Eigen X + Tableau

Experts in Data Visualization

Our experienced team will make your reporting accessible, consumable, and repeatable. We can step into any phase of the BI Development life cycle from prototyping to deployment to adoption. Using leading best practices in data visualization we design each dashboard specifically for the intended audience, displaying metrics that are relevant to your company’s objectives. Keeping it simple and intuitive we create at-a-glance, interactive visualizations of your most current data and make it widely available as a self-service solution to all relevant stakeholders.

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Why Tableau?

Tableau is the most powerful, secure, and flexible end-to-end analytics platform for your data. As the leader in the Business Intelligence industry, Tableau offers quick and interactive visualizations. With simple drag-and-drop-features it allows you to instantaneously analyze key data and share crucial insights.

Acquire Data & Prep

  • Easily consolidate data from multiple sources

  • Full data load automation

  • Prepare and cleanse data with Tableau Prep and Conductor

Visualize & Explore

  • Use powerful drag-and-drop analytics with Tableau Desktop

  • Tell a story with a dashboard

  • Quickly develop better data visualizations

Publish & Share

  • Publish dashboards on a schedule

  • Share data and insights with Tableau Server and Tableau Online

Collaborate

  • Large online community

  • Dedicated to releasing new versions and features

    Extensions available to give customers new, extended functionality

A Valued Partnership

As one of Philadelphia’s leading Tableau partners since 2015, Eigen X has successfully implemented Tableau as a visual reporting solution across a variety of industries. By leveraging the power of our relationship with Tableau, our certified developers can guide you through best practices, and can address and expedite issues with access to Tableau resources and solutions engineers.

Tableau Training for Your Group

Get your team up to speed quickly with live instructor-led training. We offer small group classes in Tableau Prep and Tableau Desktop. Any course can be tailored to your needs with the option of using your own data. We can even fully customize a curriculum just for you!

Intro to Tableau Prep

In this 1-day course your team will learn the fundamentals of ETL, exploring, shaping, cleaning, and joining data using Tableau Prep.

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  • One of the most important pieces for Tableau Desktop is the data. This course will help you Extract data from multiple sources, Transform (cleaning, shaping and joining, among other things) and Load the data for Tableau Desktop usage. Building your first ETL can be a bit intimidating, but with this introduction to Tableau Prep, you will be transforming multiple input sources to a Desktop-ready data source in no time! Topics include bringing in data from multiple sources, joining the data, cleaning and shaping the data as well as producing output for Tableau Desktop.

    The course content uses the Superstore dataset that is built into Tableau Desktop. Alternatively, we can deliver the training and exercises using your company’s own data.

  • (Specific topics or areas of focus can be customized to your needs)

    • Data Flows

    • Connecting to Data

    • Exploring Data

    • Shaping Data

    • Combining Data

    • Cleaning Data

    • Joining Data

    • Unions

    • Save and Share Data

    • Best Practices

Tableau Desktop Essentials

This 2-day course covers beginner and intermediate topics in Tableau Desktop. It is a great foundation course for any Tableau Desktop user.

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  • In this foundational Tableau Desktop course you will learn all the basics needed to get started designing visualizations and dashboards. It’s a great kick-start for absolute beginners, but also valuable for those with some experience looking to get a better handle on tough concepts such as Continuous vs Discrete data, LOD expressions and knowing when to use the right chart type. The course culminates with participants creating a simple dashboard.

    The course content uses the Superstore dataset that is built into Tableau Desktop. Alternatively, we can deliver the training and exercises using your company’s own data.

  • Day 1: Beginner

    • Connecting to Data

    • Data Types

    • Organizing and Configuring Your Data

    • Tableau Worksheet Interface

    • Dimensions & Measures

    • Continuous vs Discrete

    • Relationships between Numerical Values

    • Sorting Data

    • Building Charts:

      • Pie Chart, Line Chart, Bar Chart, Stacked Bar Chart, Dual Axis Chart, Table, Scatter Plot, Treemap, Bubble Chart, Map

    • Editing & Customizing Data

    Day 2: Intermediate

    • Multiple Measures in a View

    • Quick Table Calculations

    • Data Source Filters

    • Tableau Calculations: Basic

    • Tableau Calculations: LOD Expressions

    • Mapping Data Geographically

    • Reference Lines

    • Parameters

    • KPIs

    • Dashboards

    • Extracts & Refreshes

    • Publishing & Sharing

Tableau Desktop Dashboard Design

This 1-day course will equip you with visual analytics best practices. Level up your skills by learning all the tips and tricks required to make your dashboards clean & effective.

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  • Go beyond this basics with this 1-day Dashboard Design course. Our instructor will take you through the end-to-end dashboarding process from conceptualizing the layout, to creating the visualizations and constructing the dashboard like a pro! You will learn many valuable tips and tricks for making your final dashboard look as polished and professional as possible. This is a great follow-up course to Tableau Desktop: Essentials.

    The course content uses the Superstore dataset that is built into Tableau Desktop. Alternatively, we can deliver the training and exercises using your company’s own data.

    • Approaches to Dashboarding

    • Data Considerations

    • Design Layout

    • Formatting Worksheets

    • Dashboard Objects

    • Layout Containers

    • Dashboard Formatting

    • Quick Filters and Action Filters

    • Finishing Touches

    • Dashboard Best Practices

Tableau Post-Training Support

You can add a Tableau support contract onto any Training course to help bridge the gap between training and pro status. This is a great way to ensure your team applies what they have learned!

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  • Tableau Training is a great way to get your team up to speed with essential design skills. However, cross-functional teams, or individuals of varying skill levels will likely benefit from more specialized coaching to put the skills they have learned into practice.

    Our Tableau Post-Training Support program is an add-on option that enables our instructors to stay involved with learners post-training, and to coach them in best practices for success in their specific areas. For example, some learners may need help with more complex calculations, more advanced chart types, or may be looking for recommendations on the best way to approach a specific reporting/visualization challenge that they are facing. Our team can give them personalized guidance to set them on the right course for long-term success.

    You’ve already made a great learning investment in your team. Now it’s time to make it stick!

  • Although you can opt for any amount of support, most clients sign up for a block of 20+ hours. We will provide 1 talented trainer or Tableau specialist dedicated to your account who will interact directly with your team members via your preferred mode of communication such as phone/video conference or email.

Request a Customized Tableau Course

Don’t see what you’re looking for? Need something more tailored or specialized? We can create training for any Tableau topic!

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  • You get to decide!

  • You get to decide!

Philadelphia Tableau User Group

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The Philadelphia Tableau User Group unites data enthusiasts of all levels to learn, share, and connect through workshops, talks, and collaboration.