Tableau Advanced

This course covers more advanced Tableau Creator skills required for Tableau users who wish to take their skills to a higher level.

ABOUT THIS COURSE

This course covers more advanced Tableau Creator skills required for Tableau users who wish to take their skills to a higher level so that they get the most out of their data.

The course starts with a section on Tableau best practices, followed by data connections and data sources, a review of Tableau Desktop/Intermediate, usage of custom SQL, context filters, advanced calculations, advanced parameters, advanced mapping and advanced chart types.

The course is provided with data and workbooks enabling the participants to fine tune their advanced Tableau skills.

Audience

Tableau end users and analysts who want to become power users or have more complex visualisation requirements.

Duration: 2 days

Prerequisites: Tableau Desktop and Tableau Intermediate courses and/or equivalent experience required

COURSE CONTENT

Lesson

We will show you the best way to use your Tableau installation to get the best results.

  • How best to create data visualisations?
  • When not to use Tableau
  • The different types of visualisations
  • Common data visualisation problems
  • Data integrity (typical political tricks!)”

Outcome

You will have an understanding of Tableau best practices, including design considerations for visualisations.

Lesson

Explains the different types of connections, the best way of using them along with any potential issues.

  • Files
  • Relational Databases
  • OLAP Databases
  • Big Data Sources
  • Cloud Data Sources
  • Tableau Data Server

Outcome

For each different data type connector you will understand the best practices for performance and any potential issues.

Lesson

Here you will create the data visualisations in both the Desktop and Intermediate classes using the Tableau default functionality.

Lab

Revision

  • Bar chart
  • Line chart
  • Scatter Plot
  • Geographic Map
  • Filled Map
  • Crosstab report
  • Side by Side Bar
  • Combined Axis chart
  • Stacked Bar chart
  • Dual Axis chart
  • Bar in Bar chart
  • Heat map
  • Highlight table
  • Pie chart
  • Motion chart
  • Histogram
  • Dashboards

Overview of:

  • Groups
  • Sets
  • Dates
  • Calculations
  • Quick table calculations
  • Parameters
  • Reference lines, bands and distributions

Outcome

You will be able to create many different Tableau charts, understanding both why and when to use them and best practices for each.

Lesson

Show you how to create custom SQL, including imbeded parameters in the WHERE clause.

Lab

Follow Me session to:

  • Connect to SQL Server OR Excel using the Legacy connection
  • Convert to Custom SQL
  • Include a WHERE clause
  • Create a parameter
  • Create a view and include the parameter control
  • Test

Custom SQL exercise

  • Put into practice what you have learnt during this lesson.

Outcome

You will be able to use Custom SQL and include a parameter to drive the selection of the data from your database.

Lesson

Here you will understand when to create a Context Filter, how to create it and where it is executed compared to non-context filters in the same visualisation.

Lab

Follow Me where we will:

  • Create filters
  • Convert a filter to Context
  • Filter the view

Context Filter exercises

Outcome

You will learn how to create and use a context filter, where the filters execute and that they are used for best practices around performance.

Lesson

Illustrate data in the form of views on tooltips.

Lab

The Follow Me is used to show how to create views on tooltip.

Outcome

You will be able to include views on tooltips to enhance your visualisations.

Lesson

Here you will be introduced to the Split / Custom Split, Percent of Total, Level of Detail and Size calculations.

Lab

In the Follow Me session we will:

  • Create a Split and Custom Split calculation
  • Create a visualisation, Profitability as a percent of total
  • Create and use Level of Detail calculations
  • Use the Size calculation

Advanced Calculation exercises

  • Simple LOD’s
  • Percent of Total LOD
  • Cohort Analysis LOD

Outcome

You will add to your repertoire of Tableau calculations including Split, Custom Split, Percent of Total, LOD and Size.

Lesson

You will learn to create multiple views in a dashboard container based on a parameter and to create dynamic hierarchies, colouring, sorting and measure value selections including dynamic headers and tooltips.

Lab

For the Follow Me you will:

  • Control two views in a dashboard layout container using a parameter
  • Use parameters to do dynamic hierarchies, colouring, sorting and measure choosing.

Advanced Parameters exercises- Dynamic Map

  • Top N Products
  • Multiple Views in a Container

Outcome

Have a good understanding the power and flexibility of parameters to enhance your Tableau experience.

Lesson

In this session you will learn to create:

  • Point to point maps
  • Calculate the distance between two points on a map
  • Dual axis maps
  • Map Australian LGAs
  • Australian Locations
  • Australian Addresses

Lab

For Follow Me you will:

  • Create a Point to Point map and calculate the distance between points
  • Create a Dual Axis map
  • Map using Australian LGA’s

Advanced Mapping exercises

  • Point to point map for Hashtags and Tweets
  • Point to point mapping for storm tracking
  • Point to point and distance calculation for Great Barrier Reefs

Outcome

You will be able to exploit the advanced mapping options to create Point to point maps, Dual axis maps, map Australian LGA’s and to calculate the distance between points on a map.

Lesson

Here you will get to understand when and why you would create advanced chart types such as:

  • Bump chart
  • Hockey Stick chart
  • Pareto chart
  • Gantt Bar chart
  • Waterfall chart
  • Sparklines
  • Market Basket Analysis
  • Multiple Bars and Lines
  • Benford’s Law

Lab

During the Follow Me session you will learn how to create a:

  • Bump chart
  • Hockey Stick chart
  • Pareto chart
  • Gantt Bar chart
  • Waterfall chart
  • Sparklines
  • Market Basket Analysis
  • Multiple Bars and Lines
  • Benford’s Law

Outcome

You will understand best practices for when, why and how to create various advanced charts in Tableau.

Lesson

Puts into practice some of the features of Tableau you have learnt during the course.

Lab

Final exercises:

  • Pareto chart
  • Basket Analysis
  • High Sales Products bar chart
  • Create a dashboard of your final exercises

Outcome

Helps to cement your new knowledge by practicing the things you have learnt during the course.

Tell Me, I’ll Forget;
Show Me, I’ll Remember;
Let Me Do It, I’ll Understand

Scheduled Courses
No event found!