Edgematics tableau training_catalogue2016_v1

Training Catalogue H1 2016
T AB L E AU
Statement of Confidentiality
This material contained in this document and any material or information disclosed during
of discussions of the proposed trainings and services represents the proprietary,
confidential information pertaining to our services, methodologies and methods. Other
products name and brand may be trademarks or registered trademarks of their respective
owners.
EES/MAFF/221115

“Thanks for the excellent facilitation of the Tableau
workshop by Edgematics. Your passion, enthusiasm and
of course, mastery over the platform were all too evident.
Well done and thanks on behalf of all of us here who
benefited from your insights and demonstrations."
“The Tableau training that Edgematics provided to us was
invaluable. It opened up a world of options that we didn’t know
existed. Tableau has become a game-changing tool for our
office and has helped us meet the demands of our
stakeholders more efficiently."
“The course is excellent. It empowered me to visualize
easily my data."
“The trainer was knowledgeable, the training objectives
for each topic were identified and followed. Thanks a lot!”

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EDGEMATICS CONFIDENTIAL +9714 456 6988 training@edgematics.com
Table of Contents
S. No. Description Page No.
1 Introduction 2
2 About Us 3
3 Edgematics & Tableau 4
4 Our Education Services 5
6 Tableau Training Offerings 6
7 Our Trainers 7
8 Tableau On-site trainings FAQ 8
9 Tableau Desktop Fundamentals Course 9
10 Tableau Desktop Advanced Course 11
11 Tableau Server Architecture Course 13
12 Tableau Server Administrator Course 15
13 Tableau Visual Analytics Course 17
14 Dashboards – Design to Inform Course 19
15 Tableau Drive Methodology Course 21
16 Training Registration Form 23
17 Terms & Conditions 24

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Edgematics’ Tableau Training Catalogue H1 2016
Introduction
Dear Customer,
First of all, thank you very much for your interest in Edgematics’ Education Services.
Edgematics’ expertise in business intelligence helps you harness the power of Tableau to deliver
rapid-fire data and visualizations to your peers or customers. Our training and mentoring services
are based on your business and data needs and aimed at improving user performance and skills.
Our expert trainers guide you through intensive courses that help you get the most out of Tableau's
software. Our expertly designed coursework, tools, and programs create a learning environment
which gives your organization the knowledge and skills needed to adopt Tableau solutions.
By partnering with Edgematics Education, you can rapidly develop and deploy meaningful apps
which put the power of visual analytics in the hands of your business users.
While we have endeavored to provide the required information in detail, we look forward to
discussing your training requirement.
Sincerely
Alexandra Bogusevici
Education Services
Edgematics Technologies
Mobile: +97156 480 2426
Email: alexandrab@edgematics.com

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About Us
WHO WE ARE
Edgematics is a Data management specialist and system integrator operating in the Middle East and Africa region. It has
full-fledged offices in UAE, Qatar and Saudi Arabia and Information Management Competency Centers (IMCC) based in
India. Its success and reputation has been built upon the ability to manage and own projects from start to finish,
ensuring all aspects of the project are completed and delivered according to customer requirements.
Working with Edgematics our customers can benefit from our experience, capability and commitment to helping them
make better business decisions, delivering immediacy, clarity and insight through specific and actionable information.
Our deep domain experience and our coverage of the various industries like Banking, Financial Services, Insurance,
Transportation, Telecommunications, Retail & Distribution, Government & Healthcare helps you formulate the
enterprise wide BI strategy keeping firm focus on your business outcomes. Our dedicated and comprehensive
professional services and support teams work tirelessly with our customers to quickly and effectively define and realize
clear business benefits from their investment and faith in Intelligent Solutions.
More details on Edgematics at www.edgematics.com.
“We empower organizations to Maximize Return on Data
to drive their top Business Imperatives”

