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Tableau Desktop II Intermediate (TTDTAB007)

Transform your dashboards from basic to brilliant using advanced interactivity, design principles, and filtering techniques.

This intermediate course is built upon Tableau Fundamentals. You will learn advanced data connections, calculations, chart types, sets, parameters, and dashboard design. You will apply intermediate techniques to build more powerful, interactive analyses.

GK# 101071 Vendor# TTDTAB007
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Who Should Attend?

  • Data analysts
  • Business intelligence developers
  • Professionals expanding Tableau expertise

What You'll Learn
  • Connect to multiple data sources and use joins/unions/relationships
  • Optimize performance with extracts
  • Write calculations and use Level of Detail (LOD) expressions
  • Use advanced chart types and comparisons
  • Leverage sets, parameters, and table calculations
  • Design dashboards with interactivity and best practices

Course Outline
  1. 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
  2. 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
  3. Data Extracts
    • Use Data Extracts
    • Configure and Run an Extract
    • Distinguish Between Logical and Physical Table Extracts
  4. Tableau Calculations
    • Understand Where Calculations Occur
    • Create and Edit Calculated Fields
    • Build Calculations and Aggregations
    • Aggregate Dimensions in Calculations
    • Join Calculations
    • Define Level of Detail (LOD) Expressions
  5. Measure Comparisons
    • Compare Two Measures (Bar in Bar Chart)
    • Assess Progress Toward a Goal (Bullet Graph)
    • Use Reference Lines
    • Build Reference Bands
  6. Distribution Views
    • Build Bins and Histograms
    • Generate Box and Whisker Plots
  7. 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
  8. Parameter Creation and Usage
    • Use Parameters
    • Define Parameters and Filters
    • Harness Parameters with Reference Lines
  9. 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
  10. 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
    • Tableau Desktop installed
    • Access to sample datasets
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Prerequisites

Completion of Tableau Desktop I or equivalent experience