TABLEAU - Desktop and Admin
Course Contents


Session Name

Session Context

Detailed Contents

 

Session I

Overview

Data Visualization Introduction

 

Tableau Prerequisite

 

Tableau Overview - Features

 

Tableau vs Other tools

 

Course content summary

 

Career Path

 

Course Features

 

Tableau Software and Information

 

Tableau Server Architecture
                     - Component Functions
                     - Server Diagrams

 

Session II

Sql Overview and Practice Session

SQL RDBMS Concepts

 

Create Table, Alter table, Generate Primary Keys

 

Select, filter  and Sorting data

 

Insert, Update and Delete Data

 

Top | Like |Group By | Having Clause

 

Joins, Union and Union all

 

Create Views

 

Operators | Temporary Tables | Clone Tables

 

Sub Queries | Handling Duplicates | Useful Functions

 

Student Exercises

Practice Questions - Sql Queries - Using MySQL Database

 

Session III

Desktop : Getting Started

Tableau Product Catalog

 

Tableau Architecture Overview

 

Quick Start: Tableau Desktop

 

Desktop - Overview

 

Report creation demo

 

Chart type Selections - Best Practices

 

Dashboard creation demo

 

Connecting to various data sources

 

Building Views - Manually and Automatically

 

Save and Share your workbook

 

Student Exercises

Practice Question # 1 - Database and accessing tables

 

Practice Question # 2 - Text Tables

 

Practice Question # 3 - Bar graph

 

Session IV

Server - Install and Configure

Tableau Server Installation Checklist

 

Server Installation Steps

 

Configuration Options
      - Activate Tableau
      - Data Connections
      - Alerts and Subscriptions
      - Configure Kerberos

 

Trouble shooting  during installation

 

Add and Admin Account

 

Reconfiguration - Tableau Server

 

Exploring Server Content Types and Objects

 

Student Exercises

Practice Question # 4 : Install Tableau Server and Configure

 

Practice Question # 5 : Creating Users and Groups

 

Practice Question # 6 : Create Custom Administrative Views

 

Session VI

Data Views

Data Blending - Working with Multiple Data Sources

 

Create Custom Relationships

 

Edit and Define Relationships - Extract Data

 

Joining tables - Managing Queries - Split a Field

 

Building Data Views -Pivot Data (from Columns to Rows)

 

Data Filtering - Sorting - Groups( Global Vs Normal Filters)

 

Sets - Aggregations - Actions - Using Multiple Measures

 

Creating Bins

 

Student Exercises

Practice Question # 7 - Packed Bubble Charts

 

Practice Question # 8 - Map Views

 

Practice Question # 9 - Creating Key Progress Indicators (KPIs)

 

Practice Question # 10 - Using - Survey Data

 

Session V

Advanced Analysis

Dashboards - Create and Organize Dashboards

 

Joining Tables Vs Data Blending

 

Calculations

 

Forecasting

 

Reference Lines, Bands, Distributions, and Boxes

 

Organizing Dashboards

 

Data Story

 

Student Exercises

Practice Question # 11 - Adding Totals to Stacked Bars

 

Practice Question # 12 - Dynamic Reference Lines

 

Practice Question # 13 - Context filters

 

Practice Question # 14 - Marimekko Charts

 

Practice Question # 15 - Rolling  calculation

 

Session V

Advanced Analysis II

Generating Totals

 

Creating Parameters/Calculated Fields - Functions, Operators

 

Background Images - Cycle Fields

 

Trend Lines - Forecasting

 

Predictive Models - R to Tableau

 

Student Exercises

Practice Question # 16 - Panel Charts

 

Practice Question # 17 - Pocket Price waterfall

 

Practice Question # 18 - Slope chart

 

Practice Question # 19 - Run Charts

 

Practice Question # 20 -  Adding Actions to Dashboards

 

Session VI

Maps - Performance Tuning

Maps - View, Geographic Roles

 

Custom geocoding, Background Maps

 

Data Security  - Row and Column Level

 

Publish Workbook - Server

 

Create Performance recording

 

Student Exercises

Scenario-Practice Question # 1  - Benford’s Law

 

