DataSelf Training

Links to short training videos

• How to add grand totals to bar charts

White Belt: The Viewer's Experience (Self-service) — Introduction to using DataSelf's built-in out-of-the-box Tableau views.

• Opening the Prebuilt "Out-of-the-box" DataSelf Workbook
• Built-In Views provided by DataSelf :
• How to select the information you want
• How to save a custom view
• How to download or share data
• How to configure your site your way

Orange Belt: Tableau Web Report Design (Self-service) — Introduction to the Tableau Web Workbook Designer: basic point & click design, calculations, dashboards, and blended data views.

• Orange Belt: Report Design Part 1
• Orange Belt: Report Design Part 2
• Orange Belt: Report Design Part 3
• Orange Belt: Report Design Part 4

Purple Belt: Intermediate Tableau Web Design (Self-service) — The next step beyond Orange Belt: best practice design tips, date calculations, sets, more on table calculations

• Grouping with Hierarchies re-visited
• Using Sets in the Tableau Web App
• Using Bins in the Tableau Web App (Optional)
• Table Calculations - the next level
• LOD calculations - the next level
• USER Functions
• Date Calculations
• Tableau design best practice tips
• Data Blending Tips, Alerts, Metrics, Explain Data feature
• Tableau Desktop vs Tableau Web App

Blue Belt: Using ETL+ and Tableau Desktop for data management (Self-service) — Using ETL+ to add data fields and tables from your source system to your DataSelf data warehouse. Using Tableau Desktop to create new Tableau data sources or edit existing ones.

• ETL+
• DataSelf/Tableau Desktop — Training on DataSelf/Tableau Desktop. Part of Blue Belt: Using ETL+ and Tableau Desktop for data management (Self-service)

Site Admin On-boarding (Self-service) — Intended for persons responsible for maintaining the Tableau Web sites for their organization. Covers permissions, scheduled tasks subscriptions, and structure of projects, groups, and users. 1.5 hours.

• Tableau Projects
• Tableau Users & Groups
• Tableau Permissions
• Scheduled tasks: Alerts & Subscriptions
• Reviewing the site status

VCT = VAR Certification Training — The VAR Certification Training covers DataSelf Analytics deployment, web report design, backend customization & security, and the certification exam.

• a) VCT Option 1: Cloud-to-Cloud Deployment
• a) VCT Option 2: On-Premises Deployment
• b) VCT: Web Report Design
• c) VCT: Backend Customizations & Security
• d) VCT: Certification Exam