Tableau Desktop Level 2: Beyond the Basics

Audience

This two-day course will provide you with the skills that will help you be a Tableau Advanced designer. It is designed for individuals with at least 6 months experience with the fundamental concepts of Tableau and/or those students who have taken the Tableau Desktop Level 1: Introduction class and who wish to take their skills to the next level.

Prerequisites

Before attending this course, it is highly recommended that students have taken the following course:

• Tableau Desktop Level 1: Introduction

In addition, it is recommended to have at least 6 months experience using Tableau Desktop.
Students should have experience using Microsoft Excel and the use of Pivot Tables and calculations would be helpful.

Outline

1. Getting Up to Speed – A Review of the Basics
--Creating Worksheets and Dashboards
--Connecting Tableau to your Data, Tableau Server and Saved Data Sources
--Measure Names and Measure Values
--Three Essential Tableau Concepts
--Exporting Data to Other Devices

2. All About Data – Getting Your Data Ready
--Understanding Tableau’s Data Handling Engine
--The Tableau Data Handling Engine and Hyper Takeways
--Data Mining and Knowledge Discovery Process Models
--CRISP-DM
--Focus on Data Preparation
--Surveying and Cleaning the Data

3. Tableau Prep
--Connecting to Data
--The Tableau Prep GUI
--Prepping Data
--Exporting Data

4. All About Data – Joins, Blends and Data Structures
--Introduction to Joins and Complex Joins
--Observing Join Culling
--Introduction to Join Calculations, Spatial Joins and Unions
--Understanding Data Blending
--Order of Operations
--No Dimensions from a Secondary Source
--Scaffolding and Data Structure

5. All About Data – Data Densification, Cubes and Big Data
--Introduction to Data Densification
--Deployment and Usefulness of Domain Completion
--Domain Padding
--Working with Cubes and Understanding the Deprecation of Cubes
--Tableau and Big Data
--Addressing Excel’s Row Limitation
--Massively Parallel Processing
--Building a Visualization with Google BigQuery

6. Table Calculations
--A Definition and Two Questions
--Introduction to Functions
--Directional and Non-Directional Table Calculations
--Application of Functions

7. Level of Detail Calculations
--Building Playgrounds
--Playground I: FIXED AND EXCLUDE
--Playground II: INCLUDE
--Practical Application

8. Beyond the Basic Chart Types
--Improving Popular Visualizations
--Custom Background Images
--Tableau Extensions

9. Mapping
--Connection to a WMS Server
--Exploring the TMS File and Mapbox
--Accessing Different Maps with a Dashboard
--Creating Custom Polygons
--Converting Shape Files for Tableau
--Heatmaps

10. Tableau for Presentations
--Getting the Best Images out of Tableau
--From Tableau to PowerPoint
--Embedding Tableau in PowerPoint
--Animating Tableau
--Story Points and Dashboards for Presentations

11. Visualizations Best Practices and Dashboard Design
--Visualization Design Theory
--Formatting, Color and Visualization Type Rules
--Compromises in Design
--Dashboard Design and Layout
--Sheet Selection

12. Advanced Analytics
--Self-Service Analytics
--Use Case: Self-Service and Geo-Spatial Analytics

13. Improving Performance
--Performance-Recording Dashboard
--Advantages of Blending
--Efficiently Working with Large Data Sources
--Intelligent Extracts
--Extract Filter Performance

14. Interacting with Tableau Server
--Tableau Packaged Data Source
--Tableau Server Architecture and Approaches to Avoid and Adopt
--Tableau Server Revision History
--Tableau Server Settings

15. Programming Tool Integration
--R Installation and Integration
--Using R Functions
--Python Installation and Integration
--Using Python Functions
--MATLAB Installation and Integration