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Edgematics & Tableau
Edgematics is an Authorized Tableau Value added Reseller in the Middle East and North Africa region.
Edgematics has partnered with Tableau Software, the global leader in business intelligence software, to present real-
time data analysis through interactive visualizations. As a Tableau partner, Edgematics empowers businesses to unlock
their data as they leverage the very best analytics and data visualization tools available.
Edgematics’ certified team of Tableau experts will help you make the most of your Tableau deployment. Whether
through dashboard and visualization development or Tableau Server configuration we speed up the implementation
and development process to unlock the power of your data and deliver breakthrough results. Tableau clients range
from Fortune 100 companies to emerging industry leaders across a variety of industries.
Edgematics Advantage
Edgematics provides Business Intelligence (BI) services that can be effectively used to mitigate risk, measure corporate
performance and develop predictive business models. Our value is our ability to integrate BI analytics with existing
applications and processes, address ease-of-use and compatibility issues. We are a trusted advisor, strategic business
partner, and expert BI implementer.
Edgematics has strategic partnerships with the world’s leading data management, business intelligence and Analytics
technology vendors and is uniquely placed to independently advise our customers in choosing and integrating the right
technology solution for their specific needs, industry, systems and business objectives.
Edgematics’ expertise in business intelligence helps you harness the power of Tableau to deliver rapid-fire data and
visualizations to your peers or customers. Our training and mentoring services are based on your business and data
needs and aimed at improving user performance and skills. Our expert trainers guide you through intensive courses
that help you get the most out of Tableau's software.
“Training is an investment, not an expense
– If you think education is expensive, try ignorance!”

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Our Education Services
Edgematics education services help develop greater employee productivity at every user level of your organization to
increase efficiency and accelerate your return on investment. Edgematics offer different types of training services to
address the specific needs of customers.
Edgematics’ aim is to deliver high quality training services to enable our customers to translate course theory into
practical business benefits in the workplace as quickly and effectively as possible. Edgematics' Training Services
provide:
 Consultancy-led training  Experienced consultant trainers
 Data Management expertise  Extensive course portfolio
 Flexible delivery options
At Edgematics we pride ourselves on
the high quality of delivery, to
maximize the value of your training
investment, which we guarantee
through our “Consultancy Led
Training” model.
Consultancy-led
Trainings
All courses are delivered by
Edgematics’ experienced consultant
trainers who blend professional
training skills with knowledge gained
through delivery in the workplace.
Experienced Consultant
Trainers
Edgematics' quality training supports
and reflects Edgematics’ overall
Data- Management philosophy that
integrates several technologies into
one model. We facilitate in the
delivery of the right information, of
the right quality, to the right people
at the right time & place – for all our
customers.
Data Management
Expertise
Edgematics offer an increasingly wide range of
courses to meet the information needs of your
business. Edgematics deliver public schedule courses
at our offices, private customer courses on-site or at
convenient locations around the region, as well as
other training services across a wide portfolio.
Extensive Course Portfolio
In recent years, an industry-wide trend is emerging
towards training solutions that are more focused on the
training needs of individual companies and departments,
rather than relying on off-the-shelf generic public
courses. To address this increasing demand, Edgematics
has developed a variety of different Training delivery
mechanisms and a methodology for developing cost-
effective customized and tailored training solutions. This
flexibility of delivery allows us to work with you to
define the most valuable training programme to suit
your specific needs.
Flexible Delivery Options

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Tableau Training offerings
Tableau Fundamentals (2 Days)
A two day course is designed for the beginner to
intermediate-level Tableau user. It is for anyone who
works with data – regardless of technical or analytical
background. This course teaches the important concepts
and techniques used in Tableau to move from simple to
complex visualizations and learn how to combine them in
interactive dashboards.
Tableau Advanced (2 Days)
A two day course that provides the skills required to
become a Tableau power user. The course is designed
for the professional who has solid working experience
with Tableau and wants to take it to the next level.
Attendees should have a deep understanding of all the
fundamental concepts of building worksheets and
dashboards, but may scratch their heads when working
with more complex issues.
Tableau Desktop – Combo (3 Days)
A three day course consolidates Fundamentals and
Advanced courses. Offered onsite, this course is best for
companies with people ready to challenge themselves to
become data rockstars quickly.
Tableau Visual Analytics (2 Days)
This two day course is for users who are already well-
versed in the functionality of Tableau Desktop, but want
to improve their analysis skills and deepen their
understanding of visual best practices. Through
demonstrations and real-world activities, you will
become a better analyst, designer, and communicator.
Tableau Server Administrator (2 Days)
A course perfect for users who will be implementing,
architecting, or administering Tableau Server. This
training will include instructions on general Tableau
Server usage, administration, automation, embedding
content into third-party applications, security topics, and
data/row-level security.
Tableau Server Architecture (3 Days)
The Tableau Server Architecture course is designed for
those deploying enterprise installations of Tableau
Server. The course provides in-depth coverage of all
aspects of the product. The knowledge and skills
acquired are best geared towards someone architecting
and administering a large deployment or a consultant
who will be involved in many deployments.
Tableau Custom Data Workshop (1 Day)
A one day course that allows students the opportunity to
work from their own data, our Custom Data Workshop
can be added to any other courses. This allows attendees
to first learn the product using standard training samples
and then to apply the concepts to their own data. This
offering is only delivered in combination with other
courses.
Dashboard Design to Inform (2 Days)
A two day course that teaches you on how to implement
best dashboard design practices and data visualization
theory into your own designs and become a beacon of
change in your organization. Dashboard design is an
intricate play between demands, form, data and limited
screen real estate. Every choice you make has
consequences. The mastery of weighing all choices and
create a design your users love to use for their tasks is
what dashboard design is about. In this training you will
obtain the knowledge to do just that.
Tableau Drive - Deploy visual analytics
companywide (1 Day)
In this course you will be introduced to Drive. A proven
enterprise deployment methodology for self-service
analytics. Companies like Cisco and Facebook used this
method to successfully implement visual analytics
throughout their company. They now have employees
who are identifying problems and fixing them for
themselves in hours instead of days and building reports
in weeks instead of months. Welcome to the road
forward.
Learn from our Tableau training experts and choose the content and timing that suits your organization’s needs,
without having to deal with travel or time away. Edgematics offers several Onsite Training courses, outlined below.

