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Advanced Tableau - Table Calculations

Sebastian Taylor and Pavel Nacev

4.5

Based on 15 ratings

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Sebastian Taylor and Pavel Nacev

This course will help you solve and answer common business questions by using Table Calculations in Tableau.

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.

This course will help you solve and answer common business questions by using Table Calculations in Tableau.

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.

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What's inside

Syllabus

Getting Started

This course will help you create advanced metrics and visuals using Table Calculations to answer common business questions.

Full Window Table Calculations

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Read about what's good

what should give you pause

and possible dealbreakers

Illustrates best practices for the implementation of Table Calculations, which is standard in professional data analytics

Suitable for analysts seeking to build advanced metrics and visuals, bridging the gap between Tableau Fundamentals and Level of Detail Calculations

Focuses on solving practical business problems using Table Calculations, enhancing the applicability of skills learned

While not sufficient for understanding Year over Year Calculations, it provides a strong foundation for more advanced Tableau concepts

Teaches filters and conditional formulas, which are essential for refining and presenting data in a meaningful way

Provides comprehensive coverage of Table Calculations, ensuring a thorough understanding of their functions and applications

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Reviews summary

Advanced tableau table calculations for data professionals

According to students, this course offers a deep dive into Tableau's table calculations, providing incredibly clear explanations and practical, hands-on scenarios essential for mastering complex concepts. Learners praise the knowledgeable instructor and how the material builds effectively on foundational Tableau knowledge, making it a game-changer for analytical reporting. While largely positive, some learners note that the course assumes a stronger prior understanding of Tableau than implied by 'basic working knowledge', making it potentially too fast-paced for absolute beginners. Despite this, it's widely considered a valuable resource for data professionals seeking to enhance their advanced Tableau skills.

Features highly practical, real-world examples and exercises.

"...the hands-on scenarios were exactly what I needed to grasp complex concepts. Highly recommend for anyone looking to master Tableau's analytical power."

"The examples were practical. The exercises were well-designed."

"The scenarios were relevant to real-world business problems. This course significantly improved my reporting capabilities."

Provides clear, in-depth explanations for complex calculations.

"This course was a fantastic deep dive into table calculations. The instructor's explanations were incredibly clear..."

"Absolutely brilliant! As an analyst, this course clarified so many uncertainties."

"Truly advanced material explained simply. The instructor breaks down daunting topics into manageable steps."

Generally well-paced, though some sections might feel rushed.

"Some parts felt a bit rushed, especially the conditional formatting section, but the examples were practical."

"The pacing was just right, and the instructor was very knowledgeable."

"I struggled with some concepts without additional external resources."

Requires more than just basic Tableau experience to keep up.

"While the course covers table calculations, I found some of the explanations to be high-level without enough practical depth. It assumes a strong prior understanding of Tableau, beyond just 'basic working knowledge'."

"The course is too fast-paced for someone with just 'basic' knowledge. It feels like it's for experts."

"I already had a basic understanding of Tableau, which helped a lot."

"It does require prior Tableau experience, so don't jump in without a solid foundation."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Advanced Tableau - Table Calculations with these activities:

Review principles of table calculations

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Refreshes your understanding of Table Calculations functions to make sure you're prepared for the course.

Browse courses on Table Calculations

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Review the documentation for Table Calculations in Tableau
Create a simple Tableau workbook and practice using different Table Calculations functions

Review Table Calculations in Tableau

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Refresh your knowledge of Table Calculations in Tableau to ensure a solid foundation for this course.

Browse courses on Table Calculations

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Review the official Tableau documentation on Table Calculations
Complete a few practice exercises using Table Calculations

Review Table Calculations Fundamentals

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Strengthen your understanding of the basics before diving into advanced topics.

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Read through the Tableau Fundamentals documentation.
Complete the interactive Tableau Fundamentals tutorials.

26 other activities

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Show all 29 activities

Review Table Calculations in Tableau

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Refreshing your knowledge of previous material helps to solidify the foundational concepts of the course, thereby improving retention.

