Course Overview

Tableau Desktop Fundamentals is a two-day, hands-on course designed for users new to Tableau, who handle and work with data, regardless of their technical or analytical background. This course is designed to help students gain and understanding of the key features and uses of the Tableau toolset in order to move from simple to complex visualizations, and then how to combine them in interactive dashboards.

NOTE: 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.

Key Learning Areas

  • Connect to your data
  • Edit and save a data source
  • Understand Tableau terminology
  • Use the Tableau interface / paradigm to effectively create powerful visualizations
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations

Represent your data using the following visualization types:

  • Cross Tabs
  • Geographic Maps
  • Heat Maps
  • Distribution Charts
  • Tree Maps
  • Pie Charts and Bar Charts
  • Dual Axis and Combo Charts with different mark types
  • Box Plots
  • Highlight Tables
  • Scatter Plots
  • Use Reference Lines to highlight elements of your data
  • Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations
  • Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions
  • Handle changes in your data source such as field addition, deletion or name changes
  • Share your visualizations with others
  • Combine your visualizations into Interactive Dashboards and publish them to the web

Course Outline

  • Introduction
  • Connecting to Data
  • Simplifying and Sorting Your Data
  • Organizing your Data
  • Slicing your Data by Date
  • Using Multiple Measures in a View
  • Showing the Relationship between Numerical Values
  • Mapping Data Geographically
  • Viewing Specific Values
  • Customizing your Data
  • Analyzing Data with Quick Table Calculations
  • Showing Breakdowns of the Whole
  • Viewing Distributions
  • Highlighting Data with Reference Lines
  • Making Your Views Available

Who Benefits

This is an introductory-level Tableau course geared for attendees new to using the tool, or for those who want a refresher of the basics or newer features.

Prerequisites

Ideal attendees would be beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions.

Individuals working with data-regardless of technical or analytical background are a fit for this course.