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Our Trainers
Edgematics has a highly skilled and knowledgeable team of Consultants certified by Tableau. Our consultants received
their knowledge from the very people who created Tableau. They are passionate about Tableau and we guarantee that
you’re learning Tableau from the best.
Tausif has a diverse career that has
always been focused on data
insights and how they improve
performance. He has extensive
experience in Tableau consulting
and have trained several hundred
business and IT users on all Tableau
products and Visualization best
practices.
Tausif possesses end-to-end
experience in designing and
deploying Tableau across the
enterprise. He is a certified
Tableau Desktop and Server
consultant and has strong
experience in several BI and DW
technologies.
TAUSIF SAYYED
Nasir is a seasoned Trainer and
Consultant who is technically
inclined and highly empowered
with significant experience
acquired over the last 18 years in
diverse areas encompassing
Business Intelligence and Data
Warehousing, Application
development & support and Big
Data Processing.
Nasir's core strengths lie in using
best “Data Integration and
Processing” practices with proven
ability in the design, analysis and
implementation management of
BI/DW applications and Big Data
projects.
NASIR AHMED
Joshua is a specialist and an expert
Trainer in the field of Data
Visualization. He has conducted
hundreds of data visualization
training for institutions in Dubai and
Netherlands. He has a keen eye for
quality and contributing to the
promotion of the power of
visualization worldwide.
Joshua has extensive experience in
developing Smart Visuals using
Tableau and Excel and is a founder of
‘Data Visualization Dubai’ meetup
group and also blogs about data
visualizations at www.datavissen.nl.
JOSHUA DE HASETH
“Develop the knowledge and skills your team needs to
profit from today’s technology-driven business economy."

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Tableau On-site trainings FAQ
Can I customize onsite training?
The Edgematics training department has put
considerable effort into determining the most effective
way to learn our product. The training materials and
exercises walk you through activities that will help you
learn and understand the important concepts within
Tableau. As a result, we find it is best not to veer too far
off the path of our training best practices. That said, we
are open to modifying the emphasis of the course or
substituting certain topics based on your needs.
How many students can I have in a
class?
Classes are very interactive, with a lot of hands-on
activities and a forum to ask questions. We find that 6-8
is an ideal number of students in a class in order to
ensure each student gets focused time with the
instructor. We allow a maximum of 10 students per class.
Can the training be modified to be
based on our data?
This is a common request and seems obvious at the
surface. However, we believe that your students will
better learn the concepts of Tableau if they are first
abstracted from your data and based on sample data and
activities that are built to ensure that the important
concepts of Tableau are well understood. Working from
customer data tends to sideline teaching into data issues.
For those that want the opportunity to work from their
own data, we offer our Custom Data Workshop. This
one-day offering can be added to any of your other
onsite packages to allow students to learn the product
using standard training samples and then to apply the
concepts to their own data in a following workshop. This
is a training add-on, and is not delivered on its own.
What are the requirements for hosting
an onsite training class?
To host a Tableau training onsite you will need a
classroom with a projector and white boards, one PC per
student with Tableau installed, and internet access
available on each machine. The expectation is that the
classroom and PC will be set up prior to the arrival of the
instructor. Upon booking onsite training, we will provide
you a detailed setup checklist.
What materials are provided?
Edgematics will provide all of the materials required for
the training class, including one training manual and USB
drive per student. The training manual provides a handy
take away reference for the student. The USB drive
includes copies of all of the completed activities, plus
many sample workbooks and documents that the
student can reference after the class.
A participation certificate will be provided to all the
students.

