This 2-day Tableau Desktop intermediate course is designed for the professional who has a solid foundation with Tableau and is looking to take it to the next level. Attendees should have a good understanding of the fundamental concepts of building Tableau worksheets and dashboards.

At the end of this course, you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly.

The Tableau Desktop Analyst training course is aimed at people who are used to working with MS Excel or other Business Intelligence tools and who have preferably been using Tableau already for basic reporting.

Topics covered include:

Recap on what I should already know

• Query Sequence
• Charts & Dashboard Revision
• Measure Values and Measure Names
• Dates

What Ways Can I Connect To My Data?

• Building and editing re-usable Data Source Connections
• Introduction to the different Data Connection types
• How to join tables and the different join types
• Integrating data with cross-database Joins
• Combine data with different granularity - Data Blending
• How to blend data sources
• Appending rows from different tables using Unions

How Do I Create (Defined or Calculated) Subsets of my Data?

• How do I create, use and combine Sets?
• How do I show the Top X after applying a filter?

How Do Calculations Work And What Is LOD?

• Calculated fields vs Table Calculations
• How to create Calculated Fields
• Using Calculations as Join clauses for Tables
• Row level vs Aggregate Calculations
• Fixing "Cannot mix aggregate and non-aggregate" errors
• Changing the Level of Detail (LOD) of calculations - what, why and how

How Can I Define Table Calculations?

• What are Table Calculations?
• Scope and Direction of Table Calculations
• Using a Specific Dimension in a Table Calculation
• Statistical Analysis using Table Calculations

How Can I make Things Dynamic with Parameters?

• Where and how can I use Parameters?
• Combining Parameters with Reference Lines
• Combining Parameters and Filters

How Do I Create snapshots of my data with Data Extracts?

• Creating and running Data Extracts

How Do I Compare Progress between measures?

• Compare measures using a Bar-in-Bar Chart
• Compare progress towards a goal using a Bullet Graph

How Do I Customise Maps and Use Images?

• Map options
• Customising Map layers
• Correcting Geocode locations
• Using your own images for spatial analysis
• Using external files for mapping geometric boundaries

How Is My Data Distributed?

• Creating Bins and Histograms
• Creating a Box and Whisker Plot

How Can I See and Use Trends In My Data?

• How do I add Trend Lines to my data?
• How can I quickly analyse my data?
• How can I extend my data with a Forecast?

Improving Dashboards and Telling Data Stories

• Designing and building your dashboard
• Dashboard Best Practices
• Enabling users to ask questions
• Visual Best Practices
• Conveying data-driven Stories

This training course includes over 25 hands-on exercises to help participants "learn by doing" and to assist group discussions around real-life use cases.

What people are saying about this course:

"I would definitely recommend taking this course if you have a working knowledge of Tableau. Even the little tips Steve explains will make using Tableau a lot easier. Looking forward to putting what I've learned into practice." Aron F., Grove & Dean.

"Steve is an excellent teacher and has a vast knowledge of Tableau. I learned a huge amount over the two days that I can immediately apply at work." John B., Mporium.

"Steve not only provided a comprehensive explanation of the content of the course but also allowed time for discussing particular business issues that participants may be facing. That was really useful as part of my learning process." Juan C., Financial Conduct Authority.

"Course was fantastic and completely relevant to the work I am doing with Tableau.  I particularly liked Steve's method of teaching and how he applied the course material to 'real-life' use-cases." Richard W., Dashboard Consulting Ltd.

"This course was extremely useful and excellent value. It helped me formalise my learning and I have taken a lot of useful tips away which will help me in everyday work." Lauren M., Baillie Gifford.

The course starts at 09:30 on the first day and ends at 17:00. On the second day, the course starts at 09:00 and ends at 17:00. A comprehensive training manual is provided together with a USB with all the materials required for the training. 

Students must bring their own laptop with an active version of Tableau 10.5 (or later) pre-installed.

Please contact the organiser for not-for-profit pricing options.