Advanced Tableau Training

How To Take This Class

Live Instructor-Led Online Class

Cost: $1,275.00

  • Open enrollment class for individuals
  • Live class with an instructor
  • Free class retakes forever!
  • Six months of instructor email support
  • Hands-on exercises and student labs
  • Classes never cancelled due to low enrollment
  • Money-back guarantee

    Sorry, no courses are scheduled at this time. Please Contact Us to schedule this course.

Onsite or Offsite Group Training

Cost: Based on number of students

  • For groups as small as 3 people
  • Class Held at our location or yours
  • Hands-on exercises and student labs
  • Customization at no extra charge
  • Six months of instructor email support
  • All-inclusive pricing
  • Money-back guarantee
Request Group Pricing Proposal

Course Duration

3 Days

What Students Receive

Each student will receive:
  • A printed courseware manual for use during and after class.
  • Email support from a Tableau Instructor (available for six months after class)
  • A USB headset for communicating with your instructor and fellow students during your class
  • A course completion certificate upon successful completion of the Advanced Tableau Training course

Course Description

In this Advanced Tableau Training course, students will go beyond the basics of Tableau to learn about creating complex joins between data, working with cubes and using Tableau with Big Data, using functions and creating table calculations, extending Tableau's mapping capabilities and using Tableau images in PowerPoint and other presentations. Students will also learn about dashboard design best practices, how to create dashboards that perform efficiently and the basics of using R functions in Tableau dashboards.

Course Objectives

Upon successful completion of this course, students will be able to:
  • Create a worksheet that can display the current balance for any given period in time
  • Recreate a star schema from in a data warehouse in Tableau
  • Combine level of detail calculations with table calculations, sets, and parameters
  • Create custom polygons to build filled maps for area codes in the USA
  • Visualize data using a set of analytical and advanced charting techniques
  • Know when to use Tableau instead of PowerPoint
  • Build a dashboard and export it to PowerPoint

Course Audience

This course is designed for students with some Tableau experience who want to create dashboards using more advanced features of Tableau such as table calculations, R functions and complex data joins.

Course Prerequisites

Students should have taken, or be familiar with the topics covered in the following course:

Tableau Training

Course Syllabus

  1. GETTING UP TO SPEED – A QUICK REVIEW OF THE BASICS
    • The Tableau universe
    • Understanding the Tableau interface and basic terminology
    • Worksheet and dashboard creation
    • Connecting Tableau to your data
    • Measure Names and Measure Values
    • Three essential Tableau concepts
  2. ALL ABOUT DATA – GETTING YOUR DATA READY
    • Understanding Tableau's data-handling engine
    • Data-mining and knowledge-discovery process models
    • CRISP-DM
    • Focusing on data preparation
  3. ALL ABOUT DATA – JOINS, BLENDS, AND DATA STRUCTURES
    • About joins
    • Complex joins
    • Data blending
    • Data structures
  4. ALL ABOUT DATA – DATA DENSIFICATION, CUBES, AND BIG DATA
    • About data densification
    • Working with cubes
    • Tableau and big data
  5. TABLE CALCULATIONS
    • Understanding Table Calculations
    • What is the function?
    • How is the function applied?
  6. LEVEL OF DETAIL CALCULATIONS
    • Building playground environments
    • Practical application
  7. BEYOND THE BASIC CHART TYPES
    • Improving popular visualizations
    • Custom background images
  8. MAPPING
    • Extending Tableau mapping capabilities without leaving Tableau
    • Extending Tableau mapping with other technology
  9. TABLEAU FOR PRESENTATIONS
    • Getting the best images out of Tableau
    • From Tableau to PowerPoint
    • Embedding Tableau in PowerPoint
    • Animating Tableau
    • Story Points dashboards for presentations
  10. VISUALIZATION BEST PRACTICES AND DASHBOARD DESIGN
    • Visualization design theory
    • Dashboard design
    • Sheet selection
  11. IMPROVING PERFORMANCE
    • Understand the Performance Recording dashboard in Tableau
    • Hardware and on-the-fly techniques
    • Single Data Source > Joining > Blending
    • Working efficiently with data sources
    • Intelligent extracts
    • Using filters wisely
    • Efficient calculations
    • Additional performance considerations
  12. INTERACTING WITH TABLEAU SERVER
    • Tableau file types
    • Tableau Server architecture
    • Tableau Server revision history
    • Tableau Server web authoring environment
    • User filters
    • Accessing the Tableau Server Performance Recording dashboard
  13. R INTEGRATION
    • Architecture, installation, and integration
    • Using R functions
    • Troubleshooting