Tableau Like a Pro

Course Number:


This class is designed for someone who has moderate experience with Tableau and is ready to take basic skills to an advanced level. This class will put more tools in your analytical tool box, such as more complex calculations, more powerful interactivity, more complex chart types, and more ways to slice and dice your data to mine for critical insights.


Course Duration:
2 Days


Successful completion of the Tableau Analyst course, or other introduction to Tableau course, or moderate exposure and use in the tool. Students in this class should already understand the basics of connecting to data and building charts and dashboards.

Course Objectives:
Course Outline:

Calculations and Interactivity (Day 1)

  • Calculated Fields
  • Aggregate Calculations & Ratios
  • Logical Calculations
    • If/Then
    • IIF
    • Case/When
    • IfNull
    • IsNull
    • ZN
  • Date Calculations
    • Date
    • DateAdd
    • DateDiff
    • DateParse
    • Today()
    • Now()
    • MakeDate & MakeDateTime
  • Parameters
    • Pre-defined Lists for Faster Filtering
    • Top N Filter
    • Reference Line Parameter
    • Swapping Dimensions or Measures in a View
    • What If Analysis
  • Using Actions to Create Interactive Dashboards
    • Filter Actions
    • Highlight Actions
    • URL Actions
  • Combining Parameters and Actions: On Demand Charts
  • Advanced Chart Types (usually focus on what’s most relevant to your needs)
    • Bar in Bar Chart
    • Bulletgraphs
    • Sparklines
    • Slope Charts
      • Building a Slope Chart with a Continuous Axis
      • Building a Slope Chart with a Discrete Axis (i.e. Rankings)
    • Pie Charts on Maps
    • Control Charts
    • Pareto Charts
    • Gantt Charts and Dual Axis Gantt Charts

Advanced Analytics and Storytelling (Day 2)

  • Advanced Formatting & Dashboard Best Practices
    • Layout Containers
    • Floating Elements
    • When to Use Which
    • Effective Dashboard Layouts
    • Layout Best Practices
      • Titles and Labeling
      • Color Choices
      • Do
      • Don’t
    • Guided Analytics
  • Advanced Tooltips
  • Custom Shapes & Custom Color Palettes
  • Advanced Segmentation
    • Dynamic Sets
    • Top N Sets
    • Conditional Sets
    • Combined Sets
    • Clustering
  • Advanced Analytics
    • Reference Bands and Reference Distributions Explained
      • Reference bands
      • Reference Distributions
      • 60, 80% of Total, Percentiles
      • Quantiles
      • Standard Deviation
    • Box Plots
    • Forecasting
  • Storypoints
  • To Publish a Workbook to Tableau Server

Bonus Material (if there is time or if specifically requested)

  • Level of Detail Calculations
  • Advanced Extracts
  • Using Custom SQL
  • Performance Tuning
  • Some Performance Best Practices
  • Using Tableau Server
  • A New Perspective on Using Server

End of Day 4 could be workshop time to answer questions, help them create some dashboards off their data, etc.

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