TABLEAU

Tableau Training Course Agenda

SECTION ONE – Getting Started With Tableau

• Introduction to Tableau and an overview of the different versions
• Installing Tableau Desktop
• Tableau Help and online resources
• Quiz

SECTION TWO – Working With Tableau

• Understanding Tableau User Interface
• Exploring Tableau File Types
• Understanding Green and Blue Pills
• Working with Available Data Sources
• Working with extracts instead of live connections
• Quiz

SECTION THREE – Deep diving with Data and Connections

• Working with Excel Data Interpreter
• Understanding Metadata and sharing data source connections
• Filtering data from your data source

• Learning how to Split fields
• Pivoting Data
• Quiz

SECTION FOUR – Creating Charts

• The Show Me Feature
• Crosstabs and Heat Maps
• Using Bar, Stacked Bar and Side-by-side Bars
• Pie Charts
• Line and Area Charts
• Working with Packed Bubble
• Using Treemaps
• Creating a Basic Scatter Plot
• Creating a Basic Map
• Quiz

SECTION FIVE – Adding calculations to your workbook

• Introduction to Calculations (this will explain the various flavours of calculations and the mechanics of calculations)
• Understanding Basic calculations
• Understanding String Calculations
• Learning about Boolean, If-Then calculations, and Case statements
• Understanding the Basics of Date Calculations
• Understanding Aggregation and Disaggregation
• Using calculations to add insight to your visualizations
• Quiz

SECTION SIX – Mapping data in Tableau

• Introduction to Mapping in Tableau
• Create a standard map view
• Dealing with map errors
• Customizing a standard map view
• Using filters in maps
• Quiz

SECTION SEVEN – Dashboards and Stories

• Introduction to Dashboards
• Understanding Dashboard Actions
• Understanding Dashboard formatting basics
• Understanding Workbook level formatting (i.e. font styling, titles, lines)
• Assembling Your Dashboards Into A Story
• Quiz

    SECTION EIGHT – Visualizations For An Audience

• Focusing on the narrative
• Using colour with a purpose
• Understanding the importance of using tooltips for your audience
• Using a Parameter To Focus the Audience’s Attention
• Removing clutter in your Dashboard
• How to export your dashboard to another file type
• Quiz

PROJECTS: Project 1: Sales Performance Analysis

Domain: Retail

Mike Goodman, the head of Product Management of a retail products company, is responsible for determining which products his company should continue to offer for sale and which products should be discontinued from the company’s product catalogue. Mike wants to build a dashboard that will present monthly sales performance by product segment and product category to help him identify the segments and categories that have met or exceeded their sales targets, as well as those that have not met their sales targets.

Project 2: Customer Analysis

Domain: Retail

Mary Miles, the head of Sales for a retail products company, is responsible for increasing business from the company’s customers. Mary wants to build a dashboard that will present some statistics about the customers, a ranking of the customers by Profit Ratio, and a breakdown of each customer’s sales and profit performance. This information will be broken down by Region so Mary can analyze the differences in customers

across the company’s geography. Mary also wants to be able to break down the information by Segment, by Category, and by Year or Order Date.

Project 3: Product Analysis

Domain: Retail

Mike Goodman, the head of Product Management for a retail products company, is also responsible for product pricing. Mike needs to determine if his products are appropriately priced to maximize both sales and profit ratio. Mike wants to build a dashboard that will present sales by product category over time, with the ability to drill down to the product and regional level. Mike also wants to be able to click on a specific product name to do a Google search for that product and to look at competitors’ pricing levels.

Project 4: Sales Dashboard Domain: Retail

Natalie Mounier, the CEO of a retail products company, is very focused on the sales of the products her company sells, as she needs to deliver a presentation on the company’s sales results to the company’s Board of Directors every quarter. Natalie is also interested in sales performance across the company’s four regions, as she is also responsible for setting sales performance targets for her sales teams in each region. Natalie wants to build a dashboard that will present some metrics about products (such as sales, profits, profit ratio, etc.). Natalie also wants to be able to see the trends of these statistics over time and be able to filter down to one, more than one, or all geographic regions.