TABLEAU SERVER COURSE

→ TABLEAU DESKTOP 8.1
Introduction and Getting Started

  • Tableau Desktop's role in the Tableau product line
  • Application terminology
  • View terminology
  • Data terminology
  • Visual cues for fields

→ Best Practices in Connecting to Data

  • Working with meta data
  • What happens when the data source changes?
  • Overview of other connection options

→ Working with Data

  • Filtering your data
  • The value of using a heat map
  • Sorting
  • Building groups
  • Building hierarchies
  • Sets
  • Combined sets
  • In and out sets

→ Working with Special Field Types

  • Data fields
  • Measure Values and Measure Names
  • Latitude and longitude (generated)

→ Building Visualizations

  • Combo Charts (bar and line or mixed mark)
  • Highlight table
  • Bins, histograms, calculated bins
  • Tree maps
  • Motion charts
  • Working with shapes and marks

→ Building Custom Calculations

  • Overview of calculations and the calculation engine
  • Manipulating strings and date calculations
  • Calculations and aggregations
  • Logic statements
  • Grand totals, sub-totals and changing aggregation
  • Creating quick table calculations

→ Introduction to Parameters Statistical Visual Analysis

  • Reference lines/bands/distributions
  • Trend modeling and forecasting
  • Forecasting

→ Building Dashboards

  • Overview of dashboards
  • Building your first dashboard

→ Making Applications Interactive by Using Actions

  • What is an action?
  • Options for running actions
  • Highlight actions
  • Filter actions
  • URL actions

→ Options for Sharing Work

  • Tableau Packaged Workbooks
  • Publishing to Tableau Server (Web)
  • Publishing to Tableau Reader
  • Publishing to Tableau Public
  • Publishing to PDF
  • Exporting to an image file
  • Exporting the data only

→ Introduction and Getting Started

  • Tableau Desktop's role in the Tableau product line
  • Application terminology
  • View terminology
  • Data terminology
  • Visual cues for fields

→ Data

  • Desktop architecture
  • Customizing data connections
  • Data blending

→ Working with Calculated Data

  • Review basic calculations
  • Understanding where calculations occur
  • Options for documenting your calculations
  • Aggregating as attributes in calculations
  • Record level calculations for data conversion
  • Advanced table calculations

→ Working with Parameters Advanced Mapping

  • Automatic geocoding of data
  • Built-in geocoding
  • Custom geocoding
  • Path mapping of point to point distribution
  • Using background images for spatial analysis

→ Building Advanced Visualizations

  • Comparing measures towards a goal or benchmark
  • Bar in bar
  • Bullet graph
  • Top or bottom N
  • Nested top N
  • Distributions of data
  • Box and whisker plot
  • Pareto analysis
  • Program management (Gantt chart)
  • Market segmentation (Market basket analysis)
  • Additional visualizations

→ Building Better Dashboards

  • Reviewing types of actions
  • Use of parameters as filters
  • Best practices in Tableau dashboard design

→ Sharing Your Work

  • Packaging Workbooks
  • Publishing to Tableau Server (Web)
  • Publishing to Tableau Reader
  • Publishing to Tableau Public
  • Publishing to PDF
  • Exporting an image file
  • Exporting data only

→ Tableau File Types and Extensions

→ Installing and Configuring Tableau Server

  • Single Server installation
  • Single Server configuration

→ Tableau Server Administration

  • Content administration
  • User and group administration
  • Data Server administration
  • Site administration

→ Security and Permissions in Tableau Server

  • License level
  • User rights
  • Roles
  • Permissions precedence

→ Working with Data

  • Task scheduling and extracts
  • Embedding URLs

→ Command Line Tools Basic Administration & Configuration

  • tabcmd
  • tabadmin

→ Additional Materials

  • Tableau file type and extensions
  • Component functions
  • Sharing work
  • Publishing to Tableau Server
  • Publishing to Tableau Public
  • Tableau Public Premium
  • Tableau Packaged Workbooks
  • Tableau Reader
  • Save to Office and share image file
  • Save to PDF
  • Export data only

→ Architecture and Component Functions

  • Tableau file type and extensions
  • Gateway Server
  • Repository Service
  • Application Server
  • VizQL Server
  • Fast Data Engine
  • Backgrounder Service
  • Data Server

→ Process Flows

  • Create a visualization in Tableau Desktop
  • Publish a visualization to Tableau Server
  • View a visualization in Tableau Server
  • Schedule an extract refresh
  • Publish an extract or data source
  • Add a user in Tableau Server

→ Single Server Installation

  • Minimum requirements
  • Resolutions for common installation issues
  • Performing the installation
  • Managing product keys
  • Initial configuration

→ Tableau Server Administration

  • Content administration
  • Site administration
  • User administration
  • Group administration

→ Tableau Server Security Model

  • Overview
  • Authentication
  • Authorization and permissions

→ Tableau Server Configuration

  • Data Server
  • Schedule and task administration
  • Subscriptions
  • Data security
  • Embedding and URL parameters
  • Command line utilities
  • Log files administration
  • Monitoring and auditing
  • Performance recording
  • Advanced configuration options
  • SSL configuration
  • JavaScript and TDE API
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