Tableau Master Training Course Description

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This is an advanced course for experienced Tableau users who want to enhance their basic skills. We will do deep dives into the nine different types of filters in Tableau; various ways of creating advanced sets; advanced table calculations; dynamic, multi-level sets; level of detail expressions, and multi-pass table calculations.You can use these skills to reduce the amount of work you must do when building complex, dynamic visuals.

Once you complete this course you can build layered, highly-targeted filters and have a thorough understanding of advanced table calculations and techniques for understanding and debugging them when they break.
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PREREQUISITES

Tableau Essentials and/or equivalent. This course is designed for those with a thorough understanding of Tableau under their belts. Ideally attendees should have three full months (or equivalent) of Tableau usage.

MODE OF INSTRUCTION

This is a live, instructor-led, online course 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. Additional resources such as tips & hints and special requests are also included.

Tableau Master Training Course Topics:

Introduction and Getting Started

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, Bins, Sets
The various types of sets and use cases for each
Understanding how these options inter-relate

Working with Calculated Data and Statistics

In the Essentials Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Master class, we will extend those concepts to understand the intricacies of manipulating data within Tableau

A Quick Review of Basic Calculations
Arithmetic Calculations
String Manipulation
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
Understanding where Calculations Occur
Statistics
Reference / Trend Lines
Statistical Calculations
Cohort Analysis
Moving Averages
- From a fixed point
- In a rolling window
Working with Dates and Times
Continuous versus Discrete Dates
Dates and Times
Reference Dates

Building Advanced Chart Types and Visualizations / Tips & Tricks

This topic covers how to create some of the chart types and visualizations that may be less obvious in Tableau. It also covers some of the more common tips & tricks / techniques that we use to assist customers in solving some of their more complex problems.

Pareto Chart
Horizon Chart

Best Practices in Formatting and Visualizing

Formatting Tips
Highlighting
Labeling
Legends
Introduction to Visualization Best Practices

Building Better Dashboards

In the Fundamentals courses, we learned how we can combine several worksheets in a dashboard and publish that to the web. In the Advanced course, we will learn how to build effective and interactive applications via dashboarding.

Guided Analytics
Cascading Filters
Highlighting
Quick filter Options

Wrap Up Activities

Summary of what we have learned
Advanced activities to pull together and solidify the concepts

Where to get Further Assistance

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

CONTACT OUR TRAINING DEPARTMENT TO LEARN MORE