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Edgematics tableau training_catalogue2016_v1

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EDGEMATICS - Tableau Training
WE ARE NOT JUST OFFERING THE CHANGE - WE ARE TEACHING THE CHANGE .

Edgematics education services help develop greater employee productivity at every user level of your organization. All courses are delivered by Edgematics' experienced consultant trainers who blend professional training skills with knowledge gained through delivery in the workplace.

Learn from our Tableau training experts and choose the content and timings that suits your Organization's needs.

Download Tableau Training Catalogue from below link.
http://www.edgematics.com/training

Published in: Data & Analytics
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Edgematics tableau training_catalogue2016_v1

  1. 1. Training Catalogue H1 2016 T AB L E AU Statement of Confidentiality This material contained in this document and any material or information disclosed during of discussions of the proposed trainings and services represents the proprietary, confidential information pertaining to our services, methodologies and methods. Other products name and brand may be trademarks or registered trademarks of their respective owners. EES/MAFF/221115
  2. 2. “Thanks for the excellent facilitation of the Tableau workshop by Edgematics. Your passion, enthusiasm and of course, mastery over the platform were all too evident. Well done and thanks on behalf of all of us here who benefited from your insights and demonstrations." “The Tableau training that Edgematics provided to us was invaluable. It opened up a world of options that we didn’t know existed. Tableau has become a game-changing tool for our office and has helped us meet the demands of our stakeholders more efficiently." “The course is excellent. It empowered me to visualize easily my data." “The trainer was knowledgeable, the training objectives for each topic were identified and followed. Thanks a lot!”
  3. 3. 1 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Table of Contents S. No. Description Page No. 1 Introduction 2 2 About Us 3 3 Edgematics & Tableau 4 4 Our Education Services 5 6 Tableau Training Offerings 6 7 Our Trainers 7 8 Tableau On-site trainings FAQ 8 9 Tableau Desktop Fundamentals Course 9 10 Tableau Desktop Advanced Course 11 11 Tableau Server Architecture Course 13 12 Tableau Server Administrator Course 15 13 Tableau Visual Analytics Course 17 14 Dashboards – Design to Inform Course 19 15 Tableau Drive Methodology Course 21 16 Training Registration Form 23 17 Terms & Conditions 24
  4. 4. 2 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Introduction Dear Customer, First of all, thank you very much for your interest in Edgematics’ Education Services. Edgematics’ expertise in business intelligence helps you harness the power of Tableau to deliver rapid-fire data and visualizations to your peers or customers. Our training and mentoring services are based on your business and data needs and aimed at improving user performance and skills. Our expert trainers guide you through intensive courses that help you get the most out of Tableau's software. Our expertly designed coursework, tools, and programs create a learning environment which gives your organization the knowledge and skills needed to adopt Tableau solutions. By partnering with Edgematics Education, you can rapidly develop and deploy meaningful apps which put the power of visual analytics in the hands of your business users. While we have endeavored to provide the required information in detail, we look forward to discussing your training requirement. Sincerely Alexandra Bogusevici Education Services Edgematics Technologies Mobile: +97156 480 2426 Email: alexandrab@edgematics.com
  5. 5. 3 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com About Us WHO WE ARE Edgematics is a Data management specialist and system integrator operating in the Middle East and Africa region. It has full-fledged offices in UAE, Qatar and Saudi Arabia and Information Management Competency Centers (IMCC) based in India. Its success and reputation has been built upon the ability to manage and own projects from start to finish, ensuring all aspects of the project are completed and delivered according to customer requirements. Working with Edgematics our customers can benefit from our experience, capability and commitment to helping them make better business decisions, delivering immediacy, clarity and insight through specific and actionable information. Our deep domain experience and our coverage of the various industries like Banking, Financial Services, Insurance, Transportation, Telecommunications, Retail & Distribution, Government & Healthcare helps you formulate the enterprise wide BI strategy keeping firm focus on your business outcomes. Our dedicated and comprehensive professional services and support teams work tirelessly with our customers to quickly and effectively define and realize clear business benefits from their investment and faith in Intelligent Solutions. More details on Edgematics at www.edgematics.com. “We empower organizations to Maximize Return on Data to drive their top Business Imperatives”