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Tableau Desktop Fundamentals
Course Description
At the end of the course, you will be
able to:
A two day course is designed for the beginner to
intermediate-level Tableau user. It is for anyone who
works with data – regardless of technical or analytical
background. This course teaches the important concepts
and techniques used in Tableau to move from simple to
complex visualizations and learn how to combine them in
 Connect to your data.
 Edit and save a data source.
 Understand Tableau terminology.
 Use the Tableau interface / paradigm to
effectively create powerful visualizations.
 Create basic calculations including string
manipulation, basic arithmetic calculations,
custom aggregations and ratios, date math, logic
statements and quick table calculations.
 Represent your data using the following
visualization types:
o Cross Tabs
o Geographic Maps
o Heat Maps
o Distribution Charts
o Tree Maps
o Pie Charts and Bar Charts
o Dual Axis and Combo Charts with
different mark types
o Box Plots
o Highlight Tables
o Scatter Plots
 Use Reference Lines to highlight elements of
your data.
 Use groups, bins, hierarchies, sorts, sets, and
filters to create focused and effective
visualizations.
 Use Measure Name and Measure Value fields to
create visualizations with multiple measures and
dimensions.
 Handle changes in your data source such as field
addition, deletion or name changes.
 Share your visualizations with others.
 Combine your visualizations into Interactive
Audience
This course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data –
regardless of technical or analytical background. This course is designed to help you understand and use the important
concepts and techniques in Tableau to move from simple to complex visualizations and learn how to combine them in
Duration
Two days of live classroom
Pre-requisites
None
Course Includes
This course includes a workbook containing key concepts on each topic covered and hands-on activities to reinforce
the skills and knowledge attained. It also includes a digital student resources folder containing Tableau workbooks and
data sources to support the hands-on activities.

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Tableau Desktop Fundamentals
Course Outline
Introduction
 Tableau Desktop and the Tableau Product Line
 Application Terminology
 Visual Cues for Fields
 Getting Started in Tableau Desktop
 Elements of a Visualization
Connecting to Data
 Creating a Live Data Connection
 Saving and Editing a Data Source
 Metadata Grid
 Understanding Changes to Data
 Data Connection Options
 Sharing Options
Simplifying and Sorting Your Data
 Data Filtering
 Creating Date Filters
 Sorting
Organizing your Data
 Using Groups
 Creating and Using Hierarchies
Slicing your Data by Date
 Working with Dates in Tableau
 Using Discrete Date Parts
 Defining a Fiscal Year
 Creating Custom Dates
Using Multiple Measures in a View
 Using Measure Values and Measure Names in a View
 Combo Charts
 Combined or Shared Axis Charts
 Creating Dual Axis Charts
Showing the Relationship between
Numerical Values
 Creating Scatter Plots
 Using Sets
Mapping Data Geographically
 Mapping in Tableau
 Geographic Mapping
 Background Maps and Layers
 Navigation and Selection in Maps
Viewing Specific Values
 Creating Heat Maps
 Creating Crosstabs
 Creating Highlight Tables
 Grand Totals, Sub-Totals, and Changing Aggregation
Customizing your Data
 Calculation Types
 Parts of a Calculated Field
 Options for Creating Calculated Fields
 Strings, Dates, and Type Conversion Functions
 Calculations and Aggregations
Analyzing Data with Quick Table
Calculations
 Using Quick Table Calculations
Showing Breakdowns of the Whole
 Pie Charts and Parts of the Whole
 Creating Tree Maps
Viewing Distributions
 Bins and Histograms
 Box and Whisker Plots
Highlighting Data with Reference Lines
 Using Reference Lines
 Reference Bands
 Using the Analytics Pane
 Instant Analytics
Making Your Views Available
 Building Dashboards
 Dashboard Actions

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Tableau Desktop Advanced
Course Description
able to:
 Build advanced chart types and visualizations
such as:
o Bar in bar charts
o Bullet graphs
o Pareto charts
 Build complex calculations to manipulate your
data.
 Use statistical techniques to analyze your data.
 Use parameters and input controls to give users
control over certain values.
 Implement advanced geographic mapping
techniques and use custom images and
geocoding to build spatial visualizations of non-
geographic data.
 Prep your data for analysis.
 Combine data sources using data blending
 Combine data from multiple tables in the same
data source using joins.
 Make your visualizations perform as well as
possible by using the Data Engine, extracts, and
efficient connection methods.
 Build better dashboards using techniques for
guided analytics, interactive dashboard design,
and visual best practices.
 Implement efficiency tips and tricks.
 Use Tableau Server in a basic way to share your
visualizations.
Audience
This course is designed to provide you with the skills required to become a Tableau power user. It’s made for the
professional who has solid working experience with Tableau and wants to take it to the next level. You should have a
deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch your head
when working with more complex issues.
Duration
Pre-requisites
Tableau Fundamentals and/or equivalent experience
Course Includes
the skills and knowledge attained. It also includes a digital student resources folder containing Tableau workbooks and
data sources to support the hands-on activities.

