Tableau course curriculum

1. Tableau
Course Curriculum
Madhukar
+91-9663233300
Duration: 25 hours

2. Pre Requisites
 Explaining Basic Data warehouse Concepts.
 Explaining SQL Terminology
Tableau
 What is Tableau?
 Why it is used?
 What is the Outcome if you learn this tool?
 What are different Tableau Products?
Installation
 Installing and Uninstalling the software
 Installing in Custom Location.
 Minimum Recommendations

3. Interface
 Opening and Closing Tableau Desktop
 Explaining the Tableau main Screen
 Connecting to Excel
 Explaining Data Source Pane
Connections
 Explaining Live and Extract Connections
 Explaining Extract Connection functionality
Meta Data Management
 Explaining Data Types
 Explaining Metadata grid in Tableau
 Changing Data Types
 Explaining the functionality of “update” and “automatically
update” option in Data pane

4. Dimension and Measures
 What is Dimension?
 What is Measure?
 How to convert Dimension to Measure and vice Versa?
 How to change the Data type in workbook?
File Types
 Explaining File types?
 Explaining the functionality of different file types?
Menu Bar
 File Menu
 Data Menu
 Worksheet Menu
 Dashboard Menu and So on

5. Interface of the Workbook:
 Explaining about Rows and columns selection
 Explaining about Marks Section
 Explaining about Show Me
 Explaining about tool Bar
 Explaining about Data Source Menu
 Explaining about Worksheet, Dashboard and story
Charts:
 Bar Chart
 Scatter Plot
 Pie Chart
 Side by side Bar Chart
 Tree Map
 Heat Map
 Bubble chart

6. Filters:
 Quick filters
 Extract Filters
 Cascading filters
 Data Source Filters
 Context filters
 Worksheet Filters ?
 How to enable filters and filter visibility?
Calculations:
 How to create
◦ String Calculations
◦ Date Calculations
◦ Number Calculations
◦ Type Conversion
◦ Logical
◦ Combined Calculations
◦ Aggregate Functions

7. Parameters:
• Create Parameters
• Using Parameter in Calculations
• Parameter Control
• Parameter Visibility
• Parameter enabling
Groups and Sets:
 Creating Groups
 Creating Sets
 Dynamic Sets
 Groups in calculated fields
 Combined Sets

8. LOD calculations:
• Fixed
• Include
• Exclude
• Combined LOD calculations
Table Calculations:
 Last
 First , Index
 Rank, Dense rank, Unique rank, Dense Modified , Rank percentile
 Running Calculations
 Window Calculations

9. Dashboard Creation:
• Layout Containers
• Dragging and dropping sheet
• Layout
• Mobile Layout
• Actions
• Changing height and width, Formatting
• Automatic Layout
Story Board Creation:
 Creating a Story Board
 Adding Annotations
 Adding Comments
 Functionality of Story Board
 Story telling

10. Dashboard Publishing to server:
• Publishing Dashboard to server
• User Level access to Dashboard
• Interact with the server
• Scheduling Data extract in Server
• Publishing only Dashboards
Tableau Server:
 Logging in to server
 Creating Project
 Adding Users
 Viewing the Dashboards
 Adding Comments
 Creating Extract Schedules
 Admin Views

11. Real time Scenarios
 Creating lollipop Chart
 Creating Dual Axis Chart
 Pareto Chart
 Custom Table
 Custom colour coding
 Bar in Bar chart
 Combined Chart
 Index calculations
 YTD , PYTD , Date calculations
 Table Calculations
 Running Total
 Measure Names and Measure Values