TABLEAU - Desktop and Admin
Course Contents
Session Name |
Session Context |
Detailed Contents |
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Session I |
Overview |
Data Visualization Introduction |
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Tableau Prerequisite |
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Tableau Overview - Features |
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Tableau vs Other tools |
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Course content summary |
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Career Path |
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Course Features |
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Tableau Software and Information |
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Tableau Server Architecture |
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Session II |
Sql Overview and Practice Session |
SQL RDBMS Concepts |
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Create Table, Alter table, Generate Primary Keys |
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Select, filter and Sorting data |
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Insert, Update and Delete Data |
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Top | Like |Group By | Having Clause |
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Joins, Union and Union all |
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Create Views |
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Operators | Temporary Tables | Clone Tables |
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Sub Queries | Handling Duplicates | Useful Functions |
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Student Exercises |
Practice Questions - Sql Queries - Using MySQL Database |
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Session III |
Desktop : Getting Started |
Tableau Product Catalog |
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Tableau Architecture Overview |
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Quick Start: Tableau Desktop |
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Desktop - Overview |
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Report creation demo |
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Chart type Selections - Best Practices |
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Dashboard creation demo |
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Connecting to various data sources |
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Building Views - Manually and Automatically |
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Save and Share your workbook |
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Student Exercises |
Practice Question # 1 - Database and accessing tables |
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Practice Question # 2 - Text Tables |
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Practice Question # 3 - Bar graph |
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Session IV |
Server - Install and Configure |
Tableau Server Installation Checklist |
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Server Installation Steps |
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Configuration Options |
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Trouble shooting during installation |
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Add and Admin Account |
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Reconfiguration - Tableau Server |
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Exploring Server Content Types and Objects |
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Student Exercises |
Practice Question # 4 : Install Tableau Server and Configure |
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Practice Question # 5 : Creating Users and Groups |
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Practice Question # 6 : Create Custom Administrative Views |
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Session VI |
Data Views |
Data Blending - Working with Multiple Data Sources |
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Create Custom Relationships |
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Edit and Define Relationships - Extract Data |
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Joining tables - Managing Queries - Split a Field |
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Building Data Views -Pivot Data (from Columns to Rows) |
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Data Filtering - Sorting - Groups( Global Vs Normal Filters) |
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Sets - Aggregations - Actions - Using Multiple Measures |
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Creating Bins |
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Student Exercises |
Practice Question # 7 - Packed Bubble Charts |
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Practice Question # 8 - Map Views |
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Practice Question # 9 - Creating Key Progress Indicators (KPIs) |
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Practice Question # 10 - Using - Survey Data |
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Session V |
Advanced Analysis |
Dashboards - Create and Organize Dashboards |
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Joining Tables Vs Data Blending |
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Calculations |
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Forecasting |
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Reference Lines, Bands, Distributions, and Boxes |
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Organizing Dashboards |
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Data Story |
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Student Exercises |
Practice Question # 11 - Adding Totals to Stacked Bars |
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Practice Question # 12 - Dynamic Reference Lines |
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Practice Question # 13 - Context filters |
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Practice Question # 14 - Marimekko Charts |
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Practice Question # 15 - Rolling calculation |
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Session V |
Advanced Analysis II |
Generating Totals |
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Creating Parameters/Calculated Fields - Functions, Operators |
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Background Images - Cycle Fields |
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Trend Lines - Forecasting |
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Predictive Models - R to Tableau |
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Student Exercises |
Practice Question # 16 - Panel Charts |
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Practice Question # 17 - Pocket Price waterfall |
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Practice Question # 18 - Slope chart |
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Practice Question # 19 - Run Charts |
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Practice Question # 20 - Adding Actions to Dashboards |
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Session VI |
Maps - Performance Tuning |
Maps - View, Geographic Roles |
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Custom geocoding, Background Maps |
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Data Security - Row and Column Level |
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Publish Workbook - Server |
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Create Performance recording |
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Student Exercises |
Scenario-Practice Question # 1 - Benford’s Law |
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Scenario-Practice Question # 2 - Pocket Price waterfall |
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Scenario-Practice Question # 3 - Slope chart |
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Scenario-Practice Question # 4 - Run Charts |
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Scenario-Practice Question # 5 - Adding Actions to Dashboards |
