Mastering Tableau
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COURSE COST: $895.00

COURSE TIMES: 9:00am - 4:30pm

Printable version of this course


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 Cost listed does not include the cost of courseware required in your registration. Please refer to your Invoice for the additional cost. If you have any questions, please contact us at or 207-775-0244. Course is subject to a minimum enrollment to run. If the minimum is not met than this class may run as a live online class.


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 Tableau's data handling engine, hyper
The Tableau data handling engine
Hyper takeaways
Data mining and knowledge discovery process models
Focus on data preparation
Surveying data
Cleaning the data

Tableau Prep
Tableau Prep
Connecting to data
The Tableau Prep GUI
Prepping data
Exporting data

All About Data - Joins, Blends, and Data Structures
All About Data - Joins, Blends, and Data Structures
Introduction to joins
Introduction to complex joins
Exercise: observing join culling
Introduction to join calculations
Introduction to spatial joins
Introduction to unions
Understanding data blending
Order of operations
No dimensions from a secondary source
Introduction to scaffolding
Introduction to data structures, Exercise: adjusting the data structure for different questions

All About Data - Data Densification, Cubes, and Big Data
All About Data - Data Densification, Cubes, and Big Data
Introduction to data densification
Domain completion
Deployment of domain completion
Usefulness of domain completion
Domain padding
Working with cubes
The deprecation of cubes
Tableau and big data
Addressing Excel's row limitation
Massively parallel processing
Building a visualization with Google BigQuery

Table Calculations
Table Calculations
A definition and two questions
Introduction to functions
Directional and non-directional table calculations
Application of functions

Level of Detail Calculations
Level of Detail Calculations
Building playgrounds
Playground I:FIXED and EXCLUDE
Playground II: INCLUDE
Practical application
Exercise: practical FIXED
Exercise: practical INCLUDE
Exercise: practical EXCLUDE

Beyond the Basic Chart Types
Beyond the Basic Chart Types
Improving popular visualizations
Custom background images
Tableau extensions

Extending Tableau's mapping capabilities without leaving Tableau
Extending Tableau mapping with other technology
Exercise: connecting to a WMS server
Exploring the TMS file
Exploring Mapbox
Accessing different maps with a dashboard
Creating custom polygons
Converting shape files for Tableau
Exercise: polygons for Texas

Tableau for Presentations
Tableau for Presentations
Getting the best images out of Tableau
From Tableau to PowerPoint
Embedding Tableau in PowerPoint
Animating Tableau
Story points and dashboards for Presentations

Visualization Best Practices and Dashboard Design
Visualization Best Practices and Dashboard Design
Visualization design theory
Formatting rules
Color rules, Visualization type rules
Keeping visualizations simple
Dashboard design
Dashboard layout
Sheet selection

Advanced Analytics
Advanced Analytics
Self-service Analytics
Use case - Self-service Analytics
Use case - Geo-spatial Analytics

Improving Performance
Improving Performance
Understanding the performance-recording dashboard
Exercise: exploring performance recording in Tableau desktop
Performance-recording dashboard events
Behind the scenes of the performance - recording dashboard
Hardware and on-the-fly techniques
Hardware considerations
Single Data Source > Joining > Blending
Three ways Tableau connects to data
using referential integrity when joining
Advantages of blending, Efficiently working with data sources

Improving Performance.
Intelligent extracts
Understanding the Tableau data extract
Constructing an extract for optimal performance
Exercise: summary aggregates for improved performance
Optimizing extracts
Exercise: materialized calculations
Using filters wisely, Extract filter performance
Data source filter performance, Context filters
Dimension and measure filters, Table-calculations filters
Efficient calculations, Boolean/Numbers> Date>String
Additional performance considerations, Avoid overcrowding a dashboard
Fixing dashboard sizing, Setting expectations

Interacting with Tableau Server
Interacting with Tableau Server
Tableau file types, data source
Tableau packaged data source, workbook
Tableau packaged workbook, Other file types,
Tableau Server architecture, approaches to avoid
Table Server architecture approaches to adopt
Tableau Server revision history, web-authoring environment
Basic web-authoring instructions
Capabilities and limitations of web-authoring
Comparing Tableau Desktop and web-authoring, User filters
Performance-recording dashboard, Exercise: exploring Performance Recording on Tableau Server
More Tableau Server settings

Programming Tool Integration
Programming Tool Integration
The architecture, R installation and integration
Installation, Using R functions, Introduction to correlations
Introduction to regression analysis
Introduction to clustering, Introduction to quantiles
Troubleshooting in Tableau and R, Examples of troubleshooting in Tableau and R
R scripts and Tableau table calculations
Python Installation and integration
Using Python functions, Introduction to sentiment analysis
MATLAB Installation and integration