Course Code: 9855

Mastering Tableau

Class Dates:
10/10/2019
12/12/2019
Length:
2 Days
Cost:
$895.00
Class Time:
Technology:
Desktop, virtualization,business,database,server
Delivery:

Overview

  • Course Overview
  • In this 2 day class you will learn how to use business intelligence (BI) tools used to solve BI and analytics challenges. You will master Tableau's features and offerings in various paradigms of the BI domain.

    The popular Mastering Tableau series, with new features, examples, and updated code. The class covers essential Tableau concepts and its advanced functionalities. Using Tableau Hyper and Tableau Prep, you’ll be able to handle and prepare data easily. You’ll gear up to perform complex joins, spatial joins, union, and data blending tasks using practical examples. Following this, you’ll learn how to perform data densification to make displaying granular data easier. Next, you’ll explore expert-level examples to help you with advanced calculations, mapping, and visual design using various Tableau extensions.

  • Audience

Prerequisites

  • Recommended Courses:

Course Details

  • Getting Up to Speed - A Review of the Basics
  • Getting Up to Speed - A Review of the Basics
  • Creating worksheets and dashboards
  • Connecting Tableau to your data
  • Connecting to Tableau Server
  • Connecting to saved data sources
  • Measure names and Measure Values
  • Three essential Tableau concepts
  • Exporting data to other devices
  • All About Data - Getting Your Data Ready
  • All About Data - Getting Your Data Ready
  • Understanding Tableau's data handling engine, hyper
  • The Tableau data handling engine
  • Hyper takeaways
  • Data mining and knowledge discovery process models
  • CRISP-DM
  • Focus on data preparation
  • Surveying data
  • Cleaning the data
  • Tableau Prep
  • Tableau Prep
  • Connecting to data
  • The Tableau Prep GUI
  • Prepping data
  • Exporting data
  • All About Data - Joins, Blends, and Data Structures
  • All About Data - Joins, Blends, and Data Structures
  • Introduction to joins
  • Introduction to complex joins
  • Exercise: observing join culling
  • Introduction to join calculations
  • Introduction to spatial joins
  • Introduction to unions
  • Understanding data blending
  • Order of operations
  • No dimensions from a secondary source
  • Introduction to scaffolding
  • Introduction to data structures, Exercise: adjusting the data structure for different questions
  • All About Data - Data Densification, Cubes, and Big Data
  • All About Data - Data Densification, Cubes, and Big Data
  • Introduction to data densification
  • Domain completion
  • Deployment of domain completion
  • Usefulness of domain completion
  • Domain padding
  • Working with cubes
  • The deprecation of cubes
  • Tableau and big data
  • Addressing Excel's row limitation
  • Massively parallel processing
  • Building a visualization with Google BigQuery
  • Table Calculations
  • Table Calculations
  • A definition and two questions
  • Introduction to functions
  • Directional and non-directional table calculations
  • Application of functions
  • Level of Detail Calculations
  • Level of Detail Calculations
  • Building playgrounds
  • Playground I:FIXED and EXCLUDE
  • Playground II: INCLUDE
  • Practical application
  • Exercise: practical FIXED
  • Exercise: practical INCLUDE
  • Exercise: practical EXCLUDE
  • Beyond the Basic Chart Types
  • Beyond the Basic Chart Types
  • Improving popular visualizations
  • Custom background images
  • Tableau extensions
  • Mapping
  • Mapping
  • Extending Tableau's mapping capabilities without leaving Tableau
  • Extending Tableau mapping with other technology
  • Exercise: connecting to a WMS server
  • Exploring the TMS file
  • Exploring Mapbox
  • Accessing different maps with a dashboard
  • Creating custom polygons
  • Converting shape files for Tableau
  • Exercise: polygons for Texas
  • Heatmaps
  • Tableau for Presentations
  • Tableau for Presentations
  • Getting the best images out of Tableau
  • From Tableau to PowerPoint
  • Embedding Tableau in PowerPoint
  • Animating Tableau
  • Story points and dashboards for Presentations
  • Visualization Best Practices and Dashboard Design
  • Visualization Best Practices and Dashboard Design
  • Visualization design theory
  • Formatting rules
  • Color rules, Visualization type rules
  • Compromises
  • Keeping visualizations simple
  • Dashboard design
  • Dashboard layout
  • Sheet selection
  • Advanced Analytics
  • Advanced Analytics
  • Self-service Analytics
  • Use case - Self-service Analytics
  • Use case - Geo-spatial Analytics
  • Improving Performance
  • Improving Performance
  • Understanding the performance-recording dashboard
  • Exercise: exploring performance recording in Tableau desktop
  • Performance-recording dashboard events
  • Behind the scenes of the performance - recording dashboard
  • Hardware and on-the-fly techniques
  • Hardware considerations
  • On-the-fly-techniques
  • Single Data Source > Joining > Blending
  • Three ways Tableau connects to data
  • using referential integrity when joining
  • Advantages of blending, Efficiently working with data sources
  • Improving Performance.
  • Intelligent extracts
  • Understanding the Tableau data extract
  • Constructing an extract for optimal performance
  • Exercise: summary aggregates for improved performance
  • Optimizing extracts
  • Exercise: materialized calculations
  • Using filters wisely, Extract filter performance
  • Data source filter performance, Context filters
  • Dimension and measure filters, Table-calculations filters
  • Efficient calculations, Boolean/Numbers> Date>String
  • Additional performance considerations, Avoid overcrowding a dashboard
  • Fixing dashboard sizing, Setting expectations
  • Interacting with Tableau Server
  • Interacting with Tableau Server
  • Tableau file types, data source
  • Tableau packaged data source, workbook
  • Tableau packaged workbook, Other file types,
  • Tableau Server architecture, approaches to avoid
  • Table Server architecture approaches to adopt
  • Tableau Server revision history, web-authoring environment
  • Basic web-authoring instructions
  • Capabilities and limitations of web-authoring
  • Comparing Tableau Desktop and web-authoring, User filters
  • Performance-recording dashboard, Exercise: exploring Performance Recording on Tableau Server
  • More Tableau Server settings
  • Programming Tool Integration
  • Programming Tool Integration
  • The architecture, R installation and integration
  • Installation, Using R functions, Introduction to correlations
  • Introduction to regression analysis
  • Introduction to clustering, Introduction to quantiles
  • Troubleshooting in Tableau and R, Examples of troubleshooting in Tableau and R
  • R scripts and Tableau table calculations
  • Python Installation and integration
  • Using Python functions, Introduction to sentiment analysis
  • MATLAB Installation and integration