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Overview

Advanced Tableau – Data Model overview

This Advanced Tableau course provides next-level training for structuring and connecting data in Tableau to build elegant and professional models.

In this course, you’ll combine related data using joins, relationships, and blends to bring data into visuals. We’ll work through a scenario with evolving business requirements. These requirements will need more and more data added to our model as we progress. Each time you do this, you’ll be introduced to new options for joining, relating, and blending data, common problems, and methods for optimizing your data model for performance.

By the end, you’ll have learned to think more carefully about the structure of your data, the types of connections you should use, and the performance options that are best for your data.

Advanced Tableau – Data Model learning objectives

Upon completing this course, you will be able to:

  • Build a basic data model using Tableau’s relationship feature
  • Optimize data model relationships using performance tuning
  • Differentiate between joins, relationships, and blends
  • Adapt a data model based on an expanding set of requirements
  • Deal with common issues like nulls, many-to-many relationships, one-to-one relationships, and filtering
  • Understand how ETL tools can make life easier to create an optimal Star Schema

 

Who should take this course?

This Tableau course is perfect for professionals who have a solid understanding of data analysis and want to expand their skill set to include basic data engineering in Tableau. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that require displaying and analyzing data sets—with the advanced skills to create dynamic data-viewing experiences.

Tableau – Data Model is an elective course of CFI’s BIDA™ program

This course is part of CFI’s Business Intelligence & Data Analyst (BIDA)™ Program. This program covers all the basic, intermediate, and advanced topics about business intelligence and data analysis. The program also includes a number of case studies to allow students to practice skills and tasks on sample data. This program teaches the quantitative methods used in the finance and capital markets industry. It is ideal for students who want to learn how to analyze complex data. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the BIDA™ program are Business Intelligence, Asset Management, Data Analyst, Quantitative Analyst, and other finance careers.

Students can sign up for updates and reserve a spot in the Business Intelligence & Data Analyst (BIDA)™ Program on the student dashboard.

Advanced Tableau - Data Model

Get Started

Level 4

Approx 2.5h to complete

100% online and self-paced

Subscribe to get access to BIDA and other programs

From $497/year

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What you'll learn

Lesson
Multimedia
Exams
Files
Exploring the Data Model
Chapter Introduction - Exploring the Data Model
𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁𝘀 𝗮𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗗𝗮𝘁𝗮 𝗦𝗰𝗲𝗻𝗮𝗿𝗶𝗼
Exploring the EU Superstore Dataset
Orders and Regions - The JOINS Approach
Manager Sales - The Relationship Approach
Relationship Performance Options
Relationships vs Joins
When Is Data Queried in a Data Model?
Hiding ID Columns
Student Exercise - Sales by Manager Chart
Student Exercise Review - Sales by Manager
𝗦𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗗𝗮𝘁𝗮 - 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 & 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗗𝗮𝘁𝗮
One-to-One - The Relationship Approach
One-to-One - The INNER JOIN Approach
Student Exercise - Shipping Costs
Student Exercise Review - Shipping Costs
𝗥𝗲𝘁𝘂𝗿𝗻𝘀 𝗗𝗮𝘁𝗮 - 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 & 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗗𝗮𝘁𝗮
Returns - The JOIN Approach
Duplication with Table JOINS
Returns - The Blend Approach
Blend Summary
Returns - The Relationship Approach
Row-level Caution in Many-to-many
Filters - A Safer Way to Filter Many-to-Many
Student Exercise - Returns Data
Student Exercise Review - Returns Data
𝗧𝗮𝗿𝗴𝗲𝘁𝘀 - 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 & 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗗𝗮𝘁𝗮
Targets Data - JOIN to the Data Model
Student Exercise - Targets Data
Student Exercise Review - Targets Data
𝗪𝗵𝗲𝗻 𝘁𝗼 𝗝𝗢𝗜𝗡, 𝗥𝗲𝗹𝗮𝘁𝗲, 𝗼𝗿 𝗕𝗟𝗘𝗡𝗗

Become a certified Business Intelligence & Data Analyst (BIDA)™ Certification

Advanced Tableau – Data Model is part of the Business Intelligence & Data Analyst (BIDA)™ certification, which includes 21 courses.

Business Intelligence & Data Analyst (BIDA)™ Certification
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist

Path to certification

Prep courses

3 courses from beginner to intermediate level.

01 Optional

Core courses

13 courses from beginner to intermediate level.

02 Required

Elective courses

5 courses in advanced and intermediate levels.

03 Optional

Get certified

Submit your BIDA checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Business Intelligence & Data Analyst (BIDA)™ courses are offered 100% online, allowing you the flexibility to start the Business Intelligence & Data Analyst (BIDA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (17 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (BIDA)™ Certification will be emailed to you.

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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