Course Overview

The Data

• Introduction to Data
• Introduction to Tables
• Introduction to Database
• Introduction to SQL
• The importance of Data

Data Warehouse Concepts

• Introduction to Data Warehouse
• Characteristics of Data Warehouse
• Difference between OLTP and OLAP
• Facts and Dimensions
• Architecture of Data Warehouse
• Various Data Warehouse tools

Business Intelligence (BI) Concepts

• Introduction to Business Intelligence
• The importance of Business Intelligence
• Tools and Technologies in Business Intelligence area

Tableau Introduction

• Tableau Architecture
• Tableau introduction and overview
• Workbook, Stories, Dashboards and Worksheets
• Data Sources and Data Connection Types

Graphs/Maps/Charts

• Define individual axis, blended axis and dual axis.
• Define filled maps and symbol maps
• Define heat maps and tree maps
• Define pie charts.
• Define Gantt charts.

Filters and Sort

• Define filters – Filter on Measures and Dimension.
• Global filters
• Context filters
• Define filtering at source.
• Explain sort.

Sets and Groups

• Define Groups
• Define Sets
• Join Data using Sets

Calculated Fields

• Introduction to Calculated Fields
• Define Table Calculations
• Define Date Calculations
• Define String Calculations
• Define Logical Functions
• Define Aggregation and De-aggregation

Data Presentation and Analysis

• Define Forecasting, Trend Lines, Reference Lines
• Define Drop lines, Annotation
• Define Summary card

Data Blending and Data Refresh

• Define Data Blending
• Define Data Refresh
• Explain joins
• Performance aspects of Data Refresh

Actions

• Explain Actions
• Actions using – Filter, Highlight and URL

Dashboards

• Explain dashboards
• How to create a dashboard
• Explain Dashboard formatting
• Actions in Dashboards
• How to perform navigation in dashboards.

Parameters and Custom Fields

• Introduction to Parameters
• Define Calculated fields with Parameters
• Interactive features using Parameter driven fields
• Explain Advanced concepts like LODs
• Explain Advanced Date functions like YTD, MTD, QTD

Report Migration Process

• Introduction to Environments
• Report Migration Checklist
• Source Data and Data Refresh Needs

Tableau Server Edition

• Tableau Server installation on Windows and Linux
• Tableau Server – Publishing and Sharing (Concepts)
• Scheduling
• Security, Authentication and Access
• Roles and Responsibilities
• Performance

Explain Embedded APIs

Live Projects and Case Studies

Live Project 1: Tableau as BI Reporting Tool in Insurance Domain

• Overview of Insurance Business
• Insurance and Information Technology
• Insurance dependency on Business Intelligence and Data Warehouse
• Tableau as BI Reporting Tool in Insurance Domain

Live Project 2: Tableau as BI Reporting Tool in Health Care Domain

• Overview of Banking Business
• Banking and Information Technology
• Banking dependency on Business Intelligence and Data Warehouse
• Tableau as BI Reporting Tool in Banking Domain

Live Project 3: Tableau as BI Reporting Tool in Retail Domain

• Overview of Retail Business
• Retail Industry and Information Technology
• Retail Industry dependency on Business Intelligence and Data Warehouse
• Tableau as BI Reporting Tool in Retail Domain