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Tableau Beyond the Basics: Growing Your Analytics and Business Intelligence Toolkit

Tableau Beyond the Basics: Growing Your Analytics and Business Intelligence Toolkit

2h 22mIntermediate2022-11-23

Authors

George Lynch

George Lynch

Economist

Course details

When it comes to business intelligence tools, Tableau is a market leader that offers data professionals the tools they need to review, assess, and communicate data quickly and effectively. However, learning how to unlock the power of Tableau to become an expert analyst can seem daunting at the outset. In this course, instructor George Lynch provides use hands-on exercises to get you over the initial hump and on your way to having a robust toolkit to analyze and communicate data with Tableau. Practice parameterizing graphics, applying and combining functions, overlaying multiple data sources, using advanced analytics, and much more to produce complex and engaging visuals from distributions to maps. Join George as he teaches you how to effectively use Tableau to help your team and clients meet business objectives and solve problems and continue on your path of becoming a Tableau expert.

Skills covered

TableauTableau SoftwareData VisualizationBusiness AnalyticsBusiness IntelligenceData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Grow your data analytics toolkit in Tableau
  • 02 - What skill level is required

1. Benchmarking with Distributions and Overlays

  • 03 - Use a scatter plot to visualize a distribution
  • 04 - Highlight dimensions values and use Pages
  • 05 - Parameterize data selections
  • 06 - Use the Analytics pane
  • 07 - Pivot processing and plotting aggregated data
  • 08 - Overlay scatter plots from multiple data sources
  • 09 - Challenge - Use advanced analytics
  • 10 - Solution - Use advanced analytics

2. Customized Calculations and Formatting to Enhance Your Viz

  • 11 - Make a waterfall chart and add subgroup calculations
  • 12 - Combine dual-axis functionality and LOD calculations
  • 13 - Challenge - Make your own dual-axis chart with an LOD calculation
  • 14 - Solution - Make your own dual-axis chart with an LOD calculation

3. Doing More with Dates and Parameters

  • 15 - Dynamic calculations using date parameters
  • 16 - Use DATEDIFF to operate multiple calculations from the same parameter
  • 17 - Synchronize time axes using DATEADD
  • 18 - Parameterize the date interval on an axis using DATETRUNC
  • 19 - Use string parameters to communicate the methodology of a calculation
  • 20 - Challenge - Adjust parameters
  • 21 - Solution - Adjust parameters

4. Grow Your Map-Making Toolkit

  • 22 - Use Mark Layers to create maps from multiple data sources
  • 23 - Add custom shapes and explore Marks Layers options
  • 24 - Create custom geographic layers
  • 25 - Control background map layers
  • 26 - Add calculations to customized geographic layers
  • 27 - Change the geography used for marks layer calculation
  • 28 - Maps on dashboards as user-controlled filters for analytics
  • 29 - Challenge - Create a pie chart analysis on a map
  • 30 - Solution - Create a pie chart analysis on a map

Conclusion

  • 31 - Continue your Tableau journey

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