Welcome! Tableau Fundamentals Workshop · 6. Right-click anywhere in the scatter plot and choose Trend Lines…Show Trend Lines This shows us linear trend lines. Note: In Tableau

Welcome!Tableau Fundamentals Workshop

We will start at 9am PTOr a few minutes after if people are still joining

Training Materials are proprietary and

confidential

Materials may not be reproduced or

distributed in any way without permission

from Senturus, Inc.

Copyright 2018. Senturus, Inc. All Rights

Reserved.

2

In this course, we will

• Review the Tableau product line

• Create 6 worksheets/visualizations

• Enhance worksheets with sorting and filtering

• Add calculated fields to visualizations

• Work with maps

• Create a dashboard

• Discuss stories

• Review publishing and sharing

3Copyright 2018 Senturus, Inc. All Rights Reserved.

Course Overview

Instructor introduction

Student introduction

• Your company and role

• Experience with the tools

• Expectations and reasons for attending the course


Introductions

Introduction to Tableau

Copyright 2018 Senturus, Inc. All Rights Reserved. 6


1. 2.

Which Report Is Better?

• Tableau is about making data visual

• Why Tableau?– Traditional BI tools are complex, inflexible and lack agility– Rapid path to actionable insights– Easy to use for all skill levels– Excellent migration path for Excel users– Can use many different sources of data (~70)

• RDBMS (MSSQL, Oracle, HANA, Teradata)• Modern big data (Hadoop, HIVE, Spark, Presto, MemSQL)• Microsoft Access, Excel• Cloud (Azure, Cloudera, RedShift, etc.)• CSV/Flat Files/JSON• Application-specific connectors (Marketo, ServiceNow,

Anaplan)• Statistic Files (SPSS, SAS, R)• Cubes (Hyperion, SSAS)• Senturus Analytics Connector: connect Tableau or Power BI to

Cognos


Introduction to Tableau

VizQL™ Natively visual, naturally faster

LIVE QUERY ENGINE No need to write SQL

IN-MEMORY DATA ENGINE Blazing speed

TABLEAU PUBLIC Webscale platform for visualizations

TABLEAU MOBILE Natively mobile, touch-optimized


Breakthrough Technologies


Tableau Products


Tableau License Categories

12

Building /Modifying

Tableau Data

Sources

(Creator License)

Building

Visualizations

(Creator,

Explorer

License)

Viewing

Tableau

Visualizations

(Creator or

Explorer

License)

Organizing

Tableau Content

(Tableau Server

only)

Tableau Prep* Tableau Desktop Tableau Desktop Tableau Server

(on prem or cloud

based)

Tableau Desktop Tableau Server’s

Web Authoring

Tableau Server

Tableau Online

Tableau Mobile

Tableau Online

(fully hosted SaaS

Tableau Server)

Tableau Server with

Creator License

Tableau Online

(SaaS version of

Tableau Server)

Tableau Reader

Tableau Public

* Only with Creator license

Copyright 2018 Senturus, Inc. All Rights Reserved.

Tableau Product Matrix


Build visualizations with a few clicks

Connect to a Data Source and/or Import

Data

Create Visualizations

and Dashboards

Share the Results


Tableau Desktop

Choose a connection or existing worksheet


Data Preparation

Format metadata


Tableau Desktop – Data Preparation

• Splitting– String fields can be split into multiple fields for easier

analysis– Automatic or custom split options

– Split based on a common separator

• Aliasing– Roles – i.e., time (ship date/order date)– Binning (high/low sales)

• Renaming

• Data typing

• Geographic roles

• Calculated fields

• Pivoting

• Data interpreter


Data Preparation

Worksheet view


Tableau Desktop

$27m!???


Dimensions Vs. Measures

Revenue grew $27m during Q32016 in the Western Region for Technology!



Measures are the numeric values being represented

• AKA KPIs, metrics, etc.