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Tableau Desktop Advanced
Course Outline
Introduction
 Review Fundamentals Concepts
Working with Single Data Sources
 Desktop Architecture
 Using Data Extracts
 All About Joins
 Using Custom SQL
Using Multiple Data Sources
 Using Data Blending
 Blending without the Linked Field
Using Calculations in Tableau
 Understanding Where Calculations Occur
 Creating and Editing Calculated Fields
 Split
 Custom Split
 Calculations and Aggregations
 Calculations Performed on the Database
 Aggregating Dimensions in Calculations
 Level of Detail (LOD) Calculations
Advanced Table Calculations
 Table Calculation Scope and Direction
 Null Values in Table Calculations
 Table Calculations for Statistical Analysis
Creating and Using Parameters
 Using Parameters with Reference Lines
 Parameters and Filters
Comparing Measures Against a Goal
 Showing Total Progress Toward a Goal (Bar in Bar
Graph)
 Showing Staged Progress Toward a Goal (Bullet
Graph)
Showing the Biggest and the Smallest
Values
 Showing the Biggest and the Smallest Values
Tableau Geocoding
 How Tableau Performs Automatic Geocoding of
Data
 Modifying Geocode Locations within Tableau
 Custom Geocoding
 Using Background Images for Spatial Analysis
Statistics and Forecasting
 Trend Lines
 Forecasting
Showing Distributions of Data
 Reference Distributions
 Creating a Pareto Chart
Dashboards and Stories
 Planning Your Dashboard
 Building Your Dashboard: Advanced Techniques
 Adding Actions to Your Dashboard
 Applying Visual Best Practices
 Assessing Performance and How to Improve It
 Telling Stories with Data

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Tableau Server Architecture
Course Description
At the end of the course, you will have explored the areas below and more:
 In-depth analysis of Tableau Server architecture
 Installing and configuring Tableau Server in an enterprise environment
 Command-line utilities
 Monitoring server status
 Licensing models
 Migrating a system to new hardware
 Scalability and distributed installations
 High availability
 Analysis of authentication methods
 Embedding and APIs
Audience
This course provides in-depth coverage of Tableau Server architecture and configuration. The knowledge and skills
acquired are best geared toward those architecting and administering a large deployment of Tableau Server, or a
consultant who will be involved in many deployments of Tableau Server.
Duration
Pre-requisites
There is no knowledge prerequisites.
Course Includes
Our Tableau Server Architecture course includes extensive hands-on activities to reinforce the skills and knowledge
attained.

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Course Outline
Tableau Server Overview
 Tableau Product Line
 End-User Abilities
 Component Functions
 Server Diagrams
 Terminology
 Server Scalability
 Server Component Performance Characteristics
Single Server Installation
 Technical Specifications
 Tableau Server Installation Checklist
 Configuration Options
 Resolutions for Common Installation Issues
 Installing Tableau Server Software
Automating Server Tasks
 Automating and Programming Server Tasks
 Tabadmin and Tabcmd
 Restoring a Backup
 Exporting Configuration Settings
 Customizing VizQL Query Limit
Monitoring Server
 Viewing Server Status
 Admin Alerts
 Admin Views
 Licensing Information
 Performance Recording
Upgrading Tableau Server
 Preparing to Upgrade
 Upgrading to New Hardware
Scalability and Distributed Installations
 Single-Node Default Architecture
 Server Scalability and Number of Processes
 Single-Node Example for Extracts
 Distributed Installations for Extracts and Viewing
High Availability
 High Availability Terminology
 Three-Node Failover Quorum
 Repository Failover
 File Store Extract Storage and Replication
 Creating a Backup Primary
 Adding an External Load Balancer
 Configuring for Redundancy - Three-Node
Architecture
 Configuring a Backup Primary
 Failing Over to a Backup Primary
 Failing a Worker Server
 Setting a Preferred Repository
 Manually Failing Over a Repository
 Decommissioning a File Store
Process Flows and Performance
 Process Flow: Repository Failover
 Process Flow: Publishing an Extract
 Process Flow: File Store Decommissioning
 Process Flow: Backup
 Cache Server
 Process Flow: View Query Caching
 Search and Browse
Log Files Administration
 Overview of Log Files
 Archiving Log Files
 Running Ziplogs and Cleanup
 Archiving Log Files with a Snapshot
 Using Server Logs
SSO Authentication and Embedding
 Configuring for Kerberos
 Configuring for SAML
 Embedding a View
 Trusted Authentication
JavaScript and Extract APIs
 Using the JavaScript API
 Data Extract API

