Tableau Training

• Filtering, Sorting and Grouping are fundamental concepts when working with and analyzing data. We will briefly review these topics as they apply to Tableau:
• Advanced options for filtering and hiding
• Understanding your many options for ordering and grouping your data: Sort, Groups, Bins, Sets
• Understanding how all of these options inter-relate

WORKING WITH DATA:

In the Fundamentals class, we accepted the data for what it is. (With a basic overview of blending and joining data and working with the data engine). In the Advanced class, we will understand the difference between joining and blending data, and when we should do each. We will also consider the implications of working with large data sets and consider options for when and how to work with extracts and the data engine. We will also 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 colours
• Database Joins
• Data Blending
• Working with the Data Engine/Extracts
• Scheduling extract updates
• Working with Custom SQL
• Adding to Context
• Switching to Direct Connection
• Building metadata via shared Data Source connections
• Performance considering and working with big data
• OLAP considerations overview

WORKING WITH CALCULATED DATA AND STATISTICS:

In the Fundamentals Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those concepts to 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: