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Tableau Advanced Training Course

Duration: 2 Days
Course Price: $1,095

Class Overview

This course is divided into two parts. The first is a deep dive through Tableau's visualization capabilities and the second focuses on creating dashboards. Below is a list of all topics covered in the student course materials. Depending on the composition of the class and the interests of the participants, topics will be omitted from the instruction but will be available as reference in the course materials.

Audience

This two day course will provide you with the skills that will help you be a Tableau power user. It is designed for individuals with experience with the fundamental concepts of Tableau who want to take their skills to the next level.

Class Overview

This course is divided into two parts. The first is a deep dive through Tableau's visualization capabilities and the second focuses on creating dashboards. Below is a list of all topics covered in the student course materials. Depending on the composition of the class and the interests of the participants, topics will be omitted from the instruction but will be available as reference in the course materials.

Audience

This two day course will provide you with the skills that will help you be a Tableau power user. It is designed for individuals with experience with the fundamental concepts of Tableau who want to take their skills to the next level.

The Tableau Introduction class or equivalent experience with worksheets and dashboards.

1: Connecting to data sources

  • Connecting to text, Excel, Access, and SQL files
  • Pasting from a clipboard
  • Connecting to other databases
  • Connecting to Windows Azure Marketplace
  • Understanding dimensions and measures
  • Changing data types
  • Applying filters
  • Merging multiple data sources


2: Creating univariate charts

  • Creating tables
  • Creating bar graphs
  • Creating pie charts
  • Sorting the graphs
  • Creating histograms
  • Creating line charts
  • Using the Show Me toolbar
  • Creating stacked bar graphs
  • Creating box plots
  • Showing aggregate measures
  • Showing the top 10 items


3: Creating bivariate charts

  • Creating tables
  • Creating scatter plots
  • Swapping rows and columns
  • Adding trend lines
  • Selecting color palettes
  • Using dates


4: Creating multivariate charts

  • Creating facets
  • Creating area charts
  • Creating bullet graphs
  • Creating dual axes charts
  • Creating Gantt charts
  • Creating heat maps


5: Creating maps

  • Setting geographic roles
  • Placing marks on a map
  • Overlaying demographic data
  • Creating choropleth maps
  • Using polygon shapes
  • Customizing maps


6: Calculating user-defined fields

  • Using predefined functions
  • Calculating percentages
  • Applying the If-Then logic
  • Applying logical functions
  • Showing totals
  • Showing the percentage of totals
  • Discretizing data
  • Manipulating text
  • Aggregating data


7: Customizing and saving

  • Adding title and caption
  • Modifying font sizes and colors
  • Applying various marks
  • Adding colors, labels
  • Changing marks sizes
  • Adding reference lines
  • Printing to PDF
  • Saving packaged workbooks
  • Creating a workbook data extract


8: Exporting and saving

  • Saving a workbook on a Tableau server
  • Saving a workbook on the Web
  • Exporting images
  • Exporting data


9: Exploring advanced features

  • Viewing data
  • Changing the mark size
  • Using the presentation mode
  • Adding annotations
  • Excluding data on the fly
  • Customizing mark shapes
  • Adding drop-down selectors
  • Adding search box selectors
  • Adding slider selectors
  • Creating dashboards
  • Creating animated visualizations
  • Creating parameters


10: A short dash to dashboarding!

  • Preparing for your first dashboard
  • Showing the power of data visualization
  • Connecting to data sources
  • Introducing the Tableau interface
  • Interacting with your first data visualization
  • Sharing your visualization with the world


11: Summarizing your data for dashboards

  • Arithmetic – the queen of mathematics!
  • Dashboards and dates
  • Grouping your data with calculations
  • Correlation with calculations
  • Using cross-tabs flexibly
  • Simplifying your business rules with custom calculations


12: Interacting with data for dashboards

  • Fun with filters – grouping your data with clarity
  • Hierarchies for revealing the dashboard message
  • Classifying your data for dashboards
  • Actions and interactions
  • Drilling into the details
  • Working with input controls


13: Using dashboards to get results

  • Enriching data with mashups
  • Page trails
  • Guided analytics with Tableau
  • Sharing your results in a meeting
  • Notes and annotations
  • Using external data to enrich your dashboard


14: Putting the dash into dashboards

  • Choosing your visualization
  • Using parameters in dashboards
  • Using custom geocoding in Tableau
  • Profiting from Big Data to rev your visualization
  • Filtering your data for focus
  • Creating choices in dashboards using conditional logic


15: Making dashboards relevant

  • Adding an infographic to your Tableau dashboard
  • String manipulation in dashboards
  • Correcting data exports from Tableau to Excel
  • Blending data
  • Optimizing tips for efficient, fast visualization


16: Visual best practices

  • Coloring your numbers
  • Dueling with dual axes
  • Where is the three-dimensional data?
  • Eating humble pie – Pie charts or not?
  • Sizing to make a data story


17: Tell the world! share the dashboards

  • Packaging workbooks with data
  • Publishing dashboards to Tableau Server
  • Publishing dashboards to Tableau Public
  • Mobilizing your dashboards
  • Mixing Tableau with Power BI
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