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Sebastian Taylor and Pavel Nacev

This Advanced Tableau course provides next-level training for structuring and connecting data in Tableau to build elegant and professional models.

In this course, you’ll combine related data using joins, relationships, and blends to bring data into visuals. We’ll work through a scenario with evolving business requirements. These requirements will need more and more data added to our model as we progress. Each time you do this, you’ll be introduced to new options for joining, relating, and blending data, common problems, and methods for optimizing your data model for performance.

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This Advanced Tableau course provides next-level training for structuring and connecting data in Tableau to build elegant and professional models.

In this course, you’ll combine related data using joins, relationships, and blends to bring data into visuals. We’ll work through a scenario with evolving business requirements. These requirements will need more and more data added to our model as we progress. Each time you do this, you’ll be introduced to new options for joining, relating, and blending data, common problems, and methods for optimizing your data model for performance.

By the end, you’ll have learned to think more carefully about the structure of your data, the types of connections you should use, and the performance options that are best for your data.

By the end of this course you will be able to:

• Build a basic data model using Tableau’s relationship feature

• Optimize data model relationships using performance tuning

• Understand the differences between JOINS, Relationships, and Blends

• Adapt a data model based on an expanding set of requirements

• Deal with common issues like NULLs, Many-to-Many, One-to-One relationships and filtering.

• Understand how ETL tools can make life easier to create an optimal Star Schema

This Tableau course is perfect for professionals who have a solid understanding of Tableau and want to solidify their knowledge of data modeling. If you want to know how to make good data modeling decisions in Tableau, this course is for you.

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What's inside

Syllabus

Getting Started
In this course, we'll combine related data using joins, relationships, and blends to bring data into visuals. We’ll work through a scenario with evolving business requirements. These requirements will need more and more data added to our model as we progress. Each time you do this, you’ll be introduced to new options for joining, relating, and blending data, common problems, and methods for optimizing your data model for performance.
Read more

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Examines relationships and blends in Tableau, which is standard industry knowledge
Develops more advanced Tableau skills, knowledge, and tools
Taught by Tableau experts, Sebastian Taylor and Pavel Nacve
Prerequisites such as foundational Tableau knowledge are greatly encouraged

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Reviews summary

Advanced tableau data modeling for professionals

According to learners, this course is a highly valuable resource for professionals aiming to deepen their Tableau data modeling skills. Students consistently highlight the instructor's clear explanations of complex topics like relationships, joins, and blends, along with practical guidance on performance optimization. While the course excels in offering real-world scenarios and tips for handling common data issues such as NULLs and many-to-many relationships, some learners felt the pace could be inconsistent or desired more challenging hands-on exercises. It is explicitly noted that this course assumes prior Tableau knowledge and is not for beginners.
Valuable insights on ETL processes and Star Schema.
"The content on ETL and Star Schema was particularly insightful, connecting Tableau to broader data warehousing principles."
"I particularly liked how they explained the importance of a star schema."
"The section on ETL and Star Schema was particularly helpful, broadening my perspective beyond just Tableau."
Instructor provides clear explanations of data modeling.
"The instructor's explanations of relationships vs. joins vs. blends were incredibly clear, using practical examples that demystify complex concepts."
"The instructor clearly knows their stuff. I particularly liked how they explained how to handle NULLs and the importance of a star schema."
"This course helped fill critical gaps. I appreciate the instructor's pragmatic approach to relationships and performance."
Practical focus on real-world scenarios and optimization.
"I especially appreciated the focus on performance optimization which is crucial in real-world scenarios. It really helped me move beyond basic data connections."
"The real-world scenario approach made it easy to follow and apply what I learned immediately. The optimization tips are gold."
"I've already applied some techniques to my work dashboards, gaining practical advice on optimizing performance."
Pace sometimes inconsistent, may require rewatching.
"While the content is relevant, I felt the pace was inconsistent. Some modules were clear, others a bit hard to follow without rewatching."
"I found some explanations a bit rushed, especially around the nuances of relationships."
Some advanced learners want more challenging exercises.
"My only minor critique is that some parts could have benefited from a bit more hands-on exercises, but the demos were thorough enough."
"I hoped for more on practical application with large datasets, as the examples felt a bit small-scale. More challenging exercises would truly cement the concepts."
"For an 'advanced' course, I expected more in-depth problem-solving techniques and less reiteration of basic concepts."
Assumes solid Tableau knowledge; not for beginners.
"It does assume you're already familiar with Tableau, so it's definitely not for beginners."
"A very solid course that builds well on existing Tableau knowledge."
"As an experienced Tableau user, this course filled critical gaps in my data modeling knowledge."

