Introduction to Tableau Desktop

This 1-day Tableau course is designed to help understand and use the main concepts and techniques in Tableau, to move from simple to complex visualizations and to combine them in interactive dashboards. It will be taught on the latest Tableau Desktop version, or the version in use at your organisation.

Target Audience Anyone who works with data, regardless of background. Tableau users: beginner to intermediate level.

Content Connect to your data in a variety of formats and sources. Edit and save data sources; handle changes such as field addition, deletion or name changes. Create basic calculations including string manipulation, custom aggregations and ratios, logic statements and quick table calculations. Represent your data with a variety of visualization types (cross tabs, maps, dual axis / combo charts, heat maps, box plots, distribution charts, tree maps, scatter plots, etc.). Use reference lines to highlight elements of your data. Use groups, bins, hierarchies, sets, and filters to create focused and effective visualizations with multiple measures and dimensions. Finally, combine your visualizations into interactive dashboards, share with others and publish online.

Practical info (e.g., cost) | Download flyer (pdf) en de |  Dates of our scheduled courses

Advanced Tableau Desktop

This 2-day course is designed to provide the skills required to become a Tableau power user. It is meant for the professional who has solid working experience with Tableau and wants to take it to the next level. The course will be taught on the latest Tableau Desktop version.

Target Audience Users with a good understanding of all the fundamental concepts of building worksheets and dashboards.

Content Build advanced chart types and visualizations such as Bar in bar charts, Pareto Charts and Bullet Graphs. Build complex calculations to manipulate data. Prep data for analysis and use statistical techniques to analyse it. Use parameters and input controls. Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data. Combine data sources and data from multiple tables in the same data source. Make your visualizations perform as well as possible with the Data Engine, extracts, and efficient connection methods. Build better dashboards for guided analytics, interactive dashboard design, and visual best practices. Learn efficiency tips and tricks. Use Tableau Server in a basic way to share your visualizations.

Practical info (e.g., cost) | Download flyer (pdf) en |  Dates of our scheduled courses

Tableau Server Administration

This 1-day course provides in-depth coverage of Tableau Server administration, including managing content, users, and permissions. The course includes hands-on activities to reinforce the skills and knowledge attained.

Target Audience The expertise and skills acquired are best geared towards those who will be administering the Tableau Server installation. There are no Tableau-specific knowledge prerequisites.

Content 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.

Practical info (e.g., cost) | Download flyer (pdf) en | Download free trial of Tableau Server | Check out some of our Tableau vizzes

Tableau Server Architecture

This 1-day course provides in-depth coverage of Tableau Server architecture and configuration. You will need it if your responsibilities include the architecture and administration of a large deployment of Tableau Server, typically in an enterprise environment.

Target Audience The expertise and skills acquired are best geared towards those architecting and administering a large deployment of Tableau Server. There are no knowledge prerequisites.

Content 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.

Practical info (e.g., cost) | Download flyer (pdf) en |  Check out some of our Tableau vizzes

Visual Analytics & Storytelling

This 2-day course is designed to equip participants with the necessary conceptual and technical skillset to create compelling visualizations. Attendees will learn about effective data visualization techniques and how to apply these concepts in practice with Tableau. A variety of simple and complex visualizations will be created, discussed, and subsequently combined in interactive dashboards.

Target Audience Anyone who works with data, regardless of technical or analytical background. Tableau users: beginner to intermediate level.

Content Learn how to connect to, edit, and save data in a variety of formats and sources, create calculations, discover the effective uses for various chart types, review existing visualizations and discuss alternatives, why statistical summaries and visualizations are complements and not substitutes, explore data journalism to tell a story with your data and more.

Practical info (e.g., cost) | Download flyer (pdf) en |  Check out some of our Tableau vizzes

Energy in Switzerland

A powerful example of Tableau in action and the impact of data science is illustrated in our work with Swissgrid.

Thanks to the Data Science Environment built by Quantum, Swissgrid is able to forecast electricity production and consumption as well as run impact scenarios to be prepared for potential challenges… like the one that arose during Winter 15/16. The Swissgrid Data Science Environment collects information about electricity production and consumption, temperature observations and forecasts, water levels in reservoirs and much more.

All this data is then processed and converted into a set of reports using Tableau that are distributed in near-real time within Swissgrid, to external parties and to the Federal Government. In addition, we have integrated Tableau into the platform, making possible extended ad-hoc analysis and valuable simulations.

In-Depth Surveys

An international medical organization needed to modernize its survey and reporting process for its courses.

Quantum created a course evaluation platform, which produces and distributes reports for hundreds of events, attended and evaluated by nearly ten thousand specialists in Europe, Asia, Africa, the Middle East, Australia and the Americas. New features included the addition of scalability, interpretation of free text, and ability to review performance over time.

With Tableau Desktop, Quantum’s experts were able to convert reports and dashboards from the organization’s former “paper” design into reality. All relevant course information is presented in a compact and standardised manner and statistics are shown at several levels of detail. Many different graphical aspects come into play, to better present results: tables, bar charts, pies, box-plots, heat maps, with comparisons with past values and other benchmarks.

Financial Reporting

How modern data science solves financial reporting pains: An international corporate client wanted help to turn their manual, error-prone financial reporting into a flexible and automated solution, with full reconciliation and accrual management.

Quantum’s solution provided the creation and configuration of data structures and the installation of Tableau for self-service creation of reports and quick visual data exploration. Tableau’s user-friendly visual interface allows flexible data handling, calculations and analysis. All the necessary tables and graphs are automatically populated and updated, daily. All tables, graphs, and underlying data can be exported into all major formats, as pdf, image files and spreadsheets.

With a limited cost, the client now has a powerful solution that provides quick, correct and flexible reporting, along with many more analytical capabilities than before.

Digital Transformation

How implementing digital technologies throughout the business helped a client to upgrade operations, meet changing business and market requirements, and strategically expand their offering. Quantum supported our client during this effort with the design and creation of a do-it-yourself analytics tool using Tableau.

Data-driven Financial Services

Today’s modern financial companies see themselves as insights-driven technology providers of financial services. Technology delivers new opportunities to reinvent themselves and the industry is lining up resources to harness this potential. A key differentiator today is undoubtedly data, with financial organizations leveraging massive volumes of data to transform processes and stack rank themselves above the competition. Analytics make it possible to immediately see results from investments, new operating models, and new ways to service and engage with customers.

This white paper takes a look at four key points to reaching this goal.

Turn Data into Products

Data is the new oil. This slogan is popular among senior managers when they are explaining the relevance of a data-driven digital strategy or corporate culture to board members, investors or employees. The phrase appears simple and clear, and rarely provokes questions. But actually, it‘s a lot more exciting to answer questions like: How can this oil be extracted? How will it be transported? How and where do you refine it? And what does the business model look like? The same questions apply to data and the opportunities to monetize data assets within a framework of new data-driven business models and analytics solutions.