Mastering Tableau: Beginner to Pro

Unlock the power of data with our comprehensive course for new users, designed to build your expertise in creating impactful Tableau visuals for data-driven decision-making.

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Essential Skills Gained

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Navigate and utilize Tableau's core features with confidence.

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Connect and manage various data sources effectively.

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Craft and customize insightful charts and dashboards.

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Share, publish, and maintain visuals for teamwork.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Aspiring data analysts
  • Project management professionals
  • Operations team staff
  • Curious data enthusiasts

Description

Jumpstart your journey into data visualization with our expert-led Tableau course. Perfect for those new to Tableau, this hands-on experience focuses on real-world applications that make learning dynamic and directly applicable to your work. Through engaged project-based learning, you'll construct clear and compelling visuals and dashboards. No prior experience in Tableau or data visualization needed; bring your interest and get ready to explore data like never before.

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Upcoming Course Dates

August 11-12, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

October 14-15, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

Course Outline

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Introduction to Tableau

  1. Tableau Products Overview

  2. Understanding Data Visualization

  3. Introduction to the Viz

  4. Familiarizing with the Start Page

  5. Navigating the Tableau Interface

  6. Understanding Workbooks and Sheets

  7. Efficiently Navigating Workbooks

Data Connections

  1. Importance of Data in Tableau

  2. Differences: Static vs. Live Data

  3. Exploring Data Source Types

  4. How to Establish a Data Connection

  5. Editing Your Data Source

  6. Exploring the Data Source Page

  7. Comparing Data and Metadata Grids

  8. Refreshing Data Easily

  9. Understanding Data Connection Dynamics

Crafting Visualizations

  1. Introduction to the Data Pane

  2. Exploring Different Data Types

  3. Changing Data Types

  4. Understanding Dimensions and Measures

  5. Discovering Tableau-Generated Fields

  6. Searching for Fields

  7. Navigating Shelves

  8. Building Compelling Views

  9. Mastering the View Area

  10. Utilizing Show Me

Sharing and Publishing

  1. Saving Your Visualizations

  2. Publishing Your Insights

  3. Managing Data Source Storage

  4. Accessing Saved Data Locations

  5. Publishing Data Sources

Chart Variety

  1. Creating Tabular Data Views

  2. Designing Pie Charts

  3. Creating Line and Bar Charts

  4. Utilizing Heat Maps

  5. Working with Highlight Tables

  6. Crafting Treemap Charts

  7. Designing Gantt Charts

  8. Understanding Bullet Graphs

  9. Exploring Scatterplots

  10. Assessing Correlations

  11. Identifying Outliers

  12. Designing Histograms

Discrete vs. Continuous Fields

  1. Grasping Discrete and Continuous Fields

  2. Field Conversion Techniques

  3. Using Totals and Aggregations

  4. Examining Time Fields

  5. Converting Measures to Dimensions

Enhancing Visual Details

  1. Understanding Mark Options

  2. Using the Marks Card

  3. Applying Text, Shape, and Line Marks

  4. Adding Titles, Captions and Legends

  5. Utilizing Tooltips and Commands

  6. Creating and Formatting Annotations

Basic Formatting Skills

  1. Workbook Formatting Techniques

  2. Theme Application

  3. Customizing Axes and Ranges

  4. Editing Tick Marks

  5. Tailoring Fields and Labels

  6. Number and Null Value Formatting

  7. Table and Cell Resizing

Handling Multiple Measures

  1. Incorporating Multiple Measures into a View

  2. Adding Separate Axes for Each Measure

  3. Creating Combined Axes Charts

  4. Understanding Dual Axis Charts

  5. Designing Dual Axis Charts

Sorting and Filtering

  1. Methods for Hiding Fields

  2. Adjusting Data Properties

  3. Renaming Fields and Creating Aliases

  4. Data Sorting Techniques

  5. Organizing with Folders and Hierarchies

  6. Using Hierarchies for Drill-Downs

  7. Comprehending Filters

  8. Creating and Applying Filters

  9. Filtering Qualitative vs. Quantitative Data

  10. Establishing Groups and Sets

Geographic Mapping

  1. Mapping Basics

  2. Understanding Geographic Coordinates

  3. Utilizing Location Data

  4. Creating Simple Maps

  5. Navigating with View Toolbar

Calculations in Tableau

  1. Calculation Essentials

  2. Making Calculated Fields

  3. Formatting Calculations

  4. Leveraging Functions and Aggregates

  5. Using Quick Table Calculations

Dashboard Creation

  1. Understanding Dashboard Dynamics

  2. Designing Interactive Dashboards

  3. Crafting Device-Specific Dashboards

  4. Sizing Dashboard Options

  5. Mastering Tiled and Floating Elements

Developing Data Stories

  1. Introduction to Storytelling

  2. Navigating the Story Workspace

  3. Building Compelling Data Stories

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.