Introduction to Tableau Training

Details:

Time: 9:00am to 12:00pm

Location: Rm. 103 – 256 McCaul St.

Topics include:

  • Navigating the Tableau Desktop
  • Connecting to Data
  • Creating visualizations
  • Creating quick table calculations, calculated fields, parameters, and using filters
  • Building dashboards
  • Sharing visualizations

Tableau Master


This 1-day advanced course is designed for experienced users who have a thorough understanding of Tableau and want to enhance their basic skills. Ideally attendees should have three full months (or equivalent) of Tableau usage.

Upon completion of this course you will be able to build layered, highly-targeted filters, perform affiliate analysis, and have a thorough understanding of advanced table calculations and techniques for understanding and debugging them when they break.

Prerequisites: Tableau Essentials and/or equivalent.

Mode of instruction: this course is delivered in-person and includes advanced hands-on exercises to reinforce the concepts and skills. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

Course materials: a training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students as take-aways. Additional resources such as tips & hints and special requests are also included.

Course Topics

Filtering, Sorting, Grouping

  • Advanced options for filtering and hiding
  • Types of filters and how and when each executes in sequence
  • Data security considerations of specific filters
  • Options for ordering and grouping your data: sort, groups, bins, sets
  • Types of sets and use cases for each

Working with Data

  • Working with “big data” and performance implications
  • Working with the data engine/extracts and scheduling extract updates
  • Working with custom SQL
  • Adding to context
  • Switching to direct connection
  • Building meta data via shared data source connections

Calculated Data & Statistics

  • Brief review of basic calculations
  • Advanced table calculations
    • Understanding partitioning and addressing
    • Differences between visual layout of data and results of table calculations
    • Calculate on results of table calculations
    • Complex calculations
    • Difference from average
    • Secondary table calculations
    • Understanding where calculations occur
  • Statistics
    • Reference/trend lines
    • Statistical calculations
    • Summary stats
    • Cohort analysis
    • Moving averages
    • Working with dates and times

Building Advanced Chart Types and Visualizations

  • Pareto Chart
  • Spark Line
  • Horizon Chart
  • Tips & Tricks used for complex “real world” data visualization challenges

Best Practices in Formatting and Visualizing

  • Formatting – highlighting, labeling, legends
  • Visualization best practices
  • Guided analytics
    • Cascading filters
    • Highlighting
    • Quick filter options
    • Url actions

Working with Tableau Server

  • Tableau Server – publishing, scheduling, and security options
  • Tableau Server usage – interacting with published visualization

To register for this training, contact Kelly Raposo.

Tableau Fundamentals


This 2-day course introduces you to the basic features and functions of Tableau. It’s ideal for new to moderately experienced Tableau users. You’ll gain fundamental skills to visualize your data, use a wide variety of visual types, connect to data, create basic calculations, build interactive dashboards, share visualizations, and more!

Prerequisites: no prerequisite experience is needed, and no technical or analytical background is required.

Mode of instruction: this course is delivered in-person and includes extensive hands-on activities to reinforce concepts and skills covered. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

Course materials: a training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students as take-aways. Additional resources such as step by step instructions to create dashboards, and tips & hints are also included.

Course Topics

Connecting to Data

  • Options for connecting to data
  • Data types and data roles
  • Database joins
  • Data blending
  • Optimal performance considerations
  • Reusing and sharing data connections
  • Working with multiple connections in a workbook

Analytic Techniques and Creating Views

  • Representing data using a variety of visual types:
    • Geographic maps, paged charts, animated charts
    • Heat maps, scatter plots, bar charts, multiple charts
  • Sorting, grouping
  • Filtering and quick filters
  • Crosstabs/pivot tables, text tables
  • Aggregation and disaggregation
  • Statistics and trendlines

Calculated Fields

  • Working with string functions, basic arithmetic calculations, date math
  • Working with totals, custom aggregations, logic statements

Formatting

  • Formatting options
  • Labels and annotations, titles and captions
  • Introduction to Visual Best Practices

Working with Parameters

  • Making your visualizations more interactive and dynamic with Tableau Parameters
  • Data types, using parameters in calculated fields, inputting parameter values and control options
  • Using parameters for titles, field selections, logic statements, TopX

Building Interactive Dashboards

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive
  • Using best practices to create powerful visualizations

Sharing Workbooks

  • Packaged workbooks
  • Publishing to Tableau Server and sharing over the web
  • Other publishing options

To register for this training, please contact Kelly Raposo.

Tableau Fundamentals


This 2-day course introduces you to the basic features and functions of Tableau. It’s ideal for new to moderately experienced Tableau users. You’ll gain fundamental skills to visualize your data, use a wide variety of visual types, connect to data, create basic calculations, build interactive dashboards, share visualizations, and more!

Prerequisites: no prerequisite experience is needed, and no technical or analytical background is required.

Mode of instruction: this course is delivered in-person and includes extensive hands-on activities to reinforce concepts and skills covered. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

Course materials: a training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students as take-aways. Additional resources such as step by step instructions to create dashboards, and tips & hints are also included.

Course Topics

Connecting to Data

  • Options for connecting to data
  • Data types and data roles
  • Database joins
  • Data blending
  • Optimal performance considerations
  • Reusing and sharing data connections
  • Working with multiple connections in a workbook

Analytic Techniques and Creating Views

  • Representing data using a variety of visual types:
    • Geographic maps, paged charts, animated charts
    • Heat maps, scatter plots, bar charts, multiple charts
  • Sorting, grouping
  • Filtering and quick filters
  • Crosstabs/pivot tables, text tables
  • Aggregation and disaggregation
  • Statistics and trendlines

Calculated Fields

  • Working with string functions, basic arithmetic calculations, date math
  • Working with totals, custom aggregations, logic statements

Formatting

  • Formatting options
  • Labels and annotations, titles and captions
  • Introduction to Visual Best Practices

Working with Parameters

  • Making your visualizations more interactive and dynamic with Tableau Parameters
  • Data types, using parameters in calculated fields, inputting parameter values and control options
  • Using parameters for titles, field selections, logic statements, TopX

Building Interactive Dashboards

  • Combining multiple visualizations into a dashboard
  • Making your worksheet interactive
  • Using best practices to create powerful visualizations

Sharing Workbooks

  • Packaged workbooks
  • Publishing to Tableau Server and sharing over the web
  • Other publishing options

To register for this training, please contact Kelly Raposo.

Tableau Site Admin Training


This course provides in-depth coverage of Tableau Server administration. The knowledge and skills acquired
are best geared toward those who will be administering a Tableau Server installation, including managing
content, users, and permissions.

Prerequisites
There are no knowledge prerequisites.

At the end of this course, you will have explored the areas below and more:

  • User interactions with Tableau Server
  • Tableau Site components
  • Installation requirements
  • Content administration
  • Troubleshooting and maintenance
  • Site Admin Best practices
  • Authorization and permissions
  • Users, groups, and sites
  • Data sources and extracts
  • Schedules, tasks, and subscriptions
  • Monitoring performance

To register for this training session, please contact Kelly Raposo.