The document outlines the content of a Tableau course, including topics such as data warehousing concepts, SQL, business intelligence, Tableau desktop fundamentals, filtering and sorting data, creating charts and maps, calculated fields, dashboards, data blending, migration, administration, and integration with R. It also describes three live projects using Tableau as a business intelligence reporting tool in the insurance, banking, and retail domains.
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TABLEAU COURSE CONTENT
Business Domains and Information Technology
Introduction to Business Domains Information Technology and Business Data and Business
Data Warehouse Concepts
Introduction to Data Warehouse Characteristics of Data Warehouse Facts and Dimensions
Difference between OLTP and OLAP Architecture of Data Warehouse Various Data Warehouse
tools
The Data, Tables, Database and SQL
Introduction to Data and Importance Introduction to Tables and Database Introduction to SQL
SQL for Tableau Developers
Business Intelligence (BI) Concepts
Introduction to Business Intelligence The importance of Business Intelligence The relation between
BI and DW
Tools and Technologies in BI are
TABLEAU DESKTOP
Tableau introduction
Tableau Architecture
2. Tableau introduction and overview
Workbook, Stories, Dashboards and Worksheets Data Sources and Data Connection Types
Filters and Sort
Define filters – Filter on Measures and Dimension, Global filters, Context filters. Define filtering at
source.
Explain sort.
Graphs/Maps/Charts
Define bar charts and line charts. Define individual, blended and dual axis. Define filled maps and
symbol maps. Define heat maps and tree maps
Define pie charts. Define Gantt charts.
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
Actions
Explain Actions
Actions using – Filter, Highlight and URL
Dashboards
Explain dashboards
How to create a dashboard Explain Dashboard formatting Actions in Dashboards
Data Blending and Data Refresh
3. Define Data blending Define Data Refresh Explain joins
Performance aspects of Data Refresh
Report Migration Process
Introduction to Environments
Report Migration Check-list
Source Data and Data Refresh Needs
TABLEAU SERVER
Tableau Server Administration (Concepts)
Publishing, Scheduling and Sharing Security, Authentication and Access Roles and Responsibilities
Performance Monitoring and Tracking
Tableau Server Advanced Administration (Concepts)
High Availability
Backup and Recovery
TABLEAU – R – INTEGRATION
Tableau – R – Integration (Concepts)
How to Integrate R using Tableau Server Tableau Server Role in Integration
R output as Input to Tableau
File Based Integration of R with Tableau
TABLEAU LIVE PROJECTS and CASE STUDIES
LIVE PROJECT 1: Tableau as BI reporting tool in 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: Tableau as BI reporting tool in 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
4. LIVE PROJECT 3: Tableau as BI reporting tool in RETAIL Domain
Overview of Retail Business
Retail Industry and Information Technology
Retail Industry dependency on Business Intelligence and Data