• Usually aggregated (sum, average, min, max, standard

deviation)

• Generally meaningless without context

Dimensions provide critical contextual meaning to

measures

• Who, what, when, where, why

• How we slice and dice

• Form hierarchies



Add data items to columns, rows and cards to create visualizations


Tableau Desktop

• Within Tableau Desktop, analysts work with worksheets and dashboards

• Worksheets are the views of your data

• Drag and drop fields from your data source onto the rows and columns ‘shelves’

• Items on shelves are called ‘pills’

• Dimensions are blue, measures are green


Tableau

• Change between data source, worksheets and dashboards using the tabs at the bottom

• You can also add new worksheets, dashboards or story boards using the “new” buttons


Tableau Interface Overview

Use “cards” to navigate pages, filters and marks on a worksheet



Use dashboards to organize worksheets



Use stories to combine elements and create directed, interactive analysis



Use “show me” to select or change between different visualizations



• Within Tableau Desktop, analysts work with worksheets and dashboards

• Worksheets are the views of your data

• Drag and drop fields from your data source onto the rows and columns ‘shelves’



Exercise 1 - Creating a Tableau Worksheet

1. Open Tableau by clicking the shortcut on the Desktop.

2. Under Connect, To a file, click on Excel. Navigate to:

Documents My Tableau Repository Datasources 2018.1 en_US-US Sample -Superstore.xls and click Open. (Note if you are on 10.1-10.5 substitute your version for 2018.1)

3. This is the Data Source screen. Here we will add sheets from the Excel file to act as the fields for our visualization. Under Sheets, drag Orders to where it says Drag sheets here. We see our data in the bottom pane.

4. In the bottom portion of the left pane, under the Go to Worksheet prompt, click on Sheet 1.

5. In the left pane, within the Data tab, under Dimensions, drag Order Date to the Columns shelf, and Category and Sub-Category to the Rows shelf.

6. Under Measures, drag Sales to the Columns shelf, and Profit to the Color mark.

7. Double-click the bottom of the worksheet and rename it to “Bar.”

Purpose: Open Tableau, connect to a data file and build a basic visualization using

sample data


Tableau Desktop

Exercise 1 - Creating a Tableau Worksheet - Results


Tableau Desktop

• Analysis can be enhanced by sorting results

• Sorting can be done using buttons for simple sorting

• Or manually through the advanced sorting dialog


Enhancing Visualizations

• Filtering results allow you to focus on particular aspects of your data

• Filter by dragging data fields from the source to the Filters card

• Filters can be created by right clicking an item on a shelf

• The filter dialog box will reflect the data type chosen

• Basic filter card


Filtering Visualizations

Numeric filter dialog box Text filter dialog box



Filtering data

• Simple filtering can be done by selecting the headers or marks in a view and choosing keep only or exclude

• The dimension members are removed from the view and the filtered fields are added to the filters shelf

• When selecting headers that are part of a hierarchy all of the next level members are selected automatically

• Individual marks can be selected on a view making it easy to focus analysis or remove outliers



Exercise 2 - Enhancing Results with Sorting and Filtering

Purpose: We see a potential problem with the furniture category’s profitability. Let’s

enhance our results from the last Exercise by performing a simple sort, and filtering the

results by the furniture category.

1. To preserve the first workbook, right click on the Bar worksheet name at the bottom of the screen. Select Duplicate to create a duplicate of our original visualization, call this sheet New Bar.

2. Now click on the last column.

3. From the toolbar at the top of screen click on the Sort Descending button to sort latest year Sales descending.

4. Let’s reduce the data set results down by dragging Category to the Filters card.

5. From the Filter dialog box uncheck Office Supplies and Technology. Click OK.

6. Right-click Category in the Filters card and choose Show Filter to reveal filter card.



Exercise 2 - Results



• Tableau allows for extensive formatting of your views

• Formatting can be for an entire worksheet or down to the individual parts

• Formatting can include changing

– Fonts

– Alignment

– Shading

– Borders

– Lines


Enhancing Analysis

• Use the “marks” card to refine and enhance results

• Color represents data using different colors

• Use size to encode data by assigning different sizes to the marks


Enhancing Analysis

• Label/text property assigns text labels to marks

• Drop a dimension on the detail box to separate the marks per the members of the dimension

