Tableau Syllabus

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Tableau Creator Alteryx Designer WhereScape Developer Snowflake Overview & Tableau Intermediate Alteryx Advanced WhereScape Advanced Architecture Alteryx Server Tableau Advanced WhereScape Administration Tableau Server Data Vault Express Snowflake Fundamentals Visual Analytics Best Practices

Learn the Tableau Desktop and Server products to take advantage of all the amazing features and functionality that the latest Tableau releases have to offer.

MIP provides courses for new, intermediate and advanced Tableau users.

The syllabus covers • Tableau Creator • Tableau Prep • Tableau Explorer • Tableau Server

We start the learning process with simple visualisations and then move to more advanced functionality such as an in-depth look at the different chart and graph functions available, calculations, parameters, mapping and other ways to display data.

The more advanced concepts cover usage of custom SQL, context filters, advanced calculations, advanced parameters, trends and forecasting, advanced mapping and advanced chart types.

The lessons are organised into modules that provide conceptual information, how-to steps, ‘follow me’ - where the students follow the instructor using Tableau - and tutorials on each concept.

Each lesson is provided with the data and hands-on exercises covering all course content.

The end result is that you master how to visually analyse data, build interactive dashboards and share them with others.

This course covers Tableau Creator Creating Basic Visualisations Creating Groups and Hierarchies functionality required for new Tableau users. • Bar chart Date Functionality It starts with simple visualisations and moves • Geographic map Discrete and continuous dates Tell me, • Crosstab report • to an in-depth look at the different chart and • Fiscal dates graph functions, calculations, mapping and I’ll forget • Scatter plot other functionality. • Line chart Mapping Geographic maps The lessons are organised into modules that Tableau Desktop UI • • Filled maps provide conceptual information, how-to • The Tableau product line • Mapping options steps, follow me (where the students follow • Workbook windows the instructor using Tableau) and tutorials on • Visual cues Heat Map and Highlight Table each subject. Tableau Prep • Difference between heat map and highlight table The workshops provide the opportunity to Show me, visually analyse data, build Interactive Tableau DesktopConnecting to Data Calculations dashboards and share them with others. I’ll remember • Live connection Histogram • Extract data • Combine data sources Dashboards and Actions • Join tables • Blend data sources • Dashboard design • Cross-database join • Dashboards • Dashboard actions

Let me do it Filtering and Sorting Data Sharing your Work & I’ll • Tableau data source • Tableau data extract AUDIENCE Tableau end users and analysts understand • Tableau workbook DURATION 2 days • Tableau packaged workbook

VERSION 2018.x 10.x PREREQUISITES None

This course covers Tableau Creator functionality Review of Tableau Prep Reference Lines, Bands & Distributions required for intermediate Tableau users. • Input • Pivot • Reference line • Options available The course starts with a revision of Tableau Tell me, • Step • Aggregate Desktop and moves to a more in-depth look at • Union • Branch • Reference band Reference distribution sets, quick table calculations, multiple I’ll forget • Join • Output • • Boxplot visualisations, reference lines, bands and Review of Tableau Desktop • Instant analytics distributions, parameters, motion chart, trends Bar chart Highlight table and forecasting, formatting, stories, • • The Power of Parameters performance recording and advanced mapping. • Line chart • Histogram Scatter plot Groups • • Motion Chart The lessons are organised into modules that • Geographic map • Dates Filled map Calculations provide conceptual information, how-to steps, • • Trends and Forecasting ‘follow me’ (where the students follow the • Crosstab • Dashboard Create trend lines instructor using Tableau) and tutorials on each • Heat map • Show me, • Model types subject. Tableau DesktopCreating Sets I’ll remember • Create forecast • Statistic sets The workshops provide the opportunity to Formatting Visualisations visually analyse data, and use these • Dynamic sets Combined sets intermediate skills and techniques to enhance • your Tableau experience. Quick Table Calculations Stories • Story usage Multiple Visualisations • How to create stories • Measure names and measure values Performance Recording Let me do it • Side by side bar • Combined axis chart Advanced Mapping & I’ll • Stacked marks understand • Dual axis chart • Background images AUDIENCE Tableau end users and analysts • Bar in bar chart • WMS servers • Mapbox maps DURATION 2 days