  6. 6. 4 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Edgematics & Tableau Edgematics is an Authorized Tableau Value added Reseller in the Middle East and North Africa region. Edgematics has partnered with Tableau Software, the global leader in business intelligence software, to present real- time data analysis through interactive visualizations. As a Tableau partner, Edgematics empowers businesses to unlock their data as they leverage the very best analytics and data visualization tools available. Edgematics’ certified team of Tableau experts will help you make the most of your Tableau deployment. Whether through dashboard and visualization development or Tableau Server configuration we speed up the implementation and development process to unlock the power of your data and deliver breakthrough results. Tableau clients range from Fortune 100 companies to emerging industry leaders across a variety of industries. Edgematics Advantage Edgematics provides Business Intelligence (BI) services that can be effectively used to mitigate risk, measure corporate performance and develop predictive business models. Our value is our ability to integrate BI analytics with existing applications and processes, address ease-of-use and compatibility issues. We are a trusted advisor, strategic business partner, and expert BI implementer. Edgematics has strategic partnerships with the world’s leading data management, business intelligence and Analytics technology vendors and is uniquely placed to independently advise our customers in choosing and integrating the right technology solution for their specific needs, industry, systems and business objectives. Edgematics’ expertise in business intelligence helps you harness the power of Tableau to deliver rapid-fire data and visualizations to your peers or customers. Our training and mentoring services are based on your business and data needs and aimed at improving user performance and skills. Our expert trainers guide you through intensive courses that help you get the most out of Tableau's software. “Training is an investment, not an expense – If you think education is expensive, try ignorance!”
  7. 7. 5 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Our Education Services Edgematics education services help develop greater employee productivity at every user level of your organization to increase efficiency and accelerate your return on investment. Edgematics offer different types of training services to address the specific needs of customers. Edgematics’ aim is to deliver high quality training services to enable our customers to translate course theory into practical business benefits in the workplace as quickly and effectively as possible. Edgematics' Training Services provide:  Consultancy-led training  Experienced consultant trainers  Data Management expertise  Extensive course portfolio  Flexible delivery options At Edgematics we pride ourselves on the high quality of delivery, to maximize the value of your training investment, which we guarantee through our “Consultancy Led Training” model. Consultancy-led Trainings All courses are delivered by Edgematics’ experienced consultant trainers who blend professional training skills with knowledge gained through delivery in the workplace. Experienced Consultant Trainers Edgematics' quality training supports and reflects Edgematics’ overall Data- Management philosophy that integrates several technologies into one model. We facilitate in the delivery of the right information, of the right quality, to the right people at the right time & place – for all our customers. Data Management Expertise Edgematics offer an increasingly wide range of courses to meet the information needs of your business. Edgematics deliver public schedule courses at our offices, private customer courses on-site or at convenient locations around the region, as well as other training services across a wide portfolio. Extensive Course Portfolio In recent years, an industry-wide trend is emerging towards training solutions that are more focused on the training needs of individual companies and departments, rather than relying on off-the-shelf generic public courses. To address this increasing demand, Edgematics has developed a variety of different Training delivery mechanisms and a methodology for developing cost- effective customized and tailored training solutions. This flexibility of delivery allows us to work with you to define the most valuable training programme to suit your specific needs. Flexible Delivery Options
  8. 8. 6 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Training offerings Tableau Fundamentals (2 Days) A two day course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data – regardless of technical or analytical background. This course teaches the important concepts and techniques used in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards. Tableau Advanced (2 Days) A two day course that provides the skills required to become a Tableau power user. The course is designed for the professional who has solid working experience with Tableau and wants to take it to the next level. Attendees should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch their heads when working with more complex issues. Tableau Desktop – Combo (3 Days) A three day course consolidates Fundamentals and Advanced courses. Offered onsite, this course is best for companies with people ready to challenge themselves to become data rockstars quickly. Tableau Visual Analytics (2 Days) This two day course is for users who are already well- versed in the functionality of Tableau Desktop, but want to improve their analysis skills and deepen their understanding of visual best practices. Through demonstrations and real-world activities, you will become a better analyst, designer, and communicator. Tableau Server Administrator (2 Days) A course perfect for users who will be implementing, architecting, or administering Tableau Server. This training will include instructions on general Tableau Server usage, administration, automation, embedding content into third-party applications, security topics, and data/row-level security. Tableau Server Architecture (3 Days) The Tableau Server Architecture course is designed for those deploying enterprise installations of Tableau Server. The course provides in-depth coverage of all aspects of the product. The knowledge and skills acquired are best geared towards someone architecting and administering a large deployment or a consultant who will be involved in many deployments. Tableau Custom Data Workshop (1 Day) A one day course that allows students the opportunity to work from their own data, our Custom Data Workshop can be added to any other courses. This allows