Tableau Mastery Course

Learn how to use filters in Tableau to refine data by dimension or measure, create dynamic controls, and view region-specific data such as east, west, north, and south.

Explore the main Tableau filters — data source, extract, context, dimension, measure, dependent, and date filters — and how combining dimension and measure filters works.

Learn how data source filters apply filters directly to the data source in Tableau, allowing you to restrict live data by dimensions like product category and reason.

Master quick filters in Tableau by selecting product subcategories and applying items like computer peripherals, then edit filters to refine visible data; future topics cover dimension filters.

Explore dimension filters and dependent filters in Tableau, learn to use quick and show filters, limit values to only relevant items, and build multi-dimensional, category-based filtering with subcategories.

Apply measure filters in Tableau by summing sales on the filter shelf, setting a min-max range with at least or at most, and combining with dimension filters like furniture.

Explore how context filters refine Tableau views by using dimension and dependent filters, apply top-seven subcategories, and configure custom value and by-field filters to show relevant data.

Master context filters in Tableau to extract the top seven subcategory items by sales, using product category as context and exploring filter behavior with and without context filters.

Explore how context filters in Tableau prioritize a dimension before top-N selections, highlighting the difference from normal filters. See how furniture and technology top items change under context filters.

Explore date filtering in Tableau by applying order date to filters, choosing month or year granularity, and creating dependent, relevant, single-value dropdown filters for dynamic visualizations.

Begin by understanding how charts visualize data to reveal insights, then explore bar, line, scattered chart, pie, and bubble charts in Tableau.

Start by choosing a dimension like product subcategory on the rows shelf to analyze sales, then drag sales to the marks shelf to create a bar chart.

Learn to swap dimensions and measures in Tableau by dragging fields to rows, columns, and the marks shelf, then sort and swap to compare subcategories and sales.

Drag product container to rows and columns, then set sales as the bubble size. Color by sum of sales and add labels to compare categories or regions.

learn to visualize data with a pie chart in Tableau, using the mark shelf, color labeling, and sales by product category to show each slice's share.

Create and interpret a Tableau tree map using the marks shelf, dimensions, and measures to visualize sales by product category and subcategory with color and size.

Explore how to create a stacked tree map in Tableau to visualize sales by product category and subcategory, using the mark shelf, size, color labels, and stacking.

Visualize measures with a world map chart in Tableau, using size and color to show profit and loss, and add region, category, and date filters to create dynamic, focused reports.

Explore creating geographical maps in Tableau by double-clicking latitude and longitude, labeling states on the map, and analyzing sales by location by dragging sales to the marks.

Create a geographical bubble map in Tableau by assigning latitude and longitude, dragging state as location, and using sales for color, label, and bubble size to visualize geography.

Create a geographical bubble map in Tableau using size and color measures driven by quantity, mapping states with latitude and longitude for visual insight.

Master geographical bubble maps in Tableau by sizing and coloring bubbles, resolving unknown location errors by adding state for city data and using region filters.

Learn to build a geographical map in Tableau using longitude and latitude with a color dimension to differentiate states, and apply region filters to highlight East, South, and West areas.

Explore a geographical map in Tableau using latitude and longitude with a date as year filter, and apply color and size by sales while using state as label.

Discover how to build a month year filter in Tableau by turning order date into year and month, then using custom date parts to achieve month year continuity.

Apply a month-year filter in Tableau by converting the order date to month, dragging it to filters, enabling show filter, and configuring the filter as month or month-day as needed.

Explore bar charts in tableau, learning to place product subcategory and sales on columns and rows, display sales with text, and sort bars ascending or descending.

Learn how to create a bar chart in Tableau using unit price as the measure and applying color on the mark shelf, with sorting and mark labels.

Create a bar chart in Tableau by using product subcategory as the dimension and sales as the measure, then adjust bar size to reflect sales.

Learn to create a bar chart in Tableau using profit as both size and color, with sorting and dimension placement to illustrate sales performance.

Learn to create a bar chart with dual axis in Tableau by combining sales and profit on one view, using subcategory on rows and sorting.

Learn to build bar stacked charts in Tableau by stacking product category and subcategory, dragging fields to columns and labels, and analyzing category-level contributions as percentage sales.

Visualize stacked bar charts by stacking subcategories inside each product category to analyze sales. Compute percentage of total per subcategory using product subcategory, and rank items with quick table calculations.

