4 Days Instructor-led

Expand your Tableau proficiency and differentiate yourself as a power user. Learn more advanced methods for connecting to data, working with calculations, building visualizations, applying analytics such as parameters, and customizing dashboards. 

The advent of cloud computing and storage has ushered in the era of “big data.” With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain competitive advantage.

Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data driven insights with peers, executives, and clients.

Learning Objectives

After completing this course, you will be able to:

• Blend data from multiple sources.
• Join data.
• Access data in PDFs.
• Use extracts to improve performance.
• Build advanced chart types, including bar-in-bar and bullet graphs.
• Use advanced calculations and table calculations to modify data as needed for analysis.
• Refine visualizations with sets and parameters.
• Analyze data with calculations.
• Visualize data with advanced calculations.
• Perform statistical analysis and forecasting.
• Get answers with Ask and Explain.

Audience

This course is designed for professionals in a variety of job roles who are currently using Tableau to perform numerical or general data analysis, visualization, and reporting. They need to provide data visualizations from multiple data sources, or combine data to show comparisons, manipulate data through calculations, create interactive visualizations, or create visualizations that showcase insights from statistical analysis.

Prerequisites

To ensure your success in this course, you should have experience with importing data and creating data visualizations in Tableau. You can obtain this level of skill and knowledge by taking Tableau I – Fundamentals.

Course Outline

1. Blending Data from Multiple Sources

• Blend Data
• Refine Blends to Visualize Key Information

2. Joining Data

• Create Joins
• Troubleshoot Joins
• Merge Data with Unions

3. Accessing Data in PDFs

• Connect to PDFs
• Clean Up and Organize PDF Data

4. Data Extracts

• Using Data Extracts
• Configuring and Running an Extract
• Logical Table vs. Physical Table Extracts

5. Comparing Measures

• Comparing Two Measures (Bar in Bar Chart)
• Comparing Progress Toward a Goal (Bullet Graph)
• Using Reference Lines (2 slides)
• Reference Bands

6. Viewing Distributions

• Bins and Histograms
• Box and Whisker Plots

7. Advanced Table Calculations

• Table Calculation Overview
• Tips for Learning Table Calculations
• Levels of Control
• Table Calculation Scope and Direction
• Table Calculation Specific Dimension
• Other Scope and Direction Options
• Null Values in Table Calculations
• Table Calculations for Statistical Analysis

8. Refining Visualizations with Sets and Parameters

• Create Sets
• Analyze Data with Sets
• Apply Parameters to Refine Visualizations
• Create Advanced Visualizations

9. Analyzing Data with Calculations

• Create Calculated Fields to Analyze Data
• Manipulate Data with Functions
• Analyze Data with Table Calculations

10. Visualizing Data with Advanced Calculations

• Create Groups and Bins with Calculations
• Analyze Data with LOD Expressions

11. Performing Statistical Analysis and Forecasting

• Perform Statistical Analysis
• Forecast Data Trends

12. Getting Answers with Ask and Explain

• Ask Data
• Explain Data