Tableau Desktop - Intermediate

Learn how to apply universal formatting across a Tableau workbook using the format workbook pane, adjusting fonts, colors, and titles for all sheets.

Annotate data points in an area chart by adding notes and connecting lines to the marks, then position and adjust text to clarify key insights in presentations.

Learn to create table joins across multiple data sources, understand one-to-many relationships, and apply inner, left, and right joins to support data modeling for meaningful analysis in Tableau.

Use unions to stack data from multiple Excel files with identical columns, automating 2020–2023 inclusion via wildcards in Tableau from the same folder.

Learn to rename data source names in Tableau Desktop for brevity and clarity, using examples like Superstore Orders, Union, and World Indicators, and adopt a shared naming strategy for collaboration.

Create and analyze table calculations in Tableau by understanding partitions and addressing, then build a percent of total for each subcategory using the detail shelf, text table, and grand totals.

Master table calculations in Tableau by creating running totals, adjusting addressing to table down, using text table view, and enabling subtotals, grand totals, and aliases for clearer profit analysis.

Create a calculated field named due date to add 30 days to the order date, handle errors, and switch between continuous and discrete to show the exact day in visuals.

Learn to build calculations with logic in Tableau using calculated fields, if, else, and end, applying to measures like sum of profit.

Learn to use string functions to split a customer name into first and last names, create calculated fields in Tableau, and sort data by last name.

Create groups from a product name to classify data by manufacturer when no field exists, then use bins for numeric grouping and apply sales and profit.

Create a calculated field using date diff to measure days between order date and ship date from Superstore Waters, then create bins to visualize sales by day ranges as histogram.

Apply precise filters in Tableau Desktop by dragging fields to the filters card, setting a 2020 date range, and filtering by segment, subcategory, or groups.

Learn to make interactive filters in Tableau by showing filters, linking regions and countries, and restricting values to relevant data for dynamic dashboards.

Explore creating and customizing pie charts in Tableau, using marks card, color and angle shelves, percent of total calculations, tooltips and labels with superstore orders data.

Learn to create a donut chart in Tableau by overlaying two pie charts and displaying a grand total in the middle using a number of records calculation and dual axis.

Learn to build a stacked area chart in Tableau to visualize parts to a whole across regions, using region on columns, sales on rows, and ship mode for color.

Learn to build a line and column chart that compares sales and profit, using the Show Me gallery, dual axes, and basic axis synchronization.

Explore histograms in Tableau Desktop, learn to create bins, count distinct orders by segment, adjust bin size, and customize labels and tooltips for clear visual analysis.

Master box plots, or box and whiskers plots, to see data distribution and outliers across regions and categories in Tableau. Compare quartiles and medians with simple averages for predictive insights.

Learn to create and refine Gantt charts in Tableau Desktop - intermediate, using region, ship mode, order-to-ship averages, and week-based date ranges.

Learn to build and customize a bullet chart in Tableau Desktop, comparing actual values to targets across product subcategories, using the projections data in the show me gallery.

Create a bullet chart in Tableau Desktop by building an over-or-under calculated field that compares 2020 actual to 2020 target, then use show me gallery and customize colors and tooltips.

Build a dual-axis map in Tableau by layering a pie chart over a map to compare market segments, states, profit, and sales, and tune colors and sizes.

Explore map layers and data layers in Tableau to blend geographic terrain with census data and create insightful heat maps.

Explore how to access and toggle map backgrounds in Tableau, experimenting with light, satellite, outdoors, and streets layers, and learn to zoom, reset, and manage map detail and palette.

Learn to use web mapping services (WMS) in Tableau to add and manage WMS maps, evaluate free versus subscription sources, and experiment with URL-based layers before building dashboards.

Explore interactive dashboards in Tableau Desktop - intermediate, focusing on dashboard actions such as filter, highlight, go to URL, and go to sheet to control visuals across worksheets.

Learn to filter dashboards using a filter action by segment, connecting a donut chart as the source to a histogram as the target, test and adjust settings.

Learn to create highlight actions on a dashboard, using a donut chart as the control and a hover to highlight segments in related charts without filtering.

Learn to add go to URL actions in Tableau Desktop to open web links from a dashboard menu, launching in a browser and guiding users to specific pages.

Apply a go to sheet action to navigate from a text table to the sales and profit map, using hover tooltips to clarify clicks and enable cross-worksheet navigation.

Master calculations, including table calcs and freestyle calcs, to achieve the visuals you want from your data source and add interactivity to dashboards.