VERSION 2018.x 10.x PREREQUISITES Tableau Desktop training is required

This course covers more advanced Tableau Tableau Best Practices Advanced Calculations Creator skills required for Tableau users who • How best to create data visualisations • Split/custom split wish to take their skills to a higher level so • When not to use Tableau • Profitability as a percent of total that they get the most out of their data. Tell me, • The different visualisation types • Level of detail (fixed, include, exclude) • Common data visualisation problems • Size (number of row in partition) The course starts with a section on Tableau I’ll forget • Data integrity (typical political tricks) best practices, followed by data connections and data sources, a review of Tableau Data Connections & Data Sources Advanced Parameters Desktop/Intermediate, usage of custom SQL, • Files • Multiple views in a container context filters, advanced calculations, • Relational databases • Dynamic hierarchies, colouring, sorting and advanced parameters, advanced mapping • OLAP databases measuring values and advanced chart types. • Big data sources Advanced Mapping • Cloud data sources The course is provided with data and • Tableau data server • Point to point maps workbooks enabling the participants to fine Show me, Review of Tableau Desktop • Calculation distances between two points on a tune their advanced Tableau skills. Tableau Desktop map I’ll remember • Bar chart • Pie chart • Dual axis map • Line chart • Tree map • Australian LGAs • Scatter plot • Motion chart • Geographic map • Histogram Bars on Tooltip • Filled map • Dashboard • Crosstab report • Groups Advanced Chart Types • Side by side bar • Sets AUDIENCE Tableau end users and analysts who • Combines axis • Dates • Bump chart want to become power users or have • Stacked bar • Calculations • Hockey stick chart more complex visualisation Let me do it • Dual axis • Quick table calcs • Pareto chart requirements & I’ll • Bar in bar • Parameters • Gantt bar chart • Heat map • Reference lines • Waterfall chart DURATION 2 days understand • Highlight table • Sparklines • Market basket analysis Custom SQL VERSION 2018.x • Multiple bars & lines 10.x • Convert to custom SQL • Box plot Band chart PREREQUISITES Tableau Desktop and Tableau • Context Filter • Benfords law Intermediate courses and/or equivalent experience required • How to create context filters

This course covers Tableau Server functionality Business System Architecture Permissions required for Tableau Server users regardless of their • Tableau data server • Who can set permissions? role. • Physical architecture overview • Tableau user site role Tell me, The course starts with an understanding of the • User access • Projects Component functions & processes Workbook and data source permissions server components and moves to an understanding I’ll forget • • • Tableau server on-premises • User and group permissions of the User Interface, Permissions, how to Interact, • Tableau reader Collaborate using Tableau Server and how to use the • Tableau online v tableau server Web Editor. Interact • Undo, redo and revert We also touch on the Tableau Server Admin Installation & Configuration • Refresh and pause Commands. The lessons are organised into modules • Before install • View original that provide conceptual information, follow me • Configuration information • Share sessions and tutorials on each subject. • Tableau Server installation • Download Show me, • Setting up configuration and authentication • Full screen The workshops provide the opportunity to use the Tableau Desktop I’ll remember • Configuring additional servers full functionality of Tableau Server from the different • SMTP setup Collaborate users perspective. • Email alerts / subscriptions • Configuring security SSL, SAML, Kerberos, SAP HANA or • Comments OpenID • Subscribe • Complete configuration • Alert • Install and configure server exercise Web Editor Introduction to Tableau Server UI Let me do it • Workbook start page & worksheet AUDIENCE Tableau Server system and site Tableau server user interface & I’ll • • Data and analytics windows administrators, publishers, • Users • Format window and Show Me interactors and viewers understand • Site roles • Tool bar, columns and rows Groups DURATION 1 day • • Pages and filters shelves • Schedules • Marks card and legends VERSION 2018.x • Tasks • Visual cues 10.x • Tableau server menu • Content display options PREREQUISITES None Tabadmin, Tabcmd Commands and TSM Command Line Interface

This course teaches you to design visualisations Best Practices Effective Visualisations that effectively share information and insights with others both inside and outside of your • What is visual analytics • Understand and use pre-attentive attributes wisely organisation. • Start with questions • Provide clear instructions Tell me, • Choose the right chart type • Make it great with colour If you’re looking to strengthen your I’ll forget • Create effective views • Make it great with size • Create effective dashboards understanding of visual best practices, then this Creating Effective Dashboards General guidelines is the course for you. • • BAN’s Understand your Audience The course starts with an understanding of what • Don’t stuff your dashboards Making Visualisations Use visualisations that best fit the need visual analytics is. The outcome is to design • • Reduce chart junk • Beautiful visualisations so they inform without misleading • Battle change blindness • Interactive by using the right chart types based on the • Avoid double encoding • Iterative underlying data and the story that needs to be • Scrollbars and scrunched views told. • Pervasive Show me, • Persuasive Tableau Desktop General Guidelines • Simple The course will help you identify the most I’ll remember • Guidelines that will help you design great dashboards • Speedy appropriate chart types to answer specific • Interactivity questions, apply best practices and • Visual considerations for a variety of chart types and Start with Questions Do’s & Don’ts how to effectively use chart types to answer Choosing the Right Chart Type • Good practice specific questions. • Not-so-good-practice • Time comparison • Comparison and ranking • Correlation Let me do it • Distribution & I’ll • Composition • Geographical data AUDIENCE Tableau users and analysts understand DURATION 1 day

VERSION 2018.x 10.x PREREQUISITES None

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