Chapter 0:

A little about me:

  • I am Rakesh!
  • Coder, Manager and work in the field of analytics
  • I like solving analytical problems, hiking, XBOX, Photography, teaching etc.
  • My website:
  • Some feedback from my previous courses.

About this course:

  • Keep it simple!
  • Provide enough information for people to start creating reports.
  • Incorporate feedback from previous courses.
  • I will be uploading this document
  • Has reading materials.
  • Ask questions!

Chapter 1:

Introduction to Tableau

Goals: Introduction and setup

Getting started:

3 part BI-Suite:

  1. Databases - Querying data, building tables/stored procedures etc. - SQL Server
  2. ETL (Extract Transform and load) - Moving data from one place to another (and transforming them) - SQL Server Integration services (SSIS)
  3. Visualization - Telling a good story with your data - SQL Server Reporting Services, Tableau


  • Tableau is a BI tool, for easy visualization and analysis.
  • Tableau flavors:
    • Tableau Reader
    • Tableau Public
    • Tableau Server (on premise)
    • Tableau Online (tableau cloud solution)
    • Tableau desktop
  • Main advantages:
    • Supports connecting to 20+ datasources.
    • Lesser learning curve
    • Easy visualization and analytics.

Getting Setup:

This is what we will use in this course

  • To view reports in a browser:
    • Tableau Online (Tableau’s cloud version)
    • Tableau Server (On-premise, needs installation and setup)

We won't cover in this course

Reading and resources:

Chapter 2

Goals: Exploring basic tableau

  • Creating your first Workbook
  • Playing around with tableau.
  • Connecting to an existing Excel workbook.
  • Check the excel tabs.
  • Connecting to various data sources in Tableau
  • Live vs extract.
  • Concept of joins (Same datasource v/s different datasource)
  • Create your first Tabular report.
  • Explore the concept of Dashboards.


Chapter 3

Goal : Deeper dive into creating basic reports.

  • Connect to different data sources - Ex. SQL Server
  • Live / Extracts
  • Drag and drop some data
  • Tabular v/s Graphs
  • Marks’ section
  • Changing metadata (rename columns, create Hierarchy, create folders, change aggregation, calculated columns etc.
  • Tableau Extracts
  • Publishing your extracts.
  • Create a new report, by connecting to a published datasource

Further Reading:

Chapter 4:

Goal: Distribution Charts and Blending Data


  • Tableau setup
  • Connecting to Excel and SQL Server
  • Joining different data sources and connections (Left join, right join, Full Join etc.)
  • Creating basic tabular and reports and graphs
  • Concept of Live v/s extract
  • Basics of Calculations.

Let’s look at:

  • Building Distributions (stacked Bar charts), working with colors and labels.
  • Blending data and the concept of unions
  • Data interpreter basics, massage data, split data (Explore data and options)

Further reading:

  • Custom Splits: Read
  • Blending Data: Read

  • Stacked Bar Charts: Read

Chapter 5: Massaging the input data.

Goal: Look at techniques to transform and clean input data

Let’s look at:

  • Data interpreter
  • Custom splits

Further reading:

  • Custom Splits: Read

  • Data Interpreter: Read

Chapter 6 - Deep dive into visualization

Goal: Exploring graphs and grouping concepts

Let’s look at:

  • Relationships between:
    • 1 measure and 1 dimension
    • 2 measures
  • Highlighting points in a graphs
  • Sorting your data (sorting at different levels, easy sorting, toolbar sorting, clear sort)
  • Grouping:
    • Static grouping
    • Visual grouping
    • Dynamic grouping (Calculated field, Parameter controlled)
    • Bins and Sets

Further Readings:

  • Dates (Discrete and Continuous): Read

Chapter 7 - Filtering concepts.

Goal: Explore advanced filtering techniques.

Let’s look at:

Filtering and Formatting:

  1. Exposing as filter
  2. Inline filtering (keep only / Exclude)
  3. Set filters by conditions (filter configuration)
  4. Filtering Dimensions and measures
  5. Cascading filters.
  6. Filtering using a parameter
  7. Control Reference lines (from the analytics tab) using parameters
  8. Marks card for formatting.
  9. Annotations and tooltips (right click on a data point and choose annotate)
  10. Editing axis
  11. Tooltips: “Put it as a sentence”.

Further Reading:

  1. Clustering - Read ( )
  1. Dates (Discrete and Continuous): Read ( )

Chapter 8 - Tableau Maps

Goal: To explore the Tableau Visualization using Tableau Maps.

Let’s look at:

  • How is map information stored:
    1. Using Latitude and longitudes
    2. Using geospatial data
    3. Using combination of Cities , States, Country, or postal codes.
    4. Geographic Data Types
  • Let’s plot a few things
  • Marks & Shapes
  • Map Layering.
  • Search and Zoom.
  • An easier way to custom geocode.

Further Reading:

Chapter 9 - Advanced Tableau Visualization (Pareto)

Goal: To explore some advanced Tableau Visualization and charting techniques.

Let’s look at:

Pareto Charts

Further Reading:

Chapter 10 - Advanced Tableau Visualization (Waterfall chart)

Goal: Create a waterfall chart using Tableau

  2. 4 steps in Tableau:
    1. Create a Line chart with running total measure.
    2. Transform that to a Gantt Chart
    3. Create a Negative calculated field for the measure.
    4. Drag and Drop Negative calculated field to size.
    5. Drag and Drop the Measure to color.

Chapter 11 - Tableau Calculated fields

Goal: To look at calculated fields in Tableau

  • Calculations are like excel formulas
  • Calculations can be performed on String, Number, Dates etc.
  • LOD - Level of detail (Fixed, Include and Exclude)
  • Table calculations
  • Using IF clause
  • % of totals, running Totals, using ATTR
  • Date, Logical and String functions
  • LEN functions

Further Reading:


Chapter 12 - Conclusion and Next Steps.

Goal: Deployment and next steps towards a data analytics career.

  • Deploy in Tableau Server or Tableau Online.

  • BI Stack:
    • Databases (SQL Server, Oracle etc.)
    • Transforming Data (Extract Transform and Load or ETL using SSIS)
    • Visualization (SSRS or Tableau)
    • Data Science and Machine Learning (Python/R etc.)
    • Data Science and Machine Learning - Coming Soon

Concluding Steps:

  • Connect with me via LinkedIn or my website.
  • Check out my other courses in BI Stack.
  • Check Out my articles on Career Development in Data Science and Analytics (link 1 | link 2)