Tableau Desktop: Intermediate

Expand your Tableau proficiency and elevate your analytics skills in this comprehensive 3-day instructor-led course. You will learn how to connect to various data sources, work with calculations, build compelling visualizations, apply advanced analytics such as parameters, and customize and design dashboards. This course will empower you to enhance your data analysis capabilities and create more comprehensive dashboards, guiding users to efficient data discoveries.

Duration: 3 days | Level: Intermediate | Language: English | Price: $900

Each class runs for about 4-5 hours per day. All three classes can be scheduled within a 2-week period, offering greater flexibility to accommodate your availability.

This course is ideal for Tableau beginners, regardless of their technical or analytical background. Whether you’re an author, analyst, designer, data scientist, or admin new to Tableau, this course is the perfect starting point. It supports authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.

Upon Completing This Class, You Will Be Able To: • Connect to data sources and edit them. • Gather and organize data for sorting, filtering, and grouping. • Utilize the Tableau workspace to create visualizations. • Build a variety of essential chart types for analysis. • Create basic calculations, including quick table calculations. • Design interactive dashboards to reveal data insights. • Describe the process of sharing and publishing visualizations.
  1. Introduction and Review
  • Introduction to Tableau Desktop II: Intermediate
  • Using Measure Values and Names in a View
  • Working with Dates in Tableau
  • Defining Discrete Date Parts and Continuous Date Values.
      2. Data Source Creation and Connection
  • Accessing the Data Connections Page
  • Building Physical and Logical Layers
  • Connecting to Single- and Multi-Table Data Sources
  • Migrating Data Sources
  • Navigating The Data Pane User Interface
  • Viewing Data
  • Building Joins
  • Generating Unions
  • Merging Fields
  • Establishing Relationship Levels of Detail
  • Setting Up Relationships Between Tables
  • Contrasting Joins and Relationships
  • Combining a Data Decision Tree
  • Creating Relationships Between Tables from Different Databases.
3. Data Extracts
  • Using Data Extracts
  • Configuring and Running an Extract
  • Distinguishing Between Logical and Physical Table Extracts
      4. Tableau Calculations
  • Understanding Where Calculations Occur
  • Creating and Editing Calculated Fields
  • Building Calculations and Aggregations
  • Aggregating Dimensions in Calculations
  • Joining Calculations
  • Defining Level of Detail (LOD) Expressions
5. Measure Comparisons
  • Comparing Two Measures (Bar in Bar Chart)
  • Assessing Progress Toward a Goal (Bullet Graph)
  • Using Reference Lines
  • Building Reference Bands
      6.  Distribution Views
  • Building Bins and Histograms
  • Generating Box and Whisker Plots
      7. Advanced Table Calculations
  • Describing Table Calculations
  • Tips for Learning Table Calculations
  • Establishing Levels of Control
  • Determining Table Calculation Scope and Direction
      8. Parameter Creation and Usage
  • Using Parameters
  • Defining Parameters and Filters
  • Harnessing Parameters with Reference Lines
      9. Data Subsets
  • Using Sets
  • Outlining the Tableau Order of Operations
  • Combining Sets
  • Understanding In and Out Sets
  • Analyzing Outliers Using Explain Data
  • Nesting Sorting and Context Filters
      10. Dashboards
  • Planning Your Dashboard
  • Building Your Dashboard
  • Adding Interactivity with Filters and Actions
  • Introducing Actions to Your Dashboard
  • Taking Additional Dashboard Actions
  • Setting Actions
  • Conducting Parameter Actions
  • Following Visual Best Practices
  • Adding Instructions and Annotations
  • Learning Tooltips
  • Removing Chart Extras
  • Publishing Your Dashboard Online
      11. Setting up Tableau Pulse
It’s simple! We’ll set up a Zoom or Google Meet and share screens. No worries — your camera can stay off if you prefer. Just screens and our voices to guide you through the process! Software Requirements:
  • Tableau Desktop Professional or Tableau Desktop Public or Tableau Public Web Authoring
  • Zoom or Google Meet