Tableau Online Training

The Tableau Workspace 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, values

Data Types and Roles

• Data Types
• Data Roles

Joining Tables

• Adding Tables
• Editing Tables
• Custom SQL

Working with Multiple Sources

• Understanding DataBlending
• Adding a Secondary Connection
• Defining/Edit Relationships

Data Window Features and Functions

• 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
• Aggregation
• Grouping
• Sets
• Aggregation & Disaggregation

Chapter – III: Building Data Views Parts of the View

• Headers, Axes
• Panes, Cells, Marks Card
• Mark Borders
• Titles, Captions
• Field Labels
• Legends

Building Views Manually

• Dragging Fields
• Shelves and Cards
• 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 on work sheets and Dashboards
• Using Field and Filter Values in Actions

Chapter – IV: Advanced Analysis Calculations

• Calculated Fields
• Table Calculations
• Binned Data
• Totals, Percentages

Parameters

• Creating Parameters
• Editing Parameters
• Using Parameters in Calculations
• Using Parameters in Filters
• Using Parameters in Reference Lines
• Using Parameters in Custom SQL
• Using Parameters in Bins
• Using Parameters in Dim &Measures

Using Multiple Measures

• Individual Axes
• Blended Axes
• Dual Axes
• Combination Charts

Forecasting

• Forecasting Constraints
• How Forecasting Works in Tableau
• To Create a Forecast

Trend Lines and Statistics

• Adding Trend Lines
• Removing Trend Lines
• The Trend Line Model
• Removing Factors from the Model

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
• 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
• Copying Information between Workbooks

Tableau Server Comprehensive

• Create the First Admin User& users.
• Create sites,Projects& Groups.
• Create users & assign users to sites, Groups
• Assign Permissions to Projects
• Publishing Workbooks
• Publishing Data Sources
• Setting Permissions
• Opening Workbooks from the Server
• Importing Data Sources from the Server
• Exporting the Data Source Connection
• User Filtering