This document outlines a 16-session course curriculum for learning Tableau. Session topics include getting started, connecting to and preparing data, visual analytics, dashboards and stories, mapping, calculations, collaboration features, publishing to Tableau Online and Server, security, and administration. The learning objectives are discussed for each session, such as discussing connection types, formatting visualizations, parameters, and permission settings.
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Tableau
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3. COURSE CURRICULUM
Session 1: 1 Hours
GettStarted
Learning Objectives: in this class discus about how to download trail version &
connecting to data. Learning knowledge about Opening & sharing of workbook files.
Topics: Getting started , The Tableau interface , Distributing and Publishing.
Session 2: 2 Hours
Connecting to Data
Learning Objectives: in this class discuss about connecting to an excel file,adding
another data source more data with joins. Editing data connections,creating
using&refresing extracts &data preparation. Publishing & editing data source join types
& cross-data base joins. Data blending & calculations. Cubes grouping & connecting.
Topics: Getting started with Data , Managing metadata , Managing extracts , Data
preparation with text and excel files ,Saving and publishing data sources , Join types
with union , Cross database joins , Data blendin , Additional data blending
options , Connecting to cubes
4. Session 3: 2 Hours
VisualAnalytics
Learning Objectives: in this class discuss about working with marks hierarchies. Sorting & grouping the data pane.
Using caliculations to creat groups & sets. Menu formatting like font alignment,shading,boards & lines & working with
clusters.
Topics: Getting started with visual analytics , Drill down and hierarchies , Sorting , Grouping , Additional ways to
group ,Creating sets , Working with sets , Ways to filter , Using the filter shelf , Interactive filters , Where tableau
filters , Additional filtering topics , Parameters , Formatting , The formatting pane , Trend lines , Reference
lines , Forecasting , Clustering ,Analysis with cubes and MDX.
Session 4: 1 Hours
Dash boards and Stories
Learning Objectives: in this class discuss about working with using dashboards,stories & sheet. Layout
custamsing& content adding. Creating a new stories and fitting visualization in stories.
Topics: Getting started with dashboards &stories , Building dashboard , Dashboard layouts & formatting , Device
designer ,Dashboard interactivity using actions , Story points
5. Session 5: 2 Hours
Mapping
Learning Objectives: in this class discuss about plotting latitude & longitude,geo
graphic rules,map layers & options. Editing maps & joining or blending geo coded data.
Bulding and analysis with custom palligon maps. Adding an image,generating co-
ordinates and cloting points.
Topics: Getting started with mapping , Maps in tableau , Editing un recognized
locations , Expanding tableau’s mapping capabilities , Custom GEO coding , Polygon
maps , Map box Integration , WMS-Web Mapping Services , Back ground images
Session 6: 3 Hours
Calculations
Learning Objectives: In this class discuss about introduction & types of calculation
functions,like AGG,date logic,number,string,publishing workbooks R serve connections.
Writing R in tabluea, outlier and cluster analysis
.
Topics: Getting started with calculations , Calculation syntax , Introduction to LORD
expressions , Intro to table calculations ,Modifying table calculations , Aggregate
calculations , Date calculation , Logic calculations , Number calculations , String
calculations , Type calculations , Conceptual topics with LOD expressions , Aggregation
and replication with LOD expressions ,Nested LOD expressions , How to integrate R
&Tableau , Using R with Tableau
6. Session 7: 1 Hours
Why is tableau doing that
Learning Objectives: In this class discuss about dimensions & measures,continuous
&discrete and color&Maps of pill types.benefits of each join,filtering for top 10 and
measure Names as field labels
Topics: Understanding pill types , Aggregation and granularity &
Ratio calculations , When to blend and when to join , Fixing incorrect roots , Filtering
for top across panes , Measure names and measure volumes
Session 8: 1 Hours
How to change fields
Learning Objectives: In this class discuss about creating parameterand calculated
field,setting up the datablend, comparing dates(first order,second order),final analysis.
Building boiler brand parameters,calculations and view. Discussion about building of
different types of charts and summary
Topics: Using a parameter to change fields , Cleaning data by built , Bollinger
bands , Bump charts , Control charts , Funnel charts , Pareto charts , Waterfall charts
7. Session 9: 1 Hours
Collaborate with tableau online
Learning Objectives: In this class discuss aboutlogging in ,projects
,workbooks,views,sites,custom views,download& export,web editing &saving,published
data sources. Tableau mobile app-basic navigation,viewing content,searching ,editing
and working.
Topics: Getting started with tableau online , Interacting with content on tableau
online , Web authoring , Navigating the tableau mobile app , Interacting with content in
the tableau mobile app , Tableau on the phone
Session 10: 1 Hours
Publish to tableau online
Learning Objectives: In this class discuss about how to publish and sharing a
workbook to tableau online
Topics: Publishing to tableau online , Saving and publishing data sources , Device
designer , Introduction to the tableau java script API
8. Session 11: 1 Hours
Manage tableau online
Learning Objectives: In this class discuss about sites
,users,schedules,tasks,settings, alerts.data from web applications. Installing and
running tabcmd.Creating a group and adding users.Exporting a pdf from Tableau
online.
Topics: Tableau online administrative overview , Data connections with tableau
online , Tab cmd: Tableau command line utility
Session 12: 1 Hours
Security with tableau online
Learning Objectives: In this class discuss about Projects and project
permissions,assigning and editing permissions. locking permissions to the projects.
Topics: Data security with user filters , Permissions
9. Session 13: 1 Hours
Collaborate with tableau server
Learning Objectives: In this class discuss about logging
in,projects,workbooks,views,datasourses and sites. Web editing and saving. Mobile
app basic navigation , viewing ,searching.
Topics: Getting started with tableau server , Interacting with content on tableau
server , Web authoring , Navigating the tableau mobile app , Interacting with content in
the tableau mobile app , Tableau on the phone.
Session 14: 1 Hours
Publish to Tableau Server
Learning Objects: In this class discuss about how to publish and sharing a workbook
.Default layout,and customizing layout.Adding
content.
Topics: Publishing to tableau server , Saving and publishing data sources , Device
designer , Introduction to the tableau java script API
10. Session 15: 1 Hours
Deploy & manage tableau server
Learning Objects: In this class discuss about initial installation,pre-upgrade
checklist,upgrading tableau server with distributed installation. Assigning extract to
extract schedule,subscription and creating new schedules. Installing and running
Tabcmd.
Topics: Tableau server administration overview , Installing and configuring tableau
server , Upgrading tableau server ,Understanding schedules , Tab admin-administrative
tableau command line utilities , Tab cmd -tableau command line utility
Session 16: 1 Hours
Security with tableau server
Learning objectives: Approach to data security,user filters.Assigning and editing
permissions.Adding group rule. locking permissions to the
project.
Topics: Permissions , Data security with user filters