Tableau Overview and products
- Introduction on tableau and its architecture.
- Tableau products and versions.
- Different Tableau File Types and their propose.
- Quick walkthrough on tableau visualizations.
Data Source and Integration in tableau
- Connecting to data sources
- Editing data connection
- Custom SQL
- Type of connections (LIVE and EXTRACT)
- Refresh Live and Extract connection use
- Convert Live to Extract or viscera
- Perform Cross database Joins between the data sources and options.
- JOINS (Inner and Outer) and UNION in tableau
- Data blending
- Know what are Facts and Dimensions
Tableau Work Sheet items and data types
- Dimensions and Measures
- Different Data types (show data types and its property in more details)
- Discrete and Continuous
- Show ME (on top of it the symbols are known as work space controls – Not visible in Public)
- Row & Column Shelf, Title / Caption (caption changes based on the changes on the report) / Summary.
- Header, label , Pane, cell and axis
- Marks, Pages, Filters & other options.
- Introduction to basic graphs
- Creating Extracts, Hierarchy, Folders.
Different usage of Axis and use case
- Individual Axis
- Blended Axis
- Dual Axis
- Use Case: 3 measures in one axis
- Measure names and measure values
Concepts
Sorting
- Quick Sort
- Sorting using measure
- Sorting using header and legends
- sorting using pill
- Dynamic Sorting
Filters
- Filtering Filters at different levels (Data Source and Work sheet level)
- Date filters
- General, Wildcard and Conditional
- Quick Filter
- Cascading Filters
- Context Filter
Reference
- Adding trend line and reference line (along with various options available for them).
Actions
- Filter (Hover / Select / Menu)
- Highlight (Hover / Select / Menu)
- URL (Hover / Select / Menu)
Calculations
- Date Functions (Dynamically select YEAR/MONTH/QUARTER Wise sales use parameter)
- String Functions
- Logical Statements
- RANKS, Index, First, Last..
- YOY in traditional way Vs Tableau and condition the indicators based on growth of current year
- Quick Table Calculations (Running Total , Difference , %Diff, Lookup, ZN..)
- LOD (FIXED, INCLUDE and EXCLUDE)