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Tableau Server Administrator
Course Description
At the end of the course, you will be able to:
 User interactions with Tableau Server
 Tableau Server components
 Single-server installation
 Content administration
 Authorization and permissions
 Users, groups, and sites
 Data sources and extracts
 Schedules, tasks, and subscriptions
 Monitoring server status
 Command-line utilities and REST API
 Upgrading a single-server installation to a new version
 Modifying the authentication method
Audience
This course provides in-depth coverage of Tableau Server administration. The knowledge and skills acquired are best
geared toward those who will be administering a Tableau Server installation, including managing content, users, and
permissions.
Duration
Pre-requisites
There are no knowledge prerequisites.
Course Includes
Our Tableau Server Administration course includes extensive hands-on activities to reinforce the skills and knowledge
attained.

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Tableau Server Administrator
Course Outline
Tableau Server Overview
 Tableau Product Line
 End-User Abilities
 Component Functions
 Server Diagrams
Single Server Installation
 Technical Specifications
 Tableau Server Installation Checklist
 Configuration Options
 Resolutions for Common Installation Issues
 Installing Tableau Server Software
 Showing the Biggest and the Smallest Values
User Experience
 Content Navigation, Searching, and Filtering
 Exploring Server Content Types and Objects
 Updating Account Settings
 Setting the Start Page
 Viewing Version Information
 Renaming a Project
 Adding a Workbook Description
Authorization and Permissions
 Administrator Settings
 Authorization Overview
 Functional Security Model
 Site Roles
 Content Ownership and Permissions
 Permission Rules and Capabilities
 Permissions and the Default Project
 Creating Projects, Local Groups, and a Local User
 Importing Users and Adding Users to Groups
 Granting Permissions to Projects
 Creating a Project Leader
 Publishing and Changing Ownership of a Workbook
 Moving a Workbook
 Site Administration
Data Sources, Extracts, Schedules,
and Subscriptions
 Creating, Publishing, and Connecting to a Data
Source
 Data Engine and File Store
 Creating and Publishing Extracts
 Backgrounder
 Schedules
 Subscriptions
 Enabling Subscriptions and Alerts
Automating Server Tasks
 Automating and Programming Server Tasks
 Tabadmin
 Tabcmd
 Using the REST API
Monitoring Server
 Viewing Server Status
 Admin Alerts
 Viewing Email Alerts and Admin Views
 Enabling Access to the Repository
 Custom Admin Views
 Licensing Information
 Performance Recording
Upgrading Tableau Server
 Preparing to Upgrade
 Upgrading Software on the Same Machine
 Modifying the Authentication Method
 Importing AD Groups
Log Files Administration
 Overview of Log Files
 Archiving Log Files
Data Security
 Controlling What Users Can See
 User Filters

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Tableau Visual Analytics
Course Description
Audience
You are a strong Tableau user who wants to learn more about best practices in visual analytics. The Visual Analytics
course helps experienced Tableau users connect the science of data visualization to the principles of visual best
practices. In this course, you will also learn how to leverage research on human perception to create Tableau
visualizations that truly help people see and understand data.
This course uses Tableau to develop and discuss visualizations, but does not include instruction on how to use Tableau
products—we expect that you already know how to navigate and use Tableau. The primary goals are to develop your
visual analytic skills, to engage in active planning for elegant visual design, implement dashboards that reflect best
practices, answer your data questions, and best communicate answers to your intended audience.
Duration
Pre-requisites
You should already know how to use Tableau well. Ideally, you have taken the Fundamentals and Advanced courses,
but this is not an official prerequisite. Be aware that we won’t introduce you to product features or walk you through
step-by step instructions.
Course Includes
the skills and knowledge attained. It also includes a flash drive containing Tableau workbooks and data sources to
support the hands-on activities.
What to bring
Please bring three examples of visualizations you’ve created in the past. These examples don’t have to be complex, just
something you’ve actually used or presented. Any format (.twbx, .twb, image) is fine.
Formats and Procedures
We use a combination of traditional teaching methods (lecture, class discussion) and in-class activities.
Course Objectives
The aim of this course is to add to your visual analysis toolbox. You will strengthen your analytical skills and gain an
understanding of visualization best practices. You will become a better analyst, designer, and communicator.
able to:
 Describe the history, theory, and science behind
data visualization, and how all this is built into
Tableau’s DNA.
 Engage in the data analysis process including
everything from planning your line of
questioning to reviewing and communicating
your findings.
 Use some basic principles of human visual
perception and cognition in your chart design.
 Critique charts and dashboards and offer
suggestions for improvement.

