Course Description
Geared for experienced Tableau users, Intermediate Tableau | Tableau Desktop II is a two-day, lab intensive hands-on course that provides participants with the skills required to move from simple to complex visualizations, and to combine them in interactive dashboards.
NOTE: The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.
Course Outline
- Simplifying and Sorting Your Data
- Data Filtering
- Creating Date Filters
- Sorting
- Organizing Your Data
- Using Groups
- Creating and Using Hierarchies
- Slicing Your Data by Date
- Working with Dates in Tableau
- Using Discrete Date Parts
- Defining a Fiscal Year
- Creating Custom Dates
- 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
- Showing the Relationship between Numerical Values
- Creating Scatter Plots
- Using Sets
- Viewing Specific Values
- Creating Heat Maps
- Creating Crosstabs
- Creating Highlight Tables
- Grand Totals, Sub-Totals, and Changing Aggregation
- Customizing Your Data
- Calculation Types
- Parts of a Calculated Field
- Options for Creating Calculated Fields
- Strings, Dates, and Type Conversion Functions
- Calculations and Aggregations
- Analyzing Data with Quick Table Calculations
- Using Quick Table Calculations
- Showing Breakdowns of the Whole
- Pie Charts and Parts of the Whole
- Creating Tree Maps
- Viewing Distributions
- Bins and Histograms
- Box and Whisker Plots
- Making Your Views Available
- Building Dashboards
- Dashboard Actions
Course Objectives
This skills-focused course is approximately 50% hands-on, combining 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:
- Understand Tableau terminology
- Use the Tableau interface / paradigm to effectively create powerful visualizations
- Create basic 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 and effective visualizations
- Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
- Handle changes in data source such as field addition, deletion or name changes.
- Share visualizations with others.
- Combine visualizations into Interactive Dashboards and publish them to the web.
- Represent data using the following visualization types:
- 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 level Tableau course geared for experienced Tableau users who wish to leverage TableauĂs more advanced capabilities.
Course Information
Length: 2 day
Format: Lecture and Lab
Delivery Method: n/a
Max. Capacity: 16
Schedule
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Labs
- This hands-on course focuses on "learning by doing", combining expert lecture, practical demonstrations and group discussions with plenty of machine-based real-world programming labs and exercises. Student machines are required.
Who Should Attend
Tableau Experienced Users