Arani Consulting

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Introduction and Overview

• Why Tableau? Why Visualization?
• Level Setting – Terminology
• Getting Started – creating some powerful visualizations quickly
• The Tableau Product Line
• Things you should know about Tableau

Getting Started

• Connecting to Data and introduction to data source concept
• Working with data files versus database server
• Understanding the Tableau workspace
• Dimensions and Measures
• Using Show Me!
• Tour of Shelves (How shelves and marks work)
• Building Basic Views
• Help Menu and Samples
• Saving and sharing your work

Analysis

Creating Views
• Marks
• Size and Transparency
• Highlighting
• Working with Dates
• Date aggregations and date parts
• Discrete versus Continuous
• Dual Axis / Multiple Measures
• Combo Charts with different mark types
• Geographic Map Page Trails
• Heat Map
• Density Chart
• Scatter Plots
• Pie Charts and Bar Charts
• Small Multiples
• Working with aggregate versus disaggregate data
• Analyzing
• Sorting & Grouping
• Aliases
• Filtering and Quick Filters
• Cross-Tabs (Pivot Tables)
• Totals and Subtotals Drilling and Drill Through
• Aggregation and Disaggregation
• Percent of Total
• Working with Statistics and Trend lines

Getting Started with Calculated Fields

• Working with String Functions
• Basic Arithmetic Calculations
• Date Math
• Working with Totals
• Custom Aggregations
• Logic Statements

Formatting

• Options in Formatting your Visualization
• Working with Labels and Annotations
• Effective Use of Titles and Captions
• Introduction to Visual Best Practices

Building Interactive Dashboard

• Combining multiple visualizations into a dashboard
• Making your worksheet interactive by using actions and filters
• An Introduction to Best Practices in Visualization

Sharing Workbooks

• Publish to Reader
• Packaged Workbooks
• Publish to Office
• Publish to PDF
• Publish to Tableau Server and Sharing over the Web

Putting it all together

• Scenario-based Review Exercises
• Best Practices

Tableau Server

  • INSTALLING AND CONFIGURING TABLEAU SERVER
    • Single Server installation
    • Single Server configuration
  • TABLEAU SERVER ADMINISTRATION
    • Content administration
    • User and group administration
    • Data Server administration
    • Site administration
  • SECURITY AND PERMISSIONS IN TABLEAU SERVER
    • License level
    • User rights
    • Roles
    • Permissions precedence
  • WORKING WITH DATA
    • Task scheduling and extracts
    • Embedding URLs
  • COMMAND LINE TOOLS
  • BASIC ADMINISTRATION & CONFIGURATION
    • tabcmd
    • tabadmin
  • ADDITIONAL MATERIALS
    • Tableau file type and extensions
    • Component functions
    • Sharing work
    • Publishing to Tableau Server
    • Publishing to Tableau Public
    • Tableau Public Premium
    • Tableau Packaged Workbooks
    • Tableau Reader
    • Save to Office and share image file
    • Save to PDF
    • Export data only
  • ARCHITECTURE AND COMPONENT FUNCTIONS
    • Gateway Server
    • Repository Service
    • Application Server
    • VizQL Server
    • Fast Data Engine
    • Backgrounder Service
    • Data Server
  • PROCESS FLOWS
    • Create a visualization in Tableau Desktop
    • Publish a visualization to Tableau Server
    • View a visualization in Tableau Server
    • Schedule an extract refresh
    • Publish an extract or data source
    • Add a user in Tableau Server
  • SINGLE SERVER INSTALLATION
    • Minimum requirements
    • Resolutions for common installation issues
    • Performing the installation
    • Managing product keys
    • Initial configuration
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