• Tooltips are details that display when you hover over one or more marks in the view


Formatting Visualizations

Additional marks are available when using certain visualization types

• Shapes are available when the mark type supports members being displayed as shapes, such as scatter plots

• Built-in shapes are available and custom shape palettes can be created


Formatting Visualizations

Scatter plots

• Scatter plots provide a way to show correlations between numerical values

• Scatter plots require at least two measures, one on each of the columns and the rows


Working with Visualizations

Exercise 3 - Using Marks

Purpose: Create a scatter plot visualization using colors and shapes to show the

correlation between sales and profit of different product sub-categories by category and

region.

1. Start by creating a new worksheet. To do this, click on the New Worksheet button. Right click and rename this sheet Sales & Profit.

2. From Measures drag Sales to the Columns shelf and Profit to the Rows shelf.

3. To add additional marks to our visualizations drag Sub-Category to the bottom (empty) portion of the Marks card.

4. Add Category to the Color drop zone in the Marks card to distinguish our sub-categories.

5. Add Region to the Shape drop zone.

6. Right-click anywhere in the scatter plot and choose Trend Lines…Show Trend Lines This shows us linear trend lines.

Note: In Tableau 10.2 and earlier, the default is to show Confidence Bands which can look messy. To eliminate confidence bands from the visualization, right-click again on trend line, choose Trend Lines…Edit Trend Lines and uncheck Show Confidence Bands.


Tableau Desktop



Tableau Desktop

Calculated fields

• When your data source doesn’t contain all the fields you need, add new ones as calculated fields

• This saves them as part of the data source

• Create calculated fields by using the calculation editor or by double clicking a shelf or a field on a shelf

• Calculated fields can be created from other calculations

• Calculations are based on formulas and fields



Formulas make up calculated fields

• Formulas can contain functions, fields, operators, parameters or comments

• Calculation editor provides color coding based on the field added

– Functions: Light Blue

– Fields: Orange

– Operators: Black

– Parameters: Purple

– Comments: Green



Functions

• Functions can be filtered by category

• Use enter text to search to find specific functions

• Clicking on a function provides tips and examples



Comments

• Comments can provide context or detail on calculations

• Define comments using two forward slashes:

SUM([PROFIT])/SUM([SALES]) (source: EDW)

Auto-completion for formulas

• Tableau will automatically attempt to fill in a formula

• First attempts to find based on starts with then contains

• If you first type a [, auto complete will show fields, parameters or sets instead of functions

• For multiple data sources, auto-complete will add the fully qualified name of the field


Working with Visualizations – Calculated Fields

Exercise 4 – Creating a Calculated Field

Purpose: We have been asked to show a visualization show our average unit cost per

each sub-category.

1. Create a new worksheet and rename it Avg Unit Cost.

2. Our first step is to create a calculated field. Right-click in the bottom, empty space in the data pane and select Create Calculated Field. Name the field Avg Unit Cost. In the expression box use the formula: [Sales]/[Quantity]. Click OK.

The default aggregation for Avg Unit Cost is Sum. This is not what we are looking for on our visualization.

3. In the measures pane, right-click the Avg Unit Cost field, select Default properties Aggregation Average.

4. We should also set how this field appears. Right-click the measure a second time and select Default properties Number format…. Select Currency (Standard) and click OK.

5. Add Sub-Category to the Columns shelf and on the Rows shelf, from the measures pane, drag the newly created Avg Unit Cost. Click the T button at the top of your screen (next to Standard) to add labels.

6. To allow users to select which years to include, drag Order Date to the Filters Card. Select Years and select the last 2 years (i.e. 2016 and 2017). Click ok. Click the down arrow in the Year Filter pill and select - Show Filter to make it interactive.


Enhancing Visualizations




• Calculations can be used for exception highlighting

• In Tableau, this is known as spotlighting

• Spotlighting is based on thresholds set for a selected measure



Exercise 5 - Spotlighting a Report

Purpose: We have been asked to create a report that highlights when sales not doing

as well as expected. Any order under $10,000 will be highlighted different from the

other orders.

