Tableau Master Training Course Description

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