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Tableau Intermediate - Beyond The Basics
This two day course is designed to provide you with the skills required to become a Tableau power user, while learning valuable methods of utilizing advanced calculations to solve complex problems.
You will embark on this exciting journey by getting to know the valuable methods of utilizing advanced calculations to solve complex problems. These techniques include creative use of different types of calculations such as row-level, aggregate-level, and more. You will discover how almost any data visualization challenge can be met in Tableau Desktop by getting a proper understanding of the tool’s inner workings and creatively exploring possibilities.You’ll be armed with an arsenal of advanced chart types and techniques to enable you to efficiently and engagingly present information to a variety of audiences through the use of clear, efficient and engaging dashboards. Explanations and examples of efficient and inefficient visualization techniques, well-designed and poorly-designed dashboards, and compromise design options for when Tableau consumers will not embrace the data visualization will build your understanding of best design practices using Tableau Desktop and how to use it efficiently.By the end of the course, you will be equipped with all the information you need to create effective data visualizations and dashboards. In addition, you will learn a great deal about data, data cleansing and data types when using Tableau Desktop.
Upon successful completion of this course, you will be able to:• Understand Tableau’s Data Handling Engine• Understand Data Mining and Knowledge Discovery Process Models• Prepare, survey and clean the data• Understand Tableau Prep GUI• Prep and Export Data• Become familiar with Joins and Complex Joins• Understand Data Densification, Cubes and Big Data Be familiar with Joins and Complex Joins• Learn all about Table Calculations including functions Be familiar with Joins and Complex Joins• Improve Popular Visualizations Using Charts Be familiar with Joins and Complex Joins• Become familiar with Mapping Be familiar with Joins and Complex Joins• Use Tableau for Presentations Be familiar with Joins and Complex Joins• Understand Visualizations Best Practices and Dashboard Design• Become familiar with Joins and Complex Joins• Understand Advanced Analytics• Program Tool Integration
1. Getting Up to Speed – A Review of the BasicsCreating Worksheets and DashboardsConnecting Tableau to your Data, Tableau Server and Saved Data SourcesMeasure Names and Measure ValuesThree Essential Tableau ConceptsExporting Data to Other Devices2. All About Data – Getting Your Data ReadyUnderstanding Tableau’s Data Handling EngineThe Tableau Data Handling Engine and Hyper TakewaysData Mining and Knowledge Discovery Process ModelsCRISP-DMFocus on Data PreparationSurveying and Cleaning the Data3. Tableau PrepConnecting to DataThe Tableau Prep GUIPrepping DataExporting Data4. All About Data – Joins, Blends and Data StructuresIntroduction to Joins and Complex JoinsObserving Join CullingIntroduction to Join Calculations, Spatial Joins and UnionsUnderstanding Data BlendingOrder of OperationsNo Dimensions from a Secondary SourceScaffolding and Data Structure5. All About Data – Data Densification, Cubes and Big DataIntroduction to Data DensificationDeployment and Usefulness of Domain CompletionDomain PaddingWorking with Cubes and Understanding the Deprecation of CubesTableau and Big DataAddressing Excel’s Row LimitationMassively Parallel ProcessingBuilding a Visualization with Google BigQuery6. Table CalculationsA Definition and Two QuestionsIntroduction to FunctionsDirectional and Non-Directional Table CalculationsApplication of Functions7. Level of Detail CalculationsBuilding PlaygroundsPlayground I: FIXED AND EXCLUDEPlayground II: INCLUDEPractical Application8. Beyond the Basic Chart TypesImproving Popular VisualizationsCustom Background ImagesTableau Extensions
9. MappingConnection to a WMS ServerExploring the TMS File and MapboxAccessing Different Maps with a DashboardCreating Custom PolygonsConverting Shape Files for TableauHeatmaps10. Tableau for PresentationsGetting the Best Images out of TableauFrom Tableau to PowerPointEmbedding Tableau in PowerPointAnimating TableauStory Points and Dashboards for Presentations11. Visualizations Best Practices and Dashboard DesignVisualization Design TheoryFormatting, Color and Visualization Type RulesCompromises in DesignDashboard Design and LayoutSheet Selection12. Advanced AnalyticsSelf-Service AnalyticsUse Case: Self-Service and Geo-Spatial Analytics13. Improving PerformancePerformance-Recording DashboardAdvantages of BlendingEfficiently Working with Large Data SourcesIntelligent ExtractsExtract Filter Performance14. Interacting with Tableau ServerTableau Packaged Data SourceTableau Server Architecture and Approaches to Avoid and AdoptTableau Server Revision HistoryTableau Server Settings15. Programming Tool IntegrationR Installation and IntegrationUsing R FunctionsPython Installation and IntegrationUsing Python FunctionsMATLAB Installation and Integration
Tableau Desktop Certified Associate
Before attending this course, it is highly recommended that you have attended the following course:• Tableau Fundamentals for Novice Users or• Tableau Fundamentals for Experienced IT ProfessionalsIn addition, it is recommended to have at least 6 months experience using Tableau Desktop. You should also have experience using Microsoft Excel; specifically the use of Pivot Tables and calculations would be helpful.
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