About the course
Designed for those already familiar with the basics, this hands-on workshop delves into Tableau's more powerful features for advanced data connection, in-depth analysis, and compelling dashboard creation.
You'll learn how to expertly blend and join data from various sources, leverage Level of Detail (LOD) calculations for nuanced insights, create dynamic solutions with parameters, and master advanced visualization techniques for storytelling with your data. By the end of this course, you'll be equipped to tackle more complex analytical challenges and build impactful dashboards that drive data-informed decisions.
Please note, all scheduled virtual instructor-led Tableau training courses are delivered over 4 half-days from 9.30am - 1.30pm (UK time).
Instructor-led online and in-house face-to-face options are available - as part of a wider customised training programme, or as a standalone workshop, on-site at your offices or at one of many flexible meeting spaces in the UK and around the World.
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This course is ideal for Tableau users who have a foundational understanding of the software and are looking to expand their analytical and visualization capabilities.
This includes data analysts, business analysts, report developers, and anyone who regularly works with Tableau and wants to leverage its intermediate-level features to gain deeper insights from their data and communicate them effectively.
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Delegates should have attended our Tableau Fundamentals training course or have equivalent hands-on experience with Tableau, including familiarity with:
Connecting to data sources.
Creating basic charts and dashboards.
Understanding measures and dimensions.
Using filters and basic calculations.
If you are unsure whether your current Tableau knowledge is sufficient, please feel free to contact us to discuss your experience.
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This Intermediate Tableau course is available for private / custom delivery for your team - as an in-house face-to-face workshop at your location of choice, or as online instructor-led training via MS Teams (or your own preferred platform).
Get in touch to find out how we can deliver tailored training which focuses on your project requirements and learning goals.
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A Quick Tableau Refresher
Query Sequence
Charts & Dashboard Revision
Measure Values and Measure Names
Dates
Connecting to data sources
Building and editing re-usable Data Source Connections
Introduction to the different Data Connection types
How to join tables and the different join types
Integrating data with cross-database Joins
Combine data with different granularity – Data Blending
How to blend data sources
Appending rows from different tables using Unions
Creating defined or calculated subsets of your data
Creating, using and combining Sets
Filtering and viewing results
Calculations and Level of Detail (LOD)
Calculated fields vs. table calculations
How to create calculated fields
Using calculations as Join clauses for tables
Row level vs. Aggregate calculations
Troubleshooting aggregation errors
Changing the Level of Detail (LOD) of calculations – what, why and how
Defining Table Calculations
What are table calculations?
Scope and direction of table calculations
Using a specific dimension in a table calculation
Statistical analysis using table calculations
Creating dynamic solutions with Parameters
Where and how can I use Parameters?
Combining Parameters with Reference Lines
Combining Parameters and Filters
Creating data snapshots
Creating and running Data Extracts
Comparing Progress between measures
Compare measures using a Bar-in-Bar Chart
Compare progress towards a goal using a Bullet Graph
Customising Maps and Using Images
Map options
Customising map layers
Correcting Geocode locations
Using your own images for spatial analysis
Using external files for mapping geometric boundaries
Understanding data distribution
Creating Bins and Histograms
Creating a Box and Whisker Plot
Analysing trends in your data
How do I add Trend Lines to my data?
How can I quickly analyse my data?
How can I extend my data with a Forecast?
Improving dashboards and storytelling using your data
Designing and building your dashboard
Dashboard Best Practices
Enabling users to ask questions
Visual Best Practices
Conveying data-driven Stories
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Optional topics for custom Tableau training
================================Performance Optimisation: performance optimisation techniques within Tableau (e.g. efficient filtering, using extracts effectively).
Prepping Data: cleaning and normalising data ready for presenting
Advanced Chart Types
Sankey diagrams
complex dual-axis charts
Accessibility in Tableau: designing accessible Tableau dashboards
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Tableau Help Documentation - The official Tableau Desktop help documentation is a comprehensive resource for all features and functionalities.
Tableau Community Forums - A vibrant community where users can ask questions, share solutions, and learn from each other.
Tableau Public - A platform to explore and learn from visualizations created by other Tableau users. It's a great source of inspiration.
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