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 - Data Model with these activities:
Organize Course Resources
Create a system to organize and review your course materials, including notes, assignments, and practice exercises.
Show steps
  • Create a dedicated folder or notebook for course materials.
  • Categorize and label your materials for easy retrieval.
Review Data Modeling Concepts
Refresh your understanding of data modeling concepts, including the different types of relationships and how to optimize data models.
Browse courses on Data Modeling
Show steps
  • Review your previous notes or course materials on data modeling.
  • Complete online quizzes or practice exercises on data modeling.
Review Relational Database Concepts
Strengthen your foundation in relational database concepts to enhance your understanding of data modeling in Tableau.
Browse courses on Relational Databases
Show steps
  • Review basic SQL statements (e.g., SELECT, JOIN, WHERE).
  • Understand data types, primary keys, and foreign keys.
  • Explore database normalization concepts.
Ten other activities
Expand to see all activities and additional details
Show all 13 activities
Connect with Tableau Experts
Seek out experienced Tableau professionals who can provide guidance and support throughout your learning journey.
Show steps
  • Attend Tableau user group meetings or online forums.
  • Reach out to Tableau experts on social media platforms like LinkedIn.
Attend a Tableau User Group Meeting
Connect with local Tableau users, share knowledge, and learn about best practices by attending a user group meeting.
Show steps
  • Find a Tableau User Group in your area: https://www.tableau.com/about/user-groups.
  • Register for an upcoming meeting.
  • Attend the meeting and participate in discussions.
  • Network with other Tableau users.
Practice with joins
Review the concept of joins in SQL, ensuring you have a solid understanding before starting the course.
Browse courses on Data Structures
Show steps
  • Review the syntax for INNER JOIN, LEFT JOIN, and RIGHT JOIN in SQL.
  • Practice writing SQL queries using joins to combine data from multiple tables.
Explore Tableau Community Forums
Tap into the collective knowledge and support of the Tableau community to resolve issues and enhance your understanding.
Show steps
  • Visit the Tableau Community Forums: https://community.tableau.com/s/.
  • Browse through existing discussions or search for specific topics.
  • Post questions and engage with other Tableau users.
  • Contribute to the community by answering questions and sharing your experiences.
Practice Joining Tables
Reinforce your understanding of how to join tables by practicing various join types in Tableau.
Show steps
  • Create a new Tableau workbook and connect to a sample dataset.
  • Drag and drop two tables onto the canvas.
  • Select the 'Data' menu and choose 'Join'.
  • Choose the join type (e.g., inner, left, right, full outer).
  • Drag and drop the join fields to connect the tables.
Data Blending Exercises
Complete practice exercises to enhance your understanding of the different types of data blending in Tableau.
Browse courses on Data Blending
Show steps
  • Use Tableau's data blending functionality to combine data from multiple sources.
  • Explore the different types of data blending options available in Tableau, such as inner, outer, and left joins.
  • Troubleshoot common data blending issues, such as data type mismatches and duplicate records.
Advanced Tableau Relationships
Explore advanced concepts of Tableau relationships, such as creating and managing relationships between multiple tables.
Browse courses on Data Modeling
Show steps
  • Watch video tutorials on advanced Tableau relationship techniques.
  • Practice creating and managing relationships using the Tableau Desktop application.
Build a Dashboard with Multiple Data Sources
Demonstrate your ability to integrate multiple data sources and create a visually compelling dashboard in Tableau.
Browse courses on Data Visualization
Show steps
  • Gather data from various sources (e.g., CSV files, databases).
  • Create a new Tableau workbook and connect to the data sources.
  • Design and build the dashboard layout, including visualizations and filters.
  • Configure interactions and drill-down capabilities.
  • Publish the dashboard and share it with stakeholders.
Tableau Data Model Optimization Project
Embark on a project where you apply your understanding of data modeling to optimize the performance of a real-world Tableau data model.
Show steps
  • Identify a dataset that requires data modeling.
  • Design and implement a data model that optimizes performance and meets business requirements.
  • Evaluate the performance of your data model and make necessary adjustments.
Interactive Dashboard on Course Data
Create an interactive dashboard that visually represents the data and insights you have learned throughout the course.
Browse courses on Dashboard Creation
Show steps
  • Design the layout and structure of your dashboard.
  • Incorporate interactive elements such as filters, tooltips, and drill-downs.
  • Publish your dashboard and share it with others.

