Advanced Tableau Business Intelligence Training

Tableau is a software tool that can speed up data analysis through its rich visualization capabilities, and help uncover insights for better and smarter decision making. This class is for the business, technology, data and analytics professionals who use and analyze data and data-driven approaches to support business operations and strategic initiatives in their organizations.

This class provides easy-to-follow recipes to get the participants up and running with Tableau, and covers basic to advanced use cases and scenarios. The class starts with building basic charts in Tableau and moves on to building more complex charts by incorporating different Tableau features and interactivity components. There is an entire module dedicated to dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered.

By the end of this class, you’ll have gained confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau.

Prerequisites

For this class, you should have taken or had the experience from the topics presented in Tableau Basic and Intermediate. Specifically,  someone taking the Advanced Tableau Business Intelligence should be able to create basic charts, without using the “Show Me” wizard; knowledge of different data types; know the difference between Dimensions and Measures; know how to filter data.

What You Will Learn

• Become familiar with the Tableau interface
• Build basic to more advanced charts with step-by-step recipes
• Use filters, calculated fields, parameters, and actions to add interactivity to

Charts and Dashboards

• Prepare and transform data for analysis using Tableau’s built-in tools and
• Create effective and compelling dashboards and story points
• Leverage Tableau’s mapping capabilities to visualize location and shape data
• Integrate analytics and forecasting to enhance data analysis
• Get to know tips and tricks to work more quickly and effectively in Tableau
• Increase your confidence and competence in creating rich, interactive visualizations in Tableau

Course Outline

Part 1: Basic Charts

• Introduction
• Creating a bar chart
• Creating a stacked bar chart
• Creating a line chart
• Creating a scatter plot
• Creating a heat map
• Creating a text table (crosstab)
• Creating a highlight table
• Creating an area chart
• Creating a pie chart
• Creating a bubble chart
• Creating a word cloud
• Creating a tree map

Part 2: Advanced Charts

• Introduction
• Creating a histogram
• Creating a small multiple chart
• Creating a shared axis chart
• Creating a combo chart (dual axis chart)
• Creating a bullet chart
• Creating a bar in bar chart
• Creating a donut chart
• Creating a unit chart
• Creating a box and whisker chart
• Creating a sparkline with indicators
• Creating a KPI text table
• Creating a waterfall chart
• Creating a population pyramid

Part 3: Interactivity

• Introduction
• Creating a motion chart
• Creating a dynamic column/row trellis chart
• Creating a top/bottom N filter
• Comparing one to everything else
• Dynamically displaying dimensions
• Dynamically displaying and sorting measures
• Creating a custom date period filter

Part 4: Dashboards and Story Points

• Introduction
• Creating a filter action
• Creating a highlight action
• Creating a URL action
• Creating an Infographic-like dashboard
• Creating story points

Part 5: Maps And Geospatial Visualization

• Introduction
• Adding data layers to map
• Creating custom territories
• Working with Web Map Service (WMS)
• Using path to display movement in map
• Mapping custom polygons
• Importing custom geocoding
• Using a custom image background

Part 6: Analytics

• Introduction
• Adding a constant line
• Adding a trend line
• Using a reference line
• Adding a reference band
• Performing cluster analysis
• Visualizing forecast
• Performing linear regression with R

Part 7: Data Preparation

• Introduction
• Using the Data Interpreter and pivot
• Using the legacy Jet driver
• Using schema.ini to resolve data type issues
• Pivoting columns
• Using union
• Using join
• Using blend