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Session VII |
User Experience |
Exploring Server Content Types and Objects |
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Setting the Start Page |
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Distributed Environment Overview and setup |
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Work with Server - Sites |
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Setting Up Projects |
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Creating groups |
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Creating Users and assigning credentials |
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Scheduled Refresh Tasks and Subscriptions |
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Administrative Views |
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Interact with Views |
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Student Exercises |
Server Practice Question # 1 : Creating Users and Groups |
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Server Practice Question # 2 : Schedule data refresh tasks |
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Server Practice Question # 3 : Create Custom Administrative Views |
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Session VIII |
Security |
Authentication |
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Authorization - Sites/User Groups |
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Permission Rules and Capabilities |
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Content Ownership and Permissions |
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Granting Permissions to Projects |
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Publishing and Changing Ownership of a Workbook |
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Data Security and Network Security |
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Student Exercises |
Server Practice Question # 4 |
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Server Practice Question # 5 |
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Server Practice Question # 6 |
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Server Practice Question # 7 |
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Session IX |
Data Sources and Performance |
Create/Publish/Connect to Data Source |
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Data Engine and File Store |
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Creating and Publishing Extracts |
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Automating and Programming Server Tasks |
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General Performance Guidelines |
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Add Workers and Reconfigure |
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Improve Server Performance |
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Server Processes |
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Build a Performance Recording |
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Interpret Recording |
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Student Exercises |
Server Practice Question # 8 |
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Server Practice Question # 9 |
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Server Practice Question # 10 |
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Server Practice Question # 11 |
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Session X |
Utilities and Log files Administration(Trouble Shooting) |
tabcmd |
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tabadmin |
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Log files Overview |
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Archiving Log files |
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Running Zip logs and Cleanup |
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Archiving Log Files with a Snapshot |
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Using Server Logs |
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Student Exercises |
Server Practice Question # 12 |
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Server Practice Question # 13 |
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Server Practice Question # 14 |
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Session XI |
Monitoring and Upgrade Server |
Viewing Server Status |
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Admin Alerts |
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Admin Views |
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Preparing to Upgrade |
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Configuring for Kerberos |
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Trusted Authentication |
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Embedding a View |
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Student Exercises |
Server Practice Question # 15 |
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Server Practice Question # 16 |
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Server Practice Question # 17 |
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Session XII |
Process Flows and Performance |
Repository Fail over |
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Publishing an Extract |
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File Store Decommissioning |
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Backup Cache Server |
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View Query Caching Search and Browse |
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Student Exercises |
Server Practice Question # 18 |
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Server Practice Question # 19 |
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Server Practice Question # 20 |
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Session XIII |
Automating Server Tasks |
Automating and Programming Server Tasks |
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Restoring a Backup |
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Customizing VizQL Query Limit |
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Exporting Configuration Settings |
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Data Extract API |
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Student Exercises |
Server Practice Question # 21 |
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Server Practice Question # 22 |
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Server Practice Question # 23 |
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Session XIV |
Scenarios |
Multiple Data Sources into One View |
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Global Filter |
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Actions to Dashboards |
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Summary and detail together |
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Bin Measures |
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Combo Charts Preparation |
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Area Charts |
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Mapping |
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Secondary Axes |
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Student Exercises |
Scenario-Practice Question # 1 - Combining Start & End Dates into a Single Axis |
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Scenario-Practice Question # 2 - Quadrant Chart |
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Scenario-Practice Question # 3 - Creating Sparklines |
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Scenario-Practice Question # 4 -Filtering Across Multiple Data Sources |
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Scenario-Practice Question # 5 -Navigation to other Dashboards |
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Section XV |
Case Study I & II |
Interview Questions |
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Sample Data - Requirements -Dashboard & Reports |
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Case Study 1 Analysis |
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Highlights |
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1. Practice oriented course structure |
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