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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.

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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.
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A Basic Data Model
In this module, we'll build a basic data model using Tableau’s relationship feature.
Exploring the Data Model
In this module, we'll explore the data model and understand the differences between JOINS, Relationships and Blends.
ETL & Star Schema
In this model, we'll learn to deal with common issues like NULLs, Many-to-Many, One-to-One relationships and filtering. We'll also understand how ETL tools can make life easier to create an optimal star schema.
Course Conclusion
Qualified Assessment

Good to know

Know what's good
, what to watch for
, 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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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
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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.

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