Next Level Tableau for Power Users (Intermediate Tableau)

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