Adopting new technology is daunting, especially if you are coming from another platform you already know well. Many people that are learning Tableau have a background in Excel and maybe even SQL so they understand how calculations work but don't know Tableau's syntax yet.
This workshop will bridge that gap. We'll condense months of learning into eight hours. I'll be sharing all the tips and tricks I've learned from using the product for four years, teaching 1000+ students and working with dozens of companies.
This class can take place in either of the following formats:
One, 8-hour session
Two, 4-hour sessions
Topics we will explore include:
Math Functions Review
When to Use the ZN Function
How to Create Dynamic, Color-Changing Levels
The ABS Function
Aggregation Functions Review
Profit Ratio
Aggregation Levels
Custom Title Worksheets
Combining Multiple Fields
Meeting a Goal
Advanced Grouping Tiers
Wildcard Filtering Limitations
Using Data to Kill Rats (Regex Exploration)
Creating Line Breaks in Calculations
Ways to Demonstrate Progress Toward a Goal
Calculating Differences in Dates
Comparing Month to Date to Previous Month to Date
Comparing Year to Date to Previous Year to Date
Creating a Trimester Field
How Table Calculations Work
Comparing Time Periods Apples to Apples
Highlighting Points in a Line Graph
Calculating the Difference from Average
Keeping Only Recent Transactions
What Does "Specific Dimensions" Mean?
Level of Detail Functions
Naming Calculated Fields
Adding Comments
Utilizing Folders
Case Sensitivity
Line Breaks
A Computer
A Reliable Internet Connection
An External Monitor (to view workbook while working)
Tableau Desktop Professional 10.0 or Later
Some experience using Tableau. 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.
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.
This training will be hosted virtually.
"After spending a couple days working with OneNumber, we are months, no, lightyears ahead of where we would be otherwise." - A OneNumber client to their CEO.
"Eric is one of the best instructors that I have ever had. Everything was paced very well and the content was extremely valuable. Personable, helpful and patient. Willing to explore with us students and excited about using Tableau, like we are!" -A Former Student