Career center

Learners who complete Advanced Tableau - Data Model 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 - Data Model.
This classic book must-read for anyone working with data warehouses. It provides a deep dive into dimensional modeling, including star schemas and their implementation. The authors are leading experts in the field.
Seminal work on the grammar of graphics, a formal language for describing data visualizations. It covers a wide range of topics, from the basics of the grammar of graphics to the use of the grammar of graphics to create a variety of charts and graphs.
This classic book by Edward Tufte must-read for anyone interested in data visualization. It covers a wide range of topics, from the principles of visual perception to the design of effective charts and graphs.
Introduces the fundamental principles of data science and data-analytic thinking from a business perspective. It helps readers understand how to extract valuable knowledge and business value from data, covering various data mining techniques without getting overly technical. Based on an MBA course, it uses real-world business problems to illustrate concepts, making it highly relevant for business-oriented individuals and professionals.
Provides a comprehensive introduction to the fundamental concepts of database systems, with a strong emphasis on data modeling and design, which are crucial for understanding data relationships. It is widely used as a textbook in undergraduate and graduate programs and serves as a valuable reference for professionals. It lays the groundwork for understanding how data is structured and related in traditional databases.
Written by the creator of the pandas library, this book practical, hands-on guide to data manipulation, cleaning, processing, and analysis using Python. It is an essential resource for anyone looking to use Python for data analytics, covering key libraries like pandas, NumPy, and Jupyter. It includes numerous real-world case studies and is widely used by students and professionals.
Deep dive into the fundamental trade-offs and concepts behind designing modern data systems. It is crucial for understanding the underlying principles that influence data optimization in distributed systems, databases, and batch/stream processing. While not solely focused on optimization, its comprehensive coverage makes it essential for anyone looking to deepen their understanding of how data systems work and how to make them performant. It is widely regarded as a must-read for data professionals.
Provides a beginner-friendly introduction to data modeling, covering fundamental concepts, techniques, and diagramming. It includes hands-on exercises and self-tests to reinforce learning, making it suitable for high school and undergraduate students, as well as those new to the field.
Focusing on the crucial aspect of communicating insights, this book teaches the fundamentals of data visualization and how to tell compelling stories with data. It provides practical guidance and real-world examples to help readers create effective visualizations and presentations. is highly recommended for anyone who needs to present data-driven findings clearly and persuasively, regardless of their technical background.
Provides a practical and accessible guide to relational database design, focusing on the process of defining tables, fields, keys, and relationships. It's an excellent resource for beginners and those who need a clear, step-by-step approach to designing databases that effectively manage data relationships. It's a great starting point before diving into more theoretical texts.
The first volume in a series, this book offers a collection of universal data models applicable across various industries. It's a practical guide providing pre-built patterns for common business concepts like parties, products, and orders. This is an excellent reference for data modelers at all levels, particularly useful for jump-starting modeling projects.
This guidebook offers a comprehensive overview of the Business Intelligence lifecycle, from data integration to analytics. It provides clear explanations of architectural design and processes, making it valuable for gaining a broad understanding of the field. It useful reference for navigating the complexities of BI projects and includes practical solutions.
Provides a comprehensive overview of data visualization, covering the basics of visual perception, data types, and chart types. It great resource for beginners who want to learn the fundamentals of data visualization.
Focused specifically on SQL performance, this book is invaluable for anyone working with relational databases. It provides clear explanations of indexing and query optimization, which are fundamental aspects of data optimization. practical guide and a useful reference for developers and database professionals seeking to improve the performance of their SQL queries across various database systems.
