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20 Tableau Desktop Specialist courses delivered Live Online

Tableau Prep Building (Tableau Data Prep) for Experienced Users (TTDTAB010)

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This is an Intermediate and beyond-level Tableau course geared for experienced Tableau users who wish to leverage Tableau's more advanced capabilities. Overview This skills-focused course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Working in a hands-on learning environment led by our expert facilitator, students will learn how to: Understand what data works best with Tableau Desktop and how to shape and clean it appropriately to get Learn how to maximize flexibility from Tableau Desktop. Learn how Tableau Prep folds into the analytic cycle, and when to prep data in Tableau Prep vs. Tableau Desktop. Understand the terminology used in Tableau Prep. Know how Tableau Prep approaches data sampling. Create and understand data prep flows that address common scenarios encountered in data preparation, as applied to common data use cases Know how to view data prepared in Tableau Prep using Tableau Desktop. Understand data exploration and validation in Tableau Prep and Tableau Desktop. Geared for experienced Tableau Users, Tableau Prep Building (Tableau Data Prep) for Experienced Users is a two-day hands-on course designed to provide you with the tools and knowledge of how to prepare and shape data in Tableau Prep. It?s best suited for people who have 3-6 months experience in Tableau Desktop and are somewhat familiar with writing calculations. Throughout the course, our instructors will take you from conceptual data preparation material to creating useful Tableau Prep flows that can be output to Tableau Desktop for analysisNOTE: The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training. Course Outline Introduction to the workspace Introduction to the workflow Data literacy concepts Connecting to and configuring data Exploring data Cleaning data Preferred data structures in Tableau Shaping data Combining data Opening a data sample and creating an output file Best practices for data preparation Complex flows Starting with a question Hands-on data preparation Additional course details: Nexus Humans Tableau Prep Building (Tableau Data Prep) for Experienced Users (TTDTAB010) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Tableau Prep Building (Tableau Data Prep) for Experienced Users (TTDTAB010) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Tableau Prep Building (Tableau Data Prep) for Experienced Users (TTDTAB010)
Delivered OnlineFlexible Dates
Price on Enquiry

Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201)

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process. Overview Build and manage apps in Tableau CRM Design a dashboard based on requirements, and create a dashboard template Create and add lenses to build a dashboard Optimize a dashboard for mobile use Ready to start building in Tableau CRM? In this course, you?ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You?ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you?ve created a dashboard, you?ll also learn how to optimize the dashboard for mobile. Finally you?ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them.Looking for Tableau classes? Check out the Tableau catalog here. Managing Apps, Lenses, Dashboards, and Datasets Overview of building and managing apps Building an app Manage apps, lenses, dashboards, and datasets Designing a Dashboard and Creating a Template Dashboard Building Overview Designing a Dashboard Create a dashboard template Building a Dashboard Building a Dashboard Adding Charts, Tables, and KPIs to a Dashboard Adding Filters to a Dashboard Modify a Dashboard for Mobile Translating Desktop Dashboards to a Mobile Device Creating/Updating Mobile Dashboard Layouts

Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201)
Delivered OnlineFlexible Dates
Price on Enquiry

Tableau Server Administration (TTDTAB005)