attendees to first learn the product using standard training samples and then to apply the concepts to their own data. This offering is only delivered in combination with other courses. Dashboard Design to Inform (2 Days) A two day course that teaches you on how to implement best dashboard design practices and data visualization theory into your own designs and become a beacon of change in your organization. Dashboard design is an intricate play between demands, form, data and limited screen real estate. Every choice you make has consequences. The mastery of weighing all choices and create a design your users love to use for their tasks is what dashboard design is about. In this training you will obtain the knowledge to do just that. Tableau Drive - Deploy visual analytics companywide (1 Day) In this course you will be introduced to Drive. A proven enterprise deployment methodology for self-service analytics. Companies like Cisco and Facebook used this method to successfully implement visual analytics throughout their company. They now have employees who are identifying problems and fixing them for themselves in hours instead of days and building reports in weeks instead of months. Welcome to the road forward. Learn from our Tableau training experts and choose the content and timing that suits your organization’s needs, without having to deal with travel or time away. Edgematics offers several Onsite Training courses, outlined below.
  9. 9. 7 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Our Trainers Edgematics has a highly skilled and knowledgeable team of Consultants certified by Tableau. Our consultants received their knowledge from the very people who created Tableau. They are passionate about Tableau and we guarantee that you’re learning Tableau from the best. Tausif has a diverse career that has always been focused on data insights and how they improve performance. He has extensive experience in Tableau consulting and have trained several hundred business and IT users on all Tableau products and Visualization best practices. Tausif possesses end-to-end experience in designing and deploying Tableau across the enterprise. He is a certified Tableau Desktop and Server consultant and has strong experience in several BI and DW technologies. TAUSIF SAYYED Nasir is a seasoned Trainer and Consultant who is technically inclined and highly empowered with significant experience acquired over the last 18 years in diverse areas encompassing Business Intelligence and Data Warehousing, Application development & support and Big Data Processing. Nasir's core strengths lie in using best “Data Integration and Processing” practices with proven ability in the design, analysis and implementation management of BI/DW applications and Big Data projects. NASIR AHMED Joshua is a specialist and an expert Trainer in the field of Data Visualization. He has conducted hundreds of data visualization training for institutions in Dubai and Netherlands. He has a keen eye for quality and contributing to the promotion of the power of visualization worldwide. Joshua has extensive experience in developing Smart Visuals using Tableau and Excel and is a founder of ‘Data Visualization Dubai’ meetup group and also blogs about data visualizations at www.datavissen.nl. JOSHUA DE HASETH “Develop the knowledge and skills your team needs to profit from today’s technology-driven business economy."
  10. 10. 8 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau On-site trainings FAQ Can I customize onsite training? The Edgematics training department has put considerable effort into determining the most effective way to learn our product. The training materials and exercises walk you through activities that will help you learn and understand the important concepts within Tableau. As a result, we find it is best not to veer too far off the path of our training best practices. That said, we are open to modifying the emphasis of the course or substituting certain topics based on your needs. How many students can I have in a class? Classes are very interactive, with a lot of hands-on activities and a forum to ask questions. We find that 6-8 is an ideal number of students in a class in order to ensure each student gets focused time with the instructor. We allow a maximum of 10 students per class. Can the training be modified to be based on our data? This is a common request and seems obvious at the surface. However, we believe that your students will better learn the concepts of Tableau if they are first abstracted from your data and based on sample data and activities that are built to ensure that the important concepts of Tableau are well understood. Working from customer data tends to sideline teaching into data issues. For those that want the opportunity to work from their own data, we offer our Custom Data Workshop. This one-day offering can be added to any of your other onsite packages to allow students to learn the product using standard training samples and then to apply the concepts to their own data in a following workshop. This is a training add-on, and is not delivered on its own. What are the requirements for hosting an onsite training class? To host a Tableau training onsite you will need a classroom with a projector and white boards, one PC per student with Tableau installed, and internet access available on each machine. The expectation is that the classroom and PC will be set up prior to the arrival of the instructor. Upon booking onsite training, we will provide you a detailed setup checklist. What materials are provided? Edgematics will provide all of the materials required for the training class, including one training manual and USB drive per student. The training manual provides a handy take away reference for the student. The USB drive includes copies of all of the completed activities, plus many sample workbooks and documents that the student can reference after the class. A participation certificate will be provided to all the students.
