Next Level Tableau for Power Users (Intermediate Tableau)

Next Level Tableau | Advanced Charts, Formatting & Visualizations; Calculations, Statistics, Mappings & More


Intermediate and Beyond

2 Days

Course Overview

Next Level Tableau for Power Users (Intermediate) is a two-day, fast paced hands-on intermediate and beyond level Tableau course geared for experienced Tableau users to get their skills to the next level and become a true Power User, or for those users who are seeking to uncover the less obvious tricks and tips within Tableau that can help them accelerate their day to day tasks. Attendees should come to class armed with a deep understanding of all the fundamental concepts of building worksheets and dashboards


The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.

Course Objectives

Working within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn to:

  • Build advanced chart types and visualizations
  • Build complex calculations to manipulate your data
  • Work with statistics and statistical techniques
  • Work with parameters and input controls
  • Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data
  • Implement all options in working with data: Joining multiple tables, data blending, performance considerations and working with the Data Engine, sharing your connections as meta data, and understand when to implement which connection method.
  • Build better dashboards using techniques for guided analytics, interactive dashboard design and visual best practices
  • Implement many efficiency tips and tricks
  • Understand the basics of Tableau Server and other options for sharing your results


Course Topics Quick View: This is the high-level list of the high-level topics address by this course. Please see the detailed Course Agenda or Training Plan below.


  • Getting Started with Tableau (Quick Refresh, Optional)
  • Filtering, Sorting & Grouping
  • Working with Data
  • Working with Calculated Data and Statistics
  • Advanced Mapping
  • Working with Parameters
  • Building Advanced Chart Types and Visualizations / Tips & Tricks
  • Best Practices in Formatting and Visualizing
  • Building Better Dashboards
  • Publishing to with Tableau Server

Course Prerequisites

This is an Intermediate and beyond-level Tableau course geared for experienced Tableau users who wish to leverage Tableau’s more advanced capabilities.


Take Before: Attending students should have skills equivalent to or should have recently attended one of these courses:

  • TTTABINT2        Introduction to Tableau | Tableau JumpStart (2 days; extension of 1-day class, with more depth)
  • TTTABINT3        Working with Tableau | With Next Level Topics (3 days, hands-on – more depth)
  • TTTABDF2         Tableau Desktop Fundamentals (3 days)

Course Agenda

Introduction and Getting Started (Quick Refresh, Optional)

  • Why Tableau? Why Visualization?
  • The Tableau Product Line
  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly
  • Review of some Key Fundamental Concepts


Filtering, Sorting & Grouping

  • Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data.
  • Advanced options for filtering and hiding
  • Understanding your many options for ordering and grouping your data: Sort,
  • Groups, Bins, Sets
  • Understanding how these options inter-relate


Working with Data

  • Learn the difference between joining and blending data, and to do each
  • Consider the implications of working with large data sets, and options for when and how to work with extracts and the data engine.
  • Investigate best practices in “sharing” data sources for Tableau Server users.
  • Data Types and Roles
  • Dimension versus Measures
  • Data Types
  • Discrete versus Continuous
  • The meaning of pill colors
  • Database Joins
  • Data Blending
  • Working with the Data Engine / Extracts and scheduling extract updates
  • Working with Custom SQL
  • Adding to Context
  • Switching to Direct Connection
  • Building meta data via shared Data Source connections
  • Performance considering and working with big data
  • OLAP considerations (Overview)


Working with Calculated Data and Statistics

Understand the intricacies of manipulating data within Tableau

  • A Quick Review of Basic Calculations
  • Arithmetic Calculations
  • String Manipulation
  • Date Calculations
  • Quick Table Calculations
  • Custom Aggregations
  • Custom Calculated Fields
  • Logic and Conditional Calculations
  • Conditional Filters
  • Advanced Table Calculations
  • Understanding Scope and Direction
  • Calculate on Results of Table Calculations
  • Complex Calculations
  • Difference From Average
  • Discrete Aggregations
  • Index to Ratios
  • Understanding where Calculations Occur
  • Statistics
  • Reference / Trend Lines
  • Statistical Calculations
  • Summary Stats
  • Cohort Analysis
  • Working with Dates and Times
  • Continuous versus Discrete Dates
  • Dates and Times
  • Reference Dates


