Course Features

Course Details


Why Tableau?
Why Visualization?
The Tableau Product Line
Level Setting –Terminology
Getting Started –creating powerful visualizations quickly
Review of some Key Fundamental Concepts

Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau:
Advanced options for filtering and hiding
Understanding your many options for ordering and grouping your data: Sort, Groups, Bins, Sets
Understanding how all of these options inter-relate

In the Fundamentals class, we accepted the data for what it is. (With a basic overview of blending and joining data and working with the data engine). In the Advanced class, we will understand the difference between joining and blending data, and when we should do each. We will also consider the implications of working with large data sets, and consider options for when and how to work with extracts and the data engine. We will also investigate best practices in “sharing” data sources for Tableau Server users.
Data Types and Roles:
Dimension versus Measures
Data Types
Discrete versus Continuous
The meaning of pill colors
Database Joins
Data Blending
Working with the Data Engine/Extracts
Scheduling extract updates
Working with Custom SQL
Adding to Context
Switching to Direct Connection
Building meta data via shared Data Source connections
Performance considering and working with big data
OLAP considerations overview

In the Fundamentals Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those concepts to understand the intricacies of manipulating data within Tableau.
A Quick Review of Basic Calculations
Arithmetic Calculations
String Manipulation+ Date Calculations
Quick Table Calculations
Custom Aggregations
Custom Calculated Fields
Logic and Conditional Calculations
Conditional FiltersAdvanced Table Calculations
Understanding Scope and Direction
Calculate on Results of Table Calculations
Complex Calculations+ Difference From Average
Discrete Aggregations
Index to RatiosUnderstanding where Calculations OccurStatistics
Reference / Trend Lines
Statistical Calculations+ Summary Stats
Cohort AnalysisWorking with Dates and Times
Continuous versus Discrete Dates+ Dates and Times
Reference Dates

The Fundamentals class taught us the basics of Geographic Mapping. In the Advanced Class, we will learn the intricacies of working with the mapping function within Tableau including working with custom geographies and geo-coding, working with an alternate WMS server and spatially visualizing non-geographic data.
Fundamentals review -building basic maps:
Fixing geographies
Geographic Fields
Map Options+ Built-in Demographics / Layering
WMS –working with a Web Map Service
Importing Custom Geographies+ Assigning Geographies to Non-Geographic fields
Distance Calculations
Spatially Visualizing non-Geographic Data using background images and geo-coding

In the Fundamentals class, we were introduced to parameters –How to create a parameter and use it in a calculation. In the Advanced class, we will go into more details on how we can use parameters to modify our title, create What-If analysis, etc. Parameter Basics
Data types of parameters
Using parameters in calculated fields
Inputting parameter values and parameter control options
Advanced Usage of Parameters
Using parameters for titles, field selections, logic statements, Top Xpan

This topic covers how to create some of the chart types and visualizations that may be less obvious in Tableau. It also covers some of the more common tips & tricks / techniques that we use to assist customers in solving some of their more complex problems.
Bar in Bar
Box Plot
Bullet Chart
Gantt Chart
Heat Map
Pareto Chart
Spark Line
KPI Chart
Custom Shapes

Formatting Tips
Drag to Legend
Edit Legend
Fill 100% Black Line
Working with Nulls
Table Options
Annotations and Display Options

In the Fundamentals courses, we learned how we can combine several worksheets in a dashboard and publish that to the web. In the Advanced course, we will learn how to build effective and interactive applications via dash boarding.
Interactive Dashboards
Quick Filters
Dashboard Objects
Filter Actions
Highlighting and Actions
Publish to Web
Zones Guided Analytics
Cascading Filters
Quick filter Options
Select then See Visual
Self-Populating Dashboards
URL Actions

In Tableau Fundamentals, we saw that we could use Tableau Server as a mechanism to share our visualizations and dashboards. Now we will dig in a bit deeper.
Select then See Visual
Self-Populating Dashboards+ Shortcuts
URL Actions

Summary of what we have learned
Advanced activities to pull together and solidify the concepts
This course does not have any sections.

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