  11. 11. 9 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Tableau Desktop Fundamentals Course Description At the end of the course, you will be able to: A two day course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data – regardless of technical or analytical background. This course teaches the important concepts and techniques used in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards.  Connect to your data.  Edit and save a data source.  Understand Tableau terminology.  Use the Tableau interface / paradigm to effectively create powerful visualizations.  Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.  Represent your data using the following visualization types: o Cross Tabs o Geographic Maps o Heat Maps o Distribution Charts o Tree Maps o Pie Charts and Bar Charts o Dual Axis and Combo Charts with different mark types o Box Plots o Highlight Tables o Scatter Plots  Use Reference Lines to highlight elements of your data.  Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations.  Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.  Handle changes in your data source such as field addition, deletion or name changes.  Share your visualizations with others.  Combine your visualizations into Interactive Audience This course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data – regardless of technical or analytical background. This course is designed to help you understand and use the important concepts and techniques in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards. Duration Two days of live classroom Pre-requisites None Course Includes This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained. It also includes a digital student resources folder containing Tableau workbooks and data sources to support the hands-on activities.
  12. 12. 10 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Desktop Fundamentals Course Outline Introduction  Tableau Desktop and the Tableau Product Line  Application Terminology  Visual Cues for Fields  Getting Started in Tableau Desktop  Elements of a Visualization Connecting to Data  Creating a Live Data Connection  Saving and Editing a Data Source  Metadata Grid  Understanding Changes to Data  Data Connection Options  Sharing Options Simplifying and Sorting Your Data  Data Filtering  Creating Date Filters  Sorting Organizing your Data  Using Groups  Creating and Using Hierarchies Slicing your Data by Date  Working with Dates in Tableau  Using Discrete Date Parts  Defining a Fiscal Year  Creating Custom Dates Using Multiple Measures in a View  Using Measure Values and Measure Names in a View  Combo Charts  Combined or Shared Axis Charts  Creating Dual Axis Charts Showing the Relationship between Numerical Values  Creating Scatter Plots  Using Sets Mapping Data Geographically  Mapping in Tableau  Geographic Mapping  Background Maps and Layers  Navigation and Selection in Maps Viewing Specific Values  Creating Heat Maps  Creating Crosstabs  Creating Highlight Tables  Grand Totals, Sub-Totals, and Changing Aggregation Customizing your Data  Calculation Types  Parts of a Calculated Field  Options for Creating Calculated Fields  Strings, Dates, and Type Conversion Functions  Calculations and Aggregations Analyzing Data with Quick Table Calculations  Using Quick Table Calculations Showing Breakdowns of the Whole  Pie Charts and Parts of the Whole  Creating Tree Maps Viewing Distributions  Bins and Histograms  Box and Whisker Plots Highlighting Data with Reference Lines  Using Reference Lines  Reference Bands  Using the Analytics Pane  Instant Analytics Making Your Views Available  Building Dashboards  Dashboard Actions
  13. 13. 11 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Tableau Desktop Advanced Course Description At the end of the course, you will be able to:  Build advanced chart types and visualizations such as: o Bar in bar charts o Bullet graphs o Pareto charts  Build complex calculations to manipulate your data.  Use statistical techniques to analyze your data.  Use parameters and input controls to give users control over certain values.  Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non- geographic data.  Prep your data for analysis.  Combine data sources using data blending  Combine data from multiple tables in the same data source using joins.  Make your visualizations perform as well as possible by using the Data Engine, extracts, and efficient connection methods.  Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices.  Implement efficiency tips and tricks.  Use Tableau Server in a basic way to share your visualizations. Audience This course is designed to provide you with the skills required to become a Tableau power user. It’s made for the professional who has solid working experience with Tableau and wants to take it to the next level. You should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch your head when working with more complex issues. Duration Two days of live classroom Pre-requisites Tableau Fundamentals and/or equivalent experience Course Includes This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained. It also includes a digital student resources folder containing Tableau workbooks and data sources to support the hands-on activities.
