Next Level Tableau / Intermedate Tableau for Power Users

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience interests, skill-level and participation.

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

Optional Overview – Working with Tableau Server

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