Tableau Data Discovery

Topics to be covered

1. Introduction

• Why Tableau? Why Visualization?
• Introduction to different Tableau components.
• Tableau data processing engine and how it internally works
• Installing Tableau Desktop

1. Connecting to Data

• Creating a Data Connection
• Understanding Live and Extract connection
• Dimensions and Measures
• Using Show Me!
• Tour of Shelves
• Building Basic Views
• Saving a Data Source, Sharing a Data Source on the server.
• Saving and sharing your work
• Understanding Changes to Data
• Other Data Connection Options in Tableau. 

1. Working with Single Data Sources

• Desktop Data Architecture
• Using Data Extracts
• Custom SQL Data Connection

1. Using Multiple Data Sources

• All About Joins
• Using Data Blending

1. Organizing your Data

• Using Groups
• Creating and Using Hierarchies
• Creating a Combined Field
• Using Sets

1. Using Multiple Measures on the Same Axis

• Comparing Views with Multiple Measures
• Using Measure Values and Measure Names
• Combo Charts
• Combined or Shared Axis Charts
• Creating Dual Axis Charts

1. Using Parameters for Dynamic Values

• Customizing your Data
• Calculation Types
• Creating Calculated Fields
• Using Logic Statements
• Type Conversions and Date Calculations
• Using Quick Table Calculations
• Calculations and Aggregations

1. Slicing your Data by Date

• Working with Dates
• Using Discrete Date Parts
• Creating Date Filters
• Defining a Fiscal Year
• Creating Custom Dates

1. Data Sources, Extracts, Schedules, and Subscriptions

• Creating, Publishing, and Connecting to a Data Source
• Data Engine and File Store
• Creating and Publishing Extracts
• Backgrounder
• Schedules
• Subscriptions

1. Data Security

• Controlling What Users Can See 
• User Filters

1. Viewing Distributions

• Bins and Histograms

1. Using Calculations in Tableau

• Creating and Editing Calculated Fields
• Calculations Performed on the Database
• Calculations and Aggregations
• Aggregating Dimensions in Calculations
• Record Level Calculations for Date Conversion

1. Advanced Table Calculations

• Table Calculation Scope and Direction
• Null Values in Table Calculations
• Table Calculations for Statistical Analysis

1. Creating and Using Parameters

• Using Parameters and Reference Lines
• Using Parameters with Filters

1. Comparing Measures Against a Goal

• Showing Total Progress Toward a Goal (Bar in Bar Graph)
• Showing Staged Progress Toward a Goal (Bullet Graph)
• Showing the Biggest and the Smallest Values

1. Tableau Geocoding

• How Tableau Performs Automatic Geocoding of Data
• Modifying Geocode Locations within Tableau
• Custom Geocoding

1. Advanced Mapping

• Dual Axis Maps
• Mapping Paths
• Using Background Images for Spatial Analysis

1. Showing Distributions of Data

• Creating a Pareto Chart
• Box and Whisker Plots
• Reference Distributions

1. Statistics and Forecasting

• Trend Lines
• Forecasting

1. Dashboards: Quick Filters, Actions, and Parameters

• Comparing Quick Filters, Actions, and Parameters
• Highlight Actions
• Filter Actions
• URL Actions

1. Dashboard Best Practices

• Sizing
• Using Instructions
• Dashboard Formatting

1. Overview of Additional Visualizations

• Gantt Bar Chart
• Sparkline
• Waterfall Charts
• Pie Charts and Parts of the Whole
• Creating Tree Map