Advanced Tableau: LODs, Parameters, Sets & Custom Charts

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LEARNING JOURNEY

1. Expert Introduction
2. ChatGPT Support
1. 14_01_Introduction to Expert
2. 14_02_Extracting the Zip Working File (Attachment)
3. 14_03_Data Sets Explored
4. 14_04_Mentality of Big Data Sets
5. QUIZ: Optimizing Performance with Large Data Sets
1. 14_05_Union Theory - Mismatched Fields, Missing Fields
2. 14_06_3 Different Methods for Unions
3. 14_07_Wildcard Unions
4. QUIZ: Combining Data Tables with Unions
5. 14_08_Inner Join and Left joins Explained
6. 14_09_Outer and Full Joins. Joins without Duplicates
7. 14_10_Simple Join Example in Tableau
8. 14_11_Big Join in Action - Left Side Setup and Validation
9. 14_13_Big Join in Action - Performing the Actual Join and Interpreting Results
10. 14_12_Big Join in Action - Right Side Setup
11. 14_14_Numerical Validation and Assessing Risk of Join Choice
12. 14_15_Joining with Duplicates (One-to-One and Many-to-Many Relationships)
13. 14_16_Example of Many to Many Join with Duplicates
14. QUIZ: Understanding 1-to-1 vs. Many-to-Many Joins
15. 14_17_How do you deal with Unintended Duplicates
16. 14_18_Double Join Theory
17. 14_19_Double Joins in Action with Real Data
18. 14_20_The Problem with Joins and Duplicate Data
19. 14_21_The Solution is Relationships
20. 14_22_Building the Full Data Model with Joins, Relationships and Unions
1. 14_23_Assignment - Joins and Relationships (Problem)
2. 14_24_Assignment - Joins and Relationships (Solution 1)
3. 14_25_Assignment - Joins and Relationships (Solution 2)
4. 14_26_Assignment - Joins and Relationships (Solution 3) (Attachment)
1. 15_01_Introduction to Parameters (Attachment)
2. 15_02_What is a Parameter - A simple example
3. 15_03_Simple Parameter using Float
4. 15_04_Setting a Range for Float Parameters
5. 15_05_Parameter List with % Example
6. 15_06_Using the String Parameter with an If Function
7. QUIZ: Dynamic Control with Parameters
8. 15_07_Multiple String Parametersn in Play with Aggregation Choice
9. 15_08_Choosing Dimensions using Parameters
10. 15_09_Using Parameters in a Scatter Plot
11. 15_10_Date Parameters with Boolean Check
12. 15_11_Changing Data Granularity
13. 15_12_Filtering With Parameters
14. 15_13_Using Actions to Change Parameter Values
15. QUIZ: Enhancing Interactivity with Parameters and Filters
1. 15_14_Assignment - Parameters (Problem) (Attachment)
2. 15_15_Assignment - Parameters (Solution 1)
3. 15_16_Assignment - Parameters (Solution 2)
4. 15_17_Assignment - Parameters (Solution 3) (Attachment)
1. Using Sets: Data Set (Attachment)
2. 16_01_Welcome to Sets - Recap on Groups Function
3. 16_02_Demonstration of Different uses of Sets
4. 16_03_Loading your Data - Creating a Basic Set, Different Ways to Visualize, Filtering (Attach)
5. 16_04_Combining Sets to See their Interactions - Venn Diagram Theory
6. 16_05_Creating Crosstabs off Existing Sets
7. 16_06_Using Sets in Downstream Analysis
8. 16_07_Tableau Online - Publishing Data Sets, Tableau Environment, Collaboration
9. 16_08_Combining Sets with Parameters
10. 16_09_Using Actions to Controls Sets
11. QUIZ: Focusing Analysis with Sets
1. 16_10_Assignment - Sets (Problem) (Attachment)
2. 16_11_Assignment - Sets (Solution) (Attachment)
