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Job Role

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

Duration

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

Who should take this course?


This course is designed for proficient Tableau users who want to acquire more advanced skills. Students should have at least three months of Tableau experience or possess equivalent knowledge. Students should also know how to connect to data, create visualizations using fields on shelves and the Marks card, filter data, sort data, and build a dashboard. This course supports authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.


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.

  • Apply analytics to views.

  • Use parameters and input controls to support audience analysis.

  • Build useful 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

  • Meet Tableau Desktop II: Intermediate

  • Use Measure Values and Names in a View

  • Work with Dates in Tableau

  • Define Discrete Date Parts and Continuous Date Values

 

Data Source Creation and Connection

  • Access the Data Connections Page

  • Build Physical and Logical Layers

  • Connect to Single- and Multi-Table Data Sources

  • Migrate Data Sources

  • Navigate The Data Pane User Interface

  • View Data

  • Build Joins

  • Generate Unions

  • Merge Fields

  • Establish Relationship Levels of Detail

  • Set Up a Relationship Between Tables

  • Contrast Joins and Relationships

  • Combine a Data Decision Tree

  • Create Relationships Between Tables from Different Databases

 

Data Extracts

  • Use Data Extracts

  • Configure and Run an Extract

  • Distinguish Between Logical and Physical Table Extracts

 

Tableau Calculations

  • Understand Where Calculations Occur

  • Create and Edit Calculated Fields

  • Build Calculations and Aggregations

  • Aggregate Dimensions in Calculations

  • Join Calculations

  • Define Level of Detail (LOD) Expressions

 

Measure Comparisons

  • Compare Two Measures (Bar in Bar Chart)

  • Assess Progress Toward a Goal (Bullet Graph)

  • Use Reference Lines

  • Build Reference Bands

 

Distribution Views

  • Build Bins and Histograms

  • Generate Box and Whisker Plots

 

Advanced Table Calculations

  • Describe Table Calculation

  • Follow Tips for Learning Table Calculations

  • Establish Levels of Control

  • Determine Table Calculation Scope and Direction

  • Assess Table Calculation Specific Dimensions

  • Evaluate Other Scope and Direction Options

  • Implement Null Values in Table Calculations

  • Generate Table Calculations for Statistical Analysis

 

Parameter Creation and Usage

  • Use Parameters

  • Define Parameters and Filters

  • Harness Parameters with Reference Lines

 

Data Subsets

  • Use Sets

  • Outline the Tableau Order of Operations

  • Combine Sets

  • Understand In and Out Sets

  • Analyze an Outlier Using Explain Data

  • Nest Sorting and Context Filters

 

Dashboards

  • Plan Your Dashboard

  • Build Your Dashboard

  • Add Interactivity with Filters and Actions

  • Introduce Actions to Your Dashboard

  • Take Additional Dashboard Actions

  • Set Actions

  • Conduct Parameter Actions

  • Follow Visual Best Practices

  • Add Instructions and Annotations

  • Learn Tooltips

  • Remove Chart Extras

  • Publish Your Dashboard Online