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Tableau Desktop II | Intermediate

Explore Intermediate Tableau Desktop Skills to Move from Simple to Complex Visualizations and Create Interactive Dashboards

Geared for experienced Tableau users, Intermediate Tableau | Tableau Desktop II is a two-day, lab intensive hands-on course that provides participants with the skills required to move from simple to complex visualizations, and to combine them in interactive dashboards.

NOTE: The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.

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Who Should Attend?

Tableau Experienced Users

What You'll Learn

This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  

Working in a hands-on learning environment led by our expert facilitator, students will:

  • Understand Tableau terminology
  • Use the Tableau interface / paradigm to effectively create powerful visualizations
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
  • Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations
  • Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
  • Handle changes in data source such as field addition, deletion or name changes.
  • Share visualizations with others.
  • Combine visualizations into Interactive Dashboards and publish them to the web.
  • Represent data using the following visualization types:
  • Cross tabs
  • Heat maps
  • Distribution charts
  • Tree maps
  • Pie charts and bar charts
  • Dual axis and combo charts with different mark types
  • Box plots
  • Highlight tables
  • Scatter plots

Course Outline
  1. Simplifying and Sorting Your Data
  • Data Filtering
  • Creating Date Filters
  • Sorting
  1. Organizing Your Data
  • Using Groups
  • Creating and Using Hierarchies
  1. Slicing Your Data by Date
  • Working with Dates in Tableau
  • Using Discrete Date Parts
  • Defining a Fiscal Year
  • Creating Custom Dates
  1. Using Multiple Measures in a View
  • Using Measure Values and Measure Names in a View
  • Combo Charts
  • Combined or Shared Axis Charts
  • Creating Dual Axis Charts
  1. Showing the Relationship between Numerical Values
  • Creating Scatter Plots
  • Using Sets
  1. Viewing Specific Values
  • Creating Heat Maps
  • Creating Crosstabs
  • Creating Highlight Tables
  • Grand Totals, Sub-Totals, and Changing Aggregation
  1. Customizing Your Data
  • Calculation Types
  • Parts of a Calculated Field
  • Options for Creating Calculated Fields
  • Strings, Dates, and Type Conversion Functions
  • Calculations and Aggregations
  1. Analyzing Data with Quick Table Calculations
  • Using Quick Table Calculations
  1. Showing Breakdowns of the Whole
  • Pie Charts and Parts of the Whole
  • Creating Tree Maps
  1. Viewing Distributions
  • Bins and Histograms
  • Box and Whisker Plots
  1. Making Your Views Available
  • Building Dashboards
  • Dashboard Actions
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Labs Outline

This hands-on course focuses on ‘learning by doing’, combining expert lecture, practical demonstrations and group discussions with plenty of machine-based real-world programming labs and exercises. Student machines are required.

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Prerequisites

This is an Intermediate level Tableau course geared for experienced Tableau users who wish to leverage Tableau’s more advanced capabilities.

Follow-On Courses

Please see our detailed Tableau Training Suite list of offerings for the complete Tableau, reporting and analytics course list, skills map and suggested learning paths.