Tableau Desktop - Advanced Course



Course Details:

Length: 2 days

Price: $1,270/person (USD)

Bundle & Save: View Bundle

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: Yes
(requires trial or license)

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.

 

Course Overview

This course is designed to equip participants with the skills and knowledge they need to develop powerful data visualizations. Through expert instruction, students will learn how to leverage Tableau Prep to tame data, create level-of-detail calculations, use analytics such as trends, clustering, forecasting, and distributions for deeper insights, design custom dashboards, and advanced visualizations, explore geospatial features, integrate Tableau with AI and extensions, understand the Tableau data model and joins/blends, as well as structure messy data to work effectively in Tableau. Participants will gain mastery of the powerful capabilities of Tableau's advanced Desktop features and be able to use them for successful business-related decisions.


Register Early: Registration Deadline is 2 Weeks Prior to Class Start.


Course Notes

Knowledge Prerequisites

Tableau Desktop: Basic

Suggested Follow-Ons

Tableau Desktop: Business Intelligence

Related Certifications

Tableau Desktop: Qualified Associate Certification

Certification Notes: Certification exams are administered by third party testing companies. Our courses prepare you for the certification exam, which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.

 

Course Topics

Taming Data with Tableau Prep (16)
Getting ready to explore Tableau Prep Builder
Understanding the Tableau Prep Builder interface
Flowing with the fundamental paradigm
Using parameters in Tableau Prep Builder
Options for automating flows
Summary

Leveraging Level of Detail (5)
Overview of level of detail
Level of detail calculations
Examples of fixed level of detail calculations
Examples of include level of detail expressions
Example of exclude level of detail calculations
Summary

Viewing Analytics: Trends, Clustering, Distributions and Forecasting (9)
Trends
Explain Data
Clustering
Distributions
Forecasting
Summary

Advanced Visualizations (10)
Advanced visualizations – when and why to use them
Slope charts and bump charts
Waterfall charts
Step lines and jump lines
Sparklines
Dumbbell charts
Unit/symbol charts
Marimekko charts
Animated visualizations
Enhancing analysis with animation
Enhancing data storytelling with animation
Summary

Dynamic Dashboards (11)
Show/Hide buttons
Sheet swapping
Basic principles of sheet swapping
Using sheet swapping to change views on a dashboard
Automatically showing and hiding other controls
Summary

Exploring Mapping and Advanced Geospatial Features (12)
Overview of Tableau maps
Rendering maps with Tableau
Using geospatial data
Leveraging spatial functions
Creating custom territories
Map layers
Tableau mapping – tips and tricks
Plotting data on background images
Summary

Integrating Advanced Features: Extensions, Scripts, and AI (13)
Tableau Dashboard Extensions
Tableau analytics extensions
AI with CRM Analytics (Einstein Discovery)
Summary

Understanding the Tableau Data Model, Joins, and Blends (14)
Explanation of the sample data used in this chapter
Exploring the Tableau data model
Using joins
Using blends
When to use a data model, joins, or blends
Summary

Structuring Messy Data to Work Well in Tableau (15)
Structuring data for Tableau
The four basic data transformations
Overview of advanced fixes for data problems
Summary


Course FAQs

What is the Class Format?

This training is a self-paced eLearning course that you have access to for 6 months after purchase.

What Is the Tableau Data Prep Builder?

Tableau Prep Builder is a powerful tool for transforming raw data into usable insights. It allows users to quickly and easily clean and prepare their data for analysis in Tableau Desktop or Tableau Server. With the Tableau Prep Builder, users can shape, blend, pivot, join, aggregate, filter, and otherwise manipulate their data so that it is ready for analysis.

The interface of the Tableau Prep Builder is intuitive and easy to use, making it an ideal choice for anyone who wants to quickly prepare their data for analysis. Users can get started by selecting “Flows” from the main menu, then dragging and dropping any number of steps into the flow to create a custom data flow. They can then apply various transformations to their data, including filtering and pivoting, so that it is ready for further exploration in Tableau.

The Tableau Prep Builder follows the “fundamental paradigm” of data preparation: cleanse, shape, combine, filter, pivot, and aggregate. This ensures that users can quickly and efficiently prepare their data for analysis. Users can also use parameters in Tableau Prep Builder to automate certain processes within their flows, such as applying filter criteria or pivoting data sets. This helps streamline the process of preparing a data set for further exploration.

