Tableau Advanced Training Course Description

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This one day Tableau Advanced course is designed for those who have completed the 2 day Tableau Essentials Class or equivalent. It builds on basic skills learned in Tableau Essentials.

PREREQUISITES

Tableau Essentials or equivalent.

MODE OF INSTRUCTION

This is a live, instructor-led, online course and includes extensive hands-on activities to reinforce concepts and skills covered. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

COURSE MATERIALS

A training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students. Additional resources such as step by step instructions to create dashboards, tips & hints, and special requests are also included.

Tableau Advanced Course Topics:

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, Sets
  • The various types of sets and use cases for each
  • Understanding how these options inter-relate

Working with Data

Working with Calculated Fields and Statistics – Earlier, we were introduced to some basic calculations. We will extend those concepts to understand the intricacies of manipulating data within Tableau

  • A Quick Review of Basic Calculations
  • Arithmetic Calculations
  • Date Calculations
  • Quick Table Calculations
  • Custom Aggregations
  • Custom Calculated Fields
  • Logic and Conditional Calculations
  • Conditional Filters
  • Level of Detail Calculations
  • Fixed LODs
  • Include LODs
  • Exclude LODs
  • 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
  • Statistics
  • Summary Stats
  • Moving Averages
  • From a fixed point
  • In a rolling window
  • Working with Dates and Times
  • Continuous versus Discrete Dates
  • Dates and Times
  • Reference Dates

Best Practices in Formatting and Visualizing

  • Formatting Tips
  • Highlighting
  • Labeling
  • Legends

Where to get Further Assistance

  • The Help File / Product Manual
  • Knowledge base
  • Forums
  • Whitepapers & Books
  • Further Training Offerings & Professional Services
  • Technical Support

 

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