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

  1. 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
  2. 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
  3. 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

  1. 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
  2. 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
  3. 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.

About Instructor

Sonu

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