Tableau Advanced

Skill Goal:

Build a strong foundation in Tableau Desktop workflows to support advanced analytical development.

Skills Developed:

• Revisit the Tableau Desktop interface and workspace components

• Connect Tableau to multiple data sources and manage data connections

• Build foundational visualizations and analytical views

• Apply filters and parameters to control analysis

• Use calculated fields to support basic analytical logic

Sprint Outcome:

Ability to confidently use Tableau Desktop fundamentals as a foundation for advanced analytics and dashboard development.

Skill Goal:

Structure data effectively in Tableau to enable scalable analysis and deeper exploration.

Skills Developed:

• Create and manage hierarchies for multi-level analysis

• Build drill-down views using hierarchical structures

• Use dynamic hierarchies to explore data interactively

• Structure datasets for scalable dashboard design

• Organize fields for efficient reporting workflows

Sprint Outcome:

Ability to structure datasets and hierarchies to support scalable analytical exploration in Tableau.

Skill Goal:

Develop advanced analytical calculations to control aggregation and perform deeper analysis.

Skills Developed:

• Create advanced calculated fields

• Apply table calculations for comparative analysis

• Use LOD expressions including FIXED, INCLUDE, and EXCLUDE

• Apply advanced date calculations

• Use spatial calculations for geographic analysis

• Control data granularity and aggregation behavior

Sprint Outcome:

Ability to build advanced Tableau calculations and use LOD expressions to control analytical logic and data granularity.

Skill Goal:

Enable dynamic and user-driven analysis through advanced filtering and parameter techniques.

Skills Developed:

• Implement dynamic filters for flexible analysis

• Apply contextual filters to control data processing order

• Create advanced parameter logic

• Implement parameter actions for interactive dashboards

• Build parameter-driven visualizations

Sprint Outcome:

Ability to design interactive analytical views that allow users to dynamically control data exploration.

Skill Goal:

Segment datasets effectively to enable comparative analysis and deeper business insights.

Skills Developed:

• Create groups for categorical segmentation

• Build sets and dynamic sets for analytical comparison

• Use bins for numerical range analysis

• Apply segmentation strategies to business scenarios

• Compare performance across grouped and segmented data

Sprint Outcome:

Ability to perform comparative analysis and segmentation using groups, sets, and bins.

Skill Goal:

Create advanced visualizations that communicate complex insights clearly and effectively.

Skills Developed:

• Build KPI dashboards for performance monitoring

• Create advanced combo charts and specialized visualizations

• Apply visualization design best practices

• Improve dashboard readability and visual clarity

• Design executive-ready analytical visualizations

Sprint Outcome:

Ability to design advanced visualizations that communicate insights clearly for business decision-making.

Skill Goal:

Develop highly interactive dashboards that guide users through analytical insights.

Skills Developed:

• Apply advanced dashboard layout principles

• Implement action filters and highlight actions

• Create interactive dashboard navigation

• Build story-driven dashboards for insight communication

• Design multi-view analytical dashboards

Sprint Outcome:

Ability to create interactive dashboards that guide users through data-driven stories and insights.

Skill Goal:

Improve dashboard efficiency, scalability, and performance.

Skills Developed:

• Identify common Tableau dashboard performance issues

• Apply dashboard optimization techniques

• Use Tableau performance recording tools

• Optimize calculations and data queries

• Improve dashboard load time and responsiveness

Sprint Outcome:

Ability to optimize Tableau dashboards to ensure fast performance and scalable deployment.

Project Goal:

Design, analyze, and present a complete interactive business dashboard using advanced Tableau analytics techniques.

Skills Demonstrated:

• Analyze a real-world business scenario provided in class

• Understand the defined business objectives and success criteria

• Connect and prepare datasets within Tableau

• Apply advanced calculations and LOD expressions

• Use filters, parameters, groups, and sets for analytical control

• Build advanced visualizations and KPI dashboards

• Develop interactive dashboards using actions and storytelling techniques

• Optimize dashboard performance and usability

• Present analytical insights and actionable business recommendations