Publication date : 03/13/2024
Course : Tableau Desktop, advancedenrich data analysis and visualization
Practical course - 2d
- 14h - Ref. TKY
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 | Combining different data sources |
| Create advanced analytical calculations |
| Set up filters, calculations and subsets |
| Use rich graphical representations |
| Building interactive dashboards |
| Using spatial data files |
Intended audience
Analysts, consultants, management controllers. Reporting and statistical analysts. Dashboard and reporting designers.
Prerequisites
Basic knowledge of Tableau Desktop, or knowledge equivalent to that acquired in the course "Tableau Desktop, making the most of your data" (ref. TBL).
Course schedule
1 Introduction
- The working environment.
- Connection options.
- Incremental loading (extract).
- Multi-source data, all about joins.
- Data blending.
- Reminder of Tableau Software's basic functions.
Hands-on work
Se connecter à des données multi-sources. Créer un modèle avec mise en place de jointures. Créer des vues. Data blending.
2 Advanced analytical calculations
- The different families of calculation functions Table Software.
- Table calculations. Perimeter and direction of a table calculation.
- Aggregation and partition calculations.
- Time comparisons and forecasting calculations.
- Creation of LOD (Level Of Detail Expressions) calculations.
- Record Level calculations for date conversions.
- Null value management.
- Statistical analysis.
Hands-on work
Use advanced calculations.
3 Advanced settings
- Combining sets.
- Contextualization of filters.
- Top N calculations.
- Associate parameters with actions in views.
- Parameterization of sub-assemblies.
- Difference between groups and subsets of data.
Hands-on work
Créer des groupes. Utiliser un groupe en filtre. Gérer un paramètre. Créer des sous-ensembles et combinaisons d’ensembles.
4 Representation of data evolution
- Integration of temporal variations in an evolution curve.
- Sparklines, online variable evolution.
- Water Falls graphics, explanation of variations.
- Key progress indicators (KPI).
- Gantt charts, project tracking.
Hands-on work
Variations temporelles, courbes d’évolution. Surlignage. Mettre en œuvre un Graphique Sparkline.
5 Statistical data representation
- Market Basket Analysis.
- Pareto chart.
- Box plots.
- Reference distribution.
- Point cloud.
- Statistics, trends and forecasts.
Hands-on work
Represent statistics on data.
6 Cartographic representation
- Geocoding data.
- Modification of location geocodes.
- Cartography: principles, mapping levels, geographical roles.
- Dual-axis charts and maps.
- Use of background images for spatial analysis.
- Use of a spatial data file.
Hands-on work
Add a spatial data file to the model. Create indicators and graphical representations of data: negative and positive evolution map, box plot, etc.
7 Interactive dashboards
- Actions to make dashboards interactive (highlighting, animation, Drill Down...)
- Web-type action taking into account a parameter.
- Creation of linked dashboards (parent-child, drill to detail, etc.).
- Dashboard settings.
- View and use dashboard content (export, etc.).
8 Going further
- Tableau Software Desktop versus Tableau Software Public.
- Share packaged Workbooks.
- Raw data export.
- Export image files.
- Synthesis and best practices.
Customer reviews
4 / 5
Customer reviews are based on end-of-course evaluations. The score is calculated from all evaluations within the past year. Only reviews with a textual comment are displayed.
GUILLAUME V.
03/11/25
5 / 5
the exercises, the role-playing, the teaching, the explanations, the examples, template, I feel that I have the opportunity to go one step further in terms of the quality of my reporting.
DE LA MOTTE YVES J.
13/10/25
4 / 5
Sometimes a little slow on certain simple subjects that are more suitable for beginners. The level of participants was a little too heterogeneous.
TOULLEC LUC L.
13/10/25
4 / 5
Table is very rich and difficult to understand, the training is very dense, we should be able to spend a little more time on the exercises.
PARTICIPANTS
Analysts, consultants, management controllers. Reporting and statistical analysts. Dashboard and reporting designers.
PREREQUISITES
Basic knowledge of Tableau Desktop, or knowledge equivalent to that acquired in the course "Tableau Desktop, making the most of your data" (ref. TBL).
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Analysts, consultants, management controllers. Reporting and statistical analysts. Dashboard and reporting designers.
PREREQUISITES
Basic knowledge of Tableau Desktop, or knowledge equivalent to that acquired in the course "Tableau Desktop, making the most of your data" (ref. TBL).
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Dates and locations
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Remote class
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