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've taught 4,000+ students Tableau since 2014 and we'll share all the tips and tricks we've learned across many trainings and projects!
Timing
This class is broken into three, 3-hour sessions.
Day One, 9:00 am to 12:00 pm (Eastern Time)
Day Two, 9:00 am to 12:00 pm (Eastern Time)
Day Three, 9:00 am to 12:00 pm (Eastern 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.
WHERE WILL THIS BE HOSTED?
This training will be hosted virtually.
What We’ll Cover
Topics we will explore include:
Math Functions
Number Functions Review
When to Use the ZN Function
The ABS Function
Aggregation
Aggregation Functions Review
When to Use Aggregations
Dealing with Aggregation Errors
Logic Functions
Basics of Operators and IF THEN
Grouping with IF THEN
How to Create Dynamic, Color-Changing Labels
Combining Multiple Fields with IFNULL
Meeting a Goal
String Functions
String Functions Review
Wildcard Filtering Limitations
Regular Expressions (REGEXP)
Date Functions
Calculating Differences Between Dates
Comparing Month to Date to Previous Month to Date
Comparing Year to Date to Previous Year to Date
Table Calculations
How Table Calculations Work
Comparing Time Periods Apples to Apples
Highlighting Points in a Line Graph
WINDOW Functions
Keeping Only Recent Transactions
What Does "Specific Dimensions" Mean?
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
Ollie Linley
Ollie Linley is a Tableau Certified Trainer with a passion for helping his students get the most out of Tableau. When he’s not writing calculations and building beautiful dashboards he can be found trail running on a mountain or traveling the world with his wife!