Intermediate Tableau Training Course

Who should attend

The course is designed for anyone looking to create, maintain and publish more advanced business intelligence reporting solutions using Tableau.

Prerequisites

Delegates should have attended our Tableau Fundamentals training course or have equivalent hands-on experience with Tableau.

Live, instructor-led online and on-site training

We appreciate that you need flexibility to fit in with new working situations - whether you're an individual, part of a distributed team, or simply have projects and deadlines to meet. 

Our remote training can take place online in a virtual classroom, with content split into modules to accommodate your scheduling challenges and meet your learning goals. Get in touch today to find out how we can help design a cost-effective, flexible training solution.

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