Explore adding a reference line with an entire table scope in Tableau, calculating the complete table average, and visualizing above-average categories with line, band, and distribution options.

Learn to add a reference line with per-cell scope in Tableau, compare it to the average sales by subcategory, and understand how scope affects the entire table values.

Learn to apply reference lines in Tableau, set per-pane or table-wide scopes, and switch aggregations like average, maximum, and minimum across product categories such as furniture, office supplies, and technology.

Stack a tree map inside a bar chart by using product subcategory as labels and layering them within a product container, then color by container or subcategory for comparison.

Build a bar chart with a date filter by dragging profit and budget onto shelves, then apply a multi filter on order date and switch to a single value list.

Create a bubble chart in Tableau by dragging city to the view, removing the map, and using sales for size and color; color density reflects sales.

Learn to build a bubble chart in Tableau, using sales as size and product category as the second dimension with color labels for clear category insights.

Explore creating bubble charts with motion in Tableau, using filters and page navigation to animate charts across dimensions and dates.

Develop a line chart in Tableau by dragging product name to rows and sales to columns, then switch the mark to line for a clear visualization.

Create a line chart with dual axes in Tableau by dragging product order priority and other measures such as discount and shipping costs to shelves, then sort and synchronize axes.

Learn how to adjust the line chart size using the size measure in Tableau, including setting the line width and applying size to the chart for clearer data visualization.

Build a line chart with dual measures using unit price and shipping cost, synchronized on a dual axis, and apply a month-year filter to visualize monthly trends.

Visualize data with a funnel chart in Tableau by placing sales on rows, using product category as color, sizing by sales, and applying table calculations to show percentage shares.

Learn how to create a funnel chart by using the x axis and y axis, understanding quadrants, and producing a dummy minus x y output for the funnel visualization.

Create a funnel chart in Tableau by turning sales into negative values using a calculated field and labeling the view by product category.

Learn to build a scatter chart in Tableau by placing product container on rows, unit price on marks, and assigning distinct shapes to items, generating unique symbols for each product.

Learn to visualize data with a waterfall chart in Tableau, using sales and profit as measures, adjusting size and color, and ordering data to reveal profit trends.

Learn how to use a parameter in Tableau to gain value-based control over top N filtering, enabling dynamic selection of top subcategories by sales.

Explore using a parameter with a set in Tableau to create a top-n filter for the product subcategory and compare its behavior with filters and sets.

Explore using a parameter to create a dynamic reference line in Tableau, adjusting the line position by date and coloring regions with a calculated field.

Learn to build scatter plots in Tableau by dragging dimensions like product category and subcategory and measures like sales and profit, adjusting size and color, and applying table-down percent-of-total calculations.

Explore scatter plots and beyond in Tableau by using table across and table down, calculating percent of total, and visualizing sales and profit with color, size, and reference lines.

Plot an x-y scatterplot in Tableau to compare sales and profit on the axes, add product subcategory as details, and use reference lines to compare pan and table averages.

Learn to build heat maps in Tableau by dragging sales to color, adjusting diverging palettes, and sizing boxes to reveal density.

Build a heat map in Tableau by placing a dimension on rows, assigning sales to color, and applying a red-gold scale with size on the map shelf.

Create heat maps with two dimensions by placing product category and subcategory on the rows, then visualize sales with color intensity and size.

Create a three-dimensional heatmap in Tableau by placing category and product subcategory on rows, order priority on columns, and using sales as size and color (golden to red).

Learn to build multi-dimension line charts in Tableau by using product category, subcategory, and container with sales and profit, and explore discrete versus continuous time, color, and interactive filters.

Explore the four types of joins—inner, left, right, and full—by joining two tables A and B, and see how inner joins form outputs and outer joins extend them.

Master inner join by identifying common elements between two tables, A and B, using the product ID as the join key, and excluding nonmatching rows to produce the final output.

Understand how left join preserves all rows from table a, matches common product IDs with table b, and fills non-matches with nulls, guided by inner join steps.

Use a right join to combine table B with matching elements from A, returning all B rows and nulls for nonmatching A entries, and compare with left and inner joins.

Explore the full join in Tableau by visualizing how it includes all records from both tables and comparing inner, left, right, and outer joins.