1. Create a new worksheet. Right click the Sheet 4 tab and rename it Sales Spotlight.

2. To highlight our data, we will use a calculated field. Right-click in the bottom, empty space in the data pane and select Create Calculated Field. Name the field type Sales Spotlight. In the expression box use the formula:

IF SUM([Sales]) > 10000 THEN “Acceptable” ELSE “Poor” END

Click OK.

3. Add Segment to the Columns shelf and on the Rows shelf add both Category and to its right, Subcategory.

4. For our measure, we will drop Sales onto the Text box in the Marks card.

5. Lastly to provide the desired highlighting, drag our newly created Sales Spotlight on color.

Bonus: Ctrl-click Envelopes, Fasteners, and Labels. When they are all highlighted,

Click on the paperclip to group them. Right-click on Envelopes, fasteners, labels and choose Edit Alias, rename the grouping Small Stuff.






Bar charts

• Bar charts are excellent to compare data across categories

• To create in Tableau, add a dimension to the rows shelf and a measure to the columns shelf or vice versa



Exercise 6 - Create a Stacked Bar Chart

Purpose: We have been asked to create a bar chart that displays total sales over a four

year period. In addition our users want to see the data by shipping methods but only for

the West region.

1. Click New Worksheet to begin. Right click Sheet 6 and rename it to Sales by Ship Mode.

2. Start the new visualization by adding Order Date to the columns shelf and Sales to the rows shelf.

3. Note that because we have a date and measure on our visualization, Tableau automatically created a line chart. We want to change this.

4. In the Marks pane, change the mark type in the dropdown menu from Automatic to Bar.

5. Our next requirement is to show the data by shipping method. To do this bring Ship Mode over to the Color box. This changes our bar to a Stacked Bar.

6. Click the Labels toolbar T from the top menu to add labels.

7. Finally to add our filter, right click Region from the Dimensions pane and click Show Filter.

8. Click the down arrow in the Region filter control card and select Single Value List

Bonus: To change SUM(Sales) number format, click on down triangle in SUM(Sales) to bring up formatting pane. Click on the Pane tab next to Axis . Format - Default - Numbers choose Currency (Custom), change decimal places to 0, Units - Thousands (K).






Working with Maps

In this module we will

• Use geographical data items to create a geospatial visualization

• Understand how maps work in Tableau

• Customize maps using mark size and color


Working with Maps

Map views

• Excellent for displaying and analyzing geographical information

• Data needs to have appropriate fields for determining location information

• Maps are updated regularly to provide accurate data

• Fields identified as geographic will have a globe icon

• Maps don’t have to be geographic – can be factory floors, hospitals, diagrams, anything you can plot an x/y coordinate on

⎼ Images can be imported to use as background

• WMS servers allow connection to map servers providing an almost infinite array of maps


Working with Maps

Map views

• Tableau reads a field and determines the geographic type

• You can manually set fields to different geographic types based on the source data


Working with Maps

Map views

• Latitude and longitude information is generated automatically whenever possible

• These fields display under measures

• In addition to standard areas such as country or state, Tableau also includes area codes, zip codes and congressional districts


Working with Maps

The following features can add insight and visual appeal to your maps

Feature Description

Background Maps Maps automatically generated by Tableau

when you use geographic data

Map Layers Additional geographic details that can be

layered onto your map from the Map

Options window, such as area code

boundaries, streets and highways, and

prominent place names

Data Layers Layers that show U.S. census information

for the regions on your map, such as the

per capita income, median age and

average household size


Working with Maps

Navigation and selection in maps

• Maps have navigation, search and selection options for better user interactivity

Feature How to Use

Pan and Zoom To pan across the map, click and drag the mouse pointer across the

map. To zoom in or out, use the + and - icons on the map toolbar

Lasso selection Selects an area of an irregular shape. Click the kidney shaped dotted

line icon, and click+drag the cursor around the area you want to select.

