Course Code: 9855

Mastering Tableau

Class Dates:
2 Days
Class Time:
Instructor-Led Training, Virtual Instructor-Led Training


  • Course Overview
  • In this 2 day class you will learn how to use business intelligence (BI) tools used to solve BI and analytics challenges. You will master Tableau's features and offerings in various paradigms of the BI domain.

    The popular Mastering Tableau series, with new features, examples, and updated code. The class covers essential Tableau concepts and its advanced functionalities. Using Tableau Hyper and Tableau Prep, you’ll be able to handle and prepare data easily. You’ll gear up to perform complex joins, spatial joins, union, and data blending tasks using practical examples. Following this, you’ll learn how to perform data densification to make displaying granular data easier. Next, you’ll explore expert-level examples to help you with advanced calculations, mapping, and visual design using various Tableau extensions.


Course Details

  • Getting Up to Speed - A Review of the Basics
  • Getting Up to Speed - A Review of the Basics
  • Creating worksheets and dashboards
  • Connecting Tableau to your data
  • Connecting to Tableau Server
  • Connecting to saved data sources
  • Measure names and Measure Values
  • Three essential Tableau concepts
  • Exporting data to other devices
  • All About Data - Getting Your Data Ready
  • All About Data - Getting Your Data Ready
  • Understanding Hyper
  • The Tableau data handling engine
  • Hyper takeaways
  • Data mining and knowledge discovery process models
  • CRISP-DM phases
  • Focus on data preparation
  • Surveying data
  • Cleaning the data
  • Tableau Prep Builder
  • Tableau Prep
  • Connecting to data
  • The Tableau Prep GUI
  • Prepping data
  • Cleaning data
  • Unions and joins
  • Aggregating
  • Pivoting, Scripting
  • Additional options with Tableau Prep Builder
  • Insert flow, Incremental refresh, Tableau Prep Conductor
  • Exporting Data
  • All About Data - Joins, Blends, and Data Structures
  • Relationships
  • Joins, Join culling, Snowflaking, Join Calculations, Spatial Joins
  • Unions, Blends
  • Exploring the order of operations
  • Introducing scaffolding
  • Understanding data structures
  • Table Calculations
  • Introducing functions
  • Directional and non-directional table calculations
  • Exploring each unique table calculation function
  • Lookup and Total, Previous Value, Running, Window, First and Last, Index, Rank, Size
  • Application of Functions
  • Building a playground
  • Partitioning and addressing with one dimension
  • Partitioning and addressing with two dimensions
  • Partitioning and addressing with three dimensions
  • All About Data - Data Densification, Cubes and Big Data
  • Using the OData connector
  • Introducing data densification
  • Domain completion, Deploying domain completion,
  • The Usefulness of domain completion
  • Removing unwanted domain completion
  • Domain Padding, Deploying domain padding
  • Problems of domain padding
  • Working with cubes
  • Data blending for continuous months, Data blending for hierarchies, aliasing, and grouping
  • Tableau and Big Data, Addressing Excel's row limitation
  • Massively parallel processing, Building a visualization with Google BigQuery
  • Level of Detail Calculations
  • Introducing LOD calculations
  • Playground I:FIXED and EXCLUDE, setting up the workbook, Understanding FIXED, Table-scoped expressions
  • Playground II: INCLUDE, Setting up the workbook, Understanding INCLUDE
  • Building practical applications with LODs
  • Using the LOD calculation FIXED
  • Using the LOD calculation INCLUDE
  • Using the LOD calculation EXCLUDE
  • Beyond the Basic Chart Types
  • Improving popular visualizations
  • Bullet graphs, Using bullet graphs, beyond the basics
  • Pies and donuts, on maps, beyond the basics
  • Pareto charts, Using Pareto charts, beyond the basics
  • Custom background Images, Creating custom polygons,,
  • Drawing a square around Null Island, Creating an interactive bookshelf using polygons
  • Analyzing a game of chess in Tableau
  • Creating an SVG file in Tableau, Creating a grid
  • Using a grid to generate a dataset, Visualizing a chess game
  • Creating polygons on a background image
  • Tableau extensions
