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Comprehensive Tableau

TAB-104 (5 Days)
4.5 out of 5 (18 reviews)  

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Tableau Training Overview

Accelebrate’s Comprehensive Tableau training course teaches attendees the basic and advanced features of Tableau and how to use Tableau Desktop to quickly and comprehensively analyze and present data. Participants learn analytical techniques, best practices, and how to create dashboards that yield meaningful insights. Students then take their Tableau skills to the next level with advanced calculations, enhanced dashboard interactivity, and advanced analytics. 

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

Tableau Training Objectives

All students will:

  • Understand the main Tableau interface
  • Build visualizations
  • Build dashboards
  • Reshape and format data
  • Show trends or change over time
  • Use maps and spatial analysis
  • Learn best practices and analytical techniques using Tableau
  • Work with calculations and advanced interactivity
  • Using actions to create interactive dashboards
  • Display data & advanced analytics
  • Learn advanced formatting & dashboard best practices
  • Use Tableau server

Optional modules that may be added (course length would be affected) or swapped for other units in the course:

  • Using Custom SQL
  • Advanced Chart Types (usually focus on what’s most relevant to your needs)
  • Clustering
  • Storypoints
  • Performance Tuning
  • Some Performance Best Practices

Tableau Training Outline

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Introduction
The Data Analysis, Visual Analytics, and Tableau Revolution
Simple Data Connections and the Data Connection Interface
Understanding the Main Tableau Interface
Building Simple Visualizations
Saving Options
Understanding Utilizing “Show Me”
Dimensions vs. Measures and How They Affect a Viz
Continuous vs. Discrete Variables
Basic Dates
Basic Aggregations
  • Hierarchies
  • Sorting
  • Groups
Formatting
  • Color
  • Size
  • Labels
  • Detail
  • Formatting Individual Elements vs. the Entire Worksheet or Workbook
Building Your First Dashboard
Labeling, Annotations, Tooltips, and Data Highlighting
Quick Filters
Publishing and Sharing
Connecting to Different Databases and Data Formats
Live vs. Extract Connections – The Basics
Reshaping and Formatting Data for Tableau
Managing Multiple Data Connections in a Single Workbook
Cross Database Joins and Data Blending
Cross Database Filters
Understanding the Navigation Menu
Showing Trends and Change Over Time
  • Trends and Trend Lines
  • Rate of Change and Moving Average
Part to Whole and Ranking Analysis
  • The Standard Bar Chart
  • The Stacked Bar Chart
  • The Side by Side Bar Chart
  • Pie Charts
  • Using Index and Ranking Calculations
  • Fixing Broken Sorts
Creating Dual Axis and Combo Charts
Building Data Tables
Totals and Subtotals
Using Maps and Spatial Analysis
Showing Relationships Between Numbers
  • Scatter Plots
  • Trend Lines and Statistical Features
  • Basic Reference Lines
Distributions
  • Heatmaps and Highlight Tables
  • Breaking Data into Numerical Ranges or Buckets
  • Histograms
Motion Charts
Calculated Fields Overview
Aggregate Calculations and Ratios
Logical Calculations
  • If/Then
  • IIF
  • Case Statements
  • IfNull
  • IsNull
  • ZN
Date Calculations
  • Date
  • DateAdd
  • DateDiff
  • DateParse
  • Today()
  • Now()
  • MakeDate and MakeDateTime
Parameters
  • Pre-defined lists for faster filtering
  • Top N Filters
  • Reference Line Parameter
  • Swapping Dimensions or Measures in a View
  • Performing a What If Analysis
Using Actions to Create Interactive Dashboards
  • Filter Actions
  • Highlight Actions
  • URL Actions
Combining Parameters and Actions: Pop Up Charts
Q&A and Publishing
Calculated Fields
Aggregate Calculations & Ratios
Logical Calculations
  • If/Then
  • IIF
  • Case/When
  • IfNull
  • IsNull
  • ZN
Date Calculations
  • Date
  • DateAdd
  • DateDiff
  • DateParse
  • Today()
  • Now()
  • MakeDate & MakeDateTime
Parameters
  • Pre-defined Lists for Faster Filtering
  • Top N Filter
  • Reference Line Parameter
  • Swapping Dimensions or Measures in a View
  • What If Analysis
Using Actions to Create Interactive Dashboards
  • Filter Actions
  • Highlight Actions
  • URL Actions
  • Combining Parameters and Actions: On Demand Charts
Advanced Formatting & Dashboard Best Practices
  • Layout Containers
  • Floating Elements
  • When to Use Which
  • Effective Dashboard Layouts
  • Layout Best Practices
    • Titles and Labeling
    • Color Choices
    • Do
    • Don’t
  • Guided Analytics
  • Advanced Tooltips
Custom Shapes & Custom Color Palettes
Advanced Segmentation
  • Dynamic Sets
  • Top N Sets
  • Conditional Sets
  • Combined Sets
Advanced Analytics
  • Reference Bands and Reference Distributions Explained
    • Reference bands
    • Reference Distributions
    • 60, 80% of Total, Percentiles
    • Quantiles
    • Standard Deviation
  • Box Plots
    • How to Interpret Box Plots
    • Building a Box Plot
  • Forecasting
    • When are Forecasts Useful?
    • How to Build a Forecast in Tableau
Advanced Extracts
Using Tableau Server
  • To Publish a Workbook to Tableau Server
  • A New Perspective on Using Server
Optional modules that may be added (course length would be affected) or swapped for other units in the course:
  • Using Custom SQL
  • Advanced Chart Types (usually focus on what’s most relevant to your needs)
    • Bar in Bar Chart
    • Bulletgraphs
    • Sparklines
    • Slope Charts
    • Pie Charts on Maps
    • Control Charts
    • Pareto Charts
    • Gantt Charts and Dual Axis Gantt Charts
  • Clustering
    • What is it?
    • But, wait. Can’t we already create segments? Why do we need clustering?
    • How do we create clusters?
    • How do I understand each of my clusters beyond just eyeballing it?
    • How do I explain this to other people?
    • How do I reuse these clusters again, or in other analyses?
    • What are some common use cases where I could use clustering?
  • Storypoints
  • Performance Tuning
  • Some Performance Best Practices
Request Pricing

Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

TAB-104

Duration:

5 Days

Prerequisites:

All participants must have a strong understanding of relational database concepts, including tables and joins.

Training Materials:

All attendees receive comprehensive courseware.

Software Requirements:

  • Tableau Desktop
  • Microsoft Excel 2010 or later (2013 or later recommended)
  • Internet access
  • Related data and lab files that Accelebrate would provide

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us Train For Us

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

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