Tableau Master Training Course Description

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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

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

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

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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