1. 17_01_Welcome to LODs
2. 17_02_Basic Concept of Level of Detail and Granularity
3. 17_03_Quick Example of Fixed LOD
4. 17_04_Exclude LOD
5. 17_05_Include LOD
6. QUIZ: LODs: Fixed, Include and Exclude
1. All LOD Workbook Files
2. 17_06_Case Study 1 - Number of Unique Model Lines per Vendor ID + Action Function
3. 17_07_Case Study 2 - Minimum Date + Quality Gates
4. 17_08_Case Study 3 - Classification with Tolerance
5. 17_09_Case Study 4 - LOD for the Whole Data Set
6. 17_10_Case Study 5 - Comparing Minimum and Maximum Dates
7. 17_11_Case Study 6 - Excluding Dates for User Choice Comparison
8. 17_12_Case Study 7 - Include and Fixed Equivalency
9. 17_13_Case Study 8 - Double Fixed LODs
10. 17_14_Case Study 9 - Double Minimum Dates - Tricky
11. 17_15_Case Study 10 - Median LODs
12. 17_16_Case Study 11 - Min vs Max and Additional Calculations
13. 17_17_Case Study 12 - Proportionality
14. 17_18_Case Study 13 - Progression Percentage over Time
15. 17_19_Case Study 14 - Fixing the Column Grand Totals for Filtering - Fixed vs Exclude Testing
16. 17_20_Case Study 15 - Art and Creativity
17. 17_21_Concluding Remarks
1. 18_01_Introduction to Analytics Pane
2. 18_02_Loading the Analytics Pane data set (Attachment)
3. 18_03_Constant Line Setup and Formatting
4. 18_04_Multiple Constant Lines, Average, Min, Max, Second Formatting Method
5. 18_05_Median with Quartiles and Confidence Intervals
6. 18_06_Recalculated Aggregate Lines - On or Off
7. QUIZ: Enhancing Visuals with the Analytics Pane
8. 18_07_Median vs Average
9. 18_08_Median with Quartiles (Links)
10. 18_09_Linking Parameters to Lines, Reference Lines, Boolean Colours
11. 18_10_Reference Bands and Distribution Bands
12. 18_11_Box Plots
13. 18_12_Grand Total Options and Best Practices
14. 18_13_Getting Started with Trendlines (Attachment)
15. 18_14_Logarithmic and Power Trendlines
16. 18_15_Forecasting (Links)
17. 18_16_Clusters
18. QUIZ: Aggregations in the Analytics Pane
1. 19_01_Welcome to Dashboard Design Elements (Attachment)
2. 19_02_Data Set Explained (Attachment)
3. 19_03_Exploratory or Explanatory Dashboards (Attachment)
4. 19_04_Dashboard Planning with MS Paint
5. 19_05_Pie Charts and the Concept of Emphasis
6. 19_06_Bar and Column Chart Principals
7. 19_07_Hierarchy Maps + Story Time
8. 19_08_Heat Maps - Super Simple
9. 19_09_Line Chart Principals
10. 19_10_Area Chart Do's and Don'ts
11. 19_11_Tier Structure System of Dashboard Design
12. 19_12_Filters or Visualizations for better User Experience
13. QUIZ: Emphasizing Key Insights in Dashboard Design
1. 19_13_Assignment 1 - Dashboard Cleaning (Problem) (Attachment)
2. 19_14_Assignment 1 - Dashboard Cleaning (Solution 1)
3. 19_15_Assignment 1 - Dashboard Cleaning (Solution 2) (Attachment)
4. 19_16_Assignment 2 - Tier System (Problem) (Attachment)
5. 19_17_Assignment 2 - Tier System (Solution) (Walkthrough)
6. 19_18_Assignment 2 - Tier System (Solution 1)
7. 19_19_Assignment 2 - Tier System (Solution 2)
8. 19_20_Assignment 2 - Tier System (Solution 3)
9. 19_21_Assignment 2 - Tier System (Solution 4) (Attachment)
1. Data Set Download
2. 20_01_Tiled and Floating Containers and Sheets
3. 20_02_The Power of Text Boxes
4. 20_03_Adding Images to your Dashboards
5. 20_04_Microsoft Excel Image Editing Tricks
