Tableau Desktop Creator – Intermediary

This two-day course is for individuals who have either completed ‘Tableau Creator – Fundamentals’ or have been using Tableau for at least 3 months.

This two-day course is for individuals who have either completed "Tableau Creator – Fundamentals" or have been using Tableau for at least 3 months. This course will enhance your expertise in Tableau and allow you to acquire advanced techniques for data connectivity, calculations, visualization creation, parameters, and customization of dashboards.

Contents

• Tableau Analytics Platform overview and update
• Restructuring Data
• Creating relationships, joins, unions, blends
• Table calculations
• Level of Detail (LOD) expressions
• Parameters and user filters
• Advanced maps techniques
• Advanced dashboard techniques and actions
• Publishing and sharing dashboards
• Introduction to Tableau Cloud and Tableau Prep
• Tips & Tricks. Best practices.

This two-day course has been specifically designed for individuals who already possess a high level of proficiency in using Tableau and are eager to enhance their skills further.

It is required that you have either completed the ‘Tableau Creator – Fundamentals’ course or have a minimum of three months of experience using Tableau.

Prior to beginning this course, it is essential that you possess knowledge of how to establish a connection to data, create visualizations by utilizing fields on shelves and the marks card, filter, and sort data, as well as construct a dashboard. It is important to note that this course caters to individuals who are using Tableau Desktop (compared to web authoring).

You will learn how to effectively restructure data by using Data Interpreter, pivots, and splits. Furthermore, you will gain a deeper understanding of data sources, including how to replace them, employ relationship and join calculations, and create unions using wildcard searches.

Specifically focusing on challenges associated with blended data, you will receive valuable guidance on selecting the most appropriate method for combining data.

To enhance your filtering skills, you will learn how to use advanced filtering techniques to analyse subsets of data and filter across multiple data sources within a dashboard. Additionally, you will develop analytical capabilities by aggregating dimensions in calculated fields, customizing table calculations, and using level-of-detail (LOD) expressions to perform complex analysis.

To achieve more advanced analytics, you will be introduced to creating advanced parameters and displaying data trends and forecasts.

In relation to using geographical maps, you will discover the advantages of employing marks layers to present a greater amount of data. Furthermore, you will become familiar with best practices for selecting and formatting map types, as well as using background layers.

In terms of creating robust and customized dashboards, you will learn how to develop navigation buttons, use layout containers, and create personalized colour and shape palettes.

Lastly, you will become proficient in managing the content you have published, which includes data sources, extracts. You will gain knowledge on how to create subscriptions and set alerts on published views that you wish to track.

Upon completion of this course, you will possess the ability to perform the following tasks proficiently:

• Use the Data Interpreter, pivots, and splits to effectively prepare data.
• Analyse specific subsets of data by implementing advanced filtering techniques.
• Replace a data source seamlessly while keeping meta data.
• Employ relationship and join calculations to merge tables.
• Create a union by employing a wildcard search.
• Overcome specific challenges associated with blending data.
• Distinguish between various methods of combining data and select the most appropriate method for specific scenarios.
• Use aggregate dimensions in calculated fields.
• Customize table calculations using options provided in the dialog box, and write table calculations in the calculated field editor.
• Apply a FIXED LOD (Level of Detail) calculation.
• Make accurate projections using trend lines and forecasts.
• Establish a parameter that enables users to switch views and analyse measure data effectively.
• Implement marks layers for geographic mapping, and adhere to best practices for selecting an appropriate map type and background layers.
• Enhance dashboards by adding navigation buttons.
• Filter data across multiple sources in dashboards
• Use layout containers to construct professional and efficient dashboards.
• Personalize colour and shape palettes to meet custom branding needs.
• Publish and manage data sources, extracts.
• Create subscriptions and alerts.

In-person. Hands-on. Minimum 3 people. Training material in English. Spoken languages during the courses: English, German, French, Luxembourgish.

Our domain expertise includes Financial Services (Financial Reporting, Investment Funds, Anti-Money Laundering (AML), Know Your Customer (KYC), Investment Policy Compliance), Sales & Marketing (Product Performance Analysis, Market Segmentation Analysis), Customer Service (Support Tickets Analysis), Spatial Analysis (Geocoding, Using maps, ISO standards, NACE code), as well as general country statistics on Demographics, Economics, Housing, and Trade.

From a technical standpoint, we assist our clients in automating the entire data analytics process. This includes data preparation and workflow automation, DWH loading, performance optimization, user access management and permissions, server administration, as well as dashboards and reports automation.

While this training is focused on learning the technical aspects of Tableau Software, we are happy to introduce domain specific use cases and exercises, please contact us in advance to customize the training.