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Tableau Desktop Level 2: Intermediate Course Outline

 (2 days)
Version 9.0/10.0

*** WARNING: High Volume Class, Sign Up Early ***
Tableau is our most popular series classes. A green flag beside a date on the right means that a session has met the minimum enrollment levels and is running. However, it is common for dates for this course to fill weeks in advance. Even if a date has a green flag, you might not be able to get into that session if it is full. To avoid disappointment, it is best to register for this class at least three weeks in advance.

Tableau has emerged as one of the most popular Business Intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. This book will empower you to become a master in Tableau by exploiting the many new features introduced in Tableau 10.0.

You will embark on this exciting journey by getting to know the valuable methods of utilizing advanced calculations to solve complex problems. These techniques include creative use of different types of calculations such as row-level, aggregate-level, and more. You will discover how almost any data visualization challenge can be met in Tableau by getting a proper understanding of the tool’s inner workings and creatively exploring possibilities.

You’ll be armed with an arsenal of advanced chart types and techniques to enable you to efficiently and engagingly present information to a variety of audiences through the use of clear, efficient, and engaging dashboards. Explanations and examples of efficient and inefficient visualization techniques, well-designed and poorly designed dashboards, and compromise options when Tableau consumers will not embrace data visualization will build on your understanding of Tableau and how to use it efficiently.

By the end of the book, you will be equipped with all the information you need to create effective dashboards and data visualization solutions using Tableau.

• Arm yourself with an arsenal of advanced chart types and geocoding to efficiently and engagingly present information
• Map a grid over a network node diagram and use that grid to demonstrate loads, processing time, and more in Tableau
• Integrate R with Tableau by utilizing R functions, libraries, and saved models

• Create a worksheet that can display the current balance for any given period in time
• Recreate a star schema from in a data warehouse in Tableau
• Combine level of detail calculations with table calculations, sets, and parameters
• Create custom polygons to build filled maps for area codes in the USA
• Visualize data using a set of analytical and advanced charting techniques
• Know when to use Tableau instead of PowerPoint
• Build a dashboard and export it to PowerPoint

This course will be taught with the Version 10 course materials and software. Users of Tableau Version 9 will feel comfortable in the class because the user interface is very similar between versions 9 and 10. Instructors will also be able to highlight new features and differences between the two versions, as appropriate.

This two day course will provide you with the skills that will help you be a Tableau power user. It is designed for individuals with experience with the fundamental concepts of Tableau who want to take their skills to the next level.

Before attending this course, students should have experience using Microsoft Excel and have taken the Tableau Level 1 course.

Certification Options
This class, when combined with our Tableau Level 1 class, offer a strong foundation in preparation for the Tableau Qualified Associate Exam. Exam prep guide is shown here: mkt.tableau.com/files/Desktop-9-QA-Prep-Guide.pdf

Course Outline

1: Getting Up to Speed – a Review of the Basics
The Tableau universe
Understanding the Tableau interface and basic terminology
Worksheet and dashboard creation
Connecting Tableau to your data
Measure Names and Measure Values
Three essential Tableau concepts

2: All about Data – Getting Your Data Ready
Understanding Tableau's data-handling engine
Data-mining and knowledge-discovery process models
Focusing on data preparation

3: All about Data – Joins, Blends, and Data Structures
About joins
Complex joins
Data blending
Data structures

4: All about Data – Data Densification, Cubes, and Big Data
About data densification
Working with cubes
Tableau and big data

5: Table Calculations
A definition and two questions
What is the function?
How is the function applied?

6: Beyond the Basic Chart Types
Improving popular visualizations
Custom background images

7: Mapping
Extending Tableau mapping capabilities without leaving Tableau
Extending Tableau mapping with other technology

8: Tableau for Presentations
Getting the best images out of Tableau
From Tableau to PowerPoint
Embedding Tableau in PowerPoint
Animating Tableau
Story Points dashboards for presentations

9: Visualization Best Practices and Dashboard Design
Visualization design theory
Dashboard design
Sheet selection

10: Improving Performance
Understand the Performance Recording dashboard
Hardware and on-the-fly techniques
Single Data Source > Joining > Blending
Working efficiently with data sources
Intelligent extracts
Using filters wisely
Efficient calculations
Additional performance considerations

11: Interacting with Tableau Server
Tableau file types
Tableau Server architecture
Tableau Server revision history
Tableau Server web authoring environment
User filters
Accessing the Tableau Server Performance Recording dashboard

View outline in Word


Attend hands-on, instructor-led Tableau Desktop Level 2: Intermediate training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.

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Fee:  $1195

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