Tableau Prep Builder is an easy-to-use and powerful tool for preparing data quickly and efficiently. With its intuitive interface, flexible parameters, and the ability to automate certain processes, Tableau Prep Builder is an ideal choice for anyone who needs to prepare their data for further analysis.

What Is Tableau Level of Detail?

Tableau level of detail (LOD) is a powerful feature that allows users to explore data beyond the standard aggregate calculations. It expands the range of analytics capabilities, allowing deeper insights into your data. With Tableau LOD expressions, you can calculate fields at varying levels of granularity—from individual records to entire sets of aggregates across multiple dimensions.

Tableau level of detail calculations are used to create calculations that can be applied at different levels in your data. By using the LOD expressions, you can identify trends and relationships that wouldn’t have been possible to see if working only with aggregate functions. This means you can gain an understanding of the underlying data and build more accurate models.

Tableau LOD expressions can be used in a variety of ways, from creating more granular calculations to controlling the level of detail across multiple visualizations. This helps you get a more comprehensive view of your data, enabling deeper insights and better decisions.

The syntax for Tableau LOD is straightforward, allowing users with even minimal knowledge of the software to start using this powerful feature. With a few simple steps, users can quickly start taking advantage of the level of detail calculations and make more informed decisions based on their data.

Tableau LOD is an essential tool for data analysis, helping you extract meaningful insights from your data and make better business decisions.

What Are Tableau Trends, Clustering, Distributions and Forecasting?

Tableau trends are the main way to gain insight and understanding of data. Tableau's interactive visuals allow users to quickly analyze the data and recognize patterns, allowing for easy comparison of different sets of data. Clustering is a process used in Tableau that helps uncover even more patterns within the data. It divides up similar components of information into groups or clusters, which can be helpful when looking for relationships between different variables. Distributions help users to explore the spread and shape of their data in detail, indicating whether it follows a particular pattern or not. Tableau's forecasting tool makes predictions about future trends based on the current state of data. The forecasting tool allows users to quickly identify trends, anticipate future performance, and make data-driven decisions. This tool provides valuable insights into different aspects of their data, helping users make sound business decisions.

Tableau is a powerful and versatile tool that helps turn complex data into actionable insights. With the right techniques, Tableau's interactive visuals enable users to better understand their data and develop strategies to improve their business. Trends, clustering, distributions, and forecasting are some of the key features that help users gain an understanding of their data in Tableau. These features provide valuable insights into different aspects of their data, enabling them to make informed business decisions.

What Are Advanced Tableau Visualization Enhancements?

Advanced Tableau visualizations can help to effectively communicate insights and provide a deeper analysis of your data. These visuals offer a wide range of features, making it easy to compare trends and variances over time or to show relationships between sets of data.

One type of advanced visualization is the slope chart. This chart allows you to visualize changes in value over time and can be useful to identify changes in trends. Bump charts are similar to slope charts, however, they are used to compare differences between two or more series of data. Both charts offer the ability to easily spot shifts in performance from one period to another.

Waterfall charts show how a cumulative sum progresses from start to finish. Step lines and jump lines show changes in values between points over time, while sparklines are small, single-line charts that can be used to quickly compare performance between different series of data.

Unit/symbol charts are also a popular advanced visualization option, allowing users to display proportions with dots or symbols instead of bars or columns. Marimekko charts are a type of stacked area chart that can be used to display multiple series of data and compare proportions within a category.

Animated visualizations provide another way to enhance analysis. Animations allow users to quickly spot patterns over time and compare different sets of data with ease. They also help to make data storytelling more engaging and can provide a more interactive experience for viewers.

Advanced Tableau visualizations offer numerous benefits to analysis and data storytelling. With their enhanced features, they make it easier to compare trends over time, spot variances in performance, and engage viewers with dynamic content.

What Are Tableau Dynamic Dashboards?

Tableau dynamic dashboards are a powerful tool for creating interactive, data-driven visualizations. Through the use of show/hide buttons and sheet swapping, users can quickly make changes to the dashboard views to explore different datasets and uncover insights.

Show/Hide buttons allow users to hide or reveal objects (such as charts, maps, and images) on a dashboard. Using this feature, users can set up their dashboards with multiple tabs or sheets of data that are hidden from the initial view but can be revealed with the click of a button.

