Calculations are one of the most intimidating topics in Tableau. Especially when it comes to advanced features like incorporating Sets and Parameters into your formulas and utilizing Level of Detail expressions to alter levels of aggregation.

Years in the making, Mastering Tableau Calculations II will open doors you didn't know existed! From de-duplicating data to filtering multiple time periods with a single input, this workshop will teach you the skills you need to be a certified Tableau calculation ninja.

Are you ready to take your Tableau calculation game to new heights? Join us!

TIMING

Day One, 8:30 am to 12:30 pm (Pacific Time)

Day Two, 8:30 am to 12:30 pm (Pacific Time)

WHAT WILL YOU GET?

In addition to two half-days of instruction, attendees will walk away with a 100+ page digital manual and data files to revisit the concepts on their own later, as well as access to class recordings for two weeks.

WHERE WILL THIS BE HOSTED?

This training will be hosted virtually.

What We’ll Cover

Topics we will explore include:

SETS AND CALCULATIONS

  • Top 10 and Other

  • Asymmetric Drilldowns

  • Multi-Select Sets in Calculations

  • Segmented Comparisons

ADJUST VALUES WITH PARAMETERS

  • Change Top N

  • Dynamic Goals and Reference Lines

  • Filtering on Top Percent of Values

  • Dynamic Labels

SWAP FIELDS WITH PARAMETERS

  • Swap Measures

  • Swap Dimensions

  • Swap Worksheets

CUSTOMIZE DATES WITH PARAMETERS

  • Swap Date Units

  • Filter Multiple Date Fields at Once

  • Custom Date Filters

  • Dynamic Date Parameter

LEVEL OF DETAIL EXPRESSIONS INTRODUCTION

  • FIXED

  • INCLUDE and EXCLUDE

  • Data Source Level Aggregation

LEVEL OF DETAIL EXPRESSIONS FOR ANALYSIS

  • Cohort Analysis

  • Frequency Analysis

  • Finding Highest/Lowest Values in a Range

  • Multi-Row Logic

  • Keep Only Values with Multiple Records

LEVEL OF DETAIL EXPRESSIONS FOR DUPLICATION

  • Return a Single Record Count for a Stacked Bar Chart

  • De-Duplicate Repeated Values

  • Keep Only Over Value per ID

Requirements:

  • A Personal Computer

  • An External Monitor (strongly recommended)

  • Tableau Desktop Professional 2020.1 or later

Prerequisites:

Some experience using Tableau Desktop. You should be able to do the following:

  • Connect to a data source.

  • Understand the difference between measures and dimensions.

  • Be able to build calculated fields on your own.

  • Build a basic dashboard.