Preparing data for Tableau takes 80% of the time in any information communication effort. This two-day workshop will save hundreds of hours spent on manual data preparation and looking online for answers.

Tableau is a powerful tool. Becoming proficient at building insightful dashboards might only take a couple of weeks. While there are good resources demonstrating how to use Tableau to build dashboards, there are not good resources about how to prepare data for analysis in Tableau. When we first started using the product, it took many months of effort and meetings with specialized consultants to learn the rules associated with preparing data for Tableau. We don’t want others to go through those same difficulties. We’ve taken years of learning and condensed it into a two-day workshop to save you the time and frustration.

Topics we will explore include:

Understand the Product
Tableau File Types
Shortcuts to Know
Order of Operations
Data Preparation Background
Facts and Dimension Tables
Data Language: Normalized and Denormalized
Date Language: Structured vs. Unstructured
Editing the Metadata
Multiple Table Scenarios
Joins
Cross-Database Joins
Blending
Unions
Common Issues
Messy Crosstab Data
Duplicating Data with Joins
Blending Black Box
Unexpected Null Data
How do Nulls Affect Averages?
Why Won’t My Data Source Refresh?
Making Data Efficient
Practical Thoughts: Reducing Columns and Rows
Pre-Aggregate Data with SQL
Pre-Aggregate Data with Excel
Transfer Calculations to Data Source
Extracts, Your Best Friend
Tableau Server Extract Refreshes
Filtering for Speed
Custom SQL Parameters
Data Management
How to Manage .tds files
Do Not Select "Published separately"
Deleting Unused Data Sources
Setting Up Data on Server
Tableau Server Permissions
Row-Level Security
When Do You Need More Than Tableau?
Unioning Tables from Different Data Sources
Complex Combinations of Filters, Pivots, Joins and Unions
Fuzzy Matching
Forecasting
Alternatives

Day One (Mon, Jan. 29th)

9:00 AM - 4:30 PM

Day Two (Tues, Jan. 30th)

9:00 AM - 4:30 PM

Requirements:

A Laptop
Tableau Desktop Professional 10.0 or Later

Prerequisites:

Basic understanding of Tableau. You should be able to do the following:

Connect to a data source.
Understand the difference between measures and dimensions.
Build a basic dashboard.

What will you get?

In addition to two days of in-person instruction, attendees will walk away with a 150+ page manual and data files to revisit the concepts on their own later. Breakfast and lunch will be provided both days.

Where will this be hosted?

This training will be hosted in-person in a classroom in Seattle. Details will be sent after registration.

What people are saying about OneNumber and trainer Eric Parker:

"After spending a couple days working with OneNumber, we are months, no, lightyears ahead of where we would be otherwise." - A OneNumber client to their CEO.

"Eric is one of the best instructors that I have ever had. Everything was paced very well and the content was extremely valuable. Personable, helpful and patient. Willing to explore with us students and excited about using Tableau, like we are!" -A Former Student

eric.parker@onenumber.biz

onenumber.biz

Video Overview of the Class

Video Excerpt from Chapter 4

Manual Except from Chapter 4

Understand the Product

Data Preparation Background

Multiple Table Scenarios

Common Issues

Making Data Efficient

Data Management

When Do You Need More Than Tableau?

Data & Tableau - Two-Day Workshop

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