Tableau Master Training Course Description

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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, and multi-pass table calculations.You can 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 and have a thorough understanding of advanced table calculations and techniques for understanding and debugging them when they break.
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PREREQUISITES

Tableau Essentials and/or equivalent. 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.

MODE OF INSTRUCTION

This is a live, instructor-led, online course and includes advanced hands-on exercises to reinforce the concepts and skills. 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 tips & hints and special requests are also included.

Tableau Master Training Course Topics:

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 Calculated Data and Statistics

In the Essentials Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Master 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
  • 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
  • Understanding where Calculations Occur
  • Statistics
  • Reference / Trend Lines
  • Statistical Calculations
  • 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
  • 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

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

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