Tableau

Enjoy the best in Tableau Desktop II: Intermediate Training

This course is designed for proficient Tableau users who want to acquire more advanced skills. You should have either completed Tableau Desktop I: Fundamentals or have at least 3 months of product experience. 

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Before taking this course, you should know how to connect to data, create visualizations using fields on shelves and the Marks card, filter data, sort data, and build a dashboard. Note: This course accommodates authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.

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Course Objectives

• Build advanced chart types and visualizations.
• Build complex calculations to manipulate your data.
• Use statistical techniques to analyze your data.
• Use parameters and input controls to give users control over certain values.
• Implement advanced geographic mapping techniques and use custom images and geocoding to build spatialvisualizations of non-geographic data.
• Prep your data for analysis.
• Combine data sources using data blending.
• Implement efficiency tips and tricks.
• Combine data from multiple tables in the same data source using joins.
• Make your visualizations perform as well as possible by using the Data Engine, extracts, and e cientconnection methods.
• Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual bestpractices.

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    Audience

    • Business Analyst
    • Consultant
    • Designer
    • End User
    • Business User
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    Introduction and Review

    • Introduction to Tableau Desktop II: Intermediate
    • Using Measure Values and Measure Names in a View
    • Working with Dates in Tableau
    • Discrete Date Parts and Continuous Date Values
    • Permissions in Tableau
    • Navigating a Tableau Site

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    Creating and Connecting to Data Sources

    • Data Connections Page
    • Physical and Logical Layers
    • Connecting to Single- and Multi-table Data Sources
    • Migrated Data Sources
    • The Data Pane User Interface
    • View Data
    • Joins (Inner, Left and Right, Full Outer)
    • Unions
    • Merging Fields
    • Relationship Levels of Detail
    • Setting up a Relationship Between Tables
    • Joins vs. Relationships
    • Creating Relationships Between Tables from Different Databases
    • Relationships, Joins, Unions and Blends
    • Combining Data Decision Tree

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    Data Extracts

    • Using Data Extracts
    • Configuring and Running an Extract
    • Logical Table vs. Physical Table Extract

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    Using Calculations in Tableau

    • Understanding Where Calculations Occur
    • Creating and Editing Calculated Fields
    • Calculations and Aggregations
    • Aggregating Dimensions in Calculations
    • Join Calculations
    • Level of Detail (LOD) Expressions

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    Comparing Measures

    • Comparing Two Measures (Bar in Bar Chart)
    • Comparing Progress Toward a Goal (Bullet Graph)
    • Using Reference Lines (2 slides)
    • Reference Bands

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    Viewing Distributions

    • Bins and Histograms
    • Box and Whisker Plots

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    Advanced Table Calculations

    • Table Calculation Overview
    • Tips for Learning Table Calculations
    • Levels of Control
    • Table Calculation Scope and Direction
    • Table Calculation Specific Dimension
    • Other Scope and Direction Options
    • Null Values in Table Calculations
    • Table Calculations for Statistical Analysis

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    Creating and Using Parameters

    • Using Parameters
    • Parameters and Filters
    • Using Parameters with Reference Lines

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    Defining Subsets of Your Data

    • Using Sets
    • Combined Sets
    • In and Out Sets
    • Analyze an Outlier Using Explain Data
    • Nested Sorting and Context Filters

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    Dashboards

    • Planning Your Dashboard
    • Building Your Dashboard
    • Add Interactivity with Filters and Actions
    • Adding Actions to Your Dashboard
    • Additional Dashboard Actions
    • Set Actions
    • Parameter Actions
    • Visual Best Practices
    • Add Instructions & Annotations
    • Tooltips
    • Remove Chart Extras
    • Publish Your Dashboard Online

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    Prerequisites

    Tableau Desktop I: Fundamentals, or at least three months of product experience

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