Provides a broad overview of the entire data engineering lifecycle, which includes data ingestion, transformation, and storage—all highly relevant to data blending. It helps solidify an understanding of the foundational concepts necessary before diving deep into specific blending techniques. This useful reference tool for understanding the landscape of data work. It can serve as preparatory reading for those new to the field.
Provides a broad, introductory overview of data analytics concepts, making it ideal for beginners across various disciplines. It covers key data concepts and includes real-world examples and case studies to solidify understanding. Many universities use this book as a textbook for introductory data analytics courses. It serves as excellent background reading for anyone new to the field.
Focuses on building and optimizing data platforms specifically on Microsoft Azure. Given the prevalence of Azure in the course titles, this book provides highly relevant, platform-specific knowledge on data engineering practices, including performance considerations. It valuable resource for professionals working with Azure data services.
For those working with Microsoft BI tools like Power BI, SSAS, and Excel, a strong understanding of DAX is essential. is considered a definitive guide to the DAX language, providing in-depth knowledge for creating powerful calculations and data models.
In the age of information overload, this book provides essential tools and frameworks for critically evaluating data, statistics, and claims presented as data-driven. It equips readers with the skills to identify misleading information and understand the potential for manipulation. This highly relevant book for navigating the contemporary data landscape.
Offers an accessible and engaging introduction to the fundamentals of statistics, a critical component of data analytics. It explains key statistical concepts using real-world examples and relatable anecdotes, making it an excellent resource for those without a strong mathematical background. It helps build a solid foundation in statistical thinking necessary for data analysis.
Delves into the theoretical underpinnings and practical aspects of data modeling, offering a more in-depth perspective than 'Data Modeling Essentials'. It's suitable for those who want to gain a deeper understanding of the discipline and its evolution.
Definitive guide to optimizing MySQL databases. It covers a wide range of performance tuning techniques, making it highly relevant for data optimization in environments using MySQL. It valuable resource for database administrators and developers working with MySQL to achieve high performance and scalability. The latest edition incorporates recent advancements.
Provides a comprehensive guide to Apache Spark, a powerful engine for large-scale data processing. Understanding Spark is crucial for optimizing data pipelines and processing in big data environments. The book covers Spark's architecture, APIs, and performance tuning, making it highly relevant for data optimization in modern data stacks.
Comprehensive guide to the entire Business Intelligence project lifecycle, from planning to deployment. It provides a structured approach to implementing BI solutions and emphasizes understanding business needs and ensuring data quality. It valuable resource for project managers and those involved in BI implementation.
Explores reusable data model patterns for common business structures. It helps in applying data modeling rules in an enterprise context and provides high-level models for various business areas. This valuable resource for experienced modelers and professionals looking for proven solutions to recurring modeling challenges.
Another specialized book on MySQL performance, offering best practices and techniques for achieving efficiency. It complements 'High Performance MySQL' with additional insights and practical advice for optimizing MySQL databases.
Provides real-world examples of how companies are using big data and analytics to achieve success. It showcases Business Intelligence in action across various industries, offering practical insights and inspiration. It's valuable for understanding the practical applications of BI.
Considered a classic in the field, this book provides a comprehensive and rigorous treatment of statistical learning methods. It covers a wide range of topics, including supervised and unsupervised learning, model selection, and a variety of algorithms. While mathematically more demanding, it is an invaluable reference for graduate students and researchers seeking a deep understanding of the theoretical underpinnings of many data analytics techniques.
A practical guide to data visualization using Tableau, emphasizing the principles and best practices of effective data storytelling.
Data cleaning critical prerequisite for effective data blending. focuses specifically on data cleaning techniques, which are essential for ensuring the quality and accuracy of data before combining it from multiple sources. It provides a deep dive into identifying and resolving data errors.