Advanced Mapping

Learn the intricacies of working with the mapping function within Tableau including working with custom geographies and geo-coding, working with an alternate WMS server and spatially visualizing non-geographic data

  • Fundamentals Review: Building basic maps
  • Fixing geographies
  • Geographic Fields
  • Map Options
  • Built-in Demographics / Layering
  • WMS – working with a Web Map Service
  • Importing Custom Geographies
  • Assigning Geographies to Non-Geographic fields
  • Distance Calculations
  • Spatially Visualizing non-Geographic Data using background images and geo-coding


Working with Parameters

How to use parameters to modify our title, create What-If analysis, etc

  • Parameter Basics
  • Data types of parameters
  • Using parameters in calculated fields
  • Inputting parameter values and parameter control options
  • Advanced Usage of Parameters
  • Using parameters for titles, field selections, logic statements, Top X


Building Advanced Chart Types and Visualizations / Tips & Tricks

Create chart types and visualizations that may be less obvious in Tableau, as well as more common tips & tricks / techniques to assist customers in solving more complex problems.

  • Bar in Bar
  • Box Plot
  • Bullet Chart
  • Custom Shapes
  • Gantt Chart
  • Heat Map
  • Pareto Chart
  • Spark Line
  • KPI Chart


Best Practices in Formatting and Visualizing

  • Formatting Tips
  • Drag to Legend
  • Edit Legend
  • Fill 100% Black Line
  • Highlighting
  • Labeling
  • Legends
  • Working with Nulls
  • Table Options
  • Annotations and Display Options
  • Introduction to Visualization Best Practices




Building Better Dashboards

How to build effective and interactive applications via dashboarding.

  • Interactive Dashboards
  • Quick Filters
  • Dashboard Objects
  • Filter Actions
  • Highlighting and Actions
  • Performance
  • Publish to Web
  • Zones
  • Guided Analytics
  • Cascading Filters
  • Highlighting
  • Quick filter Options
  • Select then See Visual
  • Self-Populating Dashboards
  • Shortcuts
  • URL Actions


Overview – Working with Tableau Server

  • Publishing to Tableau Server – Overview of publishing, scheduling & security options
  • Tableau Server Usage – Interacting with Published Visualizations

Course Materials

Each student will receive a Student Guide with course notes, code samples, software tutorials, diagrams and related reference materials and links (as applicable). Our courses also include step by step hands-on lab instructions and and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the project files (or code, if applicable) and solutions required for the hands-on work.

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Please see the current upcoming available open enrollment course dates posted below. Please feel free to Register Online below, or call 844-475-4559 toll free to connect with our Registrar for assistance. If you need additional date options, please contact us for scheduling.

Course Title Days Date Time Price
Next Level Tableau for Power Users (Intermediate Tableau) 2 Days Mar 30 to Mar 31 10:00 AM to 06:00 PM EST $1,595.00 Register
Next Level Tableau for Power Users (Intermediate Tableau) 2 Days May 11 to May 12 10:00 AM to 06:00 PM EST $1,595.00 Register
Next Level Tableau for Power Users (Intermediate Tableau) 2 Days Jun 22 to Jun 23 10:00 AM to 06:00 PM EST $1,595.00 Register
Next Level Tableau for Power Users (Intermediate Tableau) 2 Days Aug 10 to Aug 11 10:00 AM to 06:00 PM EST $1,595.00 Register
Next Level Tableau for Power Users (Intermediate Tableau) 2 Days Oct 12 to Oct 13 10:00 AM to 06:00 PM EST $1,595.00 Register

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