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

Learn to create dynamic visualizations that unlock the power of Tableau to clearly communicate complex analytical insights and begin the journey to becoming a Tableau expert.

Introduction

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

1. Benchmarking with Distributions and Overlays

• Use a scatter plot to visualize a distribution
• Highlight dimensions values and use Pages
• Parameterize data selections
• Use the Analytics pane
• Pivot processing and plotting aggregated data
• Overlay scatter plots from multiple data sources
• Challenge: Use advanced analytics
• Solution: Use advanced analytics

2. Customized Calculations and Formatting to Enhance Your Viz

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

3. Doing More with Dates and Parameters

• Dynamic calculations using date parameters
• Use DATEDIFF to operate multiple calculations from the same parameter
• Synchronize time axes using DATEADD
• Parameterize the date interval on an axis using DATETRUNC
• Use string parameters to communicate the methodology of a calculation
• Challenge: Adjust parameters
• Solution: Adjust parameters

4. Grow Your Map-Making Toolkit

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

Conclusion

• Continue your Tableau journey