Tableau 201 – Advanced Tableau Desktop

Class Description
This 3-day instructor led course will expand Tableau Desktop knowledge into intermediate and advanced levels. Participants will learn more in-depth Tableau features and increasingly sophisticated charting approaches to solve more demanding data visualization requirements.

Course Benefits
At course completion, participants will be able to analyze data using more advanced Tableau techniques, such as advanced calculations, table calculations, parameters, advanced mapping techniques (including custom background images), animation with motion charts, and highly interactive dashboards. Data visualization best practices will be emphasized throughout the course.

Who Should Attend
The primary audience for this course consists of anyone in an organization or company who wishes to perform personal data analysis on a cloud or on premise data source. Participants DO NOT need an IT background to be successful with Tableau.

Suggested Prerequisites
Participants should have taken the Tableau 101 Tableau 101 – Introduction to Tableau Desktop course within the previous six weeks, or have solid recent introductory Tableau experience, having used Tableau Desktop for at least one month. Participants should be familiar with the Tableau workspace (shelves and cards), basic filters, common chart types (bar charts, line charts, cross tabs/text tables), and basic calculated field concepts.

Certifications, Exams, and Continuing Education
Tableau offers two levels of certifications for users of Tableau Desktop. More information on Tableau’s certification and exams is available at

Course Outline

Tableau Review

  • Connecting to Data
  • Shelves/Cards
  • Show Me
  • Filters
  • Calculations


  • Creating Parameters
  • Using Parameters in Calculated Fields and Dialog Boxes

Groups and Sets

  • Data Grouping
  • Visual Grouping
  • Set Analysis
  • Saved Filters

Reference Lines/Distributions and Forecasting

  • The Analytics Pane
  • Advanced Reference Distribution/Box Plots
  • Forecasting

Animating Data

  • Identifying Animation Dimensions and Measures
  • The Pages Shelf
  • Marks Card Options

Customized Mapping Options

  • Latitude/Longitude in Data Sources
  • Custom Background Maps
  • X/Y Coordinates/Custom Background Images

Data Source Options

  • Cross-Database Joins
  • Cross Data Source Filters
  • Unions
  • Extracting Data
  • Data Blending

Calculated Fields and Table Calculations

  • Case Statements
  • Null Handling
  • Level-Of-Detail Expressions
  • Data Parsing Techniques
  • Advanced Table Calculations
  • Using Database-Specific Functions
  • Data Blending Considerations

Advanced Chart Types

  • Dual-Bar Charts
  • Bullet Charts
  • Complex Dual-Axis Charts
  • Pareto Charts
  • Box/Whisker Plots
  • Waterfall Charts

Related Classes

Our goal is to make sure your class meets your objectives, not ours. Therefore, all of our outlines are treated as guides to help steer the workshop. This outline does not guarantee that all the topics listed will be covered in the time allowed. The amount of material covered is based on the skill level of the student audience. We may change or alter course topics to best suit the classroom situation.