Tableau:

Progressing from beginner to advanced levels:

Beginner Level

1. Introduction to Tableau
   • Objective: Get familiar with the basics of Tableau and its environment.
   • Key Topics:
     • Overview of Tableau products (Desktop, Server, Online)
     • Installing Tableau Desktop
     • Navigating the interface
     • Understanding data visualization concepts
2. Basic Data Connections and Preparation
   • Objective: Learn how to connect to and prepare data in Tableau.
   • Key Topics:
     • Connecting to various data sources
     • Data preparation and cleaning
     • Creating data extracts and live connections
     • Understanding data types and roles
3. Basic Visualization Creation
   • Objective: Create basic visualizations and dashboards.
   • Key Topics:
     • Creating charts (bar, line, pie, etc.)
     • Using tables and text elements
     • Basic filtering and sorting
     • Introduction to dashboards and stories

Intermediate Level

4. Advanced Data Preparation
   • Objective: Master advanced data preparation techniques in Tableau.
   • Key Topics:
     • Data blending and joining
     • Using calculated fields
     • Advanced data cleaning techniques
     • Pivoting and splitting data
5. Advanced Visualization Techniques
   • Objective: Dive deeper into creating complex visualizations and dashboards.
   • Key Topics:
     • Advanced chart types (scatter, bubble, heat maps)
     • Using parameters and sets
     • Creating advanced calculated fields
     • Dashboard actions and interactivity
6. Data Analysis and Reporting
   • Objective: Perform advanced data analysis and create reports.
   • Key Topics:
     • Using Tableau’s analytics tools
     • Performing trend and predictive analysis
     • Creating detailed reports
     • Using Tableau Prep for data preparation

Advanced Level

7. Performance Optimization
   • Objective: Optimize Tableau workbooks and dashboards for better performance.
   • Key Topics:
     • Performance tuning techniques
     • Optimizing data models
     • Best practices for dashboard design
     • Monitoring and troubleshooting
8. Tableau Server and Online
   • Objective: Learn to administer and manage Tableau Server and Online.
   • Key Topics:
     • Installing and configuring Tableau Server
     • Managing users and permissions
     • Publishing and sharing dashboards
     • Monitoring server performance and security
9. Advanced Analytics and Extensions
   • Objective: Extend Tableau’s functionality with advanced analytics and extensions.
   • Key Topics:
     • Using R and Python with Tableau
     • Implementing Tableau extensions
     • Advanced analytics techniques (clustering, forecasting)
     • Integrating with APIs and external systems

Resources and Practice

• Books and Documentation:
  • “Learning Tableau” by Joshua N. Milligan
  • “The Big Book of Dashboards” by Steve Wexler, Jeffrey Shaffer, Andy Cotgreave
  • Tableau official documentation
• Practice and Hands-on Labs:
  • Tableau Public for hands-on practice
  • Practice projects and case studies
  • Kaggle for datasets and competitions
• Communities and Forums:
  • Tableau Community Forum
  • Stack Overflow
  • LinkedIn Groups and other professional networks

By following this guided path, you can progress from a beginner to an advanced Tableau developer, equipped with the skills needed to handle data preparation, visualization, advanced analytics, and enterprise-level administration using Tableau’s powerful tools and features.