Tableau Advanced Training Course Description

Filtering, Sorting & Grouping

Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau

• Advanced options for filtering and hiding
• The various types of filters and how and when each executes in sequence
• Data security considerations of specific filters
• Specific recommendations on how to use, or not to use, various filter options
• Understanding your many options for ordering and grouping your data: Sort, Groups, Sets
• The various types of sets and use cases for each
• Understanding how these options inter-relate

Working with Data

Working with Calculated Fields and Statistics – Earlier, we were introduced to some basic calculations. We will extend those concepts to understand the intricacies of manipulating data within Tableau

• A Quick Review of Basic Calculations
• Arithmetic Calculations
• Date Calculations
• Quick Table Calculations
• Custom Aggregations
• Custom Calculated Fields
• Logic and Conditional Calculations
• Conditional Filters
• Level of Detail Calculations
• Fixed LODs
• Include LODs
• Exclude LODs
• Advanced Table Calculations
• Understanding Partitioning and Addressing
• Differences between visual layout of data and results of table calculations
• Approaches for understanding what is happening in table calculations
• Calculate on Results of Table Calculations
• Complex Calculations
• Difference from Average
• Secondary Table Calculations
• Statistics
• Summary Stats
• Moving Averages
• From a fixed point
• In a rolling window
• Working with Dates and Times
• Continuous versus Discrete Dates
• Dates and Times
• Reference Dates

Best Practices in Formatting and Visualizing

• Formatting Tips
• Highlighting
• Labeling
• Legends

Where to get Further Assistance

• The Help File / Product Manual
• Knowledge base
• Forums
• Whitepapers & Books
• Further Training Offerings & Professional Services
• Technical Support