Advanced Tableau Workshop

Overview

This 2-day Advanced Tableau training course teaches students to take Tableau to the next level with advanced calculations, enhanced interactivity, and advanced analytics. Attendees will learn how to use actions to create interactive dashboards, apply cutting-edge formatting techniques, implement dashboard best practices, and much more.

In this Advanced Tableau Course, You will Learn:

• How to work with calculations and advanced interactivity
• How to use actions to create interactive dashboards
• How to display data & advanced analytics
• How to use Tableau server
• Advanced formatting & dashboard best practices
• Custom SQL
• Advanced Chart Types
• Clustering
• Storypoints
• Performance Tuning

Course Outline

• Introduction
• Calculated Fields
• Aggregate Calculations & Ratios
• Logical Calculations
  • If/Then
  • IIF
  • Case/When
  • IfNull
  • IsNull
  • ZN
• Date Calculations
  • Date
  • DateAdd
  • DateDiff
  • DateParse
  • Today()
  • Now()
  • MakeDate & MakeDateTime
• Parameters
  • Pre-defined Lists for Faster Filtering
  • Top N Filter
  • Reference Line Parameter
  • Swapping Dimensions or Measures in a View
  • What If Analysis
• Using Actions to Create Interactive Dashboards
  • Filter Actions
  • Highlight Actions
  • URL Actions
  • Combining Parameters and Actions: On Demand Charts
• Advanced Formatting & Dashboard Best Practices
  • Layout Containers
  • Floating Elements
  • When to Use Which
  • Effective Dashboard Layouts
  • Layout Best Practices
    • Titles and Labeling
    • Color Choices
    • Do
    • Don’t
  • Guided Analytics
  • Advanced Tooltips
• Custom Shapes & Custom Color Palettes
• Advanced Segmentation
  • Dynamic Sets
  • Top N Sets
  • Conditional Sets
  • Combined Sets
• Advanced Analytics
  • Reference Bands and Reference Distributions Explained
    • Reference bands
    • Reference Distributions
    • 60, 80% of Total, Percentiles
    • Quantiles
    • Standard Deviation
  • Box Plots
    • How to Interpret Box Plots
    • Building a Box Plot
  • Forecasting
    • When are Forecasts Useful?
    • How to Build a Forecast in Tableau
• Advanced Extracts
• Using Tableau Server
  • To Publish a Workbook to Tableau Server
  • A New Perspective on Using Server
• Optional modules that may be added (course length would be affected) or swapped for other units in the course:
  • Using Custom SQL
  • Advanced Chart Types (usually focus on what’s most relevant to your needs)
    • Bar in Bar Chart
    • Bulletgraphs
    • Sparklines
    • Slope Charts
      • Building a Slope Chart with a Continuous Axis
      • Building a Slope Chart with a Discrete Axis (i.e. Rankings)
    • Pie Charts on Maps
    • Control Charts
    • Pareto Charts
    • Gantt Charts and Dual Axis Gantt Charts
  • Clustering
    • What is it?
    • But, wait. Can’t we already create segments? Why do we need clustering?
    • How do we create clusters?
    • How do I understand each of my clusters beyond just eyeballing it?
    • How do I explain this to other people?
    • How do I reuse these clusters again, or in other analyses?
    • What are some common use cases where I could use clustering?
  • Storypoints
  • Performance Tuning
  • Some Performance Best Practices

This course is offered publicly via Live Virtual Classroom: