Prep Workspace
• • Visual Dictionary

Connecting to Data in Tableau Prep –

• • Basics of Data Preparation (specific to Tableau Prep)
• • Connecting to Data
• • Data Connection Types
• • Wildcard Unions
• • Input Cleaning
• • Text Configuration
• • Data Sampling
• • Refreshing Data

Break – 15 minutes
Examining and Filtering –

• • Data Types and Sizes
• • Value Distribution
• • Finding Fields and Values
• • Sorting and Moving Profile Cards
• • Highlighting
• • Filtering Methods

Lunch – 60 minutes
Operations and Calculations –

• • Value and Field Operations
• • Clean Step Layouts
• • Value Operations
  • o Clean
  • o Manual Grouping
  • o Automatic Grouping
  • o Split Values
  • o Edit
  • o Convert Dates
  • o Field Types
  • o Data Roles
  • o Cleaning
• Combining and Pivoting –
• • Combine Data
  • o Union
  • o Aggregate
  • o Join
• • Pivot
• Analytic Calculations –
• • Rank

Break – 15 minutes
Creating Data Flows –

• The input step
• • The profile pane
• • The cleaning step
• • Group and Replace
• • The output step
• • The pivot step and calculated fields
• • The aggregate step
• • The Union Step
• • The Join Step

Sharing and Updating –

• • Saving Flows
• • Creating Local Extracts
• • Understanding .hyper
• • Refreshing extracts
• • Adding Data to extracts

Connecting Data to Tableau Desktop –

• • Understanding Supported Connectors
• • Understanding Tableau’s Data Model
• • Examining Relationships v Joins
• • Setting Up Data Sources
  • o Using Table Joins
  • o Reviewing Join Results
  • o Writing Join Calculations
  • o Troubleshooting Joins
• • Blending Multiple Data Sources
• • Editing Data Sources
• • Refreshing Data Sources
• • Saving workbooks as .twbx

Day 2 - Tableau Desktop

Understanding the Tableau Environment –

• • Touring the Tableau Workspace
• • Understanding Shelves and Cards
• • Navigating Workbooks and Sheets
• • Understanding Field Types

Connecting to Data Refresher –
Using Calculations –

• • Creating a Calculated Field
• • Understanding Calculations
• • Formatting Calculations
• • Working with Functions
• • Working with Aggregations
• • Applying Quick Table Calculations
• • Splitting Data Fields
• • Using Custom Split

Break – 15 minutes

Using Sets to Highlight Data – • Creating Sets • Combining Sets
Creating Basic Visualization –

• • Creating Text Tables
• • Using Totals and Aggregation
• • Handling NULL and Other Special Values • Creating Pie Charts
• • Creating Bar Charts
• • Using the Show Me Tab to switch between visual types

Filters –

• • Creating/Applying Filters to visuals
• • Filtering Across data sources
• • Using context filters
• • Using LOD expressions with filters
• • Adding filters to dashboards

Lunch – 60 minutes

Adding Visual Details –

• • Working with Marks • Annotating Views
• • Formatting Titles, Captions, Tooltips and Legends
• • Formatting Fields and Field Labels
• • Formatting Numbers and Null Values
• • Resizing Tables and Cells

Using Parameters –

• • Understanding parameters
• • Adding parameters to a view
• • Using parameters to swap measures

Break – 15 minutes

Advanced Calculations –

• • Using Logical Functions
• • Aggregating Dimensions
• • Controlling Scope and Direction
• • Using Level of Detail Expressions (FIXED, INCLUDE, EXCLUDE)
• • Understanding discrete and continuous time
• • Using custom dates and hierarchies
• • Working with multiple measures in views

Adding Interactivity Using Actions –

• • Creating filter actions
• • Creating highlight actions
• • Creating parameter actions
• • Creating set actions
• • Running actions
• • Creating interactive dashboards using actions
• • Switching between dashboards using parameters

Day 3 – Refining Dashboards/Using Python and Tableau

Advanced Visuals –

• • Adding Trend Lines
• • Using Drop Lines
• • Adding Reference Lines, Bands, Distributions and Boxes
• • Creating a forecast
• • Creating combined axis charts
• • Creating Maps
• • Creating Bar-in-Bar charts
• • Creating Bullet Graphs
• • Creating Heat Maps

Break – 15 minutes

Using Python and Tableau –

Prerequisites

Working/user-level knowledge of:

• Data sets and Tableau
• an operating system such as Linux, Windows, or MacOS. Basic skill with at least one other programming language is desirable.