Tableau Like a Pro – Level II Intermediate

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Description: This class is designed for someone who has moderate experience with Tableau and is ready to take basic skills to an advanced level. This class will put more tools in your analytical tool box, such as more complex calculations, more powerful interactivity, more complex chart types, and more ways to slice and dice your data to mine for critical insights. 

Prerequisites: Successful completion of the Tableau Analyst course, or other introduction to Tableau course, or moderate exposure and use in the tool. Students in this class should already understand the basics of connecting to data and building charts and dashboards. 

Course Objectives:

  • Create complex calculations and dynamic parameters.
  • Build interactive dashboards for decision makers connecting the “why” to the “what”.
  • Produce advanced charts for easier comparisons.
  • Apply advanced formatting and data visualization best practices.
  • Slice data into segments using sets and clustering to mine for critical insights.

Calculations and Interactivity (Day 1)

  • Calculated Fields
  • Aggregate Calculations & Ratios
  • Logical Calculations
    • If/Then
    • IfNull
    • IsNull
    • ZN
  • Date Calculations
    • DateAdd
    • DateDiff
    • Today()
  • Parameters
    • Pre-defined Lists for Faster Filtering
    • Top N Filter
    • Reference Line Parameter
    • Swapping Dimensions or Measures in a View
  • Using Actions to Create Interactive Dashboards
    • Filter Actions
    • Highlight Actions
    • URL Actions
  • Combining Parameters and Actions: On Demand Charts
  • Advanced Chart Types (green is what they need)
    • 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

Advanced Analytics and Storytelling (Day 2)

  • 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
    • Text with formatting and dynamic data woven in
    • Viz in tooltip
  • Custom Shapes & Custom Color Palettes
  • Advanced Segmentation
    • Dynamic Sets
    • Top N Sets
    • Conditional Sets
    • Combined Sets
    • Set Actions
    • Clustering 
  • Advanced Analytics
    • Reference Bands and Reference Distributions Explained
      • Reference bands
      • Reference Distributions
      • 60, 80% of Total, Percentiles
      • Quantiles
      • Standard Deviation
    • Box Plots
    • Forecasting
  • Storypoints
  • To Publish a Workbook to Tableau Server
Course Information
  • Course Level:Intermediate/Advanced
  • Credit:18 CPE Hours
  • Fee:$995
  • Length:2 days
  • Hours:8:40 a.m. - 4:30 p.m.
  • Delivery:Instructor Led

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