Introduction

This course begins with Tableau basics to advance. You will navigate the software, connect it to a data file, and export a worksheet, be able to find trends in your data and make accurate forecasts. Also, to make data easier you'll tackle how to use aggregations to summarize information.

Duration:

5days

Who should attend?

Statistician, analyst, or budding data scientist and beginners who want to learn how to visualize data with Tableau.

Course Objective:

·         Creating and use Groups

·         Understanding the difference between Groups and Sets

·         Creating and use Static Sets

·         Creating and use Dynamic Sets

·         Combining Sets into more Sets

·         Using sets as filters

·         Creating Sets via Formulas

·         Control Sets with Parameters

·         Control Reference Lines with Parameters

·         Use multiple fields in the colour property

·         Create highly interactive Dashboards

·         Develop an intrinsic understanding of how table calculations work

·         Create powerful storylines for presentation to Executives

Course content

MODULE 1: CONNECTING TO DATA SOURCES

·         Connecting to text, Excel, Access, and SQL files

·         Pasting from a clipboard

·         Connecting to other databases

·         Understanding dimensions and measures

·         Changing data types

·         Applying filters

·         Merging multiple data sources

MODULE 2: CREATING UNIVARIATE CHARTS

·         Creating tables

·         Creating bar graphs

·         Creating pie charts

·         Sorting the graphs

·         Creating histograms

·         Creating line charts

·         Using the Show Me toolbar

·         Creating stacked bar graphs

·         Creating box plots

·         Showing aggregate measures

MODULE 3: CREATING BIVARIATE CHARTS

·         Creating tables

·         Creating scatter plots

·         Swapping rows and columns

·         Adding trend lines

·         Selecting color palettes

·         Using dates

MODULE 4: CREATING MULTIVARIATE CHARTS

·         Creating facets

·         Creating area charts

·         Creating bullet graphs

·         Creating dual axes charts

·         Creating Gantt charts

·         Creating heat maps

·         Dueling with dual axes

·         Creating animated visualizations

·         Correcting data exports from Tableau to Excel

·         Blending data

·         Optimizing tips for efficient, fast visualization

MODULE 5: CREATING MAPS

·         Setting geographic roles

·         Placing marks on a map

·         Overlaying demographic data

·         Creating choropleth maps

·         Using polygon shapes

·         Customizing maps

·         Introduction to Dashboards

·         Using external data to enrich your dashboard

·         Using custom geocoding in Tableau

MODULE 6: CALCULATING USER-DEFINED FIELDS

·         Hierarchies for revealing the dashboard message

·         Classifying your data for dashboards

·         Using predefined functions

·         Calculating percentages

·         Applying the If-Then logic

·         Applying logical functions

·         Showing totals

·         Showing the percentage of totals

·         Guided analytics with Tableau

·         Discretizing data

·         Manipulating text

·         Aggregating data

·         Creating choices in dashboards using conditional logic

·         String manipulation in dashboards

MODULE 7: CUSTOMIZING AND SAVING

·         Adding title and caption

·         Modifying font sizes and colors

·         Applying various marks

·         Adding colors, labels

·         Changing marks sizes

·         Adding reference lines

·         Printing to PDF

·         Saving packaged workbooks

·         Creating a workbook data extract

·         Sharing your results in a meeting

·         Packaging workbooks with data

·         Publishing dashboards to Tableau Server

·         Publishing dashboards to Tableau Public

·         Notes and annotations

MODULE 8: EXPORTING AND SHARING

·         Saving a workbook on a Tableau server

·         Saving a workbook on the Web

·         Sizing to make a data story

·         Exporting images

·         Exporting data

MODULE 9: EXPLORING ADVANCED FEATURES

·         Viewing data

·         Changing the mark size

·         Using the presentation mode

·         Adding annotations

·         Excluding data on the fly

·         Customizing mark shapes

·         Adding drop-down selectors

·         Adding search box selectors

·         Adding slider selectors

·         Actions and interactions

·         Drilling into the details

·         Working with input controls

·         Creating dashboards

·         Creating parameters

·         Using parameters in dashboards mobilizing your dashboards

·         Mixing Tableau with Power BI

General Notes

·         All our courses can be Tailor-made to participants' needs

·         The participant must be conversant in English

·         Presentations are well-guided, practical exercises, web-based tutorials, and group work. Our facilitators are experts with more than 10 years of experience.

·         Upon completion of training the participant will be issued with a Foscore development center certificate (FDC-K)

·         Training will be done at the Foscore development center (FDC-K) centers. We also offer inhouse and online training on the client schedule

·         Course duration is flexible and the contents can be modified to fit any number of days.

·         The course fee for onsite training includes facilitation training materials, 2 coffee breaks, a buffet lunch, and a Certificate of successful completion of Training. Participants will be responsible for their own travel expenses and arrangements, airport transfers, visa application dinners, health/accident insurance, and other personal expenses.

·         Accommodation, pickup, freight booking, and Visa processing arrangement, are done on request, at discounted prices.

·         Tablet and Laptops are provided to participants on request as an add-on cost to the training fee.

·         One-year free Consultation and Coaching provided after the course.

·         Register as a group of more than two and enjoy a discount of (10% to 50%)

·         Payment should be done before commence of the training or as agreed by the parties, to the FOSCORE DEVELOPMENT CENTER account, so as to enable us to prepare better for you.

·         For any inquiries reach us at training@fdc-k.org or +254712260031

 

·         Website:www.fdc-k.org