Scenario-Practice Question # 2 - Pocket Price waterfall

 

Scenario-Practice Question # 3 - Slope chart

 

Scenario-Practice Question # 4 - Run Charts

 

Scenario-Practice Question # 5 - Adding Actions to Dashboards

 

Session VII

User Experience

Exploring Server Content Types and Objects

 

Setting the Start Page

 

Distributed Environment Overview and setup

 

Work with Server - Sites

 

Setting Up Projects

 

Creating groups

 

Creating Users and assigning credentials

 

Scheduled Refresh Tasks and Subscriptions

 

Administrative Views

 

Interact with Views

 

Student Exercises

Server Practice Question # 1 : Creating Users and Groups

 

Server Practice Question # 2 : Schedule data refresh tasks

 

Server Practice Question # 3 : Create Custom Administrative Views

 

Session VIII

Security

Authentication

 

Authorization - Sites/User Groups

 

Permission Rules and Capabilities

 

Content Ownership and Permissions

 

Granting Permissions to Projects

 

Publishing and Changing Ownership of a Workbook

 

Data Security and Network Security

 

Student Exercises

Server Practice Question # 4

 

Server Practice Question # 5

 

Server Practice Question # 6

 

Server Practice Question # 7

 

Session IX

Data Sources and Performance

Create/Publish/Connect to Data Source

 

Data Engine and File Store

 

Creating and Publishing Extracts

 

Automating and Programming Server Tasks

 

General Performance Guidelines

 

Add Workers and Reconfigure

 

Improve Server Performance

 

Server Processes

 

Build a Performance Recording

 

Interpret Recording

 

Student Exercises

Server Practice Question # 8

 

Server Practice Question # 9

 

Server Practice Question # 10

 

Server Practice Question # 11

 

Session X

Utilities and Log files Administration(Trouble Shooting)

tabcmd

 

tabadmin

 

Log files Overview

 

Archiving Log files

 

Running Zip logs and Cleanup

 

Archiving Log Files with a Snapshot

 

Using Server Logs

 

Student Exercises

Server Practice Question # 12

 

Server Practice Question # 13

 

Server Practice Question # 14

 

Session XI

Monitoring and Upgrade Server

Viewing Server Status

 

Admin Alerts

 

Admin Views

 

Preparing to Upgrade

 

Configuring for Kerberos

 

Trusted Authentication

 

Embedding a View

 

Student Exercises

Server Practice Question # 15

 

Server Practice Question # 16

 

Server Practice Question # 17

 

Session XII

Process Flows and Performance

Repository Fail over

 

Publishing an Extract

 

File Store Decommissioning

 

Backup Cache Server

 

View Query Caching Search and Browse

 

Student Exercises

Server Practice Question # 18

 

Server Practice Question # 19

 

Server Practice Question # 20

 

Session XIII

Automating Server Tasks

Automating and Programming Server Tasks

 

Restoring a Backup

 

Customizing VizQL Query Limit

 

Exporting Configuration Settings

 

Data Extract API

 

Student Exercises

Server Practice Question # 21

 

Server Practice Question # 22

 

Server Practice Question # 23

 

Session XIV

Scenarios

Multiple Data Sources into One View

 

Global Filter

 

Actions to Dashboards

 

Summary and detail together

 

Bin Measures

 

Combo Charts Preparation

 

Area Charts

 

Mapping

 

Secondary Axes

 

Student Exercises

Scenario-Practice Question # 1 - Combining Start & End Dates into a Single Axis

 

Scenario-Practice Question # 2 - Quadrant Chart

 

Scenario-Practice Question # 3 - Creating Sparklines

 

Scenario-Practice Question # 4 -Filtering Across Multiple Data Sources

 

Scenario-Practice Question # 5 -Navigation to other Dashboards

 

Section XV

 Case Study I & II

Interview Questions

 

Sample Data  - Requirements -Dashboard & Reports

 

Case Study 1 Analysis

 
       
       
       
       
       

Highlights

     

1. Practice oriented course structure
2. Real time scenarios and Case studies
3. Interview Preparation

 
 
 

 

 

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