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Tableau Desktop II: Intermediate

Expand your Tableau proficiency and boost your analytics skills. In this 2-day instructor-led course for Creators, you’ll learn how to connect to data from multiple sources, work with calculations,...

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By Request
$1,800 USD
Duration 2 days
Course Code TTD201
Available Formats Classroom

Overview

Expand your Tableau proficiency and boost your analytics skills. In this 2-day instructor-led course for Creators, you’ll learn how to connect to data from multiple sources, work with calculations, build visualizations, apply analytics such as parameters, and customize dashboards. Enhance your analysis and design more comprehensive dashboards to guide users to efficient data discoveries.

Skills Gained

When you complete this class, you will be able to:

  • Combine data from multiple tables using joins, unions, and relationships.
  • Use extracts to improve performance.
  • Build advanced chart types, including bar-in-bar and bullet graphs.
  • Use advanced calculations and table calculations to modify data as needed for analysis.
  • Apply analytics to views.
  • Use parameters and input controls to support audience analysis.
  • Build useful dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices.

Who Can Benefit

This course is designed for proficient Tableau Creators who want to acquire more advanced skills. Students should have completed Tableau Desktop I: Fundamentals or should have at least three months of Tableau experience or possess equivalent knowledge. Students should know how to connect to data, create visualizations using fields on shelves and the Marks card, filter data, sort data, and build a dashboard. This course supports authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.

Course Details

Course Outline

Introduction and Review

  • Meet Tableau Desktop II: Intermediate
  • Use Measure Values and Names in a View
  • Work with Dates in Tableau
  • Define Discrete Date Parts and Continuous Date Values

Data Source Creation and Connection

  • Access the Data Connections Page
  • Build Physical and Logical Layers
  • Connect to Single- and Multi-Table Data Sources
  • Migrate Data Sources
  • Navigate The Data Pane User Interface
  • View Data
  • Build Joins
  • Generate Unions
  • Merge Fields
  • Establish Relationship Levels of Detail
  • Set Up a Relationship Between Tables
  • Contrast Joins and Relationships
  • Combine a Data Decision Tree
  • Create Relationships Between Tables from Different Databases

Measure Comparisons

  • Compare Two Measures (Bar in Bar Chart)
  • Assess Progress Toward a Goal (Bullet Graph)
  • Use Reference Lines
  • Build Reference Bands

Distribution Views

  • Build Bins and Histograms
  • Generate Box and Whisker Plots

Course Outline

Introduction and Review

  • Introduction to Tableau Desktop II: Intermediate
  • Using Measure Values and Measure Names in a View
  • Working with Dates in Tableau
  • Discrete Date Parts and Continuous Date Values
  • Permissions in Tableau
  • Navigating a Tableau Site

Creating and Connecting to Data Sources

  • Data Connections Page
  • Physical and Logical Layers
  • Connecting to Single- and Multi-table Data Sources
  • Migrated Data Sources
  • The Data Pane User Interface
  • View Data
  • Joins (Inner, Left and Right, Full Outer)
  • Unions
  • Merging Fields
  • Relationship Levels of Detail
  • Setting up a Relationship Between Tables
  • Joins vs. Relationships
  • Creating Relationships Between Tables from Different Databases
  • Relationships, Joins, Unions and Blends
  • Combining Data Decision Tree

Data Extracts

  • Using Data Extracts
  • Configuring and Running an Extract
  • Logical Table vs. Physical Table Extracts

Using Calculations in Tableau

  • Understanding Where Calculations Occur
  • Creating and Editing Calculated Fields
  • Calculations and Aggregations
  • Aggregating Dimensions in Calculations
  • Join Calculations
  • Level of Detail (LOD) Expressions

Comparing Measures

  • Comparing Two Measures (Bar in Bar Chart)
  • Comparing Progress Toward a Goal (Bullet Graph)
  • Using Reference Lines (2 slides)
  • Reference Bands

Viewing Distributions

  • Bins and Histograms
  • Box and Whisker Plots

Advanced Table Calculations

  • Describe Table Calculation
  • Follow Tips for Learning Table Calculations
  • Establish Levels of Control
  • Determine Table Calculation Scope and Direction
  • Assess Table Calculation Specific Dimensions
  • Evaluate Other Scope and Direction Options
  • Implement Null Values in Table Calculations
  • Generate Table Calculations for Statistical Analysis

Parameter Creation and Usage

  • Use Parameters
  • Define Parameters and Filters
  • Harness Parameters with Reference Lines

Data Subsets

  • Use Sets
  • Outline the Tableau Order of Operations
  • Combine Sets
  • Understand In and Out Sets
  • Analyze an Outlier Using Explain Data
  • Nest Sorting and Context Filters

Dashboards

  • Plan Your Dashboard
  • Build Your Dashboard
  • Add Interactivity with Filters and Actions
  • Introduce Actions to Your Dashboard
  • Take Additional Dashboard Actions
  • Set Actions
  • Conduct Parameter Actions
  • Follow Visual Best Practices
  • Add Instructions and Annotations
  • Learn Tooltips
  • Remove Chart Extras
  • Publish Your Dashboard Online
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Good Course. We covered a lot of material in a short amount of time. This course had useful labs that built upon each other.

Sean is the very good instructor. I would like to take his class again in the future.

I found this course informative. It was easy to follow and provided some good information.

You get detailed labs to guide you through the technical material giving you a hands on method of learning otherwise difficult material.

I registered a day before class and am happy that I received all the materials and links in time for the class. Thanks.