How To Take This Class

Course Overview

In this Advanced Tableau Training course, students will go beyond the basics of Tableau to learn about creating complex joins between data, using functions and creating table calculations, extending Tableau's mapping capabilities and performing statistical analysis and forecasting in Tableau. Students will also learn how to enhance visualizations using Tooltips and Dashboard Actions.

Course Prerequisites

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

Tableau Training

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 and complex data joins. This course can also be used to prepare for the Tableau® Desktop Qualified Associate certification, which requires candidates to pass the Desktop Qualified Associate exam.

What You'll Learn

Upon successful completion of this course, students will be able to:
  • Blend data to visualize relationships.
  • Join data.
  • Access data in PDFs.
  • Refine visualizations with sets and parameters.
  • Manipulate data with calculations.
  • Visualize data with advanced calculations.
  • Perform statistical analysis and forecasting.
  • Enrich visualizations, dashboards, and maps.

Course Duration

2 Days

Course Outline

  1. Blending Data to Visualize Relationships
    • How to Blend Data from Multiple Sources
    • Relationships in Blended Data
    • Primary and Secondary Data Sources
    • Troubleshoot and Refine Data Blends
    • How to Handle Null Values
  2. Joining Data
    • How to Create Joins in Tableau
    • Understanding Integrated Data Sources
    • Inner Joins, Right Joins, Left Joins and Outer Joins
    • Cross-Database Joins
    • Troubleshoot Joins
    • Fixing Broken Joins
    • Guidelines for Using Data Blends vs. Joins
    • Merge Data with Unions
  3. Accessing Data in PDFs
    • Connect to PDFs
    • Merge Tables and Span Multiple Pages with Unions
    • Clean Up and Organize PDF Data
    • Data Source Filters
  4. Refining Visualizations with Sets and Parameters
    • Create Sets
    • Create Calculated Members
    • Create Sets from Marks
    • Analyze Data with Sets
    • Apply Parameters to Data to Refine Visualizations
  5. Manipulating Data with Calculations
    • Create Calculated Fields
    • Calculated Field Syntax
    • Manipulate Data with Functions
    • Analyze Data with Table Calculations
  6. Visualizing Data with Advanced Calculations
    • Create Groups and Bins with Calculations
    • Analyze Data with LOD (Level of Detail) Expressions
    • LOD Syntax
    • LOD Keywords
    • Nested LOD Expressions
  7. Performing Statistical Analysis and Forecasting
    • Perform Statistical Analysis
    • Using Standard Deviation
    • Using Trend Line Analysis
    • Forecast Data Trends
  8. Enriching Visualizations, Dashboards, and Maps
    • Customize Mapped Data
    • Custom Geocoding
    • Mapping with Background Images
    • Enhance Visualizations with Tooltips
    • Using Actions in Tableau

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