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BeginnerLevel

Understand the fundamental concepts and techniques of business intelligence.

  • Tableu
  • Pre-Requisite:

    None

  • Difficulty: Beginner
  • Duration: 4 Days

Competencies participant will accuare:

  • Ability  to  develop  statistical  plots  which  deliver  insights  to  business stakeholders
  • Understanding the Tableau Workflow
  • Solving business problems with data visualization
  • Understanding Data Visualization
  • Extracting insight from data visualization 

Activities that participants can apply in work post-training:

  • Unlock  powerful  insights  from  data  and  enhance  decision-making process in every facet of the business
  • Develop powerful visualization in the form of a Static dashboard so all business users in the company could be involved and extract value out of data

Course Producer

Samuel Chan

An  RStudio-certified instructor and machine learning practitioner in the field of marketing automation, fraud detection, finance and e-commerce.  Samuel is Indonesia’s top-ranked Stack Overflow user in R (top 5% worldwide) for three years running, and boasts certifications from RStudio, Microsoft, MongoDB, Neo4J Database, Stanford University, John Hopkins University, among others.

Prior to Algoritma, he has 8 years of working experience, including a stint as in-house consultant to several public-trading companies from his time staying in China, Japan and Singapore. He is today an active trainer and consultant for various companies in the financial industry. He has guest lectured in various campuses: Binus, NUS (National University of Singapore)’s The Logistics Institute, University of Indonesia, Universitas Gadjah Mada (UGM), Binus, Institute of Technology Bandung (ITB), Telkom University etc. Courses he authored are offered also in Singapore through Ngee Ann Polytechnic.

Samuel is also among the first recipients of Microsoft Professional Program Certificate in Data Science in Southeast Asia, having demonstrated proficiency in R, Python, Microsoft Azure, SQL / T-SQL, PowerBI and a list of other technologies, and among the first to be certified in RStudio’s program. Technical committee member and competition judge on Finhacks 2018, the largest Machine Learning competition of the year organized by PT. Bank Central Asia (BCA) and DailySocial.

4-Day Workshop Modules

Beginner Level

Module 1 : Introduction to Tableau


  • The Tableau Platform
  • Application Terminology
  • Visual Cues for Fields

Module 2: Tableau Workflow


  • Understanding the Tableau Workflow
  • Elements of a Visualization
  • Getting Started in Tableau

Module 3 : Setting Up Connections and Data Sources


  • Tableau File Types and Extensions
  • Creating a Live Data Connection
  • Saving and Editing a Data Source
  • Modifying Data Attributes
  • Understanding Changes to Data

Module 4 : Organizing Your Data


  • Data Filtering
  • Creating Date Filters
  • Sorting
  • Using Groups
  • Creating and Using Hierarchies

Module 5 : Viewing Specific Values


  • Creating Crosstabs
  • Grand Totals, Subtotals, and Changing Aggregation
  • Creating Highlight Tables

Module 6 : Business Analysis


  • How to solve business problems with data visualization
  • Understanding Data Visualization
  • How to extract insight from data visualization 
  • How to create an actionable insights

Module 7 : Showing the Relationship Between Numerical Values


  • Showing Correlations and Outliers with Scatter Plots
  • Create a Scatter Plot
  • Analyze Using the Highlighter
  • Analyze an Outlier Using Explain Data
  • Using the Analytics Pane
  • Trend Lines and Trend Model
  • Reference Lines and Bands

Module 8 : Calculation in Tableau


  • Using Calculations in Tableau
  • Calculation Types
  • Creating and Editing Calculated Fields
  • Formula Editor Conventions
  • Types of Calculated Fields – Examples
  • Calculations and Aggregations
  • String Functions
  • Split and Custom Split
  • Type Conversions
  • Date Calculations – Examples

Module 9 : Analyzing Data with Quick Table Calculations


  • Table Calculation Overview
  • Using Quick Table Calculations
  • Using Rank to Show Biggest to Smallest

Module 10: Making Your Views Available


  • Dashboards
  • Actions
  • Publish Your Dashboard Online

Workshop Receivables:

  • Workshop Lecturer’s Notes

    Including 2x Course Books (PDF), HTML files, course transcripts (if any).

  • Highly-accelerated Learning

    Learn under the assistance of mentorship of our lead instructor and a band of qualified teaching assistants throughout the 4-day course.

  • Certification of Completion

    Show current and prospective employers that you’ve completed the course with a signed certificate of completion.

  • Quality Learning Environment

    We pay meticulous attention to the logistical details of our workshops: quality audio and visual setups, comfortable sitting arrangements, small group size. Dinners are included for evening workshops.

  • Supplement Materials

    Receive supplement datasets to practice on, reference notes, working files (R Notebook or Jupyter Notebook), and other materials that will help you master the topics.

Part of Business Intelligence Specialization

This workshop is part of the Business Intelligence Specialization offered by Algoritma Data Science Academy. Participants are rewarded with a certificate of completion upon passing criteria, and are encouraged to advance further in the respective business intelligence specialization.