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Next Level Tableau for Power Users (Intermediate) is a two-day, fast paced hands-on intermediate and beyond level Tableau course geared for experienced Tableau users to get their skills to the next level

  • Course Start Date: 2021-08-10
  • Time: 10:00:00 - 18:00:00
  • Duration: 2 Day(s)
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$1,276.00
REGULAR PRICE $1,595.00 Save $319.00
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Course Outline

Lessons

Course Overview

Next Level Tableau for Power Users (Intermediate) is a two-day, fast paced hands-on intermediate and beyond level Tableau course geared for experienced Tableau users to get their skills to the next level and become a true Power User, or for those users who are seeking to uncover the less obvious tricks and tips within Tableau that can help them accelerate their day to day tasks. Attendees should come to class armed with a deep understanding of all the fundamental concepts of building worksheets and dashboards

 

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 Objectives

Working within an engaging, hands-on learning environment led by our Tableau expert practitioner, attendees will learn to:

  • Build advanced chart types and visualizations
  • Build complex calculations to manipulate your data
  • Work with statistics and statistical techniques
  • Work with parameters and input controls
  • Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data
  • Implement all options in working with data: Joining multiple tables, data blending, performance considerations and working with the Data Engine, sharing your connections as meta data, and understand when to implement which connection method.
  • Build better dashboards using techniques for guided analytics, interactive dashboard design and visual best practices
  • Implement many efficiency tips and tricks
  • Understand the basics of Tableau Server and other options for sharing your results

 

Course Topics Quick View: This is the high-level list of the high-level topics address by this course. Please see the detailed Course Agenda or Training Plan below.

 

  • Getting Started with Tableau (Quick Refresh, Optional)
  • Filtering, Sorting & Grouping
  • Working with Data
  • Working with Calculated Data and Statistics
  • Advanced Mapping
  • Working with Parameters
  • Building Advanced Chart Types and Visualizations / Tips & Tricks
  • Best Practices in Formatting and Visualizing
  • Building Better Dashboards
  • Publishing to with Tableau Server

Course Prerequisites

This is an Intermediate and beyond-level Tableau course geared for experienced Tableau users who wish to leverage Tableau’s more advanced capabilities.

Take Before: Attending students should have skills equivalent to or should have recently attended one of these courses:

  • TTTABINT2        Introduction to Tableau | Tableau JumpStart (2 days; extension of 1-day class, with more depth)
  • TTTABINT3        Working with Tableau | With Next Level Topics (3 days, hands-on – more depth)
  • TTTABDF2         Tableau Desktop Fundamentals (3 days)

Course Agenda

Introduction and Getting Started (Quick Refresh, Optional)

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

Filtering, Sorting & Grouping

  • Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data.
  • Advanced options for filtering and hiding
  • Understanding your many options for ordering and grouping your data: Sort,
  • Groups, Bins, Sets
  • Understanding how these options inter-relate

Working with Data

  • Learn the difference between joining and blending data, and to do each
  • Consider the implications of working with large data sets, and options for when and how to work with extracts and the data engine.
  • 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 and 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)

Working with Calculated Data and Statistics

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 Filters
  • Advanced Table Calculations
  • Understanding Scope and Direction
  • Calculate on Results of Table Calculations
  • Complex Calculations
  • Difference From Average
  • Discrete Aggregations
  • Index to Ratios
  • Understanding where Calculations Occur
  • Statistics
  • Reference / Trend Lines
  • Statistical Calculations
  • Summary Stats
  • Cohort Analysis
  • Working with Dates and Times
  • Continuous versus Discrete Dates
  • Dates and Times
  • Reference Dates

Advanced Mapping

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

Working with Parameters

How to 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 X

Building Advanced Chart Types and Visualizations / Tips & Tricks

Create chart types and visualizations that may be less obvious in Tableau, as well as more common tips & tricks / techniques to assist customers in solving more complex problems.

  • Bar in Bar
  • Box Plot
  • Bullet Chart
  • Custom Shapes
  • Gantt Chart
  • Heat Map
  • Pareto Chart
  • Spark Line
  • KPI Chart

Best Practices in Formatting and Visualizing

  • Formatting Tips
  • Drag to Legend
  • Edit Legend
  • Fill 100% Black Line
  • Highlighting
  • Labeling
  • Legends
  • Working with Nulls
  • Table Options
  • Annotations and Display Options
  • Introduction to Visualization Best Practices

Building Better Dashboards

How to build effective and interactive applications via dashboarding.

  • Interactive Dashboards
  • Quick Filters
  • Dashboard Objects
  • Filter Actions
  • Highlighting and Actions
  • Performance
  • Publish to Web
  • Zones
  • Guided Analytics
  • Cascading Filters
  • Highlighting
  • Quick filter Options
  • Select then See Visual
  • Self-Populating Dashboards
  • Shortcuts
  • URL Actions

Overview – Working with Tableau Server

  • Publishing to Tableau Server – Overview of publishing, scheduling & security options
  • Tableau Server Usage – Interacting with Published Visualizations

Course Materials

Each student will receive a Student Guide with course notes, code samples, software tutorials, diagrams and related reference materials and links (as applicable). Our courses also include step by step hands-on lab instructions and and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the project files (or code, if applicable) and solutions required for the hands-on work.

Related Courses

TAKE BEFORE

Students should have incoming skills equivalent to the course(s) below, or should have attended this / these as a prequisite:

TAKE AFTER

We offer a variety of courses that serve as an excellent follow on to this course, with a few possible options listed below. Our team can work with you to help you select the best next steps based on your role or learning goals.

 

Cancellation Policy

TBD

Training Location

Virtual Instructor Led Online Training
your home or offce

your city, your province
your country   

About Trivera Technologies LLC

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Trivera Technologies is a woman-owned IT training education firm that has provides engaging, comprehensive technical training, consulting, mentoring and courseware development and licensing services to hundreds of organizations globally, on an annual basis. Our collaborative, skills-focused, consultative approach to developing and delivering learning helps organizations bring technical teams of all skills-levels up to speed with the latest technologies, tools, skills and best practices surrounding all aspects of application development, from concept through completion, all targeted to their specific needs and goals. 

We offer skills-focused training events onsite, online, or in blended solutions for distributed teams, from small groups to large-scale, worldwide enterprise organizations.  Services include assessment, development and delivery of targeted learning solutions for new-hire cohort programs; skills immersion boot camps and code camps; skills assessment and skills-gap training; enterprise-wide reskilling, upskilling and new-skilling programs; extensive public schedule offerings; mentoring and coaching and much more. 

Areas of specialty include: application development & programming; modern web development and design; CyberSecurity & secure coding; Data Science / AI / Machine Learning / Deep Learning; Python; DevOps; Cloud; Software architecture, design, testing and development; Agile development & Scrum; Networking & Sys Admin; O/S and Tools; project management; business information and data; IT professional skills; ITIL; COMPTIA and much more. 

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