1. Introduction to Tableau

• Overview of Tableau products (Tableau Desktop, Tableau Online, Tableau Server, Tableau Prep)
• The role of Tableau in Business Intelligence and data visualization
• Key Tableau features: data connectivity, visualization, analytics, and sharing
• Installing and setting up Tableau Desktop

2. Connecting to Data Sources

• Overview of data connections in Tableau: Excel, CSV, SQL databases, cloud data sources
• Managing live connections vs. extracts in Tableau
• Customizing data connections and data blending
• Working with calculated fields, groups, and hierarchies

3. Data Preparation and Transformation with Tableau Prep

• Introduction to Tableau Prep Builder for data cleaning and preparation
• Connecting, cleaning, and shaping data for analysis
• Using data flows to automate data preparation
• Combining multiple data sources and performing data joins
• Saving and scheduling Tableau Prep flows for data refreshes

4. Creating Visualizations in Tableau

• Introduction to Tableau’s visualization options: bar charts, line charts, scatter plots, maps, and more
• Creating and customizing basic and advanced visualizations
• Building interactive dashboards using filters, parameters, and actions
• Designing effective visualizations for storytelling and decision-making
• Best practices for data visualization in Tableau

5. Advanced Data Analysis in Tableau

• Working with advanced calculated fields and table calculations
• Creating dynamic parameters and using LOD (Level of Detail) expressions
• Implementing trend lines, forecasts, and reference lines
• Using Tableau’s analytics pane for advanced insights
• Advanced mapping features in Tableau (geospatial analysis, custom geocoding)

6. Dashboard Design and Interactivity

• Principles of effective dashboard design for BI reporting
• Building interactive dashboards with filters, actions, and parameters
• Adding tooltips, annotations, and dashboard navigation elements
• Performance optimization for large datasets in Tableau dashboards
• Publishing and sharing dashboards on Tableau Server or Tableau Online

7. Tableau Server Administration

• Introduction to Tableau Server architecture and deployment options
• Installing, configuring, and upgrading Tableau Server
• Managing Tableau Server users, groups, and roles
• Implementing permissions and security for projects, workbooks, and data sources
• Monitoring Tableau Server performance and usage

8. User and Permissions Management

• Managing authentication and authorization in Tableau Server
• Creating and assigning user roles (creators, explorers, viewers)
• Implementing data security with row-level security (RLS)
• Setting project-level, workbook-level, and data source permissions
• Auditing user activities and access logs in Tableau Server

9. Data Source Management in Tableau Server

• Publishing and managing data sources in Tableau Server
• Scheduling data refreshes for Tableau extracts
• Configuring data source connections (live vs. extract)
• Managing data source version control and lineage
• Connecting Tableau Server to external authentication systems (Active Directory, SAML)

10. Performance Monitoring and Optimization

• Monitoring Tableau Server performance: CPU, memory, and disk usage
• Identifying performance bottlenecks in dashboards and data sources
• Using Tableau Server’s performance recorder and log files for diagnostics
• Best practices for improving dashboard load times and user experience
• Scaling Tableau Server for high availability and failover

11. Tableau Extensions, APIs, and Integration

• Overview of Tableau extensions and customization options
• Integrating Tableau with other BI tools and systems (Power BI, SQL, R, Python)
• Using Tableau’s APIs for automation and integration (JavaScript API, REST API, Extract API)
• Embedding Tableau dashboards into external applications
• Leveraging Tableau Public and Tableau Mobile for extended reach

12. Capstone Project: End-to-End Tableau Development and Administration

• Design and implement a full BI solution using Tableau
• Prepare data using Tableau Prep and connect it to Tableau Desktop
• Build advanced visualizations and interactive dashboards
• Publish and manage dashboards on Tableau Server
• Administer Tableau Server by managing users, permissions, and performance