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This is an introductory-level course for Users new to Tableau who will be administering a Tableau Server installation, including managing content, users, and permissions. Overview This skills-focused course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Our engaging instructors and mentors are highly experienced practitioners who bring years of current 'on-the-job' experience into every classroom. Working in a hands-on learning environment led by our expert facilitator, students will learn how to: User interactions with Tableau Server Tableau Server components Single-server installation Content administration Authorization and permissions Users, groups, and sites Data sources and extracts Schedules, tasks, and subscriptions Monitoring server status Command-line utilities and REST API Upgrading a single-server installation to a new version Modifying the authentication method This fast paced hands-on course provides in-depth coverage of Tableau Server administration. The knowledge and skills acquired are best geared toward those who will be administering a Tableau Server installation, including managing content, users, and permissions. Tableau Server Overview Tableau Product Line End-User Abilities Tableau Server Architecture Component Functions Server Diagrams Single Server Installation Technical Specifications Tableau Server Installation Checklist Configuration Options Resolutions for Common Installation Issues Installing Tableau Server Software User Experience Content Navigation, Searching, and Filtering Exploring Server Content Types and Objects Updating Account Settings Setting the Start Page Viewing Version Information Renaming a Project Adding a Workbook Description Authorization and Permissions Administrator Settings Authorization Overview Functional Security Model Site Roles Content Ownership and Permissions Permission Rules and Capabilities Permissions and the Default Project Creating Projects, Local Groups, and a Local User Importing Users and Adding Users to Groups Granting Permissions to Projects Creating a Project Leader Publishing and Changing Ownership of a Workbook Moving a Workbook Site Administration Data Sources, Extracts, Schedules, and Subscriptions Creating, Publishing, and Connecting to a Data Source Data Engine and File Store Creating and Publishing Extracts Backgrounder Schedules Subscriptions Enabling Subscriptions and Alerts Automating Server Tasks Automating and Programming Server Tasks Tabadmin Tabcmd Using the REST API Monitoring Server Viewing Server Status Admin Alerts Viewing Email Alerts and Admin Views Enabling Access to the Repository Custom Admin Views Licensing Information Performance Recording Upgrading Tableau Server Preparing to Upgrade Upgrading Software on the Same Machine Modifying the Authentication Method Importing AD Groups Log Files Administration Overview of Log Files Archiving Log Files Data Security Controlling What Users Can See User Filters

Tableau Server Administration (TTDTAB005)
Delivered OnlineFlexible Dates
Price on Enquiry

