Tableau Intermediate Training Course

Recommended- attendance on the Tableau Fundamentals course (or similar level of experience)

Tableau helps people see and understand data.

1. Connecting to datasources

   • Loading data into Tableau
   • Combining data tables – join
   • Combining data from different sources– merge
   • Extracting data to Tableau format
   • SQL queries
   • Managing data
   • Renaming data
   • Creating parameters (workbook variables)
   • Metadata

2. Effective visualisations

   • What makes a good visualisation
   • Choosing the right chart
   • The role of colour in data storytelling
   • How to avoid misleading your audience
   • Best practices

3. Calculations

   • Arithmetic calculations
   • Working with strings
   • Operations on dates and time
   • Array calculations
   • Conditional and logical expressions
   • Conditional filtering

4. Processing Array Data

   • Difference between Excel and Tableau
   • Processing arrays in Tableau
   • Writing custom SQL statements

5. Statistics

   • Adding reference and trend lines
   • Calculating descriptive measures
   • Subtotals
   • Aggregation and disaggregation
   • Forecasting

6. Building effective dashboards

   • Combining visualizations
   • Formatting dashboards
   • Adding filters and actions to create interactive dashboards
   • Making an aesthetically pleasing dashboard
   • Best practices for creating dashboards

7. Sharing dashboards

   • Publish to Tableau Reader
   • Publish to Tableau Server
   • Publish to PDF