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Tableau Visual Analytics
Course Outline
Introduction
 What is visual analytics?
 Strengths and weaknesses of the human visual system
Laying the Groundwork for Visual Analysis
 The analytical process
 Preparing for analysis
Visual Mapping Techniques
 Working with human perceptual and cognitive processes
 Encoding data into visual form
 Working with color
Solving Real-World Problems
 Getting a feel for your data
 Time series analysis
 Comparing categories and measures
 Mapping
Communicating Your Findings
 Fine-tuning for more effective visualization
 Storytelling and guided analytics
 Dashboards

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Dashboards Design to Inform
Course Description
Audience
You are responsible for providing your business with overviews of data. Upon this information your business has to
make decisions. You are ready to implement best dashboard design practices and data visualization theory into your
own designs and become a beacon of change in your organization.
Dashboard design is an intricate play between demands, form, data and limited screen real estate. Every choice you
make has consequences. The mastery of weighing all choices and create a design your users love to use for their tasks
is what dashboard design is about. In this training you will obtain the knowledge to do just that. During the practical
part of this course we will use Tableau software to implement what you have learned. This can either be on your own
projects and/or on case studies provided.
Duration
Pre-requisites
It is recommended to have taken part in the ‘Data Visualization Unveiled’ course. With this knowledge you certainly
have an edge during the Dashboard design course. For the practical part of this course where we will use Tableau
Software it is recommended to have done the Tableau Fundamentals course and also the Tableau Advanced course (or
have knowledge at this level).
Course Includes
This course includes the slides of the presentation used during this course and a flash drive containing workbooks and
examples.
What to bring
Please bring Five (5) examples of dashboards used in your organization. The visualizations can be made with any tool, it
does not have to be Tableau. If you want to work on your own data/dashboard designs please make sure to bring your
data/dashboard designs.
The course is a combination of traditional teaching methods (lecture, discussion) and in class activities (case studies,
working in small groups). Underlying this method is learning by experiencing. In this way the different theoretical
aspects will be made your own in no time.
Course Objectives
The objective is to have you design dashboards which inform your clients in a clear, transparent and easily accessible
manner.
 Design clear, transparent and easily accessible
dashboards
 Deconstruct your customers’ demands in information
needs
 See and pinpoint the difference between good
and bad dashboard designs
 Improve or redesign existing dashboards
 Explain to others why you have made certain
decisions in dashboard design.

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Dashboards Design to Inform
Course Outline
Why dashboarding?
 Dashboard defined
 Examples: from the worst to the best
Common problems in Dashboard Design
The most challenging aspects of Dashboard Design
Dashboard Design Process
 Organizational
 Technical
Dashboard Design: it is all about detail
 Designing effective visuals
 Effective use of text
 Organization of visuals
 Gestalt principles
 Interactivity
Tableau practice day with group exercises and feedback
Individual progression
 Work on improving existing designs of yourself
 Or start from scratch on your own data
 Or use one of the provided case studies

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Tableau Drive
Course Description
Audience
You are an executive responsible for business results, an IT (change) manager, an IT project manager, a Tableau power
user or a professional who sees the power of data analytics.
Your organization is getting slowly but surely convinced by the power of Tableau software. People spread across your
company see fast results. Other people in your organization are getting curious and want to know what this visual
analytics is all about.
It is time for your company to adopt the culture of analytics. It is time for Drive. In this course you will be introduced to
Drive. A proven enterprise deployment methodology for self-service analytics. Companies like Cisco and Facebook
used this method to successfully implement visual analytics throughout their company. They now have employees who
are identifying problems and fixing them for themselves in hours instead of days and building reports in weeks instead
of months. Welcome to the road forward.
Duration
One day of live classroom
Pre-requisites
It is recommended to have some basic knowledge of Tableau Software.
Course Includes
This course includes the slides of the presentation used during this course. Furthermore you will receive formats for
certain parts of the Drive method. During the course you will work on a organization specific presentation so you can
start sharing the method right away.
What to bring
Prior to the training you will be asked to collect certain information in your organization and bring that to the course.
You will use that information to fill in Drive formats.
The course is a combination of traditional teaching methods (lecture, discussion) and in class activities (case studies,
working in small groups). Underlying this method is learning by experiencing. In this way the different theoretical
aspects will be made your own in no time.
Course Objectives
This course is designed to give you understanding of the Drive method in such a way that you can start implementing
this method in your own organization. During the course certain aspects of the method will already be done by
yourself in a group setting.
 Share the Drive method with others in your organization
 Step by step start implementing the Drive method
 Find the right information needed to push this method forward.

