Intermediate Tableau Course | DevelopIntelligence

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

Download

Productivity Objectives:

Perform advanced calculations.
Leverage multiple chart types.
Display advanced analytics.

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about our training

Real-World Content

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

Industry experts with 15+ years of industry experience that bring their battle scars into the classroom.
Experiential Learning

More coding than lecture, coupled with architectural and design discussions.
Fully Customized

One-size-fits-all doesn't apply to training teams. That's where we come in!

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