All marks in the area display as selected

Radial selection Selects and area in a circular range. Click the circular dotted line icon,

and click+drag the cursor around the area you want to select. All marks

in the area display as selected

Rectangular selection Selects an area in a rectangular shape. Use the same technique as

Radial and Lasso selection

Geographic search Click the Search icon and type the city or country into the text box and

press enter to initiate a search. Can be excluded from a worksheet


Working with Maps

Exercise 7 - Creating a Map View

Purpose: We need a simple map that shows our sales by US City.

1. Create a new worksheet. Right click Sheet 7 and rename it Sales by City.

2. From the data pane double-click City to extract latitude and longitude. Tableau places this on a U.S. map with points representing each city in our data set.

3. Note there are 146 Unknown pieces of data in our source. This is due to the context of the visualization not being deep enough. To clear the ambiguity, we can increase the level of detail on our map. Drag State to the Detail mark. This eliminates our unknown data and provides a better map.

4. Add Sales to size and add Profit to color to enhance the view.

5. Click the Size mark, and adjust the size of each mark to makes things legible.

6. This creates overlap. To distinguish our marks, click the Color mark, and in the Border dropdown, and add a black border.

7. From the menu bar click on Map Map Layers, examine the available options. For our map, we want to change the style to Normal. To make the map easier to read, uncheck Land Coverand Country/Region Names.

8. Here we can also see how Data Layers change a map. Under Data Layers select Per Capita Income to apply this to our map.


Working with Maps



Working with Maps

Creating Dashboards

• Dashboards are collections of worksheets

• Allow you to analyze multiple views at once

• Shown at the bottom as tabs like worksheets

• Updated automatically when data from the source is updated

• Supports all the same formatting as worksheets

• Bi-directional communication between dashboards and source worksheets


Creating Dashboards

• When creating a new dashboard, data pane is replaced with a list of worksheets and objects

• Objects can be added by simply dragging them over to the dashboard

• By default, objects are added as “tiled” and can be changed to “floating” to allow overlap


Creating Dashboards

• Dashboard objects allow you to enhance a dashboard with non-worksheet items

• Objects include

– Text boxes

– Images

– Web pages

– Blank space


Adding Dashboard Objects

You can show or hide specific parts of a dashboard as desired

• Title

• Caption

• Legends

• Filters

• Parameters


Organizing Dashboards

Dashboard can be sized based on the following options

• Automatic - dashboards adjusts as needed

• Exactly - fixed width, scrollable if larger than window

• Range - scales between min and max size

• Presets - select from common sizes (iPad, letter, etc.)

Tableau allows for device specific layouts to be created


Organizing Dashboards

Exercise 8 - Create a Dashboard

Purpose: We have created numerous worksheets. Our users would like to see some of

these views on a single page. We will create a dashboard from 3 of our worksheets and

enhance it with a global filter.

1. In the bottom right next to your sheets, click the New Dashboard button.

2. Right click the tab Dashboard 1 and rename it Sales Dashboard.

3. Start off by changing the size of the dashboard. In the dashboard pane click the dropdown under Size, click the dropdown arrow next to Fixed size, and select Automatic.

4. From the Dashboard pane, drag Sales by City to your dashboard.

5. Drag Avg Unit Cost below Sales by City until bottom half of the screen is gray (this splits the dashboard screen).

6. Next drag Sales Spotlight to the bottom right side until the lower half of the screen is gray. This will split the screen.

7. Highlight the Year of Order Date filter, click the black down triangle, choose Apply to Worksheets -> All Using This Data Source. This will make Year of Order Date a global filter that applies to all of the worksheets in our new dashboard.


Tableau Desktop



Tableau Desktop

A Word About Stories

• Stories are collections of worksheets and dashboards that work together to tell a cohesive story

• Stories can be used to show insights revealed, to provide context, or to show the flow of decisions

• Since a page in a story is a sheet, all of the formatting techniques from dashboards and worksheets apply

• Each sheet is called a “story point”


Stories


Stories


Stories


Stories

Publishing and Sharing

• Workbooks can be exported and published

• Multiple formats are available to use the output in applications such as PowerPoint, Word or Excel

• When saving you can save:

– Workbooks - .twb (all sheets, dashboard and stories)

– Packaged workbook - .twbx (all sheets, dashboards, stories and all reference local data files and images in a single file)

• You can also publish workbooks, dashboards and data sources to Tableau Server



Demo



a

• Go back, get a data set and tell YOUR story!

• Create a Tableau Public profile!

• Cement the knowledge obtained today by using the product immediately independently

• Call us with any challenges that arise

• We will follow up with you in a few weeks to see what you’ve come up with or reach out to us to share what you’ve created!


Take Action

83

Edward Tufte

Stephen Few


Visualization Resources

https://www.amazon.com/Visual-Display-Quantitative-Information/dp/0961392142/ref=sr_1_1?s=books&ie=UTF8&qid=1476305282&sr=1-1&keywords=edward+tufte

https://www.amazon.com/gp/product/1938377001/ref=pd_sbs_14_img_0?ie=UTF8&psc=1&refRID=E6F06K1PRHVJNKQNXHS6

a

Webinar Recording: 10 Best Practices for Tableau Dashboard Designhttp://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/

Blog: Six Ways To Publish And Share Tableau Contenthttp://www.senturus.com/blog/six-ways-to-publish-share-tableau-content/

Blog: Securing and Filtering Data by User in Tableauhttps://www.senturus.com/blog/securing-filtering-data-user-tableau/

Resources: Tableau Conference 2017http://tclive.tableau.com/Library/

Tableau Training: Intermediate – 1 day class with 18 hands-on demoshttps://www.senturus.com/training/course-schedule/tableau-desktop-intermediate-training/

Tableau Training: Advanced – 2 day class with 34 hands-on demoshttps://www.senturus.com/training/course-schedule/advanced-data-visualization-dashboarding/


Other Tableau Resources

http://www.senturus.com/resources/10-best-practices-for-tableau-dashboard-design/

http://www.senturus.com/blog/six-ways-to-publish-share-tableau-content/

https://www.senturus.com/blog/securing-filtering-data-user-tableau/

http://tclive.tableau.com/Library/

https://www.senturus.com/training/course-schedule/tableau-desktop-intermediate-training/

https://www.senturus.com/training/course-schedule/advanced-data-visualization-dashboarding/

a

• The good, the bad the ugly - don’t be shy!

• It will help us make future workshops even better!

http://www.surveymonkey.com/s/senturus


We Want Your Feedback

http://www.surveymonkey.com/s/senturus

Thank You!

Monica Van Loon – [email protected] Knowles – [email protected]

mailto:[email protected]


Business Analytics Consultants

Tableau Preferred Partner

Who We Are

1200+ CLIENTS, 2000+ PROJECTS, 17+ YEARS


EXTRACT, TRANSFORM AND

LOAD DATA

DATA REPOSITORY

BUSINESS INTELLIGENCE

DATA SOURCES


Preparing Your Data for Business Intelligence


Standard

Reports (Push-Pull)

Dashboards/

Scorecards

Self-Service Reporting

& Ad-Hoc Analysis

Alerts

ERP Data

CRM Data

Retail POS

Decis

ions

& A

cti

ons

Sourc

e S

yst

em

s of

Record

Cloud Sources

& Big DataExcel is being used for your data source, ETL and your presentation

Excel

Powerpoint

Access

Beginning with Tableau – A Typical Situation

1. Your data is not “analysis friendly”

2. You need to add data or logic which is not in your source systems

3. You need access to historical information for trend analysis

4. You need detail data for drill down and you currently only have summary level data

5. You need to join disparate data sources


Reasons You May Need to Prepare Your Data

92

An Example:

Transaction Systems

(CRM, ERP, etc.)

