Most Technology Training classes will be delivered online until further notice.
Before each sesson, Tech Training will provide a Zoom link for live online classes, along with any required class materials.
Learning objectives
At the end of this course, you will acquire a deeper understanding of aggregation and granularity, as well as how to leverage LOD calculations and use their power in your analysis. You will also obtain valuable knowledge of several advanced Tableau features related to filtering, dashboard creation, interactivity, and best practices.
Prerequisite:
- Tableau Desktop: Beginner course or equivalent knowledge of the Tableau desktop tool
Topics covered:
Day 1
With Introductions and validating the participant's access to Tableau Desktop and Sample Superstore dataset
Module 1: Reference Lines - 40 mins w\exercises
- Using Reference Lines
- Adding Reference Lines
- Reference Bands
Module 1: Practice Exercises
- Creating a Reference Line
- Reference Line Challenge
Module 2: Using Multiple Measures in View - 40 mins w\exercises
- Names and Values
- Combined Axis Chart
- Practice Exercise - Create a Combines Axis Chart
- Stacked Marks
- Dual Axes
- Visual Cues
Module 2: Practice Exercise
- Dual Access Challenge
Module 3: Creating and Using Maps - 30 mins w\exercises
- Mapping in Tableau
- Navigation and Selection in Maps
Module 3: Practice Exercises
- Airport Mapping
- Airport Mapping part 2
Module 4: Introduction to LOD Calculations - 90 mins w\exercises
- What is Level of Detail
- LOD Expressions
- Fixed LOD
- LOD vs Calculations
- Order of Operation
- Additional Resources on LODs
Module 4: Practice Exercise
- Customer Order Frequency Challenge
- New Customer Acquisition Challenge
Knowledge Test
Day 2
Module 1: Advanced Filtering - 60 mins w\exercises
- Relevant Filters
- Practice Exercise - Relevant Filters
- Context Filters
- Practice Exercise - Context Filters
- Order of Operations for Filtering in Tableau
- Rank Filters
- Practice Exercise - Rank Filters
- Index, Index vs Rank
Module 2: Dashboards/Interactive Dashboards - 80 mins w\exercises
- Layout Types
- Understanding Size
- Understanding Layout
- Understanding Containers
- Design Advice
- MAD Methodology
Module 2: Group Practice Exercise
- Create a Dashboard
Module 3: Best Practices - 30 mins
- Calculations
- Worksheets
- Dashboard Design
Module 4: Visual Analytics - 30 mins w\exercises
- Memory Limits
- Visual Representation
- Patterns vs Numbers
Summary
Knowledge Test
