Next Level Tableau for Power Users (Intermediate Tableau)

Live Classroom
Duration: 2 days
Live Virtual Classroom
Duration: 2 days
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This two-day, fast-paced, hands-on intermediate and beyond level Tableau training program aims to help Tableau users take their skills to the next level and become a true Power User. The course requires participants to have a complete understanding of all the fundamental concepts of building worksheets and dashboards. The course equips participants with all the necessary skills and knowledge to use the core Tableau data and reporting functions to acquire an intermediate level of expertise in working with Tableau.

What You'll Learn

  • Build advanced chart types and visualizations
  • Build complex calculations to manipulate data
  • Work with statistics and statistical techniques
  • Work with parameters and input controls
  • Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data
  • Joining multiple tables
  • Data blending
  • Performance considerations and working with the Data Engine
  • Sharing connections as meta data
  • Understand when to implement which connection method
  • Build better dashboards using techniques for guided analytics, interactive dashboard design and visual best practices
  • Implement many efficiency tips and tricks
  • Understand the basics of Tableau Server and other options for sharing your results


  • Why Tableau? Why Visualization?
  • The Tableau Product Line
  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly
  • Review of some Key Fundamental Concepts

  • Filtering, Sorting and Grouping are fundamental conceptswhen working with and analyzing data.
  • Advanced options for filtering and hiding
  • Understanding your many options for ordering and grouping your data: Sort,
  • Groups, Bins, Sets
  • Understanding how these options inter-relate

  • Learn the difference between joining and blending data, and to do each
  • Consider the implications of working with large data sets, and options for when and how to work with extracts and the data engine.
  • Investigatebest practices in “sharing” data sources for Tableau Server users.
  • Data Types and Roles
    • Dimension versus Measures
    • Data Types
    • Discrete versus Continuous
    • The meaning of pill colors
  • Database Joins
  • Data Blending
  • Working with the Data Engine / Extracts and scheduling extract updates
  • Working with Custom SQL
  • Adding to Context
  • Switching to Direct Connection
  • Building meta data via shared Data Source connections
  • Performance considering and working with big data
  • OLAP considerations (Overview)

  • Understand the intricacies of manipulating data within Tableau
    • A Quick Review of Basic Calculations
    • Arithmetic Calculations
    • String Manipulation
    • Date Calculations
  • Quick Table Calculations
  • Custom Aggregations
  • Custom Calculated Fields
    • Logic and Conditional Calculations
    • Conditional Filters
  • Advanced Table Calculations
    • Understanding Scope and Direction
    • Calculate on Results of Table Calculations
    • Complex Calculations
    • Difference From Average
    • Discrete Aggregations
    • Index to Ratios
  • Understanding where Calculations Occur
    • Statistics
    • Reference / Trend Lines
    • Statistical Calculations
    • Summary Stats
    • Cohort Analysis
  • Working with Dates and Times
    • Continuous versus Discrete Dates
    • Dates and Times
    • Reference Dates

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

  • Fundamentals Review: Building basic maps
    • Fixing geographies
    • Geographic Fields
    • Map Options
  • Built-in Demographics / Layering
  • WMS – working with a Web Map Service
  • Importing Custom Geographies
  • Assigning Geographies to Non-Geographic fields
  • Distance Calculations
  • Spatially Visualizing non-Geographic Data using background images and geo-coding

How to use parameters to modify our title, create What-If analysis, etc

  • Parameter Basics
    • Data types of parameters
    • Using parameters in calculated fields
    • Inputting parameter values and parameter control options
  • Advanced Usage of Parameters
    • Using parameters for titles, field selections, logic statements, Top X

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.

  • Bar in Bar
  • Box Plot
  • Bullet Chart
  • Custom Shapes
  • Gantt Chart
  • Heat Map
  • Pareto Chart
  • Spark Line
  • KPI Chart

  • Formatting tips
    • Drag to legend
    • Edit legend
    • Fill 100% black line
    • Highlighting
    • Labelling
    • Legends
    • Working with Nulls
    • Table options
    • Annotations and display options
  • Introduction to visualization best practices

How to build effective and interactive applications via dashboarding.

  • Interactive Dashboards
    • Quick Filters
    • Dashboard Objects
    • Filter Actions
    • Highlighting and Actions
    • Performance
    • Publish to Web
    • Zones
  • Guided Analytics
    • Cascading Filters
    • Highlighting
    • Quick filter Options
    • Select then See Visual
    • Self-Populating Dashboards
    • Shortcuts
    • URL Actions

  • Publishing to Tableau Server – Overview of publishing, scheduling & security options
  • Tableau Server Usage – Interacting with Published Visualizations
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Who should attend

The course is highly recommended for –

  • Integration analysts
  • Data analysts
  • Data visualizers
  • Financial analysts
  • Business analysts
  • Programmers
  • Business intelligence professionals


This is an intermediate and beyond-level Tableau course, and participants need to have attended one of the below courses or have skills equivalent to the same –

  • Introduction to Tableau | Tableau JumpStart
  • Working with Tableau | With next level topics
  • Tableau desktop fundamentals

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