• Often thousands of tables …

• Cryptic column names

• Not optimized for queries

• Difficult to join tables


1. Your Data is Not “Analysis Friendly"

Rollups, attributes and hierarchies change ALL the

time

Hierarchy Examples Classic Examples of Change

93

Date &Time

Financial - Departments

Financial - Chart ofAccounts

Product (oftenmultiple)

Brand

Sales Territory

Customer

Employees/Management

Supplier

Geography/Location

Company reorganizations

Finance version vs. Marketing version

Management hierarchies vs. geographic

territories

Multiple product hierarchies

Sales territory realignment

Multiple division rollup disparities

Acquisitionrollups

External supplier and third-party data

Temporary groupings (promos etc.)


2. You Need to Add Data and Logic for Reporting

Instead of looking at a “snapshot” of your data, you want to see trends over time


3. You Need History for Accurate Trend Analysis

Example: Excel reports often provide only high-level summary information. To identify potential problems you need to be able to drill to detail such as an invoice number or account information.


4. You Need More Detail For Drill Down

96

Employe

e Name

Salary Hire

Date

Termination

Date

Manager

John

Smith

100k Jan 17 June 17 Sally

Snow

Sue

Sands

50k Jan 15 Joe Wells

Sally

Snow

150k June 16 Joe Wells

Expens

e

Report

Employe

e ID

Full Name Amt Date

1234 51 Sally Snow $150 1/15/2017

5100 20 Susan

Sands

$3213 3/31/2017

9600 99 Jonathon

Smith

$1543 6/7/2017

Employee ID Manager Dept

51 Joseph

Wells

Finance

99 Sally Snow Finance

Example: Need all expenses for Joseph Wells’ employees

Data is coming from two separate systems:

(i.e. ERP and HR)

How do you join them?

Your expenses for all employees under a specific manager.

Why is this so hard?

