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Overview:
Tableau has emerged as one of the most prominent Business Intelligence solutions available today, earning this recognition through its powerful interactive data visualization capabilities and user-friendly interface. This comprehensive course empowers you to become proficient in Tableau by leveraging its extensive array of advanced features and capabilities.
You will begin this exciting learning journey by mastering advanced calculation methods that solve complex analytical problems. These sophisticated techniques include creative applications of different calculation types, such as row-level calculations, aggregate-level calculations, and many others. Through practical exploration, you will discover how nearly every data visualization challenge can be successfully addressed in Tableau Desktop by developing a thorough understanding of the application's core mechanics and creatively exploring its possibilities.
You will gain access to an extensive toolkit of advanced chart types and visualization techniques, enabling you to effectively and compellingly present information to diverse audiences through carefully designed, efficient, and engaging dashboards. Detailed explanations and comparative examples of both effective and ineffective visualization methods, well-designed and poorly-designed dashboards, and strategic design compromises will develop your understanding of optimal design practices and how to use Tableau Desktop with maximum efficiency.
By the conclusion of this course, you will possess all the knowledge and skills necessary to create powerful data visualizations and professional-quality dashboards. Additionally, you will deepen your understanding of data management, data cleansing techniques, and data types when working within Tableau Desktop.
Audience:
This intensive two-day course provides essential skills to help you develop into a Tableau advanced designer. It is designed for individuals with a minimum of six months of practical experience with Tableau's fundamental concepts, or for students who have completed the Tableau Desktop Level 1: Introduction course and wish to advance their skills to the next level.
Prerequisites:
Before attending this course, students are strongly encouraged to have completed the following course:
- Tableau Desktop Level 1: Introduction
Additionally, it is recommended that students have accumulated at least six months of hands-on experience using Tableau Desktop in professional or practical settings.
Students should also have experience using Microsoft Excel, and familiarity with pivot tables and calculations would be beneficial.
Certification Options:
This course, when taken in combination with our Tableau Desktop Level 1: Introduction class, provides a comprehensive foundation for preparing for the Tableau Desktop Certified Associate Exam. Detailed exam preparation guidance is available at: https://mkt.tableau.com/files/DesktopCA_ExamGuide.pdf
Course Outline
Getting Up to Speed: A Review of Fundamental Concepts
- Creating worksheets and dashboards for data visualization
- Connecting Tableau to your data sources
- Understanding and using measure names and measure values
- Mastering three essential Tableau concepts
- Exporting data to other devices and platforms
All About Data: Preparing Your Data for Analysis
- Understanding the Hyper data engine
- Exploring data mining and knowledge discovery process models
- Learning the CRISP-DM methodology
- Focusing on proper data preparation techniques
Tableau Prep
- Connecting to your data sources
- Navigating the Tableau Prep graphical user interface
- Preparing and transforming data
- Exploring additional options available in Tableau Prep Builder
- Exporting prepared data for analysis
Joins, Blends, and Data Structures
- Understanding Tableau relationships
- Implementing joins for data combination
- Creating unions for data consolidation
- Using blends for data integration
- Understanding various data structure options
Table Calculations
- Defining table calculations and key concepts
- Introducing calculation functions
- Exploring directional and non-directional table calculations
- Applying functions in practical scenarios
All About Data: Data Densification, Cubes, and Big Data
- Using the OData connector for data access
- Introduction to data densification concepts
- Working with cube data structures
- Tableau and big data integration
Level of Detail Calculations
- Introduction to LOD calculation concepts
- Playground I: Exploring fixed and exclude calculations
- Playground II: Exploring include calculations
- Building practical applications using LODs
Beyond the Basic Chart Types
- Improving and enhancing popular visualizations
- Using custom background images in visualizations
- Leveraging Tableau extensions for advanced functionality
Mapping and Geographic Visualization
- Extending Tableau's mapping capabilities without leaving the application
- Creating custom polygon maps for unique visualizations
- Building heatmaps and geographic heat visualization
- Implementing dual axes and layering maps
- Extending mapping capabilities with complementary technology
- Swapping and changing maps in visualizations
Tableau for Presentations
- Getting the best quality images out of Tableau
- Transitioning Tableau visualizations to PowerPoint
- Embedding Tableau content within PowerPoint presentations
- Animating Tableau visualizations for dynamic presentations
- Using story points and dashboards for presentation purposes
- Exploring presentation resources and best practices
Visualization Best Practices and Dashboard Design
- Understanding visualization design theory and principles
- Applying formatting rules for consistency
- Implementing color rules for visual impact
- Applying visualization type rules for appropriateness
- Making strategic design compromises
- Keeping visualizations simple and focused
- Understanding dashboard design principles
- Implementing dashboard best practices for optimal user experience
Advanced Analytics Techniques
- Visualizing and analyzing world indices correlations
- Performing geo-spatial analytics using Chicago traffic violation data
- Extending geo-spatial analytics with distance measurement techniques
Improving Performance and Optimization
- Understanding the performance-recording dashboard
- Optimizing through hardware and real-time techniques
- Optimizing data source connections
- Working with extracts for improved performance
- Using filters efficiently for better performance
- Creating efficient calculations
- Exploring other performance improvement strategies
Interacting with Tableau Server and Online
- Publishing data sources to Tableau Server
- Using web-based authoring capabilities
- Maintaining and managing workbooks on Tableau Server
- Exploring additional Tableau Server settings and features
Programming Tool Integration
- Integrating programming languages with Tableau
- R installation and integration procedures
- Implementing R functionality in Tableau
- Python installation and integration procedures
- Implementing Python functionality in Tableau
