Advanced Tableau

Advanced Tableau

Bascom Bridge’s  Advanced Tableau training course teaches students to take Tableau to the next level with advanced calculations, enhanced interactivity, and advanced analytics. Attendees will learn how to use actions to create interactive dashboards, apply cutting-edge formatting techniques, implement dashboard best practices, and much more.

ADVANCED TABLEAU OBJECTIVES

All students will:

• Work with calculations and advanced interactivity
• Using actions to create interactive dashboards
• Display data & advanced analytics
• Learn advanced formatting & dashboard best practices
• Use Tableau server

Optional modules that may be added (course length would be affected) or swapped for other units in the course:

• Using Custom SQL
• Advanced Chart Types (usually focus on what’s most relevant to your needs)
• Clustering
• Storypoints
• Performance Tuning
• Some Performance Best Practices

ADVANCED TABLEAU PREREQUISITES

Advanced Tableau training students should have taken Bascom Bridge’s  introductory Tableau course, or have the equivalent knowledge.

ADVANCED TABLEAU MATERIALS

All attendees receive comprehensive courseware.

SOFTWARE NEEDED FOR EACH PC:

• Tableau Desktop
• Microsoft Excel 2010 or later (2013 or later recommended)
• Internet access
• Related data and lab files that Accelebrate would provide
• For classes delivered online, all participants need either dual monitors or a separate device logged into the online session so that they can do their work on one screen and watch the instructor on the other. A separate computer connected to a projector or large screen TV would be another way for students to see the instructor’s screen simultaneously with working on their own.

ADVANCED TABLEAU OUTLINE

• Introduction
• Calculated Fields
• Aggregate Calculations & Ratios
• Logical Calculations
  • If/Then
  • IIF
  • Case/When
  • IfNull
  • IsNull
  • ZN
• Date Calculations
  • Date
  • DateAdd
  • DateDiff
  • DateParse
  • Today()
  • Now()
  • MakeDate & MakeDateTime
• Parameters
  • Pre-defined Lists for Faster Filtering
  • Top N Filter
  • Reference Line Parameter
  • Swapping Dimensions or Measures in a View
  • What If Analysis
• Using Actions to Create Interactive Dashboards
  • Filter Actions
  • Highlight Actions
  • URL Actions
  • Combining Parameters and Actions: On Demand Charts
• Advanced Formatting & Dashboard Best Practices
  • Layout Containers
  • Floating Elements
  • When to Use Which
  • Effective Dashboard Layouts
  • Layout Best Practices
    • Titles and Labeling
    • Color Choices
    • Do
    • Don’t
  • Guided Analytics
  • Advanced Tooltips
• Custom Shapes & Custom Color Palettes
• Advanced Segmentation
  • Dynamic Sets
  • Top N Sets
  • Conditional Sets
  • Combined Sets
• Advanced Analytics
  • Reference Bands and Reference Distributions Explained
    • Reference bands
    • Reference Distributions
    • 60, 80% of Total, Percentiles
    • Quantiles
    • Standard Deviation
  • Box Plots
    • How to Interpret Box Plots
    • Building a Box Plot
  • Forecasting
    • When are Forecasts Useful?
    • How to Build a Forecast in Tableau
• Advanced Extracts
• Using Tableau Server
  • To Publish a Workbook to Tableau Server
  • A New Perspective on Using Server
• Optional modules that may be added (course length would be affected) or swapped for other units in the course:
  • Using Custom SQL
  • Advanced Chart Types (usually focus on what’s most relevant to your needs)
    • Bar in Bar Chart
    • Bulletgraphs
    • Sparklines
    • Slope Charts
      • Building a Slope Chart with a Continuous Axis
      • Building a Slope Chart with a Discrete Axis (i.e. Rankings)
    • Pie Charts on Maps
    • Control Charts
    • Pareto Charts
    • Gantt Charts and Dual Axis Gantt Charts
  • Clustering
    • What is it?
    • But, wait. Can’t we already create segments? Why do we need clustering?
    • How do we create clusters?
    • How do I understand each of my clusters beyond just eyeballing it?
    • How do I explain this to other people?
    • How do I reuse these clusters again, or in other analyses?
    • What are some common use cases where I could use clustering?
  • Storypoints
  • Performance Tuning
  • Some Performance Best Practices