Introduction to Tableau
Module 1: Data Visualization Fundamentals and Tableau
This Module will cover the basics of Data visualization and its purpose. Topics to be covered in this module
• What is data visualization?
• Need for Data visualization
• Introduction to Tableau
• Installation Tableau
• Understanding the Architecture of Tableau
Module 2: Knowing Tableau better
This Module will focus on diving deeper into tableau to understand its components. Topics to be covered in this module
• Tableau Dashboard
• Distributing and publishing
• Tableau desktop
• Tableau Server
Module 3: Data Sources Connectivity from tableau
This Module will help you understand the connectivity techniques with multiple data sources. Topics to be covered in this module
• Managing metadata
• Cross database joins
• Connecting with Excel
• Connecting with PDFs
• Connecting with Cubes
• Class Demonstrations
Module 4: Working with Data in Tableau
This module will enable you to understand the data in Tableau
• Working with extracts
• Tableau File types
• Joins and Blends
• Data Filtering
• Class Examples & Exercises
Module 5: Visual Analytics Fundamentals
This Module will help you understand the basics of visual analytics and techniques. Topics to be covered in this module
• What is visual analytics
• Understanding drill downs and hierarchies
• Data manipulations (sorting, grouping etc)
• Types of charts – standard visualizations
Module 6: Visualizations in Tableau
In this module, you will learn the visualization options in Tableau
• Value comparison across dimensions
• Dates and Time visualization
• Measure names and values
• Cross Tabs
• Class Examples & Exercises
Module 7: Aggregations and calculations
In this module, you will learn to use row level aggregation functions and will be able to apply calculations:
• Concept of calculated fields
• Parameters
• Ad hoc calculations
• Performance issues
• Class Examples & Exercises
Module 8: Applying context
In this module, you will understand the concept of context and be able to apply them in your visualizations:
• Reference Lines
• Trend Lines
• Forecasting Analysis
• Class Examples & Exercises
Module 9: Visualization Enhancement
How would you enhance and format your visualization reports to give them a great look
• Aspects of Formatting
• Knowing Formatting options in Tableau
• Adding value to visualizations
• Custom palettes (e.g. colors, shapes, custom geocoding)
• Filtering and Sorting adv. concepts
• Class Examples & Exercises
Module 10: You will learn creating dashboards in Tableau.
• What is a Dashboard
• Designing and building great Dashboards
• Designing for various form factors (Devices)
• Developing stories
• Actions
• Creating Dynamic Dashboards
• Animation
• Sheet swapping
• Case Study I: Sales Dashboard
Module 11: Tableau Web Editor
In this module, you will learn the basics of Web Editor in Tableau
• Walking through Editor
• Editor Vs Desktop
• Options in Editor
• Class Demonstrations
Module 12: Publishing and Sharing reports
In this module, you will learn the printing, publishing and sharing options in Tableau
• Sharing options in Tableau
• Presenting your reports
• Printing your reports
• Exporting your reports
• Class Demonstrations and exercises
Course project
Retail Store chain transformation
Business Intelligence (BI) tools are adopted by more and more companies in the current environment that requires companies
to operate as efficiently as possible. The case study investigates a BI adoption in a retail chain. Based on qualitative research methods, it analyses the Business
Intelligence life cycle; it evaluates factors impacting the adoption from the Diffusion of Innovations perspective.
The present study tried to help the upcoming retail store to solve the problem of transformation from traditional way of
doing business to the digital way. Automate the data collection where available and create integrated set of dashboards that
will free up time for the business analysts to get away from some report production time and spend more time on analysis that
will greatly benefit the business in the long-term.