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Next Level Tableau for Power Users (Intermediate) is a two-day, fast paced hands-on intermediate and beyond level Tableau course geared for experienced Tableau users to get their skills to the next level and become a true Power User, or for those users who are seeking to uncover the less obvious tricks and tips within Tableau that can help them accelerate their day to day tasks.

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Course Access

Unlimited Duration

Last Updated

March 3, 2021

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Certification

This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  In this course you will learn about:

• 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

• Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data

• Implement all options in working with data: Joining multiple tables, data blending, performance considerations and working with the Data Engine, sharing your connections as meta data, and understand when to implement which connection method.

• 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 Curriculum

    • Why Tableau? Why Visualization? 00:00:00
    • The Tableau Product Line 00:00:00
    • Level Setting – Terminology 00:00:00
    • Getting Started – creating some powerful visualizations quickly 00:00:00
    • Review of some Key Fundamental Concepts 00:00:00
    • Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. 00:00:00
    • Advanced options for filtering and hiding 00:00:00
    • Understanding your many options for ordering and grouping your data: Sort, 00:00:00
    • Groups, Bins, Sets 00:00:00
    • Understanding how these options inter-relate 00:00:00
    • Learn the difference between joining and blending data, and to do each 00:00:00
    • Consider the implications of working with large data sets, and options for when and how to work with extracts and the data engine. 00:00:00
    • Investigate best practices in “sharing” data sources for Tableau Server users. 00:00:00
    • Data Types and Roles • Dimension versus Measures • Data Types • Discrete versus Continuous • The meaning of pill colors 00:00:00
    • Database Joins 00:00:00
    • Data Blending 00:00:00
    • Working with the Data Engine / Extracts and scheduling extract updates 00:00:00
    • Working with Custom SQL 00:00:00
    • Adding to Context 00:00:00
    • Switching to Direct Connection 00:00:00
    • Building meta data via shared Data Source connections 00:00:00
    • Performance considering and working with big data 00:00:00
    • OLAP considerations (Overview) 00:00:00
    • Understand the intricacies of manipulating data within Tableau • A Quick Review of Basic Calculations • Arithmetic Calculations • String Manipulation • Date Calculations 00:00:00
    • Quick Table Calculations 00:00:00
    • Custom Aggregations 00:00:00
    • Custom Calculated Fields • Logic and Conditional Calculations • Conditional Filters 00:00:00
    • Advanced Table Calculations • Understanding Scope and Direction • Calculate on Results of Table Calculations • Complex Calculations • Difference from Average • Discrete Aggregations • Index to Ratios 00:00:00
    • Understanding where Calculations Occur • Statistics • Reference / Trend Lines • Statistical Calculations • Summary Stats • Cohort Analysis 00:00:00
    • Working with Dates and Times • Continuous versus Discrete Dates • Dates and Times • Reference Dates 00:00:00
    • Fundamentals Review: Building basic maps • Fixing geographies • Geographic Fields • Map Options 00:00:00
    • Built-in Demographics / Layering 00:00:00
    • WMS – working with a Web Map Service 00:00:00
    • Importing Custom Geographies 00:00:00
    • Assigning Geographies to Non-Geographic fields 00:00:00
    • Distance Calculations 00:00:00
    • Spatially Visualizing non-Geographic Data using background images and geo-coding 00:00:00
    • Parameter Basics • Data types of parameters • Using parameters in calculated fields • Inputting parameter values and parameter control options 00:00:00
    • Advanced Usage of Parameters • Using parameters for titles, field selections, logic statements, Top X 00:00:00
    • Bar in Bar 00:00:00
    • Box Plot 00:00:00
    • Bullet Chart 00:00:00
    • Custom Shapes 00:00:00
    • Gantt Chart 00:00:00
    • Heat Map 00:00:00
    • Pareto Chart 00:00:00
    • Spark Line 00:00:00
    • KPI Chart 00:00:00
    • Formatting Tips • Drag to Legend • Edit Legend • Fill 100% Black Line • Highlighting • Labeling • Legends • Working with Nulls • Table Options • Annotations and Display Options 00:00:00
    • Introduction to Visualization Best Practices 00:00:00
    • Interactive Dashboards • Quick Filters • Dashboard Objects • Filter Actions • Highlighting and Actions • Performance • Publish to Web • Zones 00:00:00
    • Guided Analytics • Cascading Filters • Highlighting • Quick filter Options • Select then See Visual • Self-Populating Dashboards • Shortcuts • URL Actions 00:00:00
    • Publishing to Tableau Server – Overview of publishing, scheduling & security options 00:00:00
    • Tableau Server Usage – Interacting with Published Visualizations 00:00:00

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