1. Data mismatch

2. Data is not uniform

3. Need to access hierarchy

4. Formatting differences


5. You Need to Combine Data Sources

• Connectors

• Training

• Expert Tableau dashboard development, jumpstarts and mentoring

• Free resource library

When building a solution, we take into account your

• Timeline

• Budget

• Data

• Resources


Ways We Can Help With Your Tableau Projects


Senturus Connectors: Connecting Existing Data and Data Models to Tableau

a

• Review the Tableau product line

• Introduce the Desktop product

– Understand what Tableau offers business analysts, approach, and how it works

– Review the different Tableau product offerings

– Examine the Tableau Desktop user interface and define key terminology

– Create a workbook and a simple visualization from an Excel file

• Enhance visualizations

– Enhance views with sorting and filtering

– Add depth to visualization using marks

– Explore different types of visualizations

– Enhance analysis with calculations

– Highlight exceptional data with a spotlight text report

– Format visualizations for best practice presentation

• Present data geospatially with maps

– Use geographical data items to create a geospatial visualization

– Understand how maps work in Tableau

– Customize maps using mark size and color

• Filter using dimensions and measures

• Create dashboards

– Add sheets and other objects to the dashboard

– Customize the dashboard

– Discuss device-specific layouts

• Review Tableau story capability

• Use trend lines

• Review working with and publishing to the public Tableau server

• Discuss distribution of workbooks, worksheets and dashboards

• Review Tableau Public


Today’s Training – Tableau Fundamentals

Working with complex calculated fields

• Methods for creating calculations

• Work with the calculation editor and common syntax

• Creating a complex calculated field

• Use functions

• Spotlighting in a bar chart

• Create a variance

Work with Totals

• Grand Totals

• Percentage of Totals

• Create totals across columns and rows

Filter with context filters

• How to apply filters across worksheets

• Use the filter shelf

• Filter on dimensions

• Create context filters

• Use quick filters

• Create filters on a calculated field

• Top N Filters

Make workbooks dynamic with parameters

• Use parameters to filter across sources

• Create a dynamic measure parameter

Grouping Data

• Create groups, creating a “other” group

• Work with complex sets

• Create a histogram with bins of data

• Manage aggregation

Introduce forecasts

• Understand exponential smoothing methods

• Forecasting constraints

• Forecasting model types

Review when to use a data extract

• Understand available data sources

• Manage metadata

• Hide columns in a data source

• Change Data types

• Renaming columns

• Export data

Build a worksheet with multiple data sources

• Join data sources

• Working with different types of joins

• Blend data in a workbook


Training – Tableau Intermediate Data Visualization

a

• Work with Advanced Date Definitions

– Understand the differences between Discrete and Continuous dates

– Create views using different date types

• Use Data Extracts and Configure Multiple Data Sources

– Review the Data Connection Page

– Understand when to use an extract

– Configure and run an extract

– Understand joins in Tableau

– Discuss custom SQL

• Use Data Blending

– Blend without linked fields

– Use calculated views in a blend

– Account for NULL values in a blend

• Review and Use Joins

– Define relationships between two or more data sources

– Create multiple clause Joins

– Understand the different types of Joins supported by Tableau

• Create Advanced Calculations

– Table Calculations

– Work with Regular Expressions (RegEx)

– Work with multiple conditions and data types

– Perform custom splits

– Use Level of Detail (LOD) calculations

– Define scope and direction

– Handle NULL values in table calculations

– Create window and moving averages

• Advanced Parameterization

– Using custom date parameters

– Define Thresholds

• Advanced Parameterization (cont’d)

– Perform what-if analysis

– Use Parameters to define dynamic measures

– Spanning Parameters across data sources

• Perform Advanced Comparisons

– Use Bullet Charts to display progress toward goals

– Create Top “N” Visualizations

• Develop Advanced Geocoded Maps

– Work with navigations and selection in maps

– Review automatic geocoding in Tableau

– Modify geocode locations

– Perform custom geocoding with data blending

– Use background images in visualizations for spatial analysis

• Dive Into Statistics and Forecasting

– Review trend lines

– Review the trend model

– Enhance Visualizations by using the analytics pane

– Enable Forecasting

– Produce instant analytics

– Show distribution of data using simple and advanced Pareto charts

• Develop Advanced Interactive Dashboards and Stories

– Plan a dashboard and Define its Purpose

– Review visual best practices

– Advanced Dashboard Layout and Testing

– Add Interactivity to dashboards Using Actions and Tabs

– Add navigation and help

– Leverage instructions and annotations

– Assess performance of a dashboard

– Create advanced stories


Training – Tableau Advanced Data Visualization and Dashboarding

a

• Integrate and Use R with Tableau

– Discuss what R is

– Review the needed components to connect Tableau and R

– Show resources for learning more about working with R

– Integrate R into a Tableau worksheet

• Calculate Ratios

– Go over using ratios within Tableau

• Understand When to Use the ATTR Function

– Discuss when and how to use the ATTR function

– Switch a worksheet to record level aggregation

• Compare Record Level Results Versus Aggregated Results

– Discuss when and how to use the ATTR function

– Switch a worksheet to record level aggregation


• Use LOD and Nested LOD Functions

– Review LOD expressions

– Use nested LOD expressions for detailed analysis

• Explore Advanced Uses of Sets and Bins

– Create a dynamic set

– Work with histograms

• Review Mapping with Polygon Maps

– Learn how to map non-standard data

• Discuss WMS Servers and Mapbox Integration

– Review WMS servers

– Connect to a WMS server

– Examine Mapbox website and offerings

– Create a Mapbox map

Training – Tableau Expert Development

3 Day Jumpstart Engagement

• Tableau data preparation/architecture review and recommendations

• Tableau dashboard/report deployment and security strategy

• Tableau POC worksheets and dashboard

• Tableau training plan

$4,995 plus travel expenses

Flexible Mentoring Engagements

• Expert guidance with existing data and/or dashboards

• One-on-one training

Provided at an hourly rate


Tableau Consulting By Senturus

http://www.senturus.com/senturus-resources/

©2018 Senturus, Inc. All rights reserved. 104

Visit Our Free Resource Library and Blog

http://www.senturus.com/senturus-resources/

For More Information Contact

Kay Knowles

[email protected]

303 330 7321

Copyright 2018 by Senturus, Inc. This entire presentation is copyrighted and may not be

reused or distributed without the written consent of

Senturus, Inc.