  • Using Show me More, Einstein Discovery
  • Mapping
  • Extending Tableau's mapping capabilities without leaving Tableau
  • Creating custom polygons, Polygons for Texas
  • Heatmaps
  • Dual axes and layering maps, Using dual axes, Adding map layers
  • Extending Tableau mapping with other technology
  • Using custom maps with a Web Map Service
  • Exploring Mapbox
  • Swapping maps
  • Tableau for Presentations
  • Tableau for Presentations
  • Getting the best images out of Tableau
  • From Tableau to PowerPoint, Creating a template, a dashboard for print, Semi-automating a PowerPoint presentation
  • Embedding Tableau in PowerPoint
  • Animating Tableau, Using an animation to export many images,
  • Using an animation in Tableau to create an animation in PowerPoint
  • Story points and dashboards for Presentations
  • Presentation resources
  • Visualization Best Practices and Dashboard Design
  • Visualization design theory
  • Formatting rules, Keep the front choice simple, use lines in order of visibility, use bands in groups of three to five
  • Color rules, keep colors simple and limited, Respect the psychological implications of colors, Be colorblind-friendly, Use pure colors sparingly
  • Visualization type rules, Keep shapes simple, Use pie charts sparingly
  • Compromises, Making the dashboard simple and robust, Presenting dense information, Telling a story
  • Keeping visualizations simple
  • Dashboard design, Dashboard Layout, The golden ratio layout, The quad layout, The small multiple layout
  • Utilizing sheet swapping
  • Creating a collapsible menu
  • Dashboard best practices for user experience
  • Actions, Filter, Highlight, URL, Navigation, Parameter, Set
  • Export Dashboard Button, Item hierarchy, Used In
  • Advanced Analytics
  • Visualizing world indices correlations
  • Plotting a scattergraph, Adding axis distributions, Adding a correlation matrix, Finalizing the dashboard
  • Geo-spatial analytics with Chicago traffic violations
  • Preparing the data, Building a map of intersections
  • Adding a corresponding heatmap worksheet
  • Finalizing the dashboard
  • Extending geo-spatial analytics with distance measures
  • Adding measure points to the map, Adding the distance line
  • Improving Performance
  • Understanding the performance-recording dashboard
  • Hardware and on-the-fly techniques, Configuring auto updates, The Run Update feature, Small extracts
  • Connecting to data sources, Working efficiently with large data sources, Defining primary and foreign keys
  • Defining columns as NOT NULL, Indexing
  • Working with extracts, Constructing an extract, Aggregation, Optimizing extracts
  • Using filters wisely, Extract filters, Data source filters, Context Filters
  • Dimension and measure filters, Table calculation filters
  • Using actions instead of filters
  • Efficient calculations, Prioritizing code values
  • Level-of-detail calculation or table calculations
  • Other ways to improve performance, Avoid overcrowding a dashboard,
  • Fixing dashboard sizing, Setting expectations
  • Interacting with Tableau Server/Online
  • Publishing a data source to Tableau Server
  • Tableau file types, data source, packaged data source
  • Tableau workbook, Tableau packaged workbook, Other file types
  • Table Server architecture
  • Approaches to avoid, to adopt
  • Web authoring
  • Editing a existing workbook with web authoring
  • Understanding the Tableau Server web authoring environment
  • Comparing Tableau Desktop and web authoring
  • Maintaining workbooks on Tableau Server
  • Revision history, User filters, Performance-recording dashboard
  • More Tableau Server settings and features, Features on the worksheet level and on the view level
  • Programming Tool Integration
  • Integrating programming languages
  • R installation and integration
  • Implementing R functionality, Reproducing native Tableau functionality in R
  • Using R for regression calculations, Clustering in Tableau using R
  • Introducing quantiles, Performance challenges
  • Python Installation and Integration
  • Implementing Python functionality
  • Random and Random normal, Generating random numbers, Random normal
  • Calculating sentiment analysis
  • Deploying models with TabPy
  • Pre-deployed TabPy functions