Both Tableau and Alteryx have disrupted the world of Data Analytics by offering solutions accessible to the analyst (beyond the realm of the coders and programmers), boosting their productivity and their time to insight along the way. Those solutions combine offer to the analyst full control over the data processing chain, from the moment it is extracted, to the moment it is consumed.
Each solution has its strengths:
Tableau is a great tool to explore data, and Alteryx is a great tool to prepare data in sequence
Alteryx is a great tool to blend data, and Tableau is a great tool to share data
Tableau is hiding the complexity from the users, Alteryx is exposing it
This course is divided into two parts. The first part of the course provides students with a deep dive exploration of Tableau's visualization capabilities, and then the second half focuses on creating dashboards.
This is an introductory-level course geared for attendees who want a quick introduction to working with both Tableau and Alteryx, or for those who want a refresher of the basics or newer features. Individuals working with data-regardless of technical or analytical background are a fit for this course.
Part 1: Working with Tableau
Day One: Morning
Session 1: Connecting to Data Sources
Connecting to text, Excel, Access, and SQL files
Pasting from a clipboard
Connecting to other databases
Connecting to Windows Azure Marketplace
Understanding dimensions and measures
Changing data types
Applying filters
Merging multiple data sources
Session 2: Creating Univariate Charts
Creating tables
Creating bar graphs
Creating pie charts
Sorting the graphs
Creating histograms
Creating line charts
Using the Show Me toolbar
Creating stacked bar graphs
Creating box plots
Showing aggregate measures
Showing the top 10 items
Session 3: Creating Bivariate Charts
Creating tables
Creating scatter plots
Swapping rows and columns
Adding trend lines
Selecting color palettes
Using dates
Session 4: Creating Multivariate Charts
Creating facets
Creating area charts
Creating bullet graphs
Creating dual axes charts
Creating Gantt charts
Creating heat maps
Dueling with dual axes
Creating animated visualizations
Correcting data exports from Tableau to Excel
Blending data
Optimizing tips for efficient, fast visualization
Day One: Afternoon
Session 5: Creating Maps
Setting geographic roles
Placing marks on a map
Overlaying demographic data
Creating choropleth maps
Using polygon shapes
Customizing maps
Introduction to Dashboards
Using external data to enrich your dashboard
Using custom geocoding in Tableau
Session 6: Calculating User Defined Fields
Hierarchies for revealing the dashboard message
Classifying your data for dashboards
Using predefined functions
Calculating percentages
Applying the If-Then logic
Applying logical functions
Showing totals
Showing the percentage of totals
Guided analytics with Tableau
Discretizing data
Manipulating text
Aggregating data
Creating choices in dashboards using conditional logic
String manipulation in dashboards
Session 7: Customizing and Saving
Adding title and caption
Modifying font sizes and colors
Applying various marks
Adding colors, labels
Changing marks sizes
Adding reference lines
Printing to PDF
Saving packaged workbooks
Creating a workbook data extract
Sharing your results in a meeting
Packaging workbooks with data
Publishing dashboards to Tableau Server
Publishing dashboards to Tableau Public
Notes and annotations
Session 8: Exploring and Sharing
Saving a workbook on a Tableau server
Saving a workbook on the Web
Sizing to make a data story
Exporting images
Exporting data
Session 9: Exploring Advanced Features
Viewing data
Changing the mark size
Using the presentation mode
Adding annotations
Excluding data on the fly
Customizing mark shapes
Adding drop-down selectors
Adding search box selectors
Adding slider selectors
Actions and interactions
Drilling into the details
Working with input controls
Creating dashboards
Creating parameters
Using parameters in dashboards
Mobilizing your dashboards
Mixing Tableau with Power BI
Part 2: Working with Alteryx
Day Two: Morning
Using the RegEx Tool
Using the Formula Tool
Blending Data Overview
Combining Data by Column Name
Combining Data by Column Position
Combine Data with Different Fields and Headings
Join Two data sets using Key Fields
Blending Memory Considerations
Day Two: Afternoon
Join Multiple Data Streams on Key Fields
Parsing JSON Data
Downloading JSON
Introduction to Geocoding and Drive Time
Regression Analysis
Server Architecture
AB Analysis
Clustering and Means Analysis
Time Series Forecasting
Market Basket Analysis
Our course materials include more than a simple slideshow presentation handout. Each student will receive a comprehensive course Student Guide, complete with detailed course notes, code samples, software tutorials, diagrams and related reference materials and links. Our courses also include detailed our Student Workbook, with step by step hands-on lab instructions and project files (as necessary) and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the course set up files, project files (or code, if applicable) and solutions required for the hands-on work.
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