Course Details
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
Please check the course description to find prerequisite information.
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
Virtual Live Instructor
Financing Available
Free Repeat
Testimonials
This was the class I needed.
The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don't know about the rest of the students, but was very pleased with this experience.
I finally understand how to use Excel.
-Amanda T (Yale New Haven Hospital).
Great class!
We were able to cover a lot of information in one day without getting overwhelmed.
-Maria R (Microsoft).
Public Class Schedule
Instructor led training is a cost effective and convenient learning platform for busy professionals. Most courses are available at over 300 locations nationwide and Online.
The classes are taught via the RCI method by professionally certified instructors, and are usually limited to 12 or less students. Each student receives a training manual and practice problems, along with a free course retake. Click here to learn more about Instructor Led Training
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