Providing Technology Training and Mentoring For Modern Technology Adoption
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.
At the end of this class, the student will be able to:
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.
Tableau Fundamentals and/or equivalent
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
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 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 thoseconcepts to understand the intricacies of manipulating data within Tableau
Building Advanced Chart Types and Visualizations / Tips & Tricks – This topic covers how to create some of the charttypes 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.
Building Better Dashboards – In the Fundamentals courses, we learned how we can combine several worksheets in adashboard and publish that to the web. In the Advanced course, we will learn how to build effective and interactiveapplications via dashboarding.
Overview – Working with Tableau Server – In Tableau Fundamentals, we saw that we could use Tableau Server as amechanism to share our visualizations and dashboards. Now we will dig in a bit deeper.