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Advanced Tableau
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Explore Tableau Advanced Charts, Formatting & Visualizations; Calculations, Statistics, Dashboards, Mappings & More
ID:TTDTAB025
Duration:2 Days
Level:Intermediate
Format:

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What You'll Learn

Overview
Objectives
Audience
Pre-Reqs
Agenda
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Overview

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Advanced Tableau is a two-day, hands-on course that provides you with hands-on experience with valuable methods of utilizing advanced calculations to solve complex problems. These techniques include creative use of different types of calculations such as row-level, aggregate-level, and more. You will discover how almost any data visualization challenge can be met in Tableau by getting a proper understanding of the tool's inner workings and creatively exploring possibilities. 

 

Throughout the course you'll gain an arsenal of advanced chart types and techniques that will enable you to efficiently and engagingly present information to a variety of audiences through the use of clear, efficient, and engaging dashboards. You'll also explore examples of efficient and inefficient visualization techniques, well-designed and poorly designed dashboards, and options to compromise when Tableau consumers will not embrace data visualization.  

 

By the end of this course, you will be equipped with all the information you need to create effective dashboards and data visualization solutions using Tableau. 

 

NOTE: 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. 

Objectives

This skills-focused course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.   

 

Working in a hands-on learning environment led by our expert facilitator, students will learn how to: 

  • Use advanced time-series analytics 
  • Apply advanced calculations 
  • Understand correlation analytics and relationships between data 
  • Apply advanced geographic analysis 
  • Leverage advanced geographic analysis 
  • Create advanced charts and dashboards 
  • Apply advanced interactivity 

 

Need different skills or topics? If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate. We offer additional Tableau, reporting, data analytics, visualization and other related topics that may be blended with this course for a track that best suits your needs.  

Audience

This is an Intermediate and beyond-level Tableau course geared for experienced Tableau users who wish to leverage Tableau's more advanced capabilities. Prior experience with analytics or BI platforms is helpful as well. 

Pre-Requisites

Take Before: You should incoming skills equivalent to those in the course below or should have recently attended this as a pre-requisite:  

  • TTDTAB002 Tableau JumpStart for New Users (2 days)  

Agenda

Getting Started with Tableau Visualizations and Analytics  

  • What keeps the CEO up at night? 
  • How to Ask the Right Questions 
  • Where to go for Answers questions 
  • What Makes a Visualization Effective? 
  • The Ninja Analyst Framework 

 

Advanced Time Series Analytics

  • Cycle Plots 
  • Line Chart with Percent Change and YOY Growth 
  • Running Total Charts 
  • Forecasting
  • How to use them and when 
  • How to interpret them 
  • How to adjust them 
  • Regression forecasting 
  • Moving Average forecasting 
  • Seasonal forecasting 

 

Advanced Calculations

  • Review of Ratios and Aggregations 
  • Logic & Date calculations
  • YTD calcs 
  • Level of Detail calculations
  • Fixed; Include; Exclude; Table-Scoped 

 

Applying Calculations to Formatting

  • Percent of Total and Double Labels 
  • Bar Chart with Max Color Calc 
  • Seeing What’s Changed Beyond the Top 10 

 

Statistical Analysis and Relationships Between Data

  • Exploring Variation through visualization
  • Using Jitter Plots
  • Percentiles 
  • Standard Deviations 
  • Quadrant Charts 
  • "Relative To" Charts 
  • Linear Regression & How to Interpret 
  • Distributions with Confidence Intervals 
  • Control Charts 
  • Box Plots 
  • Clustering
  • When to use; How to interpret; How to adjust 

 

KPIs and BANS

  • Reference Line Comparisons 
  • KPI Indicators with YTD vs. Prev YTD (or similar types of time periods) 

 

Advanced Geographic Analysis

  • Filled Map 
  • Symbol Map 
  • Dual Axis Map 
  • Custom maps 
  • Custom territories or regions 
  • Mapbox 
  • Background maps 

Other Advanced Charts

  • Barbell Charts 
  • Funnel Charts 
  • Small Multiples 
  • Sparklines 
  • Donut Chart 
  • Waterfall Chart 
  • Bulletgraph 
  • Bar in Bar chart 

 

Advanced Dashboards

  • Layouts 
  • Using & Formatting Layout Containers 
  • Formatting 
  • Fonts 
  • Colors 
  • Key Insights 
  • Providing Recommendations 
  • Quantifying Insights and Impacts of Recommendations 
  • Storypoints 

 

Advanced Interactivity

  • Set Actions 
  • Parameter Actions 

Related Courses

Tableau Server Administration
Tableau Desktop Fundamentals
Tableau Desktop II / Intermediate Tableau Desktop
Tableau Prep Building for Experienced Users
Advanced Tableau

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