Advanced Tableau Desktop

Getting Started

• Course structure and outline
• Introducing the course project

1. Relationships

• Relationships
• Logical and physical layers
• Relationships vs. joins
• Requirements for relationships
• Creating relationships
• Optimizing performance
• Multi-fact relationships
• Interface differences (2020.2)
• The 8 R's of relationships
• Contextual joins: Remain
• Contextual joins: Relevant
• Contextual joins: Retain
• Contextual joins: Recovered
• Contextual joins: Represented
• Contextual joins: Removed
• Smart aggregation
• Smart aggregation: Replicate
• Smart aggregation: Resolve
• Assignment: Relationships
• Solution: Relationships

2. Dynamic Design

• Dynamic design
• Visual appeal
• Background templates
• KPI shapes
• Info icons
• Instructions and commentary
• Flexibility
• Multi-dimensions
• Multi-measures
• Pro tip: Dynamic formatting
• Sheet selectors
• Filter menus

3. Parameter and Set Actions

• Interactivity
• Parameter actions
• Parameter actions: Multi-measure
• Parameter actions: Index chart
• Parameter actions: Year-over-year
• Parameter actions: Sheet selector
• Parameter actions: Relative dimensional analysis
• Set actions
• Set actions: Proportional brushing
• Set actions: Asymmetric drilldown
• Set actions: Color scaling
• Pro tip: Viz animations
• Pro tip: Viz extensions
• Assignment: Dynamic design and actions
• Solution: Dynamic design and actions

4. Geospatial Mapping

• Geospatial mapping
• Geospatial data
• The mapping workspace
• Geospatial use cases
• Standard maps
• Spatial functions
• Custom territories
• Map hierarchies
• Geospatial customization
• Map layers
• Background maps: WMS
• Background maps: Mapbox
• Background images
• Common mapping issues
• Assignment: Geospatial mapping
• Solution: Geospatial mapping

5. Advanced Calculations

• Advanced calculations
• Regular expressions
• Regular expressions functions
• Review: Table calculations
• Review: Addressing and partitioning
• Position-based table calculations functions
• Pro tip: Index top filter
• Review: Level of detail expressions
• Choosing an LOD type
• LOD use case: Benchmarking and time flags
• LOD use case: Customer order frequency
• LOD use case: Cohort analysis
• LOD use case: New customer acquisition
• Assignment: Advanced calculations
• Solution: Advanced calculations

6. Predictive Analytics

• Predictive analytics
• Regression models
• Trend lines
• Forecasting
• Control charts
• Clustering
• R and Python integration
• Dashboard extensions
• Assignment: Geospatial mapping
• Solution: Geospatial mapping