Course Objective

This is for students who are new to Tableau or who have limited experience with the software. Students will learn the fundamentals of the tool and how to use all the basic functionality to visualize their data. Students will learn how to connect to various data sources, build a variety of basic charts, and combine those insights into a useable dashboard. Students will also learn about sharing and publishing options. Students will be able to visualize data faster and provide better insight into the business after this course.

After taking this course, you will be able to:

  • Apply the fundamentals and functionality of Tableau to visualize data
  • Connect to various data sources
  • Build a variety of basic charts
  • Combine insights on one usable dashboard for an end-user, team, organization, or shareholder
  • Garner new insights using table calculations
  • Understand how and when to apply filters for better command of the data and user interactivity
  • Apply Tableau’s mapping features for spatial analysis
  • Share and publish visualizations
Course Outline

Tableau Fundamentals (Day 1):

  • Simple Data Connections and the Data Connection Interface
  • Understanding the Main Tableau interface
  • Building Simple Visualizations
  • Saving Options
  • Understanding and “Utilizing” Show Me
  • Dimensions vs. Measures and How They Affect a Viz
  • Continuous vs. Discreet Variables
  • Basic Dates
  • Basic Aggregations
  • Hierarchies
  • Sorting
  • Grouping
  • Formatting
  • Building Your First Dashboard
  • Labeling, Annotations, Tooltips and Data Highlighting
  • Using the Data Highlighter
  • Quick Filters
  • Publishing and Sharing

Visual Best Practices and Analytics (Day 2):

  • Connecting to Different Databases and Data Formats
  • Live vs. Extract Connections – The Basics
  • Reshaping and Formatting Data for Tableau
  • Managing Multiple Data Connections in a Single Workbook
  • Cross Database Filters
  • Cross Database Joins & Data Blending
  • Understanding the Navigation Menu
  • Showing Trends or Change Over Time
  • Part to Whole and Ranking Analysis
  • Creating Dual Axis Charts and Combo Charts
  • Using Measure Names and Measure Values to Build a Data Table
  • Using Maps and Spatial Analysis
  • Showing Relationships Between Numbers
  • Distributions


A Message From the Head Instructors About This Course

Duration 2 to 3

Manual and supporting materials included.



Software Requirements

Tableau Desktop, Internet Access

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