Tableau Advanced Training Course Description

Filtering, Sorting and 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, Bins, Sets
• the various types of sets and use cases for each
• Understanding how these options inter-relate

Working with Data

• Difference between joining and blending data and when to use each
• Implications of working with “big data”
• When and how to work with extracts and the data engine
• Adding to Context
• Performance tuning
• best practices in “sharing” data sources

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

Scenario-based Review Exercises