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Tableau Certification Training

Introduction to Tableau

  • Tableau Introduction
  • Tableau history
  • Datasource and data connections types 

Field Types and Visual Cues

  • Tableau Desktop
  • Opening and Closing Tableau
  • Data Source Page
  • Tableau Workspace
  • Files and Folders
  • Getting Started with Tableau
  • View Terminology and Definitions
  • View Sections
  • Data Terminology and Definitions
  • Data Types
  • Data Roles: Dimension vs. Measure
  • Data Roles: Continuous vs. Discrete
  • Changing Data Roles
  • Visual Cues for Fields in the Data Pane
  • Visual Cues for Fields in the Rows or Column Shelves

Data Connection in Tableau Interface

  • Data Connections in the Tableau
  • Connecting to Tableau Data Server
  • What is a Join and Types
  • What is Data Blending
  • Joining vs. Blending
  • Writing Custom SQL
  • Prepare your Data for Analysis 

Organizing and Simplifying Data

  • Objectives
  • Filtering Data
  • Filtering on Dimensions
  • Aggregating Measures
  • Filtering on Measures
  • Filtering on Dates
  • Quick Filters
  • Combined Fields
  • What is a Group
  • What are Aliases
  • Defining an Alias
  • Sets
  • Drill to Other Levels in a Hierarchy
  • Grand totals and Subtotals
  • Adding Totals
  • Bins
  • Fixed Sized Bins
  • Variable Sized Bins 

Formatting and Annotations

  • Formatting and Annotations
  • Custom Geo-coding
  • Adding Caption to Views
  • Using Titles Captions and Tool tips
  • Adding Tooltips to Views
  • Using Title Caption and Tooltip
  • Formatting the Axes
  • Edit Axis Option
  • Format Window
  • Format Mark Labels
  • Annotations
  • Format Manipulations 

Special Field Types

  • Special Field Types
  • Date Hierarchies
  • Drilling in the Time Hierarchy
  • Using Continuous Dates
  • Using Discrete Dates
  • Working with Discrete and Continuous dates
  • What are Custom Dates
  • Creating and Using Custom Dates
  • Fiscal Year
  • Define a Date Field on a Fiscal Year
  • Relative Date Filters 

Tableau Generated Fields

  • Tableau Generated Fields
  • Using Measure Values and Measure Names
  • Using Multiple Measures in a View
  • Using the Number of Records Measure
  • Using Latitude and Longitude Fields 

Chart Types

  • Chart Types
  • Working with Combined Axis
  • Working with Combination Charts
  • Understanding geo-coding and geographic mapping in tableau
  • Combined Axis Graph and Scatter Plot
  • Describe text and highlight tables
  • Work with Pages Shelf and Create Motion Charts
  • Heat Maps
  • Using Bins and Histograms
  • Using Histograms
  • Using Pie Charts
  • Compare Measures Using Bullet Charts
  • Using Bar in Bar Charts
  • Define Advanced Chart Types
  • Using Waterfall Charts
  • Using Gantt Charts
  • Working with box plots 

Creating and using Parameters

  • Creating and using Parameters
  • Objectives
  • What is a Parameter
  • Creating a Parameter
  • Exploring Parameter Controls
  • Work with Parameters 

Mapping

  • Define Mapping
  • Modifying Locations within Tableau
  • Importing and Modifying Custom Geocoding
  • Working with Symbol Map and Filled Map
  • Using Background Image
  • Exploring Geographic Search
  • Perform Pan Zoom Lasso and Radial Selection

Data presentation and Data analysis

  • Define Forecasting, Trend lines, Reference lines
  • Define Drop lines and Annotations

Actions & Calculated fields

  • Explain actions
  • Actions using like Filters, Highlights and URL
  • Define calculated fields

Dashboards

  • Creating Dashboards
  • Dashboards formatting
  • Actions in dashboards
  • Perform navigation in dashboards
  • Publishing and sharing

Tableau Online

  • Define Tableau online
  • Projects
  • Get data
  • Create reports
  • Gateways
  • Scheduling
  • Grouping users
  • Subscribe
  • Share
  • Edit reports
  • Generate URL on reports
  • Notifications
  • Favorites

Other key Components

  • Tableau server
  • Tableau mobile
  • Tableau reader
  • Tableau public
  • Tableau prep

Tableau Admin

  • Giving access to users
  • Provide permissions to users
  • Creating groups to users
  • Other settings

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