Tableau Introduction

• Tableau Architecture
• Tableau introduction and overview
• Workbook, Stories, Dashboards and Worksheets
• Data Sources and Data Connection Types

Graphs / Maps / Charts

• Define bar charts and line charts.
• Define individual axis, blended axis and dual axis.
• Define filled maps and symbol maps.
• Define heat maps and tree maps.
• Define pie charts.
• Define Gantt charts.

Filters and Sort

• Define filters – Filter on Measures and Dimension.
• Global filters
• Context filters
• Define filtering at source.
• Explain sort.

Sets and Groups

• Define Groups
• Define Sets
• Join Data using Sets

Calculated Fields

• Introduction to Calculated Fields
• Define Table Calculations
• Define Date Calculations
• Define String Calculations
• Define Logical Functions
• Define Aggregation and De-aggregation

Data Presentation and Analysis

• Define Forecasting, Trend Lines, Reference Lines
• Define Drop lines, Annotation
• Define Summary card

Data Blending and Data Refresh

• Define Data blending
• Define Data Refresh
• Explain joins
• Performance aspects of Data Refresh

Actions

• Explain Actions
• Actions using – Filter, Highlight and URL

Dashboards

• Explain dashboards
• How to create a dashboard
• Explain Dashboard formatting
• Actions in Dash Boards
• How to perform navigation in dashboards.

Parameters and Custom Fields

• Introduction to Parameters
• Define Calculated fields with Parameters
• Interactive features using Parameter driven fields
• Explain Advance concepts like LOD’s
• Explain Advanced Date functions Like YTD, MTD, QTD

Report Migration Process

• Introduction to Environments
• Report Migration Checklist
• Source Data and Data Refresh Needs

Tableau Server Edition

• Tableau Server installation on Windows and Linux
• Tableau Server – Publishing and Sharing (Concepts)
• Scheduling
• Security, Authentication and Access
• Roles and Responsibilities
• Performance

Live Projects and Case Studies

Live Project 1: Insurance Domain

• Overview of Insurance Business
• Insurance and Information Technology
• Insurance dependency on Business Intelligence and Data Warehouse
• Tableau as BI reporting tool in Insurance Domain

Live Project 2: Banking Domain

• Overview of Banking Business
• Banking and Information Technology
• Banking dependency on Business Intelligence and Data Warehouse
• Tableau as BI reporting tool in Banking Domain

Live Project 3: Retail Domain

• Overview of Retail Business
• Retail Industry and Information Technology
• Retail Industry dependency on Business Intelligence and Data Warehouse
• Tableau as BI reporting tool in Retail Domain