Module 1: Introduction to Tableau
- Introduction to Data Visualization
- Understanding the Importance of Data Visualization
- Overview of Tableau
- Tableau Desktop vs. Tableau Public vs. Tableau Online
- Installing and Setting Up Tableau
- Tableau Interface Overview
- Workspace Layout
- Toolbars and Menus
Hands-On: Installing Tableau and Exploring the Interface
Module 2: Connecting to Data Sources
- Connecting to Different Data Sources
- Excel, CSV, Text Files
- Databases (SQL Server, MySQL, PostgreSQL)
- Cloud Data Sources (Google BigQuery, Snowflake, AWS Redshift)
- Web Data Connectors
- Data Connection Options
- Live Connection vs. Extracts
- Basic Data Preparation and Transformation
Skills You Will Learn: Connecting to various data sources, understanding data connection options. Hands-On: Connect to multiple data sources and prepare data for analysis.
Module 3: Data Preparation and Transformation
- Data Import and Exploration
- Data Pane Overview
- Metadata Grid
- Data Cleaning and Shaping
- Filtering Data
- Renaming Fields
- Changing Data Types
- Handling Nulls and Duplicates
- Creating Calculated Fields
- Basic Calculations
- String Manipulations
- Date Calculations
- Using Data Blending
Skills You Will Learn: Data cleaning, shaping, and preparation, creating calculated fields.
Hands-On: Clean and prepare data, create calculated fields.
Module 4: Building Basic Visualizations
- Introduction to Basic Charts
- Bar Charts
- Line Charts
- Pie Charts
- Scatter Plots
- Creating Tables and Crosstabs
- Using Colors and Shapes
- Formatting Visualizations
Skills You Will Learn: Creating and formatting basic visualizations.
Hands-On: Build basic charts and tables.
Module 5: Advanced Visualization Techniques
- Creating Advanced Charts
- Dual-Axis Charts
- Combined Axis Charts
- Bullet Charts
- Histogram and Boxplots
- Using Maps for Geospatial Data
- Creating Symbol and Filled Maps
- Using Map Layers and Custom Geocoding
- Working with Hierarchies
- Drill Down and Drill Up
- Parameters and Controls
- Creating and Using Parameters
- Parameter Actions
- Advanced Formatting and Annotations
Skills You Will Learn: Creating advanced visualizations, working with geospatial data, using parameters.
Hands-On: Build advanced charts, create maps, use parameters.
Module 6: Dashboards and Storytelling
- Designing Effective Dashboards
- Dashboard Layout and Design Principles
- Adding Interactive Elements (Filters, Parameters)
- Creating Dashboard Actions
- Filter Actions
- Highlight Actions
- URL Actions
- Building Stories in Tableau
- Adding Story Points
- Navigating Between Story Points
- Best Practices for Dashboard Performance
Skills You Will Learn: Designing interactive dashboards, building stories in Tableau.
Hands-On: Create interactive dashboards, build a story.
Module 7: Advanced Data Analysis with Tableau
- Table Calculations
- Running Totals
- Moving Averages
- Percent of Total
- Level of Detail (LOD) Expressions
- Fixed, Include, and Exclude LODs
- Advanced Analytics
- Trend Lines
- Forecasting
- Clustering
- Using Sets and Groups
- Creating and Using Sets
- Combining Sets
- Using Groups for Categorization
Skills You Will Learn: Performing advanced data analysis, using table calculations, LOD expressions.
Hands-On: Apply table calculations, create LOD expressions, perform advanced analytics.
Module 8: Tableau Server and Tableau Online
- Introduction to Tableau Server and Tableau Online
- Publishing Workbooks and Dashboards
- Managing Projects and Permissions
- Scheduling Extracts and Refreshes
- Collaborating with Team Members
- Using Tableau Public
Skills You Will Learn: Publishing and managing content on Tableau Server and Tableau Online.
Hands-On: Publish workbooks, manage permissions, schedule extracts.
Module 9: Integration with Advanced Tools
- Integrating R and Python with Tableau
- Setting Up R Integration
- Using R Scripts in Calculations
- Setting Up Python Integration (TabPy)
- Using Python Scripts in Calculations
- Tableau Extensions and APIs
- Installing and Using Extensions
- Introduction to Tableau JavaScript API
Skills You Will Learn: Integrating Tableau with R and Python, using Tableau extensions.
Hands-On: Perform data analysis using R and Python in Tableau, use extensions.
Module 10: Real-World Applications and Best Practices
- Industry-Specific Use Cases
- Healthcare Analytics
- Financial Analytics
- Marketing Analytics
- Sales Performance Dashboards
- Implementing Security and Governance
- Row-Level Security
- Data Source Certification
- Auditing and Monitoring Usage
Skills You Will Learn: Applying Tableau in real-world scenarios, implementing security and governance.
Hands-On: Create industry-specific dashboards, implement row-level security.
Module 11: Final Project and Evaluation
- Capstone Project
- Applying All Learned Concepts
- Creating Comprehensive Reports and Dashboards
- Presentation and Feedback
Skills You Will Learn: End-to-end Tableau project implementation, presenting insights.
Hands-On: Complete a capstone project involving data extraction, transformation, modeling, analysis, and visualization.
Certification Preparation
Key Topics for Tableau Desktop Specialist and Certified Associate Exam Preparation:
- Connecting to & Preparing Data
- Data Connections
- Preparing Data
- Exploring & Analyzing Data
- Creating Basic Charts
- Using Sets and Groups
- Creating Table Calculations
- Sharing Insights
- Creating Dashboards and Stories
- Publishing to Tableau Server/Online
- Understanding Tableau Concepts
- Tableau Interface
- Best Practices for Visualization
Value-Added Topics for Exam Preparation:
- Exam Preparation Strategies
- Reviewing Tableau’s Official Exam Guide
- Tips for Effective Study and Time Management
- Utilizing Official Tableau Resources and Practice Exams
