Data Visualization & Dashboarding, Intermediate

Intermediate 1 day


In this course you will learn to

  • Get familiar with aggregation
  • Create calculated fields
  • Filter with context filters
  • Make workbooks dynamic with parameters
  • Examine additional visualization types
  • Group data
  • Build a worksheet with multiple data sources
  • Review when to use a data extract
  • Create dashboards
  • Put views together in a story
  • Review publishing and sharing

Included in this course

  • Hands-on exercises
  • Course manual

Suggested attendees

Tableau users. Required: working knowledge of Tableau such as building calculated fields, adding a data source and building  visualizations.

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Course Outline

  • Aggregation
    • Review and manage aggregation
  • Create calculated fields
    • Review the methods for creating calculations
    • Work with the calculation editor and common syntax
    • Create a complex calculation
    • Use table calculations
  • Filter data
    • Use the filter shelf
    • Filter on dimensions
    • Filter on measures
    • Create context filters
  • Create and use parameters
    • Use parameters to filter across sources
  • Additional visualization types
    • Tree maps
    • Boxplots
    • Packed bubble charts
    • Funnel charts
  • Work with sets, groups and bins
    • Create groups, sets and bins of data
  • Work with multiple data sources
    • Blend data in a workbook
    • Join data sources
  • Work with data
    • Understand available data sources
    • Manage metadata
    • Save data sources