Intermediate Tableau

Course Summary

The Intermediate Tableau training course is designed to take participants 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 participants 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.

Prerequisites:

An understanding of the fundamentals of 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	Lecture \| Hands-on Activities
Duration	2 Days
Related Technologies	Tableau

Learning Objectives

Perform advanced calculations
Leverage multiple chart types
Display advanced analytics

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

Real-World Content

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

Expert Practitioners

Industry experts that bring their battle scars into the classroom.

Experiential Learning

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

Tailored Outlines

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

“I appreciated the instructor's technique of writing live code examples rather than using fixed slide decks to present the material.”

VMware

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Intermediate Tableau

Course Summary

Purpose

Audience

Role

Skill Level

Style

Duration

Related Technologies