Tableau Training On Tap - Fast Track

By Tableau Training Uk

Tableau is an intuitive and simple tool to learn. This Tableau training course is a jumpstart to getting report writers and analysts who are self-taught or have no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in three days. Having a quick turnaround from starting to use Tableau, to getting real, actionable insights means that you get a swift return on your investment. At the end of this course, you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly. This accelerated approach is key to getting engagement from within your organisation so everyone can immediately see and feel the impact of the data and insights you create. Our Tableau Desktop Fast Track course combines all of our Foundation (Fundamentals) and Analyst (Intermediate) content into a 3 day live online course with added access to online bonus content of 3 additional modules. Gathering Requirements, Bring Your Own Data and Engaging Users. What do you get? This course is delivered live virtually and has all material provided through our online portal, together with email support and live coaching sessions. The full program includes all of the following elements: 3 days of live and interactive instructor-led sessions delivered by an expert Tableau Trainer 6 weeks access to our live coaching program delivered by expert Tableau coaches 50+ practical exercises to practice what you learn 12 months access to video’s that walk you through the theory and exercise solutions Practical advice, tools and resources for using Tableau in the real world The three additional online modules provide:Clarity on the approach to gathering dashboard requirements in a way that can be translated into dashboard designs.An agile and iterative development process that delivers products that meet user needs more quickly and effectively.An understanding of how end users will interact with dashboards to ensure that designers deliver actionable results. THE SYLLABUS PHASE 1: DESIGN MODULE 1: UNDERSTAND TABLEAU What is possible How does Tableau deal with data Know your way around Review of Type Conversions How do we format charts Dashboard basics – My first Dashboard MODULE 2: TRANSFORM DATA Connecting to and setting up data in Tableau Modifying data attributes How Do I Structure my Data – Groups & Hierarchies, Visual Groups How Tableau Deals with Dates – Using Discrete and Continuous Dates, Custom Dates How do I create calculated fields and why? – Creating Calculated Fields, Types of calculated fields, Row Level v Aggregations, Aggregating dimensions in calculations, Changing the Level of Detail (LOD) of calculations – What, Why, How MODULE 3: GATHER REQUIREMENTS(ONLINE CONTENT ONLY) Brainstorm and assess possible priorities Pitfalls to avoid Gather requirements PHASE 2: DEVELOP MODULE 4: CREATE CHARTS Charts that Compare Multiple Measures – Measure Names and Measure Values, Shared Axis Charts, Dual Axis Charts, Scatter Plots Showing progress over time Creating Tables – Creating Tables, Highlight Tables, Heat Maps Showing Relational & Proportional Data – Pie Charts, Donut Charts, Tree Maps Making things dynamic with parameters MODULE 5: COMBINE DATA Relationships Joining Tables – Join Types, Joining tables within the same database, cross database joins, join calculations Blending – How to create a blend with common fields, Custom defined Field relationships and mismatched element names, Calculated fields in blended data sources Unions – Manual Unions and mismatched columns, Wildcard unions Data Extracts – Creating & Editing Data extracts MODULE 6: ANALYSE INFORMATION Table Calculations Sets, Reference Lines, Trends and Forecasting Answering spatial questions – Mapping, Creating a choropleth (filled) map, Using your own images for spatial analysis, Mapping with spatial files Advanced charts Bar in Bar charts Bullet graphs Creating Bins and Histograms Creating a Box & Whisker plot Viz in Tooltips PHASE 3: DESIGN MODULE 7: BUILD DASHBOARDS Using the Dashboard Interface Device layouts Dashboard Actions – Set actions, Parameter actions Viz in Tooltips for Dashboards Dashboard containers – Horizontal & Vertical containers, Hidden containers Navigate between dashboards Telling data driven stories MODULE 8: BRING YOUR OWN DATA Design Best Practices & Resources Wireframe templates Questions Process Start building and testing MODULE 9: EMPOWER STAKEHOLDERS What is Tableau Server Publishing & permissions How can your users engage with content The Tableau ecosystem Review your progress Your next steps HOW MUCH OF YOUR TIME WILL THIS TAKE? Delegates are also provided 6 weeks access to our Tableau Coaching. We run Live Q&A sessions from 4pm-5pm on a Monday (Connecting to Data and Calculated Fields), 2pm-3pm Friday (Creating Charts) & 4pm-5pm Friday (Dashboard Design). The coaching helps delegates to transition from the theory of using Tableau to its practical use. We’d be expecting them to apply the exercises you’ll be doing during the course, onto your own data after the course. In our experience, this is the best way to increase both understanding and long term memory retention. The live coaching also acts as a troubleshooting platform for any practical issues that delegates need to overcome in the real world. Delegates also have 12 months access to all of the training material covered in the course in the form of an online portal (this includes theory videos, exercise solution videos, exercise materials and even quizzes). We have a growing LinkedIn community that delegates are encouraged to join and participate in. We regularly post useful blog posts and additional training that will enhance the Tableau journey and understanding. We help teams using Tableau to transform in the following ways : From a disjointed understanding of Tableau – To being familiar with Tableau terminology and capability From ad-hoc data uploads and error prone calculations – To reusable data connections and robust metrics From disjointed stakeholder questions – To clear and concise requirements that lead to decision making From being unsure how difficult Tableau will be to learn – To being able to develop standard charts and tables in Tableau with dynamic reporting capabilities From manually combining data for each analytical task – To dynamically combining data from multiple tables for analysis From being unsure how to answer analytical questions and what options there are – To being equipped with multiple actionable, dynamic, analytical use cases From not knowing Why, When and How to create Dashboards or Story’s – To being able to combine analysis to answer complex questions and tell data driven stories From using demo data theory – To Delivering value [Answering questions] on their own data From spending lots of time answering colleagues ad-hoc (data) questions – To empowering stakeholders in answering ad-hoc queries and reducing the time to analyse and steer the business

Tableau Training On Tap - Fast Track
Delivered OnlineFlexible Dates
£1,200

TTOT Level Up

By Tableau Training Uk

The Tableau Training on Tap (TToT™️) Level Up course takes intermediate Tableau users to being advanced users through lessons, tips and tricks and hands on exercises.

TTOT Level Up
Delivered OnlineFlexible Dates
£1,200

Power BI: Dashboard in a Day

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for The Power BI in a Day course is designed for beginners and intermediate users of Power BI. Overview #NAME? Students will discover the full capabilities of Power BI in a one-day, hands-on workshop. Please Note: This workshop is primarily self-directed and students will work at their own pace while having access to an instructor for questions. 1 - Accessing & Preparing data Data Set Power BI Desktop Power BI Desktop ? Accessing Data Power BI Desktop ? Data Preparation 2 - Data Modeling and Exploration Power BI Desktop ? Data Modeling and Exploration Power BI Desktop ? Data Exploration Continued References 3 - Data Visualization Power BI Desktop Power BI Desktop ? Data Visualization References 4 - Publishing & Accessing Reports Power BI Desktop ? Creating Mobile View Power BI Service Power BI Service ? Publishing Report Power BI Mobile ? Accessing Report on Mobile Device Power BI Service ? Collaboration and Distribution References 5 - Dashboard and Collaboration Power BI Service Building Dashboard References Additional course details: Nexus Humans Power BI: Dashboard in a Day training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Power BI: Dashboard in a Day course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Power BI: Dashboard in a Day
Delivered OnlineFlexible Dates
£595

Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02)

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for The audience for this course includes professionals who are new to Looker who are interested in leveraging Looker for data analysis, visualization, and reporting. The course is designed for individuals seeking to gain a comprehensive understanding of Looker's functionalities and apply these skills in their organizations to drive data-driven decision-making. Overview This course combines expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Working in a hands-on learning environment led by our expert facilitator, you'll explore and gain: Comprehensive understanding of Looker's platform: Gain a solid foundation in Looker's key features, functionality, and interface, enabling you to navigate and utilize the platform effectively for your data analysis and visualization needs. Mastery of LookML and data modeling: Develop proficiency in Looker's unique data modeling language, LookML, to create customized and efficient data models that cater to your organization's specific requirements. Expertise in creating insightful Explores: Learn to build, customize, and save Explores with dimensions, measures, filters, and calculated fields, empowering you to analyze your data and uncover valuable insights. Proficiency in dashboard design and sharing: Acquire the skills to design visually appealing and informative dashboards, share them with different user roles, and schedule exports to keep stakeholders informed and up-to-date. Enhanced content organization with folders and boards: Understand how to effectively use folders and boards to organize, manage, and discover content within Looker, making it easily accessible for you and your team. Optional: Advanced visualization techniques for impactful storytelling: Master advanced visualization techniques, including customizations with HTML, CSS, and JavaScript, and interactive visualizations using Looker's API, to create compelling data stories that resonate with your audience. Discover the power of data analytics and visualization with our hands-on, two-day introductory course Looker Bootcamp: Analyzing and Visualizing Data with Looker. Designed for professionals who want to unlock valuable insights from their data, this immersive training experience will guide you through Looker's cutting-edge features and provide you with the essential skills to create engaging, interactive, and insightful reports and dashboards. Our experienced trainers will take you on a journey from the fundamentals of Looker and its unique data modeling language, LookML, to advanced visualization techniques and content organization strategies, ensuring you leave the course equipped to make data-driven decisions with confidence. Throughout the course, you will have the opportunity to participate in practical exercises and workshops that will help you apply the concepts and techniques learned in real-world scenarios. You will explore the potential of Looker's Explores, dive into LookML's capabilities, and master the art of dashboard design and sharing. Learn how to organize and manage your content with folders and boards and harness the power of advanced visualization techniques to make your data come alive. Getting Started with Looker Overview of Looker and its key features Navigating the Looker interface Looker terminology and basic concepts Connecting to Data Sources Setting up and managing data connections Exploring database schemas Understanding LookML: Looker's data modeling language Creating and Customizing Explores Building and customizing Explores Adding dimensions, measures, and filters Creating calculated fields Saving and organizing Explores Data Visualization Creating visualizations using Looker's visualization library Customizing chart types, colors, and labels Displaying visualizations in dashboards Introduction to Looker's API for custom visualizations Advanced Explores and LookML LookML refresher and best practices Creating derived tables and data transformations Managing access controls and data permissions Organizing and Sharing Content with Folders and Boards Introduction to folders and boards in Looker Creating and managing folders for organizing content Setting up boards for easy content discovery Sharing folders and boards with different user roles and permissions Dashboard Design and Sharing Best practices for dashboard design Adding, arranging, and resizing visualizations Scheduling and exporting dashboard data Advanced Visualization Techniques Customizing visualizations with HTML, CSS, and JavaScript Creating interactive visualizations using Looker's API Integrating Looker visualizations with other tools Hands-on Workshop and Project Participants work on a guided project to apply the skills learned Trainer provides individual support and guidance Project Presentations, Q&A, and Training Wrap-up Additional course details: Nexus Humans Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Looker Bootcamp: Analyzing and Visualizing Data with Looker (TTDVLK02)
Delivered OnlineFlexible Dates
Price on Enquiry

Next-Level PowerBI for Experienced Users (TTDPB02)

