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Tableau Masterclass - Advanced calculations with Tableau
Rating: 4.4 out of 5(308 ratings)
1,688 students

Tableau Masterclass - Advanced calculations with Tableau

Learn and understand how to apply advanced formulas and calculations in Tableau today. Tableau training for you
Created byDan We
Last updated 3/2024
English
English [Auto],

What you'll learn

  • You understand and know how to use advanced calculations in Tableau
  • You fully understand Level of detail expressions in Tableau
  • You made a big step towards becomming a formula expert in Tableau. (Notice becomming a real expert requires working on your own projects)
  • You can leverage what you have learned and use Tableau even more efficiently to impress coworkers / superiors and competitors
  • You might open up new career opportunities for you which are not only highly rewarding but also offer more job satisfaction
  • You can generate valuable insights for yourself and your company

Course content

2 sections • 36 lectures • 5h 22m total length

  • 1 Tableau Aggregations and Formatting basics13:41

    Explore tableau aggregations and formatting basics, including how to set default aggregations, switch between sum and average, and apply currency formatting for consistent visuals.

  • One important thing before you start0:24
  • Download all course files to follow along here0:02
  • 2 Understanding Aggregation and when to aggregate in Calculations in Tableau16:02

    Explore how aggregation types affect Tableau calculations and learn to build correct profit and profit ratio calculations by using consistent aggregations, avoiding mixing aggregated and non-aggregated fields.

  • 3 Dynamic KPI Selection with Parameters in Tableau11:22

    Master dynamic selection of key performance indicators in Tableau using parameters and a simple calculated field to view profit or sales.

  • 4 Dynamic Axis in Tableau The old and the new way9:33

    Create a dynamic axis in Tableau by using a parameter-driven calculated field to display KPI names (profit or sales) on the axis, with case or if logic across versions.

  • 5 LOD Expressions for Product Lauch Uptake comparison9:18

    Explore fixed LOD expressions in Tableau to preserve the minimum launch date per product, even when the product is removed from view, enabling cross-launch uptake comparisons.

  • 6 Product Launch Uptake Comparison11:39

    Explore advanced Tableau calculations in a masterclass to compare product launch uptake by aligning start dates with a minimum date LOD, date diff by month, and running total.

  • 7 Product Lauch Uptake Comparison12:46

    In this Tableau masterclass lesson, create fixed level of detail calculations to compute total product sales and product sales percentage with running total, plus a switchable absolute or percentage view.

  • 8 LOD Expressions Differences and Usecases14:21

    Dive into Tableau level of detail expressions, comparing fixed, exclude, and include, and apply them to total sales and per-product percentages with nesting.

  • 9 Include LOD Expressions in Tableau8:40

    Learn how include and fixed lod expressions compute sum and average sales across product and data type, using nested lods and guidance on when to use fixed versus include.

  • 10 Order of Operations and LOD Expressions in Tableau10:10

    Master the order of operations in Tableau and the behavior of LOD expressions—fixed, include, and exclude—and learn how context, dimension, and data source filters shape results.

  • 11 Quick and Easy Save time with Quick Table Calculations in Tableau11:55

    Explore quick table calculations in Tableau to compute running totals and percentage of total, using compute using options, and understand how filters affect results.

  • 12 Using LODs to dynamically get the latest date in our dataset10:11

    Learn to dynamically get the latest date in a dataset with a fixed LOD expression, using max of order date by year to drive sales visuals in Tableau.

  • 13 How long it took for our customers to purchase again10:26

    Learn how to measure how long it took customers to reorder by calculating the minimum and second order dates in Tableau using fixed LOD expressions and date difference.

  • 14 LOD Average Sales comparison across years per month practice8:25

    Compute the average monthly sales across years in Tableau using nested LOD expressions with date trunk and date part month, using fixed LOD and filter context.

  • 15 LOD and QTC to solve the latest month growth rate11:03

    Explore how to compare current and prior period sales using LOD expressions and quick table calculations in Tableau, and calculate the latest month growth rate for budget data.

Requirements

  • No additional costs for the software - I use Tableau Public which you can download for free
  • You need to be curious and willing to expand your current knowledge base
  • You should like working with formulas
  • Experience with Tableau is definitely helpful
  • This course is not meant for total beginners even though every ambitious student is welcome to join
  • This course fully focuses on formulas / calculations in Tableau. For Visual Analytics, advanced Tableau users should focus on my Tableau Masterclass - solving real world business challenges course and beginners on my Tableau fundamentals for beginners - A crash course

Description

How to become a Tableau Pro? You have used Tableau for Data Analytics / Visual Analytics and Business Intelligence before but have struggled with formulas and calculations so far? You want to uderstand how Level of detail expressions LOD) and other advanced formulas work in Tableau? Tableau training for you

  • Advanced business Intelligence with Tableau / Business Analytics is in high demand. 

  • Companies are constantly searching for ways to make better and faster decisions.  

  • Therefore they rely heavily on data. 

  • Data driven decision making is the key to success for any business in the world of tomorrow.

So back to my questions at the beginning. You are searching for a "How to Guide" which brings you up to speed with advanced formulas and calculations in Tableau in no time?

No problem! Let's address this challenge and bring you up to speed in less than 3 hours. This course was designed  to give you a quick and easy way to master formulas in Tableau, one of the best self service BI tools today and in the future. 

What is required? I highly recommend that you have worked with Tableau before, however every ambitious student is welcome to join. Beside this - only one thing! You interest and your willingness to learn and enhance your skills. We will use Tableau Public which you can download for free so there are no additional costs.

Data is the new Oil and the main competive edge of successful companies. So companies will demand from their employees to work more and more  with self service business intelligence tools. This is not only true across departments but also across industries.

You will not only prepare yourself for your future job responsibilities of your current job but already prepare yourself for new opportunities ahead (as well as for the Tableau certification exam).


From my personal experience I can tell you that companies will actively searching for you if you master Tableau. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!


Tableau is also a great tool for datascience. A lot of data scientists like to use it for visualizing and presenting the findings. Therefore Tableau can often be a valuable skill for datascience jobs.


.So what are you waiting for?

Together we have got a lot to do the next 3 hours. So let's dive into it!

Who this course is for:

  • You are already using Tableau and want to dive deeper into formulas and calculations
  • You want to understand Level of detail calculations in Tableau
  • You like formulas, might have an excel background and want to know what's possible in Tableau
  • You want to take advantage of the data driven opportunity ahead

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