Browse courses on Table Calculations

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Review the Tableau Fundamentals course materials.
Identify 3Tableau Fundamentals table calculations examples

Tableau Fundamentals Review

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Establish a strong foundation in Tableau Fundamentals before starting this course to ensure a smoother learning experience.

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Revisit the Tableau Fundamentals course materials or take a refresher course.
Refresh your knowledge on data types, data sources, and visual encoding.
Practice creating basic visualizations, such as bar charts, line charts, and scatterplots.

Read 'Tableau Your Data!' by Daniel G. Murray

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This book provides a comprehensive overview of Table Calculations and other advanced Tableau techniques.

View Tableau Your Data!: Fast and Easy Visual... on Amazon

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Read chapters 7-9, which cover Table Calculations
Complete the practice exercises at the end of each chapter

Explore Tableau Help Articles on Table Calculations

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Supplement your understanding of table calculations by reviewing Tableau's official documentation and learning from examples.

Browse courses on Table Calculations

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Visit the Tableau Help Center and search for 'Table Calculations'.
Read through articles and explore examples to understand the different functions and use cases.
Identify specific table calculation techniques that can enhance your data analysis.
Note down key concepts and best practices for implementing table calculations.

Discuss Table Calculations with other learners

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Offers you the chance to discuss Table Calculations with other students and get their perspectives.

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Find a study partner or group who is also taking the course
Meet regularly to discuss the course material and work on problems together

Practice Table Calculations

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Practice using table calculations in Tableau by working through exercises that cover various scenarios and functions.

Browse courses on Table Calculations

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Download the practice dataset and open Tableau.
Apply different table calculation functions to the data, such as RUNNING_SUM, PERCENTILE, and RANK.
Create visualizations to display the results of your calculations.
Analyze the results and identify patterns or trends.

Create a visualization using table calculations

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Helps you apply your Table Calculations skills to a practical problem.

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Choose a dataset that you want to analyze
Identify a business question that you want to answer
Create a Tableau visualization to answer your question using Table Calculations

Explore the Use of Table Calculations in Tableau

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Additional exploration of these concepts through the completion of guided tutorials enhances your understanding.

Browse courses on Table Calculations

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Find and review at least 2 tutorials on Table Calculations in Tableau.
Follow the tutorial steps to create real-world scenarios.

Follow the Tableau Table Calculations Tutorial Series

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This series of tutorials provides a step-by-step guide to using Table Calculations in Tableau.

Browse courses on Table Calculations

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Watch the videos in the series
Follow along with the practice exercises

Solve Table Calculations problems

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Provides you with opportunities to practice your Table Calculations skills in a low-stakes environment.

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Find a set of Table Calculations practice problems online or in a book
Work through the problems and check your answers against the provided solutions

Scenario-Based Table Calculation Drills

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Reinforce your understanding of table calculations by solving a series of scenario-based practice drills.

Browse courses on Table Calculations

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Identify the business question and the appropriate table calculation to use.
Implement the table calculation using the correct syntax.
Evaluate the results and make any necessary adjustments.

Solve Table Calculation Practice Problems

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Practice your Table Calculation skills by solving a variety of problems.

Browse courses on Table Calculations

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Find practice problems online or in Tableau forums
Solve the problems using Table Calculations
Check your answers against the provided solutions

Follow a tutorial on advanced Table Calculations techniques

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Exposes you to more advanced Table Calculations techniques that you can apply to your work.

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Find a tutorial on advanced Table Calculations techniques, such as using LOD expressions or creating custom Table Calculations.
Follow the tutorial and complete the exercises

Tableau Table Calculations Workshop

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Participate in a hands-on workshop to further develop your table calculation skills and learn from industry experts.

Browse courses on Table Calculations

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Register for the workshop and prepare any necessary materials.
Attend the workshop and actively participate in discussions.
Apply the techniques learned in the workshop to your own projects.

Compile a List of Table Calculation Resources

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Organize and consolidate resources on Table Calculations to aid your learning journey.

Browse courses on Table Calculations

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Search for online resources on Table Calculations
Create a document to store the resources
Categorize and organize the resources
Share the document with other learners

Create a Tableau Dashboard with Table Calculations

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Apply your knowledge of table calculations by creating a Tableau dashboard that displays insights and answers business questions using calculated metrics.

