Course objectives
After completing this course, students will be able to:
- Master advanced calculations: Utilize table calculations, level-of-detail (LOD) calculations, and custom SQL to extract deeper insights from data.
- Create complex visualizations: Build interactive dashboards with advanced charts, maps, and data storytelling techniques.
- Optimize performance: Identify and address performance bottlenecks to ensure efficient dashboard delivery.
- Implement best practices: Apply industry-standard best practices for data preparation, visualization, and dashboard design.
- Leverage advanced data blending techniques: Combine data from multiple sources to create comprehensive analyses.
- Automate workflows: Use Tableau Server and Tableau Prep to streamline data preparation and distribution.
Course outlines
- Module 1: Advanced Calculations
- Table calculations: Running totals, percent of total, rank, percentile, and more
- Level-of-detail (LOD) calculations: FIXED, INCLUDE, and EXCLUDE calculations
- Custom SQL: Integrating SQL queries into Tableau for complex data manipulation
- Module 2: Complex Visualizations
- Advanced charts: Waterfall charts, Gantt charts, and custom visualizations
- Maps: Geospatial analysis, custom maps, and advanced map layers
- Data storytelling: Creating compelling narratives with interactive dashboards and stories
- Module 3: Performance Optimization
- Understanding Tableau's performance engine
- Identifying and resolving performance bottlenecks
- Optimizing data sources, calculations, and visualizations
- Leveraging Tableau Server for efficient data delivery
- Module 4: Best Practices
- Data preparation best practices: Cleaning, formatting, and blending data
- Visualization best practices: Effective use of color, size, and shape
- Dashboard design best practices: Layout, interactivity, and storytelling
- Security and governance best practices: Protecting sensitive data and ensuring data quality
- Module 5: Advanced Data Blending
- Understanding data blending concepts: Joins, unions, and custom SQL
- Creating complex data blends: Combining multiple data sources with different granularities
- Resolving data blending challenges: Handling data conflicts and performance issues
- Module 6: Automation with Tableau Server and Tableau Prep
- Tableau Server administration: User management, permissions, and scheduling
- Tableau Prep: Data cleaning, shaping, and blending
- Automating workflows: Scheduling tasks, creating alerts, and integrating with other tools