Class Details
Tableau Course: Level 1B
Course summary
This Tableau course is suitable for those wanting to further develop their Tableau skills and build out their introductory Tableau skill set. Turn your data into actionable insights with Tableau’s data management, visualisation, interactive dashboard and online sharing capabilities.
This course will take you beyond the initial steps in mastering Tableau. It is assumed you have already acquired basic skills with Tableau charts, commands and data functions. We encourage you to complete the Introduction to Tableau Course: Level 1A, or check you can complete the learning outcomes in the Level 1A course before enrolling.
This course is also suitable for people who have some basic prior experience with Tableau and now wish to become more savvy, when analysing and visualising data. This is achieved through hands-on exercises so that you have a set of steps for achieving similar outcomes in your workplace.
This instructor-led short course will give you the confidence to take a range of different data sets, prepare the data and then produce meaningful data visualisations and charts. You will learn Tableau's data connection capabilities and visualisation features, which go far beyond those that can be found in spreadsheets, allowing you to create compelling and interactive worksheets, dashboards and stories that bring your data to life and allow you to take thoughtful action.
You will also work with Tableau’s wizards and shortcuts, for the purpose of creating beautiful Business Intelligence visualisations quickly and with the least amount of effort, thereby enabling your organisation to make smarter and more informed decisions.
Please use the CCE Tableau self-assessment tool if you are unsure which course level to enrol in.
Aims
This course aims to build your skills in:
- preparing and cleaning data in Tableau to efficiently find answers
- creating advanced visualisations with Tableau that explain complexity with clarity and style
- using data storytelling to aid decision-making.
Learning outcomes
By the end of this course, you should be able to:
- proficiently navigate Tableau using a full suite of commands
- analyse data and calculate with tables using Tableau commands
- generate the most meaningful visualisations
- develop interactive dashboards
- deliver insightful stories visually in addressing a business problem.
Content
Preparing & connecting Data in Tableau
- Connecting to different types of data sources (Excel, CSV, Access, MS SQL, Tableau Server)
- Structuring data for Tableau
- Manage Data Source Metadata
- Cross database joins
- Data Blending – integrating different data sources
Analysing data
- Create a visual group
- Create a calculated field (eg string, date, simple arithmetic)
- Add a parameter
- Totals and Subtotals
Calculate with tables
- Explaining a table calculation
- Aggregating and disaggregating data
- Forecasting
Building Interactive Dashboard
- How to create a dashboard
- How to perform navigation in dashboards
- Combining multiple visualisations into a dashboard
Visualising Distributions and Multiple Axes to Compare Different Measures
- Making your worksheet interactive by using actions and filters
- Using Background Images
- Animation
Telling a Data Story
- Working with Labels and Annotations
- Visualising Dates and Times
- Custom chart types - KPI matrix, Gantt, Pareto, Trend lines
- Sharing Insights
Sharing and Publishing Workbooks
- Publish to Reader
- Publish to Office
- Publish to PDF
- Publish to Tableau Server and Sharing over the Web
Who this course is for
This course is designed for the Tableau user who has moved beyond the beginner stage and has some prior experience with Tableau.
Prerequisites
It is assumed you have completed Tableau Course: Level 1A, or have equivalent knowledge.
Delivery modes
- Face-to-face, presenter-taught training using your own device
- Online training via the platform Zoom
Materials
Training materials, including a mixture of step-by-step instructions and exercises are provided electronically using Dropbox. These materials will serve as a useful reference when working with Tableau in the future.
What you need to do before the course
To participate in this course, you will need Tableau installed on your device. It can be downloaded free of charge from Tableau Public.
Face-to-face classes
Please bring your own laptop with all required software pre-installed.
Online classes
For the best experience, we recommend using a computer with a large monitor or dual screens/devices. Small laptop screens can make it difficult to follow the facilitator’s display while working in the software.
Sessions
Location
Face-to-face (CCE Building, Sydney)
Public transport
As bus and train timetables regularly change, we suggest you visit the Transport for NSW trip planner before you set out.
The nearest train stations are Newtown Station and Macdonaldtown Station. Macdonaldtown Station is closer by distance than Newtown Station, however trains do not stop as frequently as at Newtown Station.
Other information
Parking
Nearby parking is available at Wilson Parking - RPA Medical Centre Car Park (entry via Elizabeth Street off Carillon Avenue).
A Flexi Saver Rate is available but must be booked in advance online and includes the booking fee. Bookings can be made via the Wilson website or by downloading the Wilson Parking App. Otherwise, hourly parking rates will apply, as advertised on the Wilson Parking website.
Meet the facilitators
John Le Mesurier
John brings a wealth of business, management, IT, consultancy and training experience to many of the professional development courses on offer at CCE. This experience has included senior corporate and general management roles in American, British and Chinese multinationals, as well as consultancies for several leading UK and Irish management firms. His consulting projects have covered advanced practice studies in leadership, sales & customer service processes, strategic sourcing, human resource models and organisational issues. These projects have been undertaken in North & South America, Europe and China. His international client list includes Procter & Gamble, Red Bull, Johnson & Johnson, SC Johnson, Eli Lilly, Roche, Mitsubishi, Vodafone/ Hutchison Telecoms, Danone, Heineken, BOC/ Linde, Boehringer Ingelheim, British Government and Qantas. John also works for an Australian consulting firm, Newfocus, conducting projects in the government and Not-For-Profit sectors. John has been involved in projects at PwC and Macquarie University.
John is currently undertaking a M. Phil/ PhD and holds a Master of Business Administration (with Distinction), Bachelor of Arts (with Distinction), majors in Psychology and Statistics, sub-majors in Accounting and Economics; Diplomas in Management, Change Management, Risk Management, Project Management; Digital Badge in Advanced Analytics, Graduate Certificate in Learning & Teaching, and Certificate IVs in Competitive Manufacturing (Lean) and Training and Assessment. John has been awarded the highest qualification by The Australian Research Society, namely Qualified Professional Researcher. John is an accredited Sydney Lifeline counsellor, where he also trained counsellors for more than 20 years.
John has lectured in Bachelor of Business at Torrens University, Master of Business Analytics at Kaplan Business School and Master of Community Development offered through Southern Cross University (SCBIT Sydney campus). John has been an Executive Coach at UNSW, where he has also been a guest lecturer in marketing and change management. He has taught 1st year statistics at UTS (Insearch) and Macquarie University (Navitas) and delivered IT training in corporate settings for 30 years.
