Tableau Advanced 2-Day Class

Transcription

1 Tableau Advanced 2-Day Class Curse Duratin: 2 Days Audience: This tw day curse is designed t prvide yu with the skills required t becme a Tableau pwer user. The curse is designed fr the prfessinal wh has slid wrking experience with Tableau and wants t take it t the next level. Yu shuld have a deep understanding f all the fundamental cncepts f building wrksheets and dashbards, but may scratch yur head when wrking with mre cmplex issues. Prerequisites: Tableau Fundamentals and/r equivalent Learning Objectives: At the end f this class, the student will be able t: Build advanced chart types and visualizatins Build cmplex calculatins t manipulate yur data Wrk with statistics and statistical techniques Wrk with parameters and input cntrls Implement advanced gegraphic mapping techniques and use custm images and ge cding t build spatial visualizatins f nn-gegraphic data Implement all ptins in wrking with data: Jining multiple tables, data blending, perfrmance cnsideratins and wrking with the Data Engine, sharing yur cnnectins as meta data, and understand when t implement which cnnectin methd. Build better dashbards using techniques fr guided analytics, interactive dashbard design and visual best practices Implement many efficiency tips and tricks Understand the basics f Tableau Server and ther ptins fr sharing yur results Curse includes: This curse will include extensive hands-n activities t re-enfrce the skills and knwledge attained. Curse Tpics: Intrductin and Getting Started Why Tableau? Why Visualizatin? The Tableau Prduct Line Level Setting Terminlgy Getting Started creating sme pwerful visualizatins quickly Review f sme Key Fundamental Cncepts

2 Filtering, Srting & Gruping Filtering, Srting and Gruping are fundamental cncepts when wrking with and analyzing data. We will briefly review these tpics as they apply t Tableau Advanced ptins fr filtering and hiding Understanding yur many ptins fr rdering and gruping yur data: Srt, Grups, Bins, Sets Understanding hw all f these ptins inter-relate Wrking with Data In the Fundamentals class, we accepted the data fr what it is! (with a basic verview f blending and jining data and wrking with the data engine). In the Advanced class, we will understand the difference between jining and blending data, and when we shuld d each. We will als cnsider the implicatins f wrking with large data sets, and cnsider ptins fr when and hw t wrk with extracts and the data engine. We will als investigate best practices in sharing data surces fr Tableau Server users. Data Types and Rles Dimensin versus Measures Data Types Discrete versus Cntinuus The meaning f pill clrs Database Jins Data Blending Wrking with the Data Engine / Extracts and scheduling extract updates Wrking with Custm SQL Adding t Cntext Switching t Direct Cnnectin Building meta data via shared Data Surce cnnectins Perfrmance cnsidering and wrking with big data OLAP cnsideratins (Overview) Wrking with Calculated Data and Statistics In the Fundamentals Class, we were intrduced t sme basic calculatins: basic string and arithmetic calculatins and ratis and quick table calculatins. In the Advanced class, we will extend thse cncepts t understand the intricacies f manipulating data within Tableau A Quick Review f Basic Calculatins Arithmetic Calculatins String Manipulatin Date Calculatins Quick Table Calculatins Custm Aggregatins Custm Calculated Fields Lgic and Cnditinal Calculatins Cnditinal Filters

3 Advanced Table Calculatins Understanding Scpe and Directin Calculate n Results f Table Calculatins Cmplex Calculatins Difference Frm Average Discrete Aggregatins Index t Ratis Understanding where Calculatins Occur Statistics Reference / Trend Lines Statistical Calculatins Summary Stats Chrt Analysis Wrking with Dates and Times Cntinuus versus Discrete Dates Dates and Times Reference Dates Advanced Mapping The Fundamentals class taught us the basics f Gegraphic Mapping. In the Advanced Class, we will learn the intricacies f wrking with the mapping functin within Tableau including wrking with custm gegraphies and ge-cding, wrking with an alternate WMS server and spatially visualizing nn-gegraphic data Fundamentals Review: Building basic maps Fixing gegraphies Gegraphic Fields Map Optins Built-in Demgraphics / Layering WMS wrking with a Web Map Service Imprting Custm Gegraphies Assigning Gegraphies t Nn-Gegraphic fields Distance Calculatins Spatially Visualizing nn-gegraphic Data using backgrund images and ge-cding Wrking with Parameters In the Fundamentals class, we were intrduced t parameters Hw t create a parameter and use it in a calculatin. In the Advanced class, we will g int mre details n hw we can use parameters t mdify ur title, create What-If analysis, etc Parameter Basics Data types f parameters Using parameters in calculated fields Inputting parameter values and parameter cntrl ptins Advanced Usage f Parameters Using parameters fr titles, field selectins, lgic statements, Tp X

4 Building Advanced Chart Types and Visualizatins / Tips & Tricks This tpic cvers hw t create sme f the chart types and visualizatins that may be less bvius in Tableau. It als cvers sme f the mre cmmn tips & tricks / techniques that we use t assist custmers in slving sme f their mre cmplex prblems. Bar in Bar Bx Plt Bullet Chart Custm Shapes Gantt Chart Heat Map Paret Chart Spark Line KPI Chart Best Practices in Frmatting and Visualizing Frmatting Tips Drag t Legend Edit Legend Fill 100% Black Line Highlighting Labeling Legends Wrking with Nulls Table Optins Anntatins and Display Optins Intrductin t Visualizatin Best Practices Building Better Dashbards In the Fundamentals curses, we learned hw we can cmbine several wrksheets in a dashbard and publish that t the web. In the Advanced curse, we will learn hw t build effective and interactive applicatins via dashbarding. Interactive Dashbards Quick Filters Dashbard Objects Filter Actins Highlighting and Actins Perfrmance Publish t Web Znes Guided Analytics Cascading Filters Highlighting Quick filter Optins

5 Select then See Visual Self-Ppulating Dashbards Shrtcuts URL Actins Overview Wrking with Tableau Server In Tableau Fundamentals, we saw that we culd use Tableau Server as a mechanism t share ur visualizatins and dashbards. Nw we will dig in a bit deeper. Publishing t Tableau Server Overview f publishing, scheduling & security ptins Tableau Server Usage Interacting with Published Visualizatins Wrap Up Activities Summary f what we have learned Advanced activities t pull tgether and slidify the cncepts Where t get Further Assistance The Help File / Prduct Manual Knwledge base Frums Whitepapers & Bks Further Training Offerings & Prfessinal Services Technical Supprt