Job Role

Business Analyst, Consultant, End User, Business User

Duration

In-Person: 2 Full Day(s)
Virtual: 2 Full Day(s) or 4 Half Day(s)

User Interface

Lightning Experience
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Overview

Who should take this course?


This course is designed for intermediate Tableau users who have completed Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate or have at least six months of product experience. You should have proficiency in creating calculations, visualizations, and interactive dashboards. Bring a desire to learn advanced techniques to apply to your visualizations and dashboards in Tableau.

 

Tableau Desktop III: Advanced is included in the Tableau Training Pass.

 

Prerequisites

 

Tableau Desktop I: Fundamentals and Tableau Desktop II: Intermediate, or comparable product experience.


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


  • Apply advanced calculations to gain additional insight into your data.
  • Incorporate advanced chart types into your analysis.
  • Apply advanced dashboarding techniques.
  • Use calculations, parameters, and table calculations together.
  • Use Tableau techniques to address common use case scenarios.
  • Format your visualizations and dashboards for maximum impact.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Review: Calculations

  • Introduction and Review
  • Number Functions
  • String Functions
  • Date Functions
  • Type Conversion Functions
  • Logical Functions
  • Aggregate Functions
  • User Functions
  • Considerations for Calculated Fields

 

Advanced Table Calculations

  • Advanced Table Calculations Review
  • Table Calculation Types
  • Table Calculation Scope and Direction
  • Customizing Table Calculations
  • Filters and Table Calculations 
  • Pareto Chart

 

Level of Detail Expressions

  • LOD Introduction and Review
  • FIXED LOD Expressions
  • Filters and LOD Expressions 
  • INCLUDE LOD Expressions
  • EXCLUDE LOD Expressions
  • Nested LOD Expressions
  • Discussion: Comparing Types of Calculations

 

Analyzing Time-Based Data

  • Scenario: Sparklines
  • Scenario: Control Charts
  • Scenario: Bump Charts
  • Scenario: Slope Chart

 

Analyzing Customer Behavior

  • Scenario: Cohort Analysis
  • Scenario: Survey Data

 

Geographical Analysis

  • Scenario: Using Marks Layers for Maps
  • Scenario: Mapping Density with Hexbins
  • Scenario: Spatial Files

 

Advanced Techniques for Dashboards

  • Dashboard Audience
  • Dashboard Layout
  • Dashboard Visual Elements
  • Dashboard Interactive Elements