Browse courses on Tableau Dashboard

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Gather data relevant to the business questions you want to answer.
Design your dashboard layout and choose appropriate visualizations.
Apply table calculations to the data to create calculated metrics.
Configure filters and interactions to enhance user experience.
Present your dashboard to stakeholders or share it online.

Attend a workshop on Table Calculations

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Provides you with an opportunity to learn from an expert in Table Calculations and get hands-on practice.

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Find a workshop on Table Calculations that fits your schedule and interests
Register for the workshop and attend

Enhance Visuals with Conditional Formulas and Parameters

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Practice is essential for improving your ability to enhance visuals effectively.

Browse courses on Table Calculations

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Identify a dataset that you can use to practice.
Create a visualization using conditional formulas and parameters.
Evaluate your visualization and make improvements as needed.

Mentor a New Tableau User

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Deepen your own understanding by helping others learn and apply table calculations.

Browse courses on Peer Support

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Identify a less experienced Tableau user who could benefit from your guidance.
Offer regular support and guidance on using table calculations.

Tableau Project: Advanced Table Calculations Dashboard

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Apply your table calculation skills to create a comprehensive dashboard that addresses a real-world business problem.

Browse courses on Table Calculations

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Define the business problem and the metrics to be tracked.
Design the dashboard layout and select the appropriate visualizations.
Implement the table calculations and configure the dashboard interactions.
Present and share your dashboard with stakeholders.

Create a Tableau Dashboard Using Table Calculations

Show steps

Apply your Table Calculation skills by creating a dashboard that answers a business question.

Browse courses on Table Calculations

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Choose a business question to answer
Gather the necessary data
Create a Tableau dashboard
Use Table Calculations to answer the business question
Present your dashboard to a peer or instructor

Create a Tableau Dashboard Using Table Calculations

Show steps

Engaging in the creation of a Tableau dashboard using these techniques deepens your comprehension and develops your skills.

Browse courses on Table Calculations

Show steps

Select a business question that you want to answer.
Gather the necessary data.
Create a Tableau dashboard that includes at least 3 table calculations.
Present your dashboard to others and get feedback.

Explore Additional Table Calculation Techniques

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Expand your knowledge by learning advanced table calculation techniques.

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Watch online tutorials on advanced table calculations.
Attend a webinar or workshop on the topic.

Table Calculations Tutorial

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Enhance your understanding of table calculations by creating a step-by-step tutorial that explains their concepts and applications.

Browse courses on Table Calculations

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Choose a specific topic or scenario to cover in your tutorial.
Write clear and concise instructions using screenshots and examples.
Publish your tutorial on a platform such as Coursera or YouTube.

Attend a Tableau Table Calculations Workshop

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Deepen your understanding of Table Calculations by attending a workshop led by an expert.

Browse courses on Table Calculations

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Find a Tableau Table Calculations workshop
Register for the workshop
Attend the workshop
Practice the techniques you learn

Mentor Another Tableau User in Table Calculations

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Mentoring others serves as an opportunity to solidify your knowledge of Table Calculations.

Browse courses on Table Calculations

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Create a list of people who might be good candidates to mentor.
Learn about the Table Calculations skills of the people on your list.
Determine what topics may be good for reinforcing foundational Table Calculation knowledge.
Provide feedback and support as your mentee works through simple to complex scenarios.
Get feedback from your mentee on how you can improve your mentoring skills.

Career center

Learners who complete Advanced Tableau - Table Calculations will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected 50 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Advanced Tableau - Table Calculations.

Python for Data Analysis

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The third edition of the essential guide to data wrangling with pandas, NumPy, and Jupyter in Python. Updated for newer versions of the libraries, this book remains a core resource for anyone performing data analysis in Python. It widely used textbook and reference for its clear explanations and practical examples.

Advanced Tableau - Table Calculations

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What's inside

Syllabus

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Reviews summary

Advanced tableau table calculations for data professionals

Activities

Career center

Reading list

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