  14. 14. 12 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Desktop Advanced Course Outline Introduction  Review Fundamentals Concepts Working with Single Data Sources  Desktop Architecture  Using Data Extracts  All About Joins  Using Custom SQL Using Multiple Data Sources  Using Data Blending  Blending without the Linked Field Using Calculations in Tableau  Understanding Where Calculations Occur  Creating and Editing Calculated Fields  Split  Custom Split  Calculations and Aggregations  Calculations Performed on the Database  Aggregating Dimensions in Calculations  Level of Detail (LOD) Calculations Advanced Table Calculations  Table Calculation Scope and Direction  Null Values in Table Calculations  Table Calculations for Statistical Analysis Creating and Using Parameters  Using Parameters with Reference Lines  Parameters and Filters Comparing Measures Against a Goal  Showing Total Progress Toward a Goal (Bar in Bar Graph)  Showing Staged Progress Toward a Goal (Bullet Graph) Showing the Biggest and the Smallest Values  Showing the Biggest and the Smallest Values Tableau Geocoding  How Tableau Performs Automatic Geocoding of Data  Modifying Geocode Locations within Tableau  Custom Geocoding  Using Background Images for Spatial Analysis Statistics and Forecasting  Trend Lines  Forecasting Showing Distributions of Data  Reference Distributions  Creating a Pareto Chart Dashboards and Stories  Planning Your Dashboard  Building Your Dashboard: Advanced Techniques  Adding Actions to Your Dashboard  Applying Visual Best Practices  Assessing Performance and How to Improve It  Telling Stories with Data
  15. 15. 13 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Tableau Server Architecture Course Description At the end of the course, you will have explored the areas below and more:  In-depth analysis of Tableau Server architecture  Installing and configuring Tableau Server in an enterprise environment  Command-line utilities  Monitoring server status  Licensing models  Migrating a system to new hardware  Scalability and distributed installations  High availability  Analysis of authentication methods  Embedding and APIs Audience This course provides in-depth coverage of Tableau Server architecture and configuration. The knowledge and skills acquired are best geared toward those architecting and administering a large deployment of Tableau Server, or a consultant who will be involved in many deployments of Tableau Server. Duration Two days of live classroom Pre-requisites There is no knowledge prerequisites. Course Includes Our Tableau Server Architecture course includes extensive hands-on activities to reinforce the skills and knowledge attained.
  16. 16. 14 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Server Architecture Course Outline Tableau Server Overview  Tableau Product Line  End-User Abilities Tableau Server Architecture  Component Functions  Server Diagrams  Terminology  Server Scalability  Server Component Performance Characteristics Single Server Installation  Technical Specifications  Tableau Server Installation Checklist  Configuration Options  Resolutions for Common Installation Issues  Installing Tableau Server Software Automating Server Tasks  Automating and Programming Server Tasks  Tabadmin and Tabcmd  Restoring a Backup  Exporting Configuration Settings  Customizing VizQL Query Limit Monitoring Server  Viewing Server Status  Admin Alerts  Admin Views  Licensing Information  Performance Recording Upgrading Tableau Server  Preparing to Upgrade  Upgrading to New Hardware Scalability and Distributed Installations  Single-Node Default Architecture  Server Scalability and Number of Processes  Single-Node Example for Extracts  Distributed Installations for Extracts and Viewing High Availability  High Availability Terminology  Three-Node Failover Quorum  Repository Failover  File Store Extract Storage and Replication  Creating a Backup Primary  Adding an External Load Balancer  Configuring for Redundancy - Three-Node Architecture  Configuring a Backup Primary  Failing Over to a Backup Primary  Failing a Worker Server  Setting a Preferred Repository  Manually Failing Over a Repository  Decommissioning a File Store Process Flows and Performance  Process Flow: Repository Failover  Process Flow: Publishing an Extract  Process Flow: File Store Decommissioning  Process Flow: Backup  Cache Server  Process Flow: View Query Caching  Search and Browse Log Files Administration  Overview of Log Files  Archiving Log Files  Running Ziplogs and Cleanup  Archiving Log Files with a Snapshot  Using Server Logs SSO Authentication and Embedding  Configuring for Kerberos  Configuring for SAML  Embedding a View  Trusted Authentication JavaScript and Extract APIs  Using the JavaScript API  Data Extract API
  17. 17. 15 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Tableau Server Administrator Course Description At the end of the course, you will be able to:  User interactions with Tableau Server  Tableau Server components  Single-server installation  Content administration  Authorization and permissions  Users, groups, and sites  Data sources and extracts  Schedules, tasks, and subscriptions  Monitoring server status  Command-line utilities and REST API  Upgrading a single-server installation to a new version  Modifying the authentication method Audience This course provides in-depth coverage of Tableau Server administration. The knowledge and skills acquired are best geared toward those who will be administering a Tableau Server installation, including managing content, users, and permissions. Duration Two days of live classroom Pre-requisites There are no knowledge prerequisites. Course Includes Our Tableau Server Administration course includes extensive hands-on activities to reinforce the skills and knowledge attained.