Demonstrate how to set up and validate an inner join in Tableau using two Excel tables, configure join keys like product ID, and verify the joined output.

Apply left join in Tableau to merge table A with table B on product ID, compare with inner join, and validate results including nulls for unmatched rows.

Learn how to perform a right join in Tableau by joining table A with table B on product ID, producing a complete B with nulls for nonmatching A rows.

Learn how to perform a full join in Tableau by combining complete data from two tables and displaying nulls for unmatched rows.

Explore how union differs from full join in Tableau by combining tables vertically versus horizontally, and learn how both preserve complete data.

Discover how union in Tableau vertically combines tables from multiple sheets, producing outputs with table name and sheet name, and compare it with full join.

Learn to use a relation like VLOOKUP in Tableau to link data one and data two by ID, and pull the product name into the first table.

Explore how functions combine constants and variables to produce outputs, with examples of sum, maximum, minimum, average, ceiling, floor, and count using f(x) and variables like x and y.

Learn how to create and use the sum function in Tableau by building a calculated field for sales and visualizing the result with a product subcategory dimension.

Explore min and max functions in Tableau by creating calculated fields to find the lowest and highest sales across furniture, office supplies, and technology.

Master the average function in Tableau by creating a calculated field for average sales, validating with sum and count, and dragging fields onto the canvas to view the results.

Apply the floor function in Tableau by creating and using a calculated field on sales totals, then compare floor with ceiling to see values rounded down.

Explore how to apply the ceiling function in Tableau to round up sales by creating a calculated field and formatting numbers, using product subcategory and sales dimensions.

Learn to apply the count function in Tableau, counting occurrences in a dimension like product subcategory, and place results in the marks shelf.

Learn how to convert a Tableau dimension to upper case using the upper() function by creating a calculated field for order priority and applying it to rows.

Apply the lower function by creating a calculated field for order priority, then drag it into the view to convert the text to lowercase.

Learn to use right and left functions in Tableau by creating calculated fields to extract first characters from strings and apply results to shelves.

Learn how functions combine constants and variables to produce outputs, and compute sum, max, min, average, ceiling, floor, and count using examples like x from 1 to 5.

Learn to create a rank calculation in Tableau using the sum of sales, rank in descending order, and how duplicates require dense rank. Rank one indicates the top performer.

Explore the dense rank function and why it overcomes the rank function's demerits when ranking the sum of sales, and implement it via a calculated field for correct sequential rankings.

Explore rank table calculations in Tableau by ranking unit price and shipping price, sorting descending, and using rank and rank dance to handle duplicates on dimensions like category and container.

Connect to the Excel data source and create a calculated field rank unique on sum of sales in Tableau, then compare descending and ascending orders to interpret rank.

the lecture compares rank, dense_rank, and rank_unique in Tableau, explaining how duplicates affect ranking and why dense_rank avoids gaps, unlike rank, while highlighting unique values.

Understand how to use rank unique in tableau by evaluating SE three and three-one values to determine the highest priority via the sky value, assigning rank nine and ten.

Master quick table calculations in Tableau using predefined functions like running total, difference, percent difference, percent of total, rank, percentile, and moving average.

Learn to compute a running total in Tableau by selecting a dimension and the sales measure, applying a table calculation, and displaying the running total and grand total.

Learn how to create a difference in Tableau using quick table calculations, dragging subcategory and unit price to shelves, and applying difference as labels for clear insights.

Learn to calculate percent difference in Tableau using a table calculation on the discount measure, comparing current and previous values to show percentage change.

Learn how percent of total is calculated in Tableau by placing the discount on the marks, selecting percent of total, and comparing each item to the grand total.

Learn how to compute moving averages for monthly sales by combining current, previous, and next months, handle nulls, and adjust the window size to smooth trends.

Calculate moving averages from monthly sales using current values, prior months, and optional next months, manage nulls, and divide by the count of included months.

Learn to compute a moving average by averaging the current period with the previous three and the next one, using April and May data, to produce a smoother graph.

Explore the difference between count and countd in Tableau by creating calculated fields on the order priority dimension, illustrating how count returns totals with duplicates while countd yields distinct values.

Learn to apply the mid function in tableau to extract specific characters from the product category string, using a start point and length to tailor outputs.

Explore how the length (LEN) function counts characters in product subcategory strings, including spaces, by creating a calculated field and applying it as a discrete dimension to get exact counts.

