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. 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.
Tableau Desktop II: Intermediate
Course Overview
- 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 spatial visualizations 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 efficient connection methods.
- Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices.
Course Outline
- 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
- 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
- Data Extracts
- Using Data Extracts
- Configuring and Running an Extract
- Logical Table vs. Physical Table Extract
- 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
- Comparing Measures
- Comparing Two Measures (Bar in Bar Chart)
- Comparing Progress Toward a Goal (Bullet Graph)
- Using Reference Lines (2 slides)
- Reference Bands
- Viewing Distributions
- Bins and Histograms
- Box and Whisker Plots
- 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
- Creating and Using Parameters
- Using Parameters
- Parameters and Filters
- Using Parameters with Reference Lines
- Defining Subsets of Your Data
- Using Sets
- Combined Sets
- In and Out Sets
- Analyze an Outlier Using Explain Data
- Nested Sorting and Context Filters
- 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
Intended Audience
- Audience
- Business Analyst
- Consultant
- Designer
- End User
- Business Use
Prerequisites
Tableau Desktop I: Fundamentals, or at least three months of product experience.
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.
Follow-On Courses
Related training topics
Justify your training
Use this sample request letter — copy it into an email to your manager and personalize the bracketed details to make the case for the time and budget.
Sample training request letter
Subject: Request for Data Analytics & Databases training from Applied Technology Academy
[Decision Maker Name],
I'm writing to request time and budget approval to complete Applied Technology Academy's course, Tableau Desktop II: Intermediate Training. The information below outlines how this training benefits our organization, the tasks I'll be able to perform after completing it, and relevant cost and funding details.
Course Description
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. 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. Applied Technology Academy is an award-winning, SBA-certified woman-owned training provider (est. 2008) whose instructors are active practitioners; the course is hands-on with virtual labs and a learn-by-doing methodology.
Course Objectives
Once I've completed the course, I'll have hands-on, job-ready skills in data analytics & databases that I can apply immediately to our work.
Expected Organizational Benefits
After completing this course, I will be better equipped to apply these skills directly to our projects, reduce our reliance on outside expertise, strengthen our team's capabilities, and share what I learn with colleagues.
Expected Cost & Funding
Course fee: [request an itemized quote at the link below]. Applied Technology Academy supports multiple funding paths that may reduce or cover this cost: GSA MAS purchasing and government purchase orders, military credentialing funding (Army CA, AF COOL, CG COOL), VA GI Bill and VR&E, ATA Flexible Spending, and student financing. Private team cohorts are available if colleagues should attend with me.
Conclusion
This training provides practical, hands-on experience I can apply immediately to strengthen our work in data analytics & databases. Additional course information is available at https://appliedtechnologyacademy.com/tableau-training/tableau-desktop-ii-intermediate-training/.
Thank you for your consideration,
[Your Name]
Design training around your team, not the other way around.
Talk to a training advisor about private cohorts, funding paths and program management.