  18. 18. 16 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Server Administrator Course Outline Tableau Server Overview  Tableau Product Line  End-User Abilities Tableau Server Architecture  Component Functions  Server Diagrams Single Server Installation  Technical Specifications  Tableau Server Installation Checklist  Configuration Options  Resolutions for Common Installation Issues  Installing Tableau Server Software  Showing the Biggest and the Smallest Values User Experience  Content Navigation, Searching, and Filtering  Exploring Server Content Types and Objects  Updating Account Settings  Setting the Start Page  Viewing Version Information  Renaming a Project  Adding a Workbook Description Authorization and Permissions  Administrator Settings  Authorization Overview  Functional Security Model  Site Roles  Content Ownership and Permissions  Permission Rules and Capabilities  Permissions and the Default Project  Creating Projects, Local Groups, and a Local User  Importing Users and Adding Users to Groups  Granting Permissions to Projects  Creating a Project Leader  Publishing and Changing Ownership of a Workbook  Moving a Workbook  Site Administration Data Sources, Extracts, Schedules, and Subscriptions  Creating, Publishing, and Connecting to a Data Source  Data Engine and File Store  Creating and Publishing Extracts  Backgrounder  Schedules  Subscriptions  Enabling Subscriptions and Alerts Automating Server Tasks  Automating and Programming Server Tasks  Tabadmin  Tabcmd  Using the REST API Monitoring Server  Viewing Server Status  Admin Alerts  Viewing Email Alerts and Admin Views  Enabling Access to the Repository  Custom Admin Views  Licensing Information  Performance Recording Upgrading Tableau Server  Preparing to Upgrade  Upgrading Software on the Same Machine  Modifying the Authentication Method  Importing AD Groups Log Files Administration  Overview of Log Files  Archiving Log Files Data Security  Controlling What Users Can See  User Filters
  19. 19. 17 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Tableau Visual Analytics Course Description Audience You are a strong Tableau user who wants to learn more about best practices in visual analytics. The Visual Analytics course helps experienced Tableau users connect the science of data visualization to the principles of visual best practices. In this course, you will also learn how to leverage research on human perception to create Tableau visualizations that truly help people see and understand data. This course uses Tableau to develop and discuss visualizations, but does not include instruction on how to use Tableau products—we expect that you already know how to navigate and use Tableau. The primary goals are to develop your visual analytic skills, to engage in active planning for elegant visual design, implement dashboards that reflect best practices, answer your data questions, and best communicate answers to your intended audience. Duration Two days of live classroom Pre-requisites You should already know how to use Tableau well. Ideally, you have taken the Fundamentals and Advanced courses, but this is not an official prerequisite. Be aware that we won’t introduce you to product features or walk you through step-by step instructions. Course Includes This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce the skills and knowledge attained. It also includes a flash drive containing Tableau workbooks and data sources to support the hands-on activities. What to bring Please bring three examples of visualizations you’ve created in the past. These examples don’t have to be complex, just something you’ve actually used or presented. Any format (.twbx, .twb, image) is fine. Formats and Procedures We use a combination of traditional teaching methods (lecture, class discussion) and in-class activities. Course Objectives The aim of this course is to add to your visual analysis toolbox. You will strengthen your analytical skills and gain an understanding of visualization best practices. You will become a better analyst, designer, and communicator. At the end of the course, you will be able to:  Describe the history, theory, and science behind data visualization, and how all this is built into Tableau’s DNA.  Engage in the data analysis process including everything from planning your line of questioning to reviewing and communicating your findings.  Use some basic principles of human visual perception and cognition in your chart design.  Critique charts and dashboards and offer suggestions for improvement.