Sheet swapping is another useful tool for creating dynamic visuals. It works by allowing users to swap open one sheet for another on a dashboard. This way, users can swap out the data being used in a chart or map to explore different datasets and uncover new insights.

To better understand the basics of sheet swapping, it is important to keep in mind the three main concepts: sheet tabs, sheet objects, and object containers. Sheet tabs are menus that allow users to switch from one sheet to another. Sheet objects are the visuals, such as charts and maps, that appear on the dashboard. The object containers are the boxes where these visuals reside; they must be set up before a user can swap in new sheets.

Once a user is familiar with the basics of sheet swapping, they can then use it to change the view of a dashboard. This way, users can quickly explore different datasets and use show/hide buttons to reveal or hide other controls on the dashboard.

Tableau dynamic dashboards are an incredibly useful tool for creating interactive data visualizations that quickly uncover insights from multiple datasets. By combining shows/hide buttons with sheet swapping, users can quickly switch between different datasets to gain an in-depth understanding of their data.

This feature is incredibly powerful for businesses and organizations that rely on data-driven insights to make decisions. With dynamic dashboards, they can easily explore different datasets and uncover new insights without having to re-create the entire dashboard each time.

What Are Tableau Mapping and Geospatial Features?

Tableau mapping and geospatial features provide an efficient way for users to visualize their data. Tableau maps allow users to render geographical data with a few clicks, allowing them to quickly explore patterns and trends in the data. By leveraging geospatial features, users can gain insight into their data in entirely new ways.

Tableau offers a variety of features to enhance the user's mapping experience. These include using geospatial data, leveraging spatial functions, creating custom territories and map layers, as well as plotting data onto background images. By utilizing Tableau’s advanced mapping capabilities, users can quickly gain an understanding of their data about space and geography.

The Tableau mapping feature provides users with a selection of settings to customize the map visualization. Users can choose from various basemaps, including road maps, aerial views, and terrain maps. They can further add layers of point data onto their map by connecting it to external geospatial sources. Tableau also offers control over color palettes which helps users make their data easier to interpret.

Tableau also provides users with a suite of spatial functions that can help them further analyze their data. Spatial functions such as generating Voronoi diagrams and calculating distances between points allow users to discover more patterns in the data. Tableau’s custom territories feature allows users to define areas on the map that are meaningful to them, such as city boundaries or regional divisions.

To further enhance the map visualization, users can also plot data onto background images. By connecting an image to their geospatial data, they can gain insight into how the two correlate with each other over a given area. This provides an effective way of visualizing complex data about geography.

Tableau mapping and geospatial features enable users to quickly understand their data about space and geography. By leveraging these advanced mapping capabilities, users can discover patterns and trends in the data which were previously hidden from view. This helps them gain deeper insights into their data and unlock new possibilities.

What Are Tableau Extensions, Scripts and AI Features?

Tableau extensions are an essential part of Tableau, allowing users to customize their dashboards and analytics. Extensions allow you to extend the capabilities of your Tableau dashboard beyond what is already available in the software. By leveraging extensions, you can add web content, custom tools, additional visualizations, and more to create a unique experience for analyzing data.

Tableau analytics extensions are a powerful way to extend the reach and capability of your Tableau dashboards. With these extensions, you can create more detailed visualizations, perform additional calculations, analyze data from external sources, and more. This allows you to get even more out of your data analysis and gain greater insight into your data.

AI with CRM Analytics (Einstein Discovery) takes analytics to the next level. This powerful technology allows you to combine machine learning and predictive analysis with your customer relationship management data, allowing you to identify patterns in your customer behavior that weren't previously visible. With AI-powered CRM analytics, you can get a deeper understanding of your customers and how your business is performing. AI with CRM Analytics can help you make better decisions, drive more efficiency and increase customer satisfaction. With the power of Tableau at your fingertips, you can use these tools to their fullest potential and get the most out of your data analysis.

Tableau is an incredibly powerful tool for data analysis and visualization, and its extensions, scripts, and AI features make it even more powerful. By leveraging these capabilities, you can get the most out of your data analysis and gain greater insight into your business.

What Are Tableau Joins, Blends and the Data Model?

