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.
Course Details


2 days


  • Thorough understanding of Tableau. Ideally, three months (or equivalent) of Tableau usage.
  • Tableau Fundamentals and/or equivalent

Skills Gained

  • 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
Course Outline
  • Filtering, Sorting & Grouping
    • 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
    • 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
    • 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
    • Pareto Chart
    • Spark Line
    • Horizon Chart
    • Best Practices in Formatting and Visualizing
    • Formatting Tips
      • Highlighting
      • Labeling
      • Legends
  • Building Better Dashboards
    • Guided Analytics
      • Cascading Filters
      • Highlighting
      • Quick filter Options
      • URL Actions
  • Working with Tableau Server
    • Publishing to Tableau Server – Overview of publishing, scheduling & security options
    • Tableau Server Usage – Interacting with Published Visualizations