  20. 20. 18 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Visual Analytics Course Outline Introduction  What is visual analytics?  Strengths and weaknesses of the human visual system Laying the Groundwork for Visual Analysis  The analytical process  Preparing for analysis Visual Mapping Techniques  Working with human perceptual and cognitive processes  Encoding data into visual form  Working with color Solving Real-World Problems  Getting a feel for your data  Time series analysis  Comparing categories and measures  Mapping Communicating Your Findings  Fine-tuning for more effective visualization  Storytelling and guided analytics  Dashboards
  21. 21. 19 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Dashboards Design to Inform Course Description Audience You are responsible for providing your business with overviews of data. Upon this information your business has to make decisions. You are ready to implement best dashboard design practices and data visualization theory into your own designs and become a beacon of change in your organization. Dashboard design is an intricate play between demands, form, data and limited screen real estate. Every choice you make has consequences. The mastery of weighing all choices and create a design your users love to use for their tasks is what dashboard design is about. In this training you will obtain the knowledge to do just that. During the practical part of this course we will use Tableau software to implement what you have learned. This can either be on your own projects and/or on case studies provided. Duration Two days of live classroom Pre-requisites It is recommended to have taken part in the ‘Data Visualization Unveiled’ course. With this knowledge you certainly have an edge during the Dashboard design course. For the practical part of this course where we will use Tableau Software it is recommended to have done the Tableau Fundamentals course and also the Tableau Advanced course (or have knowledge at this level). Course Includes This course includes the slides of the presentation used during this course and a flash drive containing workbooks and examples. What to bring Please bring Five (5) examples of dashboards used in your organization. The visualizations can be made with any tool, it does not have to be Tableau. If you want to work on your own data/dashboard designs please make sure to bring your data/dashboard designs. Formats and Procedures The course is a combination of traditional teaching methods (lecture, discussion) and in class activities (case studies, working in small groups). Underlying this method is learning by experiencing. In this way the different theoretical aspects will be made your own in no time. Course Objectives The objective is to have you design dashboards which inform your clients in a clear, transparent and easily accessible manner. At the end of the course, you will be able to:  Design clear, transparent and easily accessible dashboards  Deconstruct your customers’ demands in information needs  See and pinpoint the difference between good and bad dashboard designs  Improve or redesign existing dashboards  Explain to others why you have made certain decisions in dashboard design.
  22. 22. 20 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Dashboards Design to Inform Course Outline Why dashboarding?  Dashboard defined  Examples: from the worst to the best Common problems in Dashboard Design The most challenging aspects of Dashboard Design Dashboard Design Process  Organizational  Technical Dashboard Design: it is all about detail  Designing effective visuals  Effective use of text  Organization of visuals  Gestalt principles  Interactivity Tableau practice day with group exercises and feedback Individual progression  Work on improving existing designs of yourself  Or start from scratch on your own data  Or use one of the provided case studies
  23. 23. 21 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Tableau Drive Course Description Audience You are an executive responsible for business results, an IT (change) manager, an IT project manager, a Tableau power user or a professional who sees the power of data analytics. Your organization is getting slowly but surely convinced by the power of Tableau software. People spread across your company see fast results. Other people in your organization are getting curious and want to know what this visual analytics is all about. It is time for your company to adopt the culture of analytics. It is time for Drive. In this course you will be introduced to Drive. A proven enterprise deployment methodology for self-service analytics. Companies like Cisco and Facebook used this method to successfully implement visual analytics throughout their company. They now have employees who are identifying problems and fixing them for themselves in hours instead of days and building reports in weeks instead of months. Welcome to the road forward. Duration One day of live classroom Pre-requisites It is recommended to have some basic knowledge of Tableau Software. Course Includes This course includes the slides of the presentation used during this course. Furthermore you will receive formats for certain parts of the Drive method. During the course you will work on a organization specific presentation so you can start sharing the method right away. What to bring Prior to the training you will be asked to collect certain information in your organization and bring that to the course. You will use that information to fill in Drive formats. Formats and Procedures The course is a combination of traditional teaching methods (lecture, discussion) and in class activities (case studies, working in small groups). Underlying this method is learning by experiencing. In this way the different theoretical aspects will be made your own in no time. Course Objectives This course is designed to give you understanding of the Drive method in such a way that you can start implementing this method in your own organization. During the course certain aspects of the method will already be done by yourself in a group setting. At the end of the course, you will be able to:  Share the Drive method with others in your organization  Step by step start implementing the Drive method  Find the right information needed to push this method forward.