Use the find function in Tableau by creating a calculated field, setting a start index, and applying it to product subcategory to locate the first substring occurrence.

Explore the mid function in Tableau, part two, using find and substring to extract the middle text from product subcategory values; learn to ignore first items and handle null results.

Learn how to use the trim function in Tableau to remove spaces from strings, and explore left trim, right trim, and no trim comparisons using calculated fields and shelf placement.

Explore how to use the replace function in Tableau by creating a calculated field, applying string replacements, and viewing updated results on dimensions like product category.

Explore essential date functions in Tableau, including now, day, month, quarter, year, date name, datepart, dateadd, and datediff, with plans to explain each function individually in upcoming sessions.

Explore date functions in Tableau, including now and today, by creating calculated fields and displaying results on the marks shelf, then contrast exact date versus date with time.

Learn to use date name and date part in Tableau to extract day, month, year, and quarter from order date, and understand string versus number outputs and discrete visuals.

Learn to create a calculated field using the date diff function in Tableau. Choose date parts (year, month, day) and compare the order date to today to compute differences.

Explore the dateadd function to add days, months, or years to an order date by selecting date parts and applying interval values, with practical examples.

Explore Tableau's date trunc function to group data by month, quarter, or year and display the first date of each period, using calculated fields and custom date parts.

Learn to create the make date function in Tableau by building a calculated field using MakeDate(year, month, day) and formatting the result as a date.

Explore the round function in Tableau by creating a calculated field and applying rounding rules based on the first decimal and the greater than or equal to five condition.

Learn how round zero to round four functions in Tableau handle decimal rounding by skipping digits and incrementing when a digit is greater than or equal to five, with examples.

Explore the absolute() function in Tableau by creating a new field, applying the function to negate negative values, and displaying positive results on text marks.

Learn how to use the concatenate function in Tableau to combine strings and numbers, add spaces or delimiters, and convert numbers to strings for proper results.

Learn to use Tableau's replace function to substitute characters in strings, create calculated fields, and apply replacements to dimensions like product category.

Learn how table across in Tableau computes running totals left to right using dimensions and measures with examples of sales, priorities, and a table calculation.

Master table down in Tableau, turning the sales measure into running totals from top to bottom and contrasting it with table across from left to right.

Explore how to compute values in Tableau using table across then down, or table down then across, demonstrating left-to-right and top-to-bottom aggregation.

Explore how the if function works on a condition in Tableau, defining true and false outputs with practical examples like cheese burst pizza and creating calculated fields.

Explore how to use the if function in Tableau to return sum of sales when order priority is high, and zero otherwise, with aggregation and dimension logic.

Learn how to apply the or logic in Tableau using the if function with multiple conditions, and create calculated fields to return true or false for order priority.

Learn to build calculated fields in Tableau using the if function with or and, evaluating order priority as high or low to output sales or zero.

Learn how to use if with or and if with and in Tableau to handle multiple conditions and outputs. Explore how or versus and change results when conditions are true.

Explain how to build a nested if calculated field in Tableau, using order priority and product category to produce discrete hard-coded outputs (1–9) and avoid unwanted aggregation.

Master the Tableau case function and its parallels with if statements. Build calculated fields that map order priority levels—critical, high, and low—to outputs, and compare syntax and discrete labeling.

Learn how to replace negative profits with null using an if function in Tableau, create a calculated field, and visualize nulls with proper filtering.

Master null replacement with if, and, and/or logic in Tableau to handle negative profits. See how filters and dimensions like category and subcategory interact to produce meaningful visuals.

Learn and/or logic in Tableau by building a calculated field that returns aggregated outputs (profit or sales) when conditions like furniture category and reason are met, with proper aggregation.

Learn how or and and functions evaluate data conditions to produce sales results or null values, using product category like furniture or office supplies and region tests in tableau.

Wraps up the a to z Tableau course for beginners and intermediates, reinforcing core Tableau concepts and practical skills for final project readiness.

Visualize data in the Tableau workspace by dragging dimensions and measures to shelves, and analyze sales and profit by product category, subcategory, and product container with totals and filters.

Understand level of detail expressions in tableau by selecting type (fixed, include, exclude) for a dimension and applying an aggregation (sum, min, max, average, median) to a measure.

