Tableau
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Overview
Students Prerequisites
Course Curriculum
Duration of the Course
Instructor Profile
Overview
Tableau is a powerful data visualization tool that transforms raw data into interactive, shareable dashboards. It integrates with various data sources and enables users to create insightful charts and graphs. Tableau’s intuitive interface allows for easy exploration and analysis of data trends. Operating with robust security features, Tableau helps organizations make data-driven decisions across diverse industries.
Students Prerequisites
- Basic familiarity with data analysis concepts and tools is beneficial.
- A fundamental understanding of spreadsheets and data organization will enhance learning.Basic understanding of computers and networking.
Course Curriculum
Module 1: Introduction to Tableau
Overview of Tableau
- What is Tableau and its components?
- Tableau Desktop vs Tableau Server vs Tableau Online.
- Understanding Tableau’s data visualization philosophy.
- Introduction to the Tableau interface: Data Pane, Shelves, and Cards.
Installing Tableau
- Installing Tableau Desktop on your system.
- Overview of Tableau Public, Tableau Online, and Tableau Server.
- Setting up a Tableau account for collaboration.
Getting Started with Tableau
- Introduction to the workspace and its elements: Data Pane, View Pane, Dashboard.
- Connecting to a data source: Excel, SQL Server, Google Analytics, CSV, etc.
- Importing data into Tableau and understanding the connection types (Live vs Extract).
- Creating your first worksheet in Tableau.
Module 2: Data Connections and Data Preparation
Connecting to Data Sources
- Connecting Tableau to various data sources: Relational databases, Cloud-based data sources, Flat files.
- Understanding Tableau’s data connectors and integration options (e.g., Salesforce, Google Sheets, JSON).
Data Joins and Blends
- Types of joins: Inner Join, Left Join, Right Join, and Full Outer Join.
- Data blending in Tableau: What it is and when to use it.
- Data union and appending datasets.
Data Preparation and Cleaning
- Cleaning data before analysis: Filtering, removing duplicates, handling null values.
- Creating calculated fields for cleaning and transformation.
- Splitting and merging fields.
- Using Tableau Prep for advanced data preparation tasks.
Working with Date and Time Data
- Formatting and managing time and date fields.
- Date calculations: YTD, MTD, QTD, custom date ranges.
- Time series analysis and handling fiscal calendars.
Module 3: Data Modeling in Tableau
Understanding Tableau’s Data Model
- Tableau’s view of data: Dimensions and Measures.
- Difference between continuous vs discrete data types.
- Understanding and creating relationships between tables (Primary vs Secondary).
- Working with multiple data sources and integrating them into a single analysis.
Creating Calculations
- Creating calculated fields and table calculations.
- Types of calculations: Basic, Aggregated, Logical, and String-based calculations.
- Using calculated fields in visualizations.
Data Hierarchies
- Creating hierarchies to drill down into data.
- Building custom hierarchies (e.g., Country > State > City).
- Benefits of hierarchies for navigating large datasets.
Module 4: Building Visualizations
Basic Visualizations
- Creating basic charts: Bar, Line, Scatter plots, Pie charts, and Histograms.
- Understanding which visualization is appropriate for your data.
- Building Tables and Heatmaps for detailed data display.
Advanced Visualizations
- Working with advanced visual types: Bullet charts, Tree maps, Waterfall charts, Funnel charts.
- Creating combination charts: Dual-axis and Blended charts.
- Building Geographic Maps and Geo-visualizations.
- Using the “Show Me” panel to choose the appropriate visual.
Interactive Dashboards
- Designing dashboards: Combining multiple worksheets into a single view.
- Adding interactivity: Filters, Actions, and Highlighting.
- Using containers and layout design for better aesthetics.
- Creating dynamic dashboards with real-time data.
Formatting Visuals
- Formatting text, axes, and labels.
- Customizing colors and size in visualizations.
- Using Tableau themes and custom formatting options.
Module 5: Advanced Analytics in Tableau
Trend Lines and Forecasting
- Adding trend lines to your visualizations for predictive analytics.
- Using Tableau’s built-in forecasting tool to project future data trends.
Reference Lines, Reference Bands, and Constant Lines
- Adding reference lines to highlight thresholds.
- Using bands to define ranges of values.
- Customizing reference lines and bands to fit your analysis.
Table Calculations
- Introduction to table calculations in Tableau.
- Creating calculations for percent of total, moving averages, and rankings.
- Using WINDOW functions for aggregating data across partitions.
Clustering and Grouping Data
- Using Tableau’s clustering algorithm to identify data patterns.
- Grouping dimensions to simplify and categorize data.
Predictive Analytics with Tableau
- Implementing regression analysis and statistical models in Tableau.
- Using Tableau’s integration with R and Python for advanced analytics.
Module 6: Dashboard Design and Sharing
Creating Effective Dashboards
- Best practices for designing effective, user-friendly dashboards.
- Using filters, actions, and dynamic parameters in dashboards.
- Building interactive dashboards with multiple views.
- Optimizing dashboards for performance and mobile view.
Sharing and Publishing Reports
- Publishing dashboards to Tableau Server or Tableau Online.
- Understanding Tableau Server’s security model: User roles, permissions.
- Creating Tableau Public profiles for sharing with a broader audience.
- Exporting dashboards to PDF, image, or Excel.
Tableau Server and Tableau Online
- Introduction to Tableau Server/Online.
- Managing and sharing workbooks and data sources on Tableau Server.
- Scheduling automatic data refreshes.
- Setting up user permissions and security on Tableau Server.
Module 7: Tableau Integration with Other Tools
Tableau and Excel Integration
- Importing Excel files into Tableau and exporting Tableau data to Excel.
- Using Tableau with Microsoft Power BI for enhanced business intelligence.
Using Tableau with SQL Databases
- Writing custom SQL queries to extract data from SQL databases.
- Optimizing SQL queries for better performance in Tableau.
Integrating Tableau with Cloud-based Solutions
- Connecting Tableau with cloud data services like Google BigQuery, AWS Redshift, and Azure SQL.
- Connecting Tableau to NoSQL databases (e.g., MongoDB, Cassandra).
Embedding Tableau Visuals in Websites or Applications
- Embedding Tableau workbooks and dashboards into a website or app using Tableau JavaScript API.
- Customizing embedded Tableau content for better integration.
Module 8: Tableau Performance Optimization
Optimizing Data Extracts
- Using extracts vs live connections for performance.
- Extract scheduling and management.
- Best practices for creating high-performing extracts.
Optimizing Visualizations
- Minimizing the complexity of visualizations.
- Improving dashboard load times and interactivity.
- Using Tableau’s Performance Recording feature to diagnose issues.
Reducing Query Load
- Best practices for reducing query load on the underlying data sources.
- Utilizing aggregations and data extracts to speed up performance.
Module 9: Security and User Permissions in Tableau
User Roles and Permissions
- Setting up roles and permissions in Tableau Server.
- Understanding Tableau’s security model: Viewer, Explorer, Creator.
- Configuring row-level security (RLS) to restrict access to specific data.
Data Source Security
- Implementing security for Tableau data sources.
- Managing access to sensitive data using Tableau’s security features.
Duration of the Course
40 Days (also available fast track course with short term duration)
- Flexible Schedules
- Live Online Training
Instructor Profile
- Training by highly experienced and certified professionals
- No slideshow (PPT) training, fully Hand-on training
- Interactive session with interview QA’s
- Real-time projects scenarios & Certification Help
- 24 X 7 Support