Advanced Tableau Training Course

Home / Tableau Master Training Course Description

This 2-day advanced course is designed for experienced users who have a thorough understanding of Tableau and want to enhance their basic skills. Ideally attendees should have three full months (or equivalent) of Tableau usage. Upon completion of this course you will be able to build layered, highly-targeted filters, perform affiliate analysis, and have a thorough understanding of advanced table calculations and techniques for understanding and debugging them when they break.

PREREQUISITES

Tableau Essentials and/or equivalent.

MODE OF INSTRUCTION

This course is delivered in-person and includes advanced hands-on exercises to reinforce the concepts and skills. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

COURSE MATERIALS

A training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students as take-aways. Additional resources such as tips & hints and special requests are also included.

Tableau Master Training Course Topics:

Filtering, Sorting, Grouping

Advanced options for filtering and hiding
Types of filters and how and when each executes in sequence
Data security considerations of specific filters
Options for ordering and grouping your data: sort, groups, bins, sets
Types of sets and use cases for each

Calculated Data & Statistics

Brief review of basic calculations
Advanced table calculations
- Understanding partitioning and addressing
- Differences between visual layout of data and results of table calculations
- Calculate on results of table calculations
- Complex calculations
- Difference from average
- Secondary table calculations
- Understanding where calculations occur
Statistics
- Reference/trend lines
- Statistical calculations
- Summary stats
- Cohort analysis
- Moving averages
- Working with dates and times

Working with Data

Working with “big data” and performance implications
Working with the data engine/extracts and scheduling extract updates
Working with custom SQL
Adding to context
Switching to direct connection
Building meta data via shared data source connections

Building Advanced Chart Types and Visualizations

Pareto Chart
Spark Line
Horizon Chart
Tips & Tricks used for complex “real world” data visualization challenges

Best Practices in Formatting and Visualizing

Formatting – highlighting, labeling, legends
Visualization best practices
Guided analytics
- Cascading filters
- Highlighting
- Quick filter options
- Url actions

Working with Tableau Server

Tableau Server – publishing, scheduling, and security options
Tableau Server usage – interacting with published visualizations

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