Advanced Tableau Specialization

Advanced Tableau. Answer common business questions using advanced metrics and visuals in Tableau.

Instructor: CFI (Corporate Finance Institute)

Skills you'll gain

  •   Tableau Software
  •   Data Integration
  •   Technical Analysis
  •   Database Design
  •   Data Modeling
  •   Tree Maps
  •   Performance Tuning
  •   Data Warehousing
  •   Market Analysis
  •   Star Schema
  •   Dashboard
  •   Extract, Transform, Load
  • Specialization - 4 course series

    With each scenario requiring a different function, you’ll learn to think on your feet and work with common problems. In total, you’ll work your way through 10 different scenarios and learn to use best practice, conditions, parameters and visual formatting to present these advanced metrics with absolute clarity. Table Calculations form the perfect next step after Tableau Fundamentals and should be completed before Tableau Level of Detail Calculations. By the end of the course, you'll be able to: • Understand what table calculations are what problems they can solve. • Calculate table calculations to help compare values across a full visual. • Learn best practice for implementing table calculations. • Learn how to use table calculations filters to hide data points from visuals. • Identify why Table Calculations are not ideal for Year over Year calculations. • Enhance visuals with conditional formulas, parameters and formatting. This course is perfect for any analyst with a basic working knowledge of Tableau that wants to explore more advanced metrics, visuals and answer common business questions.

    In this course, you’ll utilize Tableau to break down and solve the types of business problems that BI analysts and financial analysts typically face. This course will open the hood of Tableau’s SQL processing to give you a deeper understanding of how these calculations work. You’ll also be applying what you learn to 7 different business scenarios, which we hope you’ll publish into a Tableau Public profile to show off your work. By the end, you’ll have a deeper understanding of Tableau and the confidence to tackle a huge variety of problems. Upon completing this course, you will be able to: • Define level of detail and other critical concepts • Identify the grain and level of detail of a data set • Troubleshoot common errors • Apply fixed, include, and exclude LOD calculations to business scenarios • Identify how different LODs are affected by context and dimension filters • Compare LOD calculations to table calculations This Tableau course is perfect for professionals who have a solid understanding of data analysis and want to expand their skill set to include Tableau’s world-leading visualizations. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that require displaying and analyzing data sets—with the advanced skills to create dynamic data-viewing experiences.

    In this course, you’ll combine related data using joins, relationships, and blends to bring data into visuals. We’ll work through a scenario with evolving business requirements. These requirements will need more and more data added to our model as we progress. Each time you do this, you’ll be introduced to new options for joining, relating, and blending data, common problems, and methods for optimizing your data model for performance. By the end, you’ll have learned to think more carefully about the structure of your data, the types of connections you should use, and the performance options that are best for your data. By the end of this course you will be able to: • Build a basic data model using Tableau’s relationship feature • Optimize data model relationships using performance tuning • Understand the differences between JOINS, Relationships, and Blends • Adapt a data model based on an expanding set of requirements • Deal with common issues like NULLs, Many-to-Many, One-to-One relationships and filtering. • Understand how ETL tools can make life easier to create an optimal Star Schema This Tableau course is perfect for professionals who have a solid understanding of Tableau and want to solidify their knowledge of data modeling. If you want to know how to make good data modeling decisions in Tableau, this course is for you.

    You will be creating candlestick charts, Bollinger bands, market cap tree maps, growth plots, and much more in this exciting real-world scenario. With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Tableau. This case study is the perfect way to practice your Tableau and BI skills, and will help reinforce five key areas of Tableau: • Creating Advanced Visuals - Candlesticks, Bollinger Bands and more • Parameters - for filtering and highlighting • Order of Operations - The key unlocking your Tableau superpowers • Table Calculations - for moving averages and rolling maximums • Parameter Actions - for next-level dashboard interactivity This course is perfect for anyone who would like to practice their Tableau and SQL skills in a real-world scenario. There is no better way to kick-start a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with applied, practical knowledge of Tableau and related BI tools.

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