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This is an Intermediate PowerBI course geared for experienced users who wish to leverage the tool's more advanced capabilities Overview This course is about 50% hands-on lab and 50% lecture, designed to train attendees in essential PowerBI data handling functions and reporting skills, coupling the most current, effective techniques with the soundest practices. Attendees of this course will gain practical examples from the experienced instructor who has deployed and configured Power BI reporting in a wide variety of businesses. Working in a hands-on learning environment led by our expert facilitator, students will learn how to: Create Advanced Power BI Reports Advanced understanding of the data schemas and extracting data Perform advanced transformations of data or any data schema Utilize time-phased data in the creation of complex analyses Create new measures using DAX Filter data using row-level security Create and deploy content packs Use Power BI to integrate with line-of-business applications Next Level Power BI for Experienced Users is a two day, course that provides attendees already experienced with Microsoft Power BI basics with a hands-on exploration of intermediate and beyond level features. This course is geared for attendees ready to learn the advanced techniques that you, your business analysts, and your stakeholders need to create complex information from projects, program, and portfolio reporting to utilizing time-phased data and, potentially, data from your enterprise?s other line-of-business tools. Get Project Online Data Select and mine relevant tables with ODATA Advanced ODATA data mining Importing other data formats Advanced Editing of data queries Advanced Data Transformations Managing table relationships Creating & using data hierarchies Creating custom columns and measures and metrics for filtering and reporting Creating Power BI Reports Using advanced visualizations Configuring drill-down Modifying visual interactions Importing and creating custom visuals Configure Power BI Security Creating Dashboard and row-level security Utilizing Filtering using row-level security Publishing Reports and Dashboards Building Mobile Reporting Creating and deploying content packs Configuring natural language query

Next-Level PowerBI for Experienced Users (TTDPB02)
Delivered OnlineFlexible Dates
Price on Enquiry

Power BI - dashboards (1 day) (In-House)

By The In House Training Company

Power BI is a powerful data visualisation program that allows businesses to monitor data, analyse trends, and make decisions. This course is designed to provide a solid understanding of the reporting side of Power BI, the dashboards, where administrators, and end users can interact with dynamic visuals that communicates information. This course focuses entirely on the creation and design of visualisations in dashboards, including a range of chart types, engaging maps, and different types of tables. Designing dashboards with KPI's (key performance indicators), heatmaps, flowcharts, sparklines, and compare multiple variables with trendlines. This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI. You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service. 1 Introduction Power BI ecosystem Things to keep in mind Selecting dashboard colours Importing visuals into Power BI Data sources for your analysis Joining tables in Power BI 2 Working with data Utilising a report theme Table visuals Matrix visuals Drilling into hierarchies Applying static filters Group numbers with lists Group numbers with bins 3 Creating visuals Heatmaps in Power BI Visualising time-intelligence trends Ranking categorical totals Comparing proportions View trends with sparklines 4 Comparing variables Insert key performance indicators (KPI) Visualising trendlines as KPI Forecasting with trendlines Visualising flows with Sankey diagrams Creating a scatter plot 5 Mapping options Map visuals Using a filled map Mapping with latitude and longitude Mapping with ArcGIS or ESRI 6 Creating dashboards High-level dashboard Migration analysis dashboard Adding slicers for filtering Promote interaction with nudge prompts Searching the dashboard with a slicer Creating dynamic labels Highlighting key points on the dashboard Customised visualisation tooltips Syncing slicers across pages 7 Sharing dashboards Setting up and formatting phone views Exporting data Creating PDF files Uploading to the cloud Share dashboards in SharePoint online

Power BI - dashboards (1 day) (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Salesforce Implement and Manage Tableau CRM (ANC301)

