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Aim
Tableau for Business Intelligence teaches how to build dashboards and reports in Tableau for business decisions. Learn data connections, cleaning, calculations, charts, and interactive dashboards with a capstone BI project.
Program Objectives
- Tableau Setup: interface, data sources, extracts vs live.
- Data Prep: joins/unions, cleaning, data types, filters.
- Visuals: charts, maps, tables, KPIs.
- Calculations: calculated fields, LOD (intro), table calculations (intro).
- Dashboards: layouts, actions, interactivity, storytelling.
- Performance: optimization basics and best practices.
- Publishing: sharing, permissions concepts, refresh schedules (overview).
- Capstone: build a business dashboard with insights.
Program Structure
Module 1: BI Basics + Tableau Interface
- BI workflow: questions → data → dashboard → decisions.
- Tableau workspace: dimensions/measures, shelves, marks.
- Connecting to files and databases (overview).
- Extract vs live connection: when to use.
Module 2: Data Preparation in Tableau
- Data types, roles, and basic cleaning.
- Joins, unions, relationships (concepts + use).
- Filtering and sorting; handling nulls.
- Building a tidy dataset for dashboards.
Module 3: Core Charts for Business
- Bar/line/area charts, scatter, histograms.
- Time-series and trends; moving averages (intro).
- Maps: filled maps and point maps (overview).
- KPI cards and summary tables.
Module 4: Calculations (Practical)
- Calculated fields: ratios, growth %, margins.
- Common date calculations and cohorts (intro).
- Table calculations: running totals, percent of total (intro).
- LOD expressions: FIXED/INCLUDE/EXCLUDE (intro).
Module 5: Dashboards & Interactivity
- Dashboard layout: containers, spacing, formatting.
- Filters, parameters, and dynamic controls.
- Dashboard actions: highlight, filter, URL actions (intro).
- Design for clarity: hierarchy, colors, and labels.
Module 6: Storytelling & Insight Writing
- Choosing the right chart for the question.
- Annotations, tooltips, and guided narratives.
- Building story points (overview).
- Insight checklist: trends, drivers, outliers.
Module 7: Performance & Best Practices
- Extract optimization and efficient filters (intro).
- Reduce dashboard load time: practical tips.
- Data model hygiene and calculation costs.
- Versioning and documentation basics.
Module 8: Publishing & Collaboration
- Publishing to Tableau Server/Cloud (overview).
- Permissions and access concepts.
- Refresh schedules and alerts (overview).
- Sharing dashboards with stakeholders.
Final Project
- Pick a domain dataset: sales, marketing, HR, finance, operations.
- Build: data prep → charts → dashboard → insights summary.
- Deliverables: Tableau workbook + dashboard PDF + insight notes.
Participant Eligibility
- Students and professionals in business, analytics, management, and engineering
- Anyone working with reporting and dashboards
- Basic Excel knowledge is enough
Program Outcomes
- Connect data, clean it, and build BI dashboards in Tableau.
- Create business KPIs, calculations, and interactive visuals.
- Present insights clearly with a capstone dashboard.
Program Deliverables
- e-LMS Access: lessons, datasets, dashboard templates.
- Tableau Toolkit: chart guide, KPI library, checklist.
- Capstone Support: feedback and review.
- Assessment: certification after capstone submission.
- e-Certification and e-Marksheet: digital credentials on completion.
Future Career Prospects
- BI Analyst (Entry-level)
- Tableau Developer (Entry-level)
- Data Analyst
- Reporting Analyst
Job Opportunities
- Consulting/IT: dashboards and reporting for clients.
- Retail/E-commerce: sales and operations analytics.
- Finance: KPI reporting and performance dashboards.
- Healthcare/Manufacturing: operations and quality dashboards.