Tableau joins, blends and the data model are integral tools for connecting disparate datasets in Tableau. The data model is a container that stores all of the tables, fields, and relationships between those tables. Within this model, joins link together different datasets while blends combine data from multiple sources into one unified view.

When deciding which method to use, the best choice is often determined by what type of analysis you are trying to perform. Joins are useful for connecting multiple tables with a common field and can be used to answer questions such as “How do sales from one region compare to another?” Blends are better suited for visualizing relationships between two different datasets, such as when examining the correlation between product sales and customer demographics.

The Tableau data model provides a powerful way to combine multiple data sources, allowing users to gain a deeper understanding of their data. Joins and blends are essential tools that allow users to create meaningful connections between datasets, enabling them to ask more complex questions and uncover valuable insights. By understanding how to use the data model, joins, and blends effectively, users can take full advantage of Tableau's powerful analytics capabilities.

By leveraging the data model, joins, and blends in Tableau, users are better equipped to identify meaningful connections between different datasets and unlock even greater insights from their data. These methods allow users to quickly and easily combine data from multiple sources and build more powerful visualizations than ever before. By understanding how to effectively use these tools, users can unlock the full potential of their data and gain a deeper understanding of their business.

What Are Tableau Data Transformation Techniques for Messy Data?

Tableau is a powerful data analytics tool that allows users to transform messy data into meaningful insights quickly and effectively. To make the most of Tableau’s capabilities, it’s important to understand the different data transformation techniques used by Tableau. By understanding these techniques and how they can be applied, you will be able to extract maximum value from your data.

Tableau offers four basic data transformation techniques: reshaping, enrichment, integration, and generation.

Reshaping is the process of transforming a dataset “as-is” into another format that better meets Tableau’s requirements for analysis. This includes tasks such as pivoting columns to rows, adding and removing columns, combining multiple tables into one dataset, and reformatting numbers.

Enrichment is the process of supplementing existing datasets with additional information from external sources. This includes tasks such as appending demographic data to customer records or enriching product data with pricing information.

Integration involves combining multiple datasets into a single source for analysis. This includes tasks such as merging customer and sales records, joining web analytics data with user profiles, and combining financial statements with market data.

Generation involves creating new datasets from existing ones. This includes tasks such as aggregating transaction data to generate monthly totals or creating new metrics by combining existing fields.

By understanding and using the four basic data transformation techniques supported by Tableau, you can ensure that your data is correctly formatted for analysis. This will help you to get the most out of Tableau’s powerful analytics capabilities.







Related Tableau Information:

How Much Does Tableau Training Cost?

Public Tableau instructor led training prices start at $1,240 per student. Group training discounts are available for corporate team Tableau learning courses.

Self-Paced Tableau eLearning cost is $400 at the starting point per student. Group purchase discounts are available to reduce the Tableau eLearning price.

What Tableau Skills Should I Learn?

A: If you are wondering what Tableau skills are important to learn, we've written a Tableau Skills and Learning Guide that maps out Tableau skills that are key to master and which of our courses teaches each skill.

Read Our Tableau Skills and Learning Guide

What Are the Basics of Learning Tableau and Obtaining Tableau Certification?

A: Tableau’s popularity and importance as a data visualization tool makes knowledge of this program one of the most sought-after skills by employers. While training may cost hundreds of dollars or more, taking a formal course that lasts just a few days can impart students with valuable data analysis skills that can increase a business’s bottom line and an employee’s paycheck. Obtaining Tableau certification can be a time-intensive process, but it can pay dividends by increasing an employee’s value in the workplace and cementing their reputation as a part of the growing business intelligence industry.

More Information on Learning Tableau and Earning Certification

How Can Using Tableau Benefit a Business?

A: For employees and entrepreneurs who want clear business insights, Tableau is the perfect solution. With Tableau, users can collect and analyze data from several different sources and transform it into visuals that will help them understand the current state of their business and its future. This analyzed data provides key insights, identifies trends, and forecasts patterns in service to optimize business operations. The software's accessibility means that individuals without formal training can use it, but novices are still advised to enroll in instructor-led courses to help them fully understand the program's features.

More Information on What Tableau Can Do for a Business

Who Uses Tableau and Why?

