About This Class
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 two, half-days. We’ll be sharing all the tips and tricks we've learned from using the product for almost 10 years, teaching 2,000+ students and working with dozens of companies.
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.
WHERE WILL THIS BE HOSTED?
This training will be hosted virtually.
What We’ll Cover
Topics we will explore include:
Math Functions
Math Functions Review
When to Use the ZN Function
How to Create Dynamic, Color-Changing Lavels
The ABS Function
Aggregation
Aggregation Functions Review
Profit Ratio
Aggregation Levels
Custom Title Worksheets
Logic Functions
Combining Multiple Fields
Meeting a Goal
Advanced Grouping Tiers
String Functions
Wildcard Filtering Limitations
Using Data to Kill Rats (Regex Exploration)
Creating Line Breaks in Calculations
Ways to Demonstrate Progress Toward a Goal
Date Functions
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
Table Calculations
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?
LOD Calculations
Level of Detail Functions
Best Practices
Naming Calculated Fields
Adding Comments
Utilizing Folders
Case Sensitivity
Line Breaks
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.
Price
$995
Eric Parker
Eric has been teaching Tableau and Alteryx since 2014. He teaches all of Tableau’s Desktop classes and has helped thousands of students solve their most pressing problems.