Day One

8:30 AM - 12:30 PM Pacific

Day Two

8:30 AM - 12:30 PM Pacific

Adopting new technology is daunting, especially if you are coming from another platform you already know well. Many people that are learning Tableau have a background in Excel and maybe even SQL so they understand how calculations work but don't know Tableau's syntax yet.

This workshop will bridge that gap. We'll condense months of learning into two, half-days. We've taught 4,000+ students Tableau since 2014 and we'll share all the tips and tricks we've learned across many trainings and projects!

Topics we will explore include:

Math Functions

Number Functions Review
When to Use the ZN Function
The ABS Function

Aggregation

Aggregation Functions Review
W hen to Use Aggregations
Dealing with Aggregation Errors

Logic Functions

Basics of Operators and IF THEN
Grouping with IF THEN
How to Create Dynamic, Color-Changing Labels
Combining Multiple Fields with IFNULL
Meeting a Goal

String Functions

String Functions Review
Wildcard Filtering Limitations
Regular Expressions (REGEXP)

Date Functions

Calculating Differences Between Dates
Comparing Month to Date to Previous Month to Date
Comparing Year to Date to Previous Year to Date

Table Calculations

How Table Calculations Work
Comparing Time Periods Apples to Apples
Highlighting Points in a Line Graph
W INDOW Functions
Keeping Only Recent Transactions
What Does "Specific Dimensions" Mean?

Best Practices

Naming Calculated Fields
Adding Comments
Utilizing Folders
Case Sensitivity
Line Breaks

Requirements:

A Personal Computer
An External Monitor (strongly recommended)
Tableau Desktop Professional 2020.1 or later

Prerequisites:

Some experience using Tableau Desktop. You should be able to do the following:

Connect to a data source.
Understand the difference between measures and dimensions.
Be able to build calculated fields on your own.
Build a basic dashboard.

What will you get?

In addition to two half-days of instruction, attendees will walk away with a 100+ page digital manual and data files to revisit the concepts on their own later. You will also get access to session recordings for two weeks.

Where will this be hosted?

This training will be hosted virtually. 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

Mastering Tableau Calculations I (Virtual) | Pacific Time