A: As a renowned piece of data visualization software, Tableau is mostly used by individuals who need to interpret large amounts of data, identify trends and patterns, and turn them into digestible visuals. Many times, data analysts, data scientists, and senior executives use the software to perform business intelligence tasks, though anyone with basic training may be able to produce visualizations using the program. Tableau makes it easy to use visuals to gain instant business insights and take immediate action. Instructor-led classes can help novices easily learn how to work with Tableau.

More Information on Who Uses Tableau and Why

How Can I Learn Tableau?

A: When learning Tableau, students have a variety of educational resources to choose from, but the best way to learn Tableau is usually to get hands-on practice with the software. Experience with data analysis software, prior coursework in math, statistics, and programming, and referencing books and tutorials can facilitate understanding the software. Obtaining advice from experts in the Tableau community can also promote mastery. Beginners, however, are encouraged to sign up for instructor-led classes so that they can have the chance to fully understand both raw data and how to transform it into visuals using the software.

More Information on the Best Way to Learn Tableau

What Career Opportunities Exist for Employees With Tableau Skills?

A: Career opportunities for those who know how to use Tableau are plentiful and will continue to increase as more companies rely on data to make business decisions. Employees with Tableau skills can expect to qualify for a number of different jobs, including various types of data-reliant analysts, developers, managers, and consultants. While Tableau skills are in high demand, obtaining an official Tableau certification can set job applicants apart from other candidates. To hone your Tableau skills and prepare for certification exams, it's a good idea to enroll in instructor-led training courses.

More Information on Career Opportunities for Employees With Tableau Skills

How many days it will take to learn Tableau?

A: The answer to this question depends on a number of factors, including your prior experience with data visualization and your natural ability to pick up new software. That said, most people who complete a Tableau training course should be able to use the software confidently within a few days. However, it may take longer to become a Tableau expert, depending on how much time you dedicate to learning the tool.

Certstaffix Training offers a series of 2 day instructor-led Tableau courses and a self-paced Tableau eLearning bundle. Browse our Tableau courses now.

What is the best way to learn Tableau?

A: There is no one-size-fits-all answer to this question, as the best way to learn Tableau will vary depending on your learning style and objectives. However, some Tableau learners may find it helpful to start with an online course or tutorial, while others may prefer to jump right in and begin exploring Tableau on their own. Whichever approach you take, be sure to make use of Tableau's extensive online resources, including the Tableau Community forums and Knowledge Base. You can also find a number of Tableau user groups around the world where you can connect with other Tableau enthusiasts and learn tips and tricks from more experienced users.

Certstaffix Training offers a variety of Tableau training courses, both online and in-person for groups. Our instructors are Tableau experts with years of experience teaching the software. We offer beginner to advanced courses, as well as classes specifically tailored to business users and data analysts. In addition to our live courses, we also offer on-demand video training and eLearning modules that you can access at any time.

Does Tableau require coding?

A: Tableau is a powerful data visualization tool that doesn't require any coding to get started. However, like with any tool, there is a learning curve involved in getting the most out of Tableau. For people who want to take their Tableau skills to the next level, there are many online Tableau training courses available that can teach you how to use Tableau's more advanced features. Tableau is a great tool for anyone who wants to quickly and easily create beautiful data visualizations.

What are the top Tableau skills?

A: Tableau skills are in high demand as organizations increasingly adopt data visualization tools to make better business decisions. As a result, individuals with strong Tableau skills can command a premium in the job market.

Some of the most important Tableau skills include the ability to:

Top Tableau Skills

1. Quickly and easily connect to data sources

2. Manipulate data to generate useful insights

3. Create visually appealing and informative dashboards

4. Share dashboards with colleagues and decision-makers

5. Stay up-to-date on new features and capabilities of the software

Organizations that are looking to get the most out of their investment in Tableau will want to seek out employees who possess these skills. Those who can effectively use Tableau to find and communicate insights from data can be a valuable asset to any company.

Where Can I Learn More About Tableau?

Tableau Blogs

Tableau User Groups

Tableau Online Forums

Explore Tableau Training Classes Near Me:

Certstaffix Training provides Tableau classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Tableau concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Tableau skills. Start learning today and see how Certstaffix Training can help you reach your goals.

Explore Tableau Training Classes Near Me:

Certstaffix Training provides Tableau classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Tableau concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Tableau skills. Start learning today and see how Certstaffix Training can help you reach your goals.

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