Next Level Tableau Course Details:

This course is geared for experienced Tableau users who want to advance their skills to the next level and become a Power User. You will learn the tips and tricks within Tableau that will accelerate your day to day tasks.

    No classes are currenty scheduled for this course.

    Call (919) 283-1653 to get a class scheduled online or in your area!

Introduction and Getting Started

  • Why Tableau? Why Visualization?
  • The Tableau Product Line
  • Level Setting – Terminology
  • Getting Started – creating some powerful visualizations quickly
  • Review of some Key Fundamental Concepts

Filtering, Sorting, and Grouping

  • Filtering, Sorting, and Grouping are fundamental concepts when working with and analyzing data
  • Advanced options for filtering and hiding
  • Understanding your many options for ordering and grouping your data: Sort, Groups, Bins, and Sets
  • Understanding how these options inter-relate

Working with Data

  • Learn the difference between joining and blending data, and to do each
  • Consider the implications of working with large data sets, and options for when and how to work with extracts and the data engine.
  • Investigate best practices in “sharing” data sources for Tableau Server users.
  • Data Types and Roles
    • Dimension versus Measures
    • Data Types
    • Discrete versus Continuous
    • The meaning of pill colors
  • Database Joins
  • Data Blending
  • Working with the Data Engine / Extracts and scheduling extract updates
  • Working with Custom SQL
  • Adding to Context
  • Switching to Direct Connection
  • Building meta data via shared Data Source connections
  • Performance considering and working with big data
  • OLAP considerations

Working with Calculated Data and Statistics

  • Understand the intricacies of manipulating data within Tableau
    • A Quick Review of Basic Calculations
    • Arithmetic Calculations
    • String Manipulation
    • Date Calculations
  • Quick Table Calculations
  • Custom Aggregations
  • Custom Calculated Fields
    • Logic and Conditional Calculations
    • Conditional Filters
  • Advanced Table Calculations
    • Understanding Scope and Direction
    • Calculate on Results of Table Calculations
    • Complex Calculations
    • Difference From Average
    • Discrete Aggregations
    • Index to Ratios
  • Understanding where Calculations Occur
    • Statistics
    • Reference / Trend Lines
    • Statistical Calculations
    • Summary Stats
    • Cohort Analysis
  • Working with Dates and Times
    • Continuous versus Discrete Dates
    • Dates and Times
    • Reference Dates

Advanced Mapping

  • Learn the intricacies of working with the mapping function within Tableau including working with custom geographies and geo-coding, working with an alternate WMS server, and spatially visualizing non-geographic data
  • Fundamentals Review: Building basic maps
    • Fixing geographies
    • Geographic Fields
    • Map Options
  • Built-in Demographics / Layering
  • WMS – working with a Web Map Service
  • Importing Custom Geographies
  • Assigning Geographies to Non-Geographic fields
  • Distance Calculations
  • Spatially Visualizing non-Geographic Data using background images and geo-coding

Working with Parameters

  • How to use parameters to modify our title, create What-If analysis, etc.
  • Parameter Basics
    • Data types of parameters
    • Using parameters in calculated fields
    • Inputting parameter values and parameter control options
  • Advanced Usage of Parameters
    • Using parameters for titles, field selections, logic statements, and Top X

Building Advanced Chart Types and Visualizations / Tips and Tricks

  • Create chart types and visualizations that may be less obvious in Tableau, as well as more common tips and tricks / techniques to assist customers in
  • solving more complex problems
  • Bar in Bar
  • Box Plot
  • Bullet Chart
  • Custom Shapes
  • Gantt Chart
  • Heat Map
  • Pareto Chart
  • Spark Line
  • KPI Chart

Best Practices in Formatting and Visualizing

  • Formatting Tips
    • Drag to Legend
    • Edit Legend
    • Fill 100% Black Line
    • Highlighting
    • Labeling
    • Legends
    • Working with Nulls
    • Table Options
    • Annotations and Display Options
    • Introduction to Visualization Best Practices

Building Better Dashboards

  • How to build effective and interactive applications via dashboarding
  • Interactive Dashboards
    • Quick Filters
    • Dashboard Objects
    • Filter Actions
    • Highlighting and Actions
    • Performance
    • Publish to Web
    • Zones
  • Guided Analytics
    • Cascading Filters
    • Highlighting
    • Quick filter Options
    • Select then See Visual
    • Self-populating Dashboards
    • Shortcuts
    • URL Actions

Overview – Working with Tableau Server

  • Publishing to Tableau Server – Overview of publishing, scheduling and security options
  • Tableau Server Usage – Interacting with Published Visualizations

*Please Note: Course Outline is subject to change without notice. Exact course outline will be provided at time of registration.

Join an engaging hands-on learning environment, where you’ll learn to:

  • Build advanced chart types and visualizations
  • Build complex calculations to manipulate your data
  • Work with statistics and statistical techniques
  • Work with parameters and input controls
  • Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data
  • Implement all options in working with data: Joining multiple tables, data blending, performance considerations, working with the Data Engine, sharing your connections as meta data, and understand when to implement which connection method
  • Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices
  • Implement many efficiency tips and tricks
  • Understand the basics of Tableau Server and other options for sharing your results

This course has a 50% hands-on labs to 50% lecture ratio with engaging instruction, demos, group discussions, labs, and project work.


This course is about 50% hands-on lab and 50% lecture, with multiple practical exercises designed to reinforce core skills and concepts taught throughout the course.  Students will be led through a series of progressively advanced topics, where each topic consists of lecture, group discussion, hands-on lab exercises, and lab review. This course is “skills-centric”, designed to train attendees in essential Tableau data handling functions and reporting skills, coupling the most current, effective techniques with the soundest practices.

Before attending this course, you should have a deep understanding of the fundamental concepts of building worksheets and dashboards.

Experienced Tableau users seeking to learn more advanced capabilities.

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