Tableau Online Intermediate Level by SRVM Trainings

Tableau Course Content

Chapter I: The Tableau Environment

The Tableau Workspace
Data Window
Toolbar, Status Bar
Tooltips, Cards and Shelves
Reorganizing the Workspace
Workbooks and Sheets
Changing the Repository Location

Chapter II Connect to Data

Connecting Data
How to Connect to a Data Source
Connect Live/Import
Editing a Connection
Replace Data Source
Replacing Field References
Renaming the Connection
Duplicating the Connection
Refreshing the Data
Closing the Connection
Clipboard Data Sources
Number of Records
Latitude and Longitude,
Measure Names

Data Types and Roles
Data Types
Data Roles

Joining Tables
Adding Tables
Editing Tables
Custom SQL

Working with Multiple Connections
Understanding Data Blending
Adding a Secondary Connection
Defining/Edit Relationships

Data Window Features and Functions(1 Hr)
Folders
Sort
Find Fields
Rename Fields
Combine Fields
Hide or Unhide Fields
Add Fields to the Data Window (calculation field)

Editing Field Properties
Comments
Aliases
Hierarchies

Colors
Shapes
Formats
Sort
&bul
l; Aggregation
Grouping
Sets
Aggregatio
n & Disaggregation

Chapter III: Building Data Views

Parts of the View
Table Components
Headers, Axes
Panes, Cells, Marks Card
Using Stepped Color
Mark Borders
Titles
Captions
Field Labels
Legends

Building Views Manually
Dragging Fields
Shelves and Cards
Multidimensional Hierarchies
Example - Building Data Views Manually

Building Views Automatically
Show Me
Add to Sheet: Double-Click

All Views 24 Types

Filtering
Adding Filters
Sharing Filters
Context Filters

Actions
Filter Actions
Highlight Actions
URL Actions
Running Actions
Actions and Dashboards
Using Field and Filter Values in Actions

Chapter IV: Advanced Analysis

Calculations
Aggregations
Calculated Fields (Create, copy-paste, Formula, )
If/then, case calculations
Table Calculations
Binned Data
Totals
Percentages

Parameters
Cre
ating Parameters
Editing Parameters
Using Parameters in Calculations
Using Parameters in Filters
Using Parameters in Reference Lines
Parameter Controls

Using Multiple Measures
Individual Axes
Blended Axes
Dual Axes
Combination Charts

Forecasting
Forecasting Constraints
How Forecasting Works in Tableau
To Create a Forecast
Forecast Field Results
Configure Forecast Options
Forecast Descriptions
Troubleshooting Forecasting
Resolving Forecasting Errors

Trend Lines and Statistics
Adding Trend Lines
Removing Trend Lines
The Trend Line Model
Removing Factors from the Model
Assessing Trend Line Significance
Assumptions
Trend Line Model Terms

Background Images
Adding Background Images
Setting up the View
Managing Background Images

Background Maps
Geographic Roles
Building a Map View
Map Options
Setting a Default Location
Editing Locations
Custom Geo-coding
Background Map Sources
Map Storing and Working Offline

Chapter V:Publish and Share

Formatting
Worksheet Level Formatting
Formatting Specific Parts of the View
Copying and Pasting Formatting
Clearing Formatting
Workbook Themes
Resizing the Table
Editing Axes
Annotations and Mark Labels

Dashboards
Creating Dashboards
Organizing Dashboards
Understanding Dashboards and Worksheets

Saving and Exporting
Saving Your Work
Reverting Workbooks
Exporting Your Work
Exporting the Data Source Connection
Copying Information between Workbooks

Tableau Server Comprehensive
Create the First Admin User& users
Create Projects and Groups
Assign Permissions to Projects
Publishing Workbooks
Publishing Data Sources
Setting Permissions
Opening Workbooks from the Server
Importing Data Sources from the Server
User Filtering