Is invaluable for understanding common mistakes and inefficient practices when working with SQL and relational databases. It helps in recognizing and avoiding design and query patterns that can negatively impact performance and maintainability, directly impacting how effectively data relationships are handled.
This represents a category of resources focusing on the specific challenges and techniques for optimizing data movement and processing within cloud environments. Given the cloud-centric nature of many of the course titles, books or publications in this area are highly relevant for contemporary data optimization practices. Specific titles would vary based on the cloud platform (Azure, GCP, AWS).
A classic since its publication, this book remains highly relevant in highlighting how statistics can be manipulated or misinterpreted to present a misleading picture. It teaches readers to critically evaluate statistical claims and recognize common pitfalls. This valuable read for anyone who works with or consumes data and wants to avoid being misled.
Addresses the importance of having a sound data strategy in the age of big data and IoT. It helps readers understand how to leverage data, analytics, and Business Intelligence to drive profitability and gain a competitive edge.
This cookbook offers practical recipes for common data engineering tasks on Azure, including those related to optimizing data workflows and analytics. It useful reference for hands-on learners and professionals seeking solutions to specific optimization challenges within the Azure ecosystem.
Focuses on the Data Vault 2.0 methodology, a contemporary approach to data warehousing that emphasizes auditable and scalable data models. It provides a specific framework for handling data relationships in a data warehousing context, particularly for integrating data from diverse sources.
Predictive analytics is an advanced area within Business Intelligence. explores how predictive analytics works and its applications in various business scenarios. It's suitable for those looking to deepen their understanding of advanced BI techniques.
Offers a comprehensive introduction to forecasting methods, covering both theoretical principles and practical applications. It uses R to demonstrate various forecasting techniques and is suitable for students and practitioners in various fields. It's a key resource for anyone involved in time series analysis and forecasting as part of their data analytics work.
Delves into the internal workings of databases and distributed data systems. Understanding these internals is crucial for advanced optimization, allowing professionals to make informed decisions about system design and tuning. It's a more advanced text suitable for experienced practitioners.
The third book in the series delves deeper into universal data modeling patterns, offering more advanced and complex patterns. It's suitable for experienced data modelers looking to expand their pattern library and tackle more intricate modeling scenarios.
Effective data visualization crucial aspect of Business Intelligence. focuses on the principles of designing insightful and effective dashboards for communicating data clearly and accurately. It's a valuable resource for anyone involved in presenting BI findings.
Written by a renowned statistician and forecaster, this book explores the art and science of prediction in various fields using data and statistical modeling. It discusses the challenges of making accurate predictions in a world filled with uncertainty and noise. It's a thought-provoking read for anyone interested in predictive analytics and the limitations of data.
This category represents resources that focus on the optimization of data transformation processes within cloud-based data pipelines. Efficient data transformation critical aspect of data optimization, impacting both performance and cost in cloud environments. Specific resources would depend on the tools and platforms used.
Focuses on the principles and practices for developing high-quality data models. It emphasizes the importance of data model quality and provides techniques for achieving it throughout the modeling process. It valuable resource for data modelers seeking to improve their craft and build robust, maintainable models.
Tableau widely used BI and data visualization tool. focuses on mastering Tableau for implementing advanced BI techniques, analytics, and even machine learning models. It's a practical guide for those looking to become proficient in using a popular BI platform.
Offers an agile approach to dimensional modeling, providing practical techniques for collaboratively designing data warehouses. It's relevant for understanding how data relationships are defined and implemented in an iterative development environment, which is increasingly common in data projects.

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