Explore level of detail in Tableau, focusing on fixed, include, and exclude lods. Learn fixed is independent, include and exclude are dependent, and how filters and context influence them.

Explore the lod syntax in Tableau, comparing fixed, include, and exclude. See how fixed stays constant, while include and exclude shift with the visualization.

Learn how to use a fixed level of detail in Tableau, applying product category as a dimension to compute independent sales totals, and explore granularity and subcategory effects on visuals.

Explore how fixed lod remains independent of dimensions, with context filters able to change the outcome. See how granularity splits data by region and product category, affecting results.

Learn to create a calculated field using include and fixed in Tableau, apply it to product category and subcategory, and understand how the visualization dependency affects results.

Learn how to create an exclude lod expression in Tableau, compare it with fixed and include, and see how excluding product category affects sales across product subcategories in a visualization.

Learn to build include and fixed lod calculations in tableau, using product category and subcategory with sales, and see how include depends on visualization and filters while fixed stays constant.

Explore include, exclude, and fixed LOD expressions in Tableau, showing how dimension choices like product category, subcategory, and container affect results and visualization-dependent behavior.

Explore using Excel store database as a data source in Tableau, building load expressions to compute customer count and distinct order counts, handling duplicates from multi-product orders.

Identify duplicates in the order count list, compute the customer count, and derive a distinct order count list using count distinct of order IDs.

The lecture demonstrates computing customer first and last purchase dates from order dates using CFP1 and CLP1, comparing against order date, and displaying exact dates discretely.

Identify each customer's first purchase using a fixed calculation on customer ID, selecting the minimum order date, to reveal year-wise first purchases for 2010, 2012, and 2013.

Compute retention and retention rate from year-wise customer data using distinct counts and time span, and show how the first purchase defines the time span and percentage calculations.

Learn to define and calculate retention and retention rate in Tableau by analyzing year-wise and month-wise time spans, tracking first purchases and distinct customer counts.

Learn segment-based item comparison in Tableau by building parameters and calculated fields (CSA and exclude) to compare sales across consumer, corporate, home office, and small business with practical visuals.

Create and analyze a treemap in Tableau by arranging city, category, and subcategory with sales as size and color, using marks card, filters, and labels.

Build a world map visualization by mapping state to marks, sizing bubbles by distinct customer count, and coloring by region with region filters to compare central, east, south, and west.

Learn to display top n sales by product subcategory in Tableau using sets, including in/out logic, dynamic top n via a parameter, and visualizing sums with marks.

Learn to identify top customers by sales in Tableau using filters, sets, and a dynamic top-n parameter, then visualize total sales with grand totals and dual-axis charts.

Learn to find customers with sales greater than the average by building calculated fields, applying a positive difference filter, and counting distinct customers using a Tableau set.

Viz10 teaches building Tableau sets to count customers with discounts above thresholds and intersect top 200 customers by total sales with 5% discount.

Learn how to transform order date into date part and date value in Tableau, exploring discrete versus continuous time series using year, quarter, month, and day for accurate sales visualization.

Learn to create percentage-based pie charts in Tableau by using product category, quick table calculations, and grand totals, and compare table down versus table across for accurate distribution.

Create stacked bar charts in Tableau by product category and regional performance, using reason as color, then adjust sorting and labels for clear, region-wise sales insights.

Learn to build product category counts in Tableau by dragging product category to rows, placing order counts on the marks card as text, and enabling column totals.

Explore region-wise product category counts in Tableau by dragging order counts to the marks card as text, enabling grand totals, and swapping regions and subcategories to compare categories.

Learn to compute count versus distinct count in Tableau, visualize with dual-axis bar and area charts, and analyze state, customer, and product category trends.

Show the customer count by product-wise category in Tableau using count distinct as the measure. Drag and drop fields into columns and apply increasing or decreasing order.

Learn to build a month-wise product sales visualization in Tableau using order date, with month, year, and quarter, for furniture and office supplies, with show filter and single value drop-down.

Show customer count on a world map by configuring state and country region, drop the customer count into the marks card, and set it to count distinct with region colors.

Learn to build a dynamic tableau dashboard by combining sheets and visuals, including a world map and sales-by-month chart, with year and product filters applying across the dashboard.

Explore dynamic data visualization in Tableau with filtering and action filters, using product category and subcategory filters, legends, and tooltips on a world map dashboard.