6. 20_05_Adobe Express Image Creation and Editing (Links)
7. 20_06_Colour Wheel and Colour Lovers (Links)
8. 20_07_Creating AI Images using MidJourney and Discord (Links)
9. 20_08_Export into Different Formats - Version, Packaged, PPT, PDF
10. 20_09_Extracting Data Out of Tableau Desktop - Excel, Image, MDB, Crosstab
11. 20_10_Navigation Menu and Buttons
12. 20_11_The Importance of White Space - Blanks and Padding
13. 20_12_Show and Hide Button for Filters and Visualization
14. 20_13_Download Buttons - PDF, Crosstab, PPT, Image
15. 20_14_Tableau Extensions - Sorry I'm not an Expert on this One
16. 20_15_Data Story Extension - AI, Machine Learning and Natural Language
17. 20_16_Ask Data - Building Visualizations using Text - Bonus Tableau Environment
18. 20_17_Mobile and Tablet View Creation
19. QUIZ: Using Dashboard Objects for Effective Design
1. 20_18_Assignment - Dashboard Objects (Problem) (Attachment)
2. 20_19_Assignment - Dashboard Objects (Solution) (Attachment)
1. 21_01_Dashboard Actions Introduction
2. 21_02_IMDB Top 250 Movies Data Set (Attachment)
3. 21_03_Building the Visualizations
4. 21_04_Building the Dashboard + How Actions work Under the Hood
5. 21_05_Ignore Actions
6. 21_06_Building Action Filters from Scratch
7. 21_07_Select and Deselect Behaviour Options
8. 21_08_Filtering on Specific Dimensions
9. 21_09_Actions instead of Filters Please
10. 21_10_Highlight Action
11. 21_11_Go to Sheet and Go to URL Actions
12. 21_12_Deploying Dashboards with Actions and How to Reset Them on Tableau Online and Public
13. QUIZ: Enhancing Interactivity with Dashboard Actions
1. 21_13_Assignment - Dashboard Actions (Problem) (Attachment)
2. 21_14_Assignment - Dashboard Actions (Solution) (Attachment)
1. 22_01_Tableau Story Telling (Links)
2. 22_02_Data Set Load (Attachment)
3. 22_03_Explanatory vs Exploratory Dashboards
4. 22_04_Career Advice to get to $200k a year
5. 22_05_Planning the Work Ahead - Developing your Research Questions
6. 22_06_Building the Visualizations - Part 1
7. 22_07_Building the Visualizations - Part 2
8. 22_08_Building the Visualizations - Part 3
9. 22_09_Building the Visualizations - Part 4
10. 22_10_Building your First Story
11. 22_11_Building the Aesthetics of your Dashboards
12. 22_12_Publishing to Tableau Online for Job Show Cases
13. 22_13_Using Stories to Build the Fastest Dashboards Ever
14. Final Dashboard Download
15. QUIZ: Explanatory vs. Exploratory Dashboards
1. 23_01_Custom Visualizations Here we Come
2. 23_02_Loading the Data Set (Attachment)
3. 23_03_Histograms and Bins
4. 23_04_Scatter Plots and Bins
5. 23_05_Scatter Plot with Maps
6. 23_06_Multi-Dimensional Scatter Plots
7. 23_07_Dynamic Scatter Plot
8. 23_08_Funnel Charts
9. 23_09_Building a Corporate Dashboard with Metrics
10. 23_10_Gantt Chart
11. 23_11_Calendar Visualization
12. 23_12_KPI Chart - Actuals vs Forecast
13. 23_13_Bump Charts
14. 23_14_Waterfall Chart
15. 23_16_Map Control
16. 23_15_Word Clouds
17. 23_17_Visualization in a Tooltip
18. 23_18_Jitter Plots
19. 23_19_Donut Charts
20. 23_20_Packed Bubble
21. 23_21_Hierarchies and Tree Maps
22. 23_22_Sparklines
23. QUIZ: Balancing Creativity and Clarity in Custom Visualizations
24. Final Workbook (Attachment)
1. 24_01_Congratulations and Tableau Cloud Next