  24. 24. 22 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Tableau Drive Course Outline Why change? Common backdrops of the waterfall method Drive: enabling visual analysis  What is visual analysis?  Drive introduction  Drive inspiration Drive core elements  Roles and responsibilities: IT and business users  Drive: a team effort Drive process  Discovery: is my organization ready for an analytics culture?  Prototyping & Quick wins: experiencing a Drive Sprint (group assignment to experience the power of visual analysis and share real results)  Foundation building: information on setting up processes, organizational structure and technical infrastructure  Scale out: step-by-step approach and business-unit kick off meetings
  25. 25. 23 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Attendees Personal Information First Name Last Name Email ID Company Designation Mobile Number Please tick one or more of the following course(s) requested: Tableau Desktop Fundamentals Course (2d) Dashboards – Design to Inform Course (2d) Tableau Desktop Advanced Course (2d) Tableau Drive Methodology Course (1d) Tableau Server Architecture Course (3d) Tableau Custom Data Workshop (1d) Tableau Server Administrator Course (2d) Tableau Desktop Fundamentals + Advanced Combo (3d) Tableau Visual Analytics Course (2d) Registration Form Please fill in the below details to register for Tableau training course(s) Print Name Position Sign, Stamp here and Approve. Date Tick if you would like us to send you an invoice Please email or Fax this Form to: EMAIL: training@edgematics.com FAX : +971 4 450 2440
  26. 26. 24 www.edgematics.com Edgematics’ Tableau Training Catalogue H1 2016 Terms & Conditions The following commercial Terms and Conditions will apply: Definitions  "Course" refers to a single class, running one, two, three or four days, starting at 9:00 AM local time and concluding no later than 5:00 PM local time for each day of the class.  "Attendee(s)" refer to the person or persons that are registered to attend one or more courses. Note that multi-day course packages may not be divided between 2 different people. Terms  Payments are due in full immediately. Attendees whose payment status is not “paid in full” 3 days prior to the beginning of the workshop will not be allowed to attend the course. Cancellation by Edgematics  Edgematics reserves the right to cancel a course for any reason. If we cancel, we will refund the full registration fees paid by attendees. We are not responsible for any expenses incurred by the purchase of non-refundable air tickets or other expenses associated with the course. We also reserve the right to change the workshop location if necessary and will notify you immediately if such a change occurs. Refunds may take up to 30 days to process the payment. Cancellation by Attendees  Requests to cancel or reschedule an engagement must be submitted officially via email to training@edgematics.com. These requests are not accepted by phone or voicemail.  Onsite Training is confirmed when payment information is verified.  If you cancel or reschedule an engagement within six to ten (6-10) business days of the Start Date you shall pay Edgematics any related no recoverable travel expenses incurred by Edgematics.  If you cancel or reschedule an engagement within one to five (1-5) business days of the Start Date you shall pay Edgematics 50% of the cost of the engagement plus any related no recoverable travel expenses incurred by Edgematics.  If you cancel or reschedule an engagement within 24 hours of the Start Date/Time you shall pay Edgematics 100% of the cost of the engagement plus any related no recoverable travel expenses incurred by Edgematics as a result. Attendee Substitutions  A different person may be substituted for an attendee. Edgematics must be notified of the substitution no less than 3 days before the beginning of the workshop, in order to properly process the substitution. Attempts at substitution less than 3 days prior will be refused and the No Show policy will apply. No Show  No refund will be issued for registered attendees who do not attend one or more of their registered courses and do not properly contact Edgematics to cancel as specified above. Privacy Note  Edgematics is a Tableau Partner. As such, we reserve the right to share your registration and attendance information with Tableau Software. To prevent this, please notify us during the course or by e-mail prior to the course start date. Excepting Tableau Software, we will not share or distribute your information with any other third party.
  27. 27. 25 www.edgematics.com EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com Edgematics Technologies LLC Office 610, YES Business Center Building, P.O. Box 5003502, Al-Barsha 1, Dubai, United Arab Emirates. P: +9714 456 6988 E: training@edgematics.com W: www.edgematics.com

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