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Intermediate Tableau

Course Summary

The Intermediate Tableau training course is designed to take students to the next level of their Tableau skills. This class puts additional tools in the analytical toolbox, such as more complex calculations, more powerful interactivity, more complex chart types, and more ways to slice and dice data to mine for critical insights.

The course begins with students learning about calculated fields, aggregate calculations and ratios, and logical and date calculations. Next, the course will cover parameters, using actions to create interactive dashboards and combining parameters and actions to create On-Demand Charts. The course concludes with advanced analytics and story points.

Before attending this course, students should take the Introduction to Tableau course or be familiar with all of the topics listed here: Introduction to Tableau

Purpose
 Learn advanced Tableau knowledge and skills.
Audience
 Students with a basic familiarity with Tableau.
Role
Business Analyst - Data Engineer - Data Scientist - Project Manager - Q/A - Software Developer - System Administrator - Technical Manager - Web Developer
Skill Level
Intermediate
Style
Fast Track - Hack-a-thon - Targeted Topic - Workshops
Duration
2 Days
Related Technologies
Tableau

 

Productivity Objectives
  • Perform advanced calculations.
  • Leverage multiple chart types.
  • Display advanced analytics.

What You'll Learn:

In the Intermediate Tableau training course, you'll learn:
  • Calculated Fields
  • Aggregate Calculations & Ratios
  • Logical Calculations
    • If/Then
    • IfNull
    • IsNull
    • ZN
  • Date Calculations
    • DateAdd
    • DateDiff
    • Today()
  • Parameters
    • Pre-defined Lists for Faster Filtering
    • Top N Filter
    • Reference Line Parameter
    • Swapping Dimensions or Measures in a View
  • Using Actions to Create Interactive Dashboards
    • Filter Actions
    • Highlight Actions
    • URL Actions
  • Combining Parameters and Actions: On Demand Charts
  • Advanced Chart Types
    • Bar in Bar Chart
    • Bullet graphs
    • Sparklines
    • Slope Chart: Building with a Continuous Axis
    • Slope Chart: Building with a Discrete Axis (i.e. Rankings)
    • Pie Charts on Maps
    • Control Charts
  • Advanced Formatting & Dashboard Best Practices
    • Layout Containers
    • Floating Elements
    • When to Use Which
    • Effective Dashboard Layouts
    • Layout Best Practices
      • Titles and Labeling
      • Color Choices
      • Do
      • Don't
    • Guided Analytics
  • Advanced Tooltips
    • Text with formatting and dynamic data woven in
    • Viz in tooltip
  • Custom Shapes & Custom Color Palettes
  • Advanced Segmentation
    • Dynamic Sets
    • Top N Sets
    • Conditional Sets
    • Combined Sets
    • Set Actions
    • Clustering
  • Advanced Analytics
    • Reference Bands and Reference Distributions Explained
      • Reference bands
      • Reference Distributions
      • 60, 80% of Total, Percentiles
      • Quantiles
      • Standard Deviation
    • Box Plots
    • Forecasting
  • Story Points
  • Publish a Workbook to Tableau Server
real world content

Real-World Content

Project-focused demos and labs using your tool stack and environment, not some canned "training room" lab.
expert practitioners

Expert Practitioners

Industry experts that bring their battle scars into the classroom.
experiential learning

Experiential Learning

More coding than lecture, coupled with architectural and design discussions.
tailored outlines

Tailored Outlines

One-size-fits-all doesn't apply to training teams. That's where we come in!
“I appreciated the instructor's technique of writing live code examples rather than using fixed slide decks to present the material.”

VMware

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