Professional Course

Tableau For Power Users

Velocity Knowledge, In Bethesda (+1 locations)
4 days
Next course start
Inquire for more information (+2 start dates)
Classroom, Virtual Classroom
4 days
Next course start
Inquire for more information (+2 start dates)
Classroom, Virtual Classroom
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Course description

Next Level Tableau for Power Users (Intermediate) is a two-day, fast paced hands-on intermediate and beyond level Tableau course geared for experienced Tableau users to get their skills to the next level and become a true Power User, or for those users who are seeking to uncover the less obvious tricks and tips within Tableau that can help them accelerate their day to day tasks. Attendees should come to class armed with a deep understanding of all the fundamental concepts of building worksheets and dashboards.

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  • Classroom
  • Bethesda

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  • Virtual Classroom
  • Online

Training content

Part 1:  Introduction and Getting Started

  1. Why Tableau? Why Visualization?
  2. The Tableau Product Line
  3. Level Setting – Terminology
  4. Getting Started – creating some powerful visualizations quickly
  5. Review of some Key Fundamental Concepts

Part 2: Filtering, Sorting & Grouping

  1. Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data.
  2. Advanced options for filtering and hiding
  3. Understanding your many options for ordering and grouping your data: Sort,
  4. Groups, Bins, Sets
  5. Understanding how these options inter-relate

Part 3: Working with Data

  1. Learn the difference between joining and blending data, and to do each
  2. Consider the implications of working with large data sets, and options for when and how to work with extracts and the data engine.
  3. Investigate best practices in “sharing” data sources for Tableau Server users.
  4. Data Types and Roles
  5. Dimension versus Measures
  6. Data Types
  7. Discrete versus Continuous
  8. The meaning of pill colors
  9. Database Joins
  10. Data Blending
  11. Working with the Data Engine / Extracts and scheduling extract updates
  12. Working with Custom SQL
  13. Adding to Context
  14. Switching to Direct Connection
  15. Building meta data via shared Data Source connections
  16. Performance considering and working with big data
  17. OLAP considerations (Overview)

Part 4: Working with Calculated Data and Statistics – Understand the intricacies of manipulating data within Tableau

  1. A Quick Review of Basic Calculations
  2. Arithmetic Calculations
  3. String Manipulation
  4. Date Calculations
  5. Quick Table Calculations
  6. Custom Aggregations
  7. Custom Calculated Fields
  8. Logic and Conditional Calculations
  9. Conditional Filters
  10. Advanced Table Calculations
  11. Understanding Scope and Direction
  12. Calculate on Results of Table Calculations
  13. Complex Calculations
  14. Difference From Average
  15. Discrete Aggregations
  16. Index to Ratios
  17. Understanding where Calculations Occur
  18. Statistics
  19. Reference / Trend Lines
  20. Statistical Calculations
  21. Summary Stats
  22. Cohort Analysis
  23. Working with Dates and Times
  24. Continuous versus Discrete Dates
  25. Dates and Times
  26. Reference Dates

Part 5: Advanced Mapping – Learn the intricacies of working with the mapping function within Tableau including working with custom geographies and geo-coding, working with an alternate WMS server and spatially visualizing non-geographic data

  1. Fundamentals Review: Building basic maps
  2. Fixing geographies
  3. Geographic Fields
  4. Map Options
  5. Built-in Demographics / Layering
  6. WMS – working with a Web Map Service
  7. Importing Custom Geographies
  8. Assigning Geographies to Non-Geographic fields
  9. Distance Calculations
  10. Spatially Visualizing non-Geographic Data using background images and geo-coding

Part 6: Working with Parameters – How to use parameters to modify our title, create What-If analysis, etc

  1. Parameter Basics
  2. Data types of parameters
  3. Using parameters in calculated fields
  4. Inputting parameter values and parameter control options
  5. Advanced Usage of Parameters
  6. Using parameters for titles, field selections, logic statements, Top X

Part 7: Building Advanced Chart Types and Visualizations / Tips & Tricks – Create chart types and visualizations that may be less obvious in Tableau, as well as more common tips & tricks / techniques to assist customers in solving more complex problems.

  1. Bar in Bar
  2. Box Plot
  3. Bullet Chart
  4. Custom Shapes
  5. Gantt Chart
  6. Heat Map
  7. Pareto Chart
  8. Spark Line
  9. KPI Chart

Part 8: Best Practices in Formatting and Visualizing

  1. Formatting Tips
  2. Drag to Legend
  3. Edit Legend
  4. Fill 100% Black Line
  5. Highlighting
  6. Labeling
  7. Legends
  8. Working with Nulls
  9. Table Options
  10. Annotations and Display Options
  11. Introduction to Visualization Best Practices

Part 9: Building Better Dashboards – How to build effective and interactive applications via dashboarding.

  1. Interactive Dashboards
  2. Quick Filters
  3. Dashboard Objects
  4. Filter Actions
  5. Highlighting and Actions
  6. Performance
  7. Publish to Web
  8. Zones
  9. Guided Analytics
  10. Cascading Filters
  11. Highlighting
  12. Quick filter Options
  13. Select then See Visual
  14. Self-Populating Dashboards
  15. Shortcuts
  16. URL Actions

Part 10: Overview – Working with Tableau Server

  1. Publishing to Tableau Server – Overview of publishing, scheduling & security options
  2. Tableau Server Usage – Interacting with Published Visualizations

Why choose Velocity Knowledge?

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Industry-proven instructors, consultants, and experts

Efficient learning methods for your unique business objectives

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Velocity Knowledge
4416 East West Highway, 4th Floor
20814-4568 Bethesda Maryland

Velocity Knowledge

Velocity Knowledge is an Enterprise Education Provider made up of qualified educational professionals who have survived the budget cuts, lived through the training wars, adjusted to industry changes, and learned what it is that customers are looking for.  Velocity Knowledge...

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