Tableau: Advanced

Who should attend

Any student taking this course should have already completed the Introductory Tableau course, or who have obtained experience with the fundamental concepts of Tableau through any other means.

Please note: This class requires participants to preinstall Tableau Public Version Prior to enrolling, please confirm you will have access to the Tableau Public Version, as well as authorization from your IT department. Further, this class will not be available for Mac users.

Team Pass by Learnit

Tableau: Advanced

Category C
From $0
Two, 2-hour Modules (9am - 11:30am PT)

As a continuation of the Tableau Introduction Training Course, this Advanced course is designed to boost the student’s competence when it comes to creating visualizations, and creating dashboards.

The course goes into considerable detail on these two subjects, and explores, among other areas, how to create a range of different charts, maps, user-defined fields, as well as a host of advanced features and abilities.

Course ID
Upcoming LIVE ONLINE public classes
No Upcoming public classes
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June 17 & June 18, 2021
June 17 & June 18, 2021
June 17 & June 18, 2021
June 17 & June 18, 2021
June 17, 2021
June 17, 2021
June 17, 2021
June 17, 2021
June 17, 2021

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Course Outline

Module 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

Module 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

Module 3: Creating bivariate charts

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

Module 4: Creating multivariate charts

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

Module 5: Creating maps

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

Module 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

Module 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

Module 8: Exporting and saving

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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Skills covered

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Tableau: Advanced


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