Mastering Tableau Calculations I (Virtual) | Eastern Time

9:00 AM - 12:00 PM Eastern

9:00 AM - 12:00 PM Eastern

9:00 AM - 12:00 PM Eastern

Adopting new technology is daunting, especially if you are coming from another platform you already know well. Many people that are learning Tableau have a background in Excel and maybe even SQL so they understand how calculations work but don't know Tableau's syntax yet.

This workshop will bridge that gap. We'll condense months of learning into three, 3-hour sessions. We've taught 4,000+ students Tableau since 2014 and we'll share all the tips and tricks we've learned across many trainings and projects!

Topics we will explore include:

• Number Functions Review
• When to Use the ZN Function
• The ABS Function

• Aggregation Functions Review
• W hen to Use Aggregations
• Dealing with Aggregation Errors

• Basics of Operators and IF THEN
• Grouping with IF THEN
• How to Create Dynamic, Color-Changing Labels
• Combining Multiple Fields with IFNULL
• Meeting a Goal

• String Functions Review
• Wildcard Filtering Limitations
• Regular Expressions (REGEXP)

• Calculating Differences Between Dates
• Comparing Month to Date to Previous Month to Date
• Comparing Year to Date to Previous Year to Date

• How Table Calculations Work
• Comparing Time Periods Apples to Apples
• Highlighting Points in a Line Graph
• W INDOW Functions
• Keeping Only Recent Transactions
• What Does "Specific Dimensions" Mean?

• Naming Calculated Fields
• Adding Comments
• Utilizing Folders
• Case Sensitivity
• Line Breaks

• A Personal Computer
• An External Monitor (strongly recommended)
• Tableau Desktop Professional 2020.1 or later

Some experience using Tableau Desktop. You should be able to do the following:

• Connect to a data source.
• Understand the difference between measures and dimensions.
• Be able to build calculated fields on your own.
• Build a basic dashboard.

In addition to two half-days of instruction, attendees will walk away with a 100+ page digital manual, data files to revisit the concepts on their own later, and access to class recordings for two weeks.

This training will be hosted virtually. Details will be sent after registration.

"Your guidance & best practices are hands down among the most practical and valuable of ANY Tableau content I have come across." -A Tableau Solution Engineer

“If I hadn’t linked up with you, I would’ve quit Tableau. Now, it’s my whole career and I haven’t had this much fun in years.” - A Former Student

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