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Tableau Drive
Course Outline
Why change? Common backdrops of the waterfall method
Drive: enabling visual analysis
 What is visual analysis?
 Drive introduction
 Drive inspiration
Drive core elements
 Roles and responsibilities: IT and business users
 Drive: a team effort
Drive process
 Discovery: is my organization ready for an analytics culture?
 Prototyping & Quick wins: experiencing a Drive Sprint (group assignment to experience the
power of visual analysis and share real results)
 Foundation building: information on setting up processes, organizational structure and technical
infrastructure
 Scale out: step-by-step approach and business-unit kick off meetings

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Attendees Personal Information
First Name
Last Name
Email ID
Company
Designation
Mobile Number
Please tick one or more of the following course(s) requested:
Tableau Desktop Fundamentals Course (2d) Dashboards – Design to Inform Course (2d)
Tableau Desktop Advanced Course (2d) Tableau Drive Methodology Course (1d)
Tableau Server Architecture Course (3d) Tableau Custom Data Workshop (1d)
Tableau Server Administrator Course (2d) Tableau Desktop Fundamentals + Advanced Combo (3d)
Tableau Visual Analytics Course (2d)
Registration Form
Please fill in the below details to register for Tableau training course(s)
Print Name
Position
Sign, Stamp here and Approve. Date
Tick if you would like us to send you an invoice
Please email or Fax this Form to:
EMAIL: training@edgematics.com
FAX : +971 4 450 2440

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Terms & Conditions
The following commercial Terms and Conditions will apply:
Definitions
 "Course" refers to a single class, running one, two, three or four days, starting at 9:00 AM local time and
concluding no later than 5:00 PM local time for each day of the class.
 "Attendee(s)" refer to the person or persons that are registered to attend one or more courses. Note that
multi-day course packages may not be divided between 2 different people.
Terms
 Payments are due in full immediately. Attendees whose payment status is not “paid in full” 3 days prior to
the beginning of the workshop will not be allowed to attend the course.
Cancellation by Edgematics
 Edgematics reserves the right to cancel a course for any reason. If we cancel, we will refund the full
registration fees paid by attendees. We are not responsible for any expenses incurred by the purchase of
non-refundable air tickets or other expenses associated with the course. We also reserve the right to
change the workshop location if necessary and will notify you immediately if such a change occurs. Refunds
may take up to 30 days to process the payment.
Cancellation by Attendees
 Requests to cancel or reschedule an engagement must be submitted officially via email to
training@edgematics.com. These requests are not accepted by phone or voicemail.
 Onsite Training is confirmed when payment information is verified.
 If you cancel or reschedule an engagement within six to ten (6-10) business days of the Start Date you shall
pay Edgematics any related no recoverable travel expenses incurred by Edgematics.
 If you cancel or reschedule an engagement within one to five (1-5) business days of the Start Date you shall
pay Edgematics 50% of the cost of the engagement plus any related no recoverable travel expenses
incurred by Edgematics.
 If you cancel or reschedule an engagement within 24 hours of the Start Date/Time you shall pay
Edgematics 100% of the cost of the engagement plus any related no recoverable travel expenses incurred
by Edgematics as a result.
Attendee Substitutions
 A different person may be substituted for an attendee. Edgematics must be notified of the substitution no
less than 3 days before the beginning of the workshop, in order to properly process the substitution.
Attempts at substitution less than 3 days prior will be refused and the No Show policy will apply.
No Show
 No refund will be issued for registered attendees who do not attend one or more of their registered courses
and do not properly contact Edgematics to cancel as specified above.
Privacy Note
 Edgematics is a Tableau Partner. As such, we reserve the right to share your registration and attendance
information with Tableau Software. To prevent this, please notify us during the course or by e-mail prior to
the course start date. Excepting Tableau Software, we will not share or distribute your information with any
other third party.

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Edgematics Technologies LLC
Office 610, YES Business Center Building,
P.O. Box 5003502, Al-Barsha 1, Dubai, United Arab Emirates.
P: +9714 456 6988 E: training@edgematics.com
W: www.edgematics.com

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