Job Role

Business Analyst, Consultant, Designer, End User, Business User

Duration

In-Person: 2 Day(s)
Virtual: 2 or 5 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


This course is designed for proficient Tableau users who want to acquire more advanced skills. You should have either completed Tableau Desktop I: Fundamentals or have at least 3 months of product experience. Before taking this course, you should know how to connect to data, create visualizations using fields on shelves and the Marks card, filter data, sort data, and build a dashboard. Note: This course accommodates authoring in Tableau Desktop, Tableau Cloud, and Tableau Server. 

 

Tableau Desktop II: Intermediate is included in the Tableau Training Pass.

 

 

Prerequisites:

 

Tableau Desktop I: Fundamentals, or at least three months of product experience
 


When you complete this course, you will be able to:


  • Combine data from multiple tables using joins, unions, and relationships.
  • Use extracts to improve performance.
  • Build advanced chart types, including bar-in-bar and bullet graphs.
  • Use advanced calculations and table calculations to modify data as needed for analysis.
  • Use statistical techniques to analyze data.
  • Use parameters and input controls to support audience analysis.
  • Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices.
     

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Introduction and Review

  • Introduction to Tableau Desktop II: Intermediate
  • Using Measure Values and Measure Names in a View
  • Working with Dates in Tableau
  • Discrete Date Parts and Continuous Date Values
  • Permissions in Tableau
  • Navigating a Tableau Site

 

Creating and Connecting to Data Sources

  • Data Connections Page
  • Physical and Logical Layers
  • Connecting to Single- and Multi-table Data Sources
  • Migrated Data Sources
  • The Data Pane User Interface
  • View Data
  • Joins (Inner, Left and Right, Full Outer)
  • Unions
  • Merging Fields
  • Relationship Levels of Detail
  • Setting up a Relationship Between Tables
  • Joins vs. Relationships
  • Creating Relationships Between Tables from Different Databases
  • Relationships, Joins, Unions and Blends
  • Combining Data Decision Tree

 

Data Extracts

  • Using Data Extracts
  • Configuring and Running an Extract
  • Logical Table vs. Physical Table Extracts

 

Using Calculations in Tableau

  • Understanding Where Calculations Occur
  • Creating and Editing Calculated Fields
  • Calculations and Aggregations
  • Aggregating Dimensions in Calculations
  • Join Calculations
  • Level of Detail (LOD) Expressions

 

Comparing Measures

  • Comparing Two Measures (Bar in Bar Chart)
  • Comparing Progress Toward a Goal (Bullet Graph)
  • Using Reference Lines (2 slides)
  • Reference Bands

 

Viewing Distributions

  • Bins and Histograms
  • Box and Whisker Plots

 

Advanced Table Calculations

  • Table Calculation Overview
  • Tips for Learning Table Calculations
  • Levels of Control
  • Table Calculation Scope and Direction
  • Table Calculation Specific Dimension
  • Other Scope and Direction Options
  • Null Values in Table Calculations
  • Table Calculations for Statistical Analysis

 

Creating and Using Parameters

  • Using Parameters
  • Parameters and Filters
  • Using Parameters with Reference Lines 

 

Defining Subsets of Your Data

  • Using Sets 
  • Combined Sets
  • In and Out Sets
  • Analyze an Outlier Using Explain Data
  • Nested Sorting and Context Filters

 

Dashboards

  • Planning Your Dashboard
  • Building Your Dashboard
  • Add Interactivity with Filters and Actions
  • Adding Actions to Your Dashboard
  • Additional Dashboard Actions
  • Set Actions
  • Parameter Actions
  • Visual Best Practices
  • Add Instructions & Annotations
  • Tooltips
  • Remove Chart Extras
  • Publish Your Dashboard Online