Intermediate Tableau Desktop II

Course Objectives

This skills-focused course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  Working in a hands-on learning environment led by our expert facilitator, students will:

• Use next-level features within the Tableau interface / paradigm to effectively create powerful, advanced level visualizations
• Create advanced calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
• Use groups, bins, hierarchies, sorts, sets, and filters to create focused, effective and advanced -level visualizations
• Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
• Share visualizations with others, combining visualizations into Interactive Dashboards and publish them to the web.
• Represent data using the more following visualization types (emphasizing advanced skill areas only):
  • Cross tabs; Heat maps; Distribution charts; Tree maps; Pie charts and bar charts; Dual axis and combo charts with different mark types; Box plots; Highlight tables; Scatter plots

Course Prerequisites

This is an Intermediate and beyond-level Tableau course geared for experienced Tableau users who wish to leverage Tableau’s more advanced capabilities.

Take Before: Attending students should have skills equivalent to or should have recently attended one of these courses:

• TTDTAB006: Tableau Desktop Fundamentals (2 days)

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience interests, skill-level and participation.

1. Simplifying and Sorting Your Data

• Data Filtering
• Creating Date Filters
• Sorting

2. Organizing Your Data

• • Using Groups
• • Creating and Using Hierarchies

3. Slicing Your Data by Date

• Working with Dates in Tableau
• Using Discrete Date Parts
• Defining a Fiscal Year
• Creating Custom Dates

4. Using Multiple Measures in a View

• Using Measure Values and Measure Names in a View
• Combo Charts
• Combined or Shared Axis Charts
• Creating Dual Axis Charts

5. Showing the Relationship between Numerical Values

• Creating Scatter Plots
• Using Sets

6. Viewing Specific Values

• Creating Heat Maps
• Creating Crosstabs
• Creating Highlight Tables
• Grand Totals, Sub-Totals, and Changing Aggregation

7. Customizing Your Data

• Calculation Types
• Parts of a Calculated Field
• Options for Creating Calculated Fields
• Strings, Dates, and Type Conversion Functions
• Calculations and Aggregations

8. Analyzing Data with Quick Table Calculations

• Using Quick Table Calculations

9. Showing Breakdowns of the Whole

• Pie Charts and Parts of the Whole
• Creating Tree Maps

10. Viewing Distributions

• Bins and Histograms
• Box and Whisker Plots

11. Making Your Views Available

• Building Dashboards
• Dashboard Actions