By Nexus Human

Duration 3 Days 18 CPD hours This course is intended for This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards. Overview When you complete this course, you will be able to: Determine your user, data, and security requirements, and establish a development process. Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions. Load external data to Tableau CRM. Create and run dataflows to load Salesforce data, and join it with data from other datasets. Understand and use Data Sync effectively. Understand Recipes and Data Prep. Understand and implement data security in Tableau CRM, and override security for implementation and testing. Understand how filters on dashboards function and be able to use interactions when necessary. Understand a dashboard's JSON file. Explain the process of dashboard queries and modify a query to meet specific analytic requirements. Modify dataset metadata. Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you?ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster. Discovery and Planning Discovery Meeting Establishing Your Users and Development Process Set Up Users and Apps Overview of User Access on the Tableau CRM Platform Creating Tableau CRM Permission Sets Assigning Licenses and Permission Sets to Users Creating and Sharing Tableau CRM Apps Connect Data Overview of Connecting Data Data Mapping Overview of the Dataflow Process Designing a Dataflow Loading External CSV Data Creating Dataflows Optimizing Dataflows Running, Monitoring, and Scheduling a Dataflow Preparing Datasets with Recipes with Data Prep Data Connectors Additional Transformations Data Security Overview of Security in Tableau CRM Determining Security Requirements Overview of Using Predicate Filters Implementing Ownership-Based Row-Level Security Implementing Role-Based Row-Level Security Implementing Team-Based Row-Level Security Overriding Security for Implementation and Testing Sharing Inheritance Extended Metadata in a Dataset Overview of Extended Metadata (XMD) Updating Field Metadata Adding Quick Action Menus for Records in Tableau CRM Dashboard Templates and Mobile Dashboards Overview of Tableau CRM Dashboard Templates Overview of JSON for Dashboards Building a Dashboard Using a Template Optimizing Dashboards for a Mobile Device Bindings in Dashboards Understanding Filters in Lenses and Dashboards Multi-Dataset Dashboards Filters with Interactions Custom Queries Query Modification Overview of Modifying Queries Maximizing the Use of the Compare Table Salesforce Analytics Query Language (SAQL) SAQL Queries in a Tableau CRM Dashboard Additional course details: Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Implement and Manage Tableau CRM (ANC301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Salesforce Implement and Manage Tableau CRM (ANC301)
Delivered OnlineFlexible Dates
Price on Enquiry

Educators matching "Tableau Desktop Specialist"

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Academy for Health and Fitness

academy for health and fitness

4.8(119)

London

WHO WE ARE Academy for Health and Fitness is your premier online destination for accredited health and fitness courses. We're committed to helping you transform your life through our comprehensive programs. Our courses are meticulously designed to cater to three core areas: fitness, therapy, and health. We offer a vast array of online courses and a robust certification program that empowers millions of professionals with the skills they need to excel in their careers. Our focus is on equipping you with the expertise necessary to thrive in today's dynamic world. OUR MISSION As a leading online health and fitness course provider, our mission is to deliver exceptional learning experiences and make quality education accessible to everyone. We strive to maintain the highest standards of excellence, transparency, and customer service. OUR VISION Our vision is to become the UK's most trusted and respected online course provider. We aim to create a safe and flexible learning environment that maximizes your potential and enhances your employability. WHAT WE OFFER * Expert-Curated Courses: Our courses are developed by industry-leading experts. * Fully Accredited Courses and Study Materials: Ensure quality and credibility. * Business Team Training: Tailor-made programs for corporate teams. * Affordable Subscriptions: Flexible payment options to suit your budget. * Accredited Certifications: Validate your skills and expertise. * New Courses Monthly: Stay updated with the latest trends. * Flexible Learning: Learn at your own pace and convenience. * 24/7 Support: Dedicated assistance whenever you need it. WHY CHOOSE US We're dedicated to providing unparalleled customer service and the most comprehensive selection of online health and fitness courses. With new courses added regularly, you can be confident in your choice to learn from us. Our exceptional customer support team is always ready to assist you on your journey to success.

Nexus Human

nexus human

London

Nexus Human, established over 20 years ago, stands as a pillar of excellence in the realm of IT and Business Skills Training and education in Ireland and the UK.  For over two decades, Nexus Human has been a steadfast source of reliable and high-quality training solutions, catering to a diverse range of professional and educational needs. With a strong reputation in the Training Industry, Nexus Human has consistently demonstrated its commitment to equipping individuals and organisations with the skills and knowledge required to thrive in today's dynamic world.  Our training programs span a wide spectrum, encompassing IT certifications, business skills, and much more.   What sets Nexus Human apart is our unwavering dedication to staying at the forefront of industry trends and technology advancements.  Our expert instructors, coupled with cutting-edge training resources, ensure that students receive the most up-to-date and relevant knowledge available. The impact of Nexus Human extends far and wide, helping individuals enhance their career prospects and aiding businesses in achieving their goals.  This 20-year journey has solidified our institution's standing as a trusted partner in personal and professional growth, offering reliable, excellent training that continues to shape the future.  Whether you seek to upskill, reskill, or simply stay ahead of the curve, Nexus Human is the place to turn for an educational experience marked by quality, reliability, and innovation.