Course #:TP2824

Tableau Master Training

This is an advanced course for experienced Tableau users who want to enhance their basic skills. We will do deep dives into the nine different types of filters in Tableau; various ways of creating advanced sets; advanced table calculations; dynamic, multi-level sets; level of detail expressions, custom mapping, and multi-pass table calculations. We perform various hands-on exercises in each topic and learn the specific techniques required to achieve them. You can then use these skills to reduce the amount of work you must do when building complex, dynamic visuals. Once you complete this course you can build layered, highly-targeted filters, perform affiliate analysis, and have a thorough understanding of advanced table calculations and techniques for understanding and debugging them when they break.

Objectives

At the end of this class, the student will be able 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
  • 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

Audience

This course is designed for those with a thorough understanding of Tableau under their belts. Ideally attendees should have three full months (or equivalent) of Tableau usage.

Prerequisites

Tableau Fundamentals and/or equivalent

Duration

2 Days

Outline of Tableau Master Training

Introduction and Getting Started

Filtering, Sorting & Grouping - Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau

  • Advanced options for filtering and hiding
  • The various types of filters and how and when each executes in sequence
  • Data security considerations of specific filters
  • Specific recommendations on how to use, or not to use, various filter options
  • Understanding your many options for ordering and grouping your data: Sort, Groups, Bins, Sets
  • The various types of sets and use cases for each
  • Understanding how these options inter-relate

Working with Data – In the Fundamentals class, we accepted the data for what it is! (with a basic overview of blending and joining data and working with the data engine). In the Advanced class, we will understand the difference between joining and blending data, and when we should do each. We will also consider the implications of working with large data sets, and consider options for when and how to work with extracts and the data engine. We will also investigate best practices in “sharing” data sources for Tableau Server users.

  • 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

Working with Calculated Data and Statistics – In the Fundamentals Class, we were introduced to some basic calculations:
basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those
concepts to 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 Partitioning and Addressing
    • Differences between visual layout of data and results of table calculations
    • Approaches for understanding what is happening in table calculations
    • Calculate on Results of Table Calculations
    • Complex Calculations
    • Difference from Average
    • Secondary Table Calculations
  • Understanding where Calculations Occur
  • Statistics
    • Reference / Trend Lines
    • Statistical Calculations
    • Summary Stats
    • Cohort Analysis
    • Moving Averages
      • From a fixed point
      • In a rolling window
  • Working with Dates and Times
    • Continuous versus Discrete Dates
    • Dates and Times
    • Reference Dates

Building Advanced Chart Types and Visualizations / Tips & Tricks – This topic covers how to create some of the chart
types and visualizations that may be less obvious in Tableau. It also covers some of the more common tips & tricks /
techniques that we use to assist customers in solving some of their more complex problems.

  • Pareto Chart
  • Spark Line
  • Horizon Chart

Best Practices in Formatting and Visualizing

  • Formatting Tips
    • Highlighting
    • Labeling
    • Legends
  • Introduction to Visualization Best Practices

Building Better Dashboards – In the Fundamentals courses, we learned how we can combine several worksheets in a
dashboard and publish that to the web. In the Advanced course, we will learn how to build effective and interactive
applications via dashboarding.

  • Guided Analytics
    • Cascading Filters
    • Highlighting
    • Quick filter Options
    • URL Actions

Overview – Working with Tableau Server – In Tableau Fundamentals, we saw that we could use Tableau Server as a
mechanism to share our visualizations and dashboards. Now we will dig in a bit deeper.

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

Wrap Up Activities

  • Summary of what we have learned
  • Advanced activities to pull together and solidify the concepts

Where to get Further Assistance

  • The Help File / Product Manual
  • Knowledge base
  • Forums
  • Whitepapers & Books
  • Further Training Offerings & Professional Services
  • Technical Support
We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.