Tableau Desktop Level 2: Beyond the Basics

Course Description:

The Tableau Desktop Level 2: Beyond the Basics Course teaches students how to create effective data visualizations and dashboards. In addition, you will learn a great deal about data, data cleansing and data types when using Tableau Desktop.

Course Topics:

• Review of the Tableau Basics
• Tableau Data Handling Engine
• Tableau Prep
• Joins, Blends and Data Structures
• Data Densification, Cubes and Big Data
• Table Calculations
• Level of Detail Calculations
• Beyond the Basic Chart Types
• Mapping
• Tableau for Presentations
• Visualizations Best Practices and Dashboard Design
• Advanced Analytics
• Improving Performance
• Interacting with Tableau Server
• Programming Tool Integration

Prerequisites:

Before attending this course, it is highly recommended that students have taken the Tableau Desktop Level 1: Introduction course. Additionally, it is recommended to have at least 6 months experience using Tableau Desktop. Experience using Microsoft Excel and the use of Pivot Tables and calculations would be helpful.

Target Student:

This two-day course will provide you with the skills that will help you be a Tableau Advanced designer. It is designed for individuals with at least 6 months experience with the fundamental concepts of Tableau and/or those students who have taken the Tableau Desktop Level 1: Introduction class and who wish to take their skills to the next level.

1. Getting Up to Speed – A Review of the Basics
-Creating Worksheets and Dashboards
-Connecting Tableau to your Data, Tableau Server and Saved Data Sources
-Measure Names and Measure Values
-Three Essential Tableau Concepts
-Exporting Data to Other Devices

2. All About Data – Getting Your Data Ready
-Understanding Tableau’s Data Handling Engine
-The Tableau Data Handling Engine and Hyper Takeways
-Data Mining and Knowledge Discovery Process Models
-CRISP-DM
-Focus on Data Preparation
-Surveying and Cleaning the Data

3. Tableau Prep
-Connecting to Data
-The Tableau Prep GUI
-Prepping Data
-Exporting Data

4. All About Data – Joins, Blends and Data Structures
-Introduction to Joins and Complex Joins
-Observing Join Culling
-Introduction to Join Calculations, Spatial Joins and Unions
-Understanding Data Blending
-Order of Operations
-No Dimensions from a Secondary Source
-Scaffolding and Data Structure

5. All About Data – Data Densification, Cubes and Big Data
-Introduction to Data Densification
-Deployment and Usefulness of Domain Completion
-Domain Padding
-Working with Cubes and Understanding the Deprecation of Cubes
-Tableau and Big Data
-Addressing Excel’s Row Limitation
-Massively Parallel Processing
-Building a Visualization with Google BigQuery

6. Table Calculations
-A Definition and Two Questions
-Introduction to Functions
-Directional and Non-Directional Table Calculations
-Application of Functions

7. Level of Detail Calculations
-Building Playgrounds
-Playground I: FIXED AND EXCLUDE
-Playground II: INCLUDE
-Practical Application

8. Beyond the Basic Chart Types
-Improving Popular Visualizations
-Custom Background Images
-Tableau Extensions

9. Mapping
-Connection to a WMS Server
-Exploring the TMS File and Mapbox
-Accessing Different Maps with a Dashboard
-Creating Custom Polygons
-Converting Shape Files for Tableau
-Heatmaps

10. Tableau for Presentations
-Getting the Best Images out of Tableau
-From Tableau to PowerPoint
-Embedding Tableau in PowerPoint
-Animating Tableau
-Story Points and Dashboards for Presentations

11. Visualizations Best Practices and Dashboard Design
-Visualization Design Theory
-Formatting, Color and Visualization Type Rules
-Compromises in Design
-Dashboard Design and Layout
-Sheet Selection

12. Advanced Analytics
-Self-Service Analytics
-Use Case: Self-Service and Geo-Spatial Analytics

13. Improving Performance
-Performance-Recording Dashboard
-Advantages of Blending
-Efficiently Working with Large Data Sources
-Intelligent Extracts
-Extract Filter Performance

14. Interacting with Tableau Server
-Tableau Packaged Data Source
-Tableau Server Architecture and Approaches to Avoid and Adopt
-Tableau Server Revision History
-Tableau Server Settings

15. Programming Tool Integration
-R Installation and Integration
-Using R Functions
-Python Installation and Integration
-Using Python Functions
-MATLAB Installation and Integration

We offer live-